VOOV vs. COWZ
Compare and contrast key facts about Vanguard S&P 500 Value ETF (VOOV) and Pacer US Cash Cows 100 ETF (COWZ).
VOOV and COWZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VOOV is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Value Index. It was launched on Sep 7, 2010. COWZ is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer US Cash Cows 100 Index. It was launched on Dec 16, 2016. Both VOOV and COWZ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VOOV or COWZ.
Performance
VOOV vs. COWZ - Performance Comparison
Returns By Period
In the year-to-date period, VOOV achieves a 16.69% return, which is significantly higher than COWZ's 14.71% return.
VOOV
16.69%
-0.55%
8.56%
24.47%
12.20%
10.37%
COWZ
14.71%
0.00%
6.61%
20.56%
16.63%
N/A
Key characteristics
| VOOV | COWZ | |
|---|---|---|
| Sharpe Ratio | 2.51 | 1.54 |
| Sortino Ratio | 3.55 | 2.25 |
| Omega Ratio | 1.45 | 1.27 |
| Calmar Ratio | 4.74 | 2.74 |
| Martin Ratio | 15.18 | 6.50 |
| Ulcer Index | 1.67% | 3.20% |
| Daily Std Dev | 10.07% | 13.49% |
| Max Drawdown | -37.31% | -38.63% |
| Current Drawdown | -1.48% | -2.42% |
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VOOV vs. COWZ - Expense Ratio Comparison
VOOV has a 0.10% expense ratio, which is lower than COWZ's 0.49% expense ratio.
Correlation
The correlation between VOOV and COWZ is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
VOOV vs. COWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Value ETF (VOOV) and Pacer US Cash Cows 100 ETF (COWZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VOOV vs. COWZ - Dividend Comparison
VOOV's dividend yield for the trailing twelve months is around 1.93%, more than COWZ's 1.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOOV Vanguard S&P 500 Value ETF | 1.93% | 1.69% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% | 1.98% | 1.97% |
COWZ Pacer US Cash Cows 100 ETF | 1.85% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.94% | 0.13% | 0.00% | 0.00% | 0.00% |
Drawdowns
VOOV vs. COWZ - Drawdown Comparison
The maximum VOOV drawdown since its inception was -37.31%, roughly equal to the maximum COWZ drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for VOOV and COWZ. For additional features, visit the drawdowns tool.
Volatility
VOOV vs. COWZ - Volatility Comparison
The current volatility for Vanguard S&P 500 Value ETF (VOOV) is 3.32%, while Pacer US Cash Cows 100 ETF (COWZ) has a volatility of 3.96%. This indicates that VOOV experiences smaller price fluctuations and is considered to be less risky than COWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.