VTR vs. COWZ
Compare and contrast key facts about Ventas, Inc. (VTR) and Pacer US Cash Cows 100 ETF (COWZ).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTR or COWZ.
Key characteristics
| VTR | COWZ | |
|---|---|---|
| YTD Return | 34.19% | 16.54% |
| 1Y Return | 60.35% | 27.35% |
| 3Y Return (Ann) | 11.34% | 10.40% |
| 5Y Return (Ann) | 6.19% | 16.77% |
| Sharpe Ratio | 2.40 | 1.90 |
| Sortino Ratio | 3.19 | 2.75 |
| Omega Ratio | 1.41 | 1.33 |
| Calmar Ratio | 1.62 | 3.45 |
| Martin Ratio | 7.46 | 8.20 |
| Ulcer Index | 7.14% | 3.19% |
| Daily Std Dev | 22.24% | 13.73% |
| Max Drawdown | -83.92% | -38.63% |
| Current Drawdown | -2.00% | -0.07% |
Correlation
The correlation between VTR and COWZ is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VTR vs. COWZ - Performance Comparison
In the year-to-date period, VTR achieves a 34.19% return, which is significantly higher than COWZ's 16.54% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
VTR vs. COWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ventas, Inc. (VTR) 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
VTR vs. COWZ - Dividend Comparison
VTR's dividend yield for the trailing twelve months is around 2.76%, more than COWZ's 1.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTR Ventas, Inc. | 2.76% | 3.61% | 4.00% | 3.52% | 4.36% | 5.49% | 5.40% | 5.19% | 4.74% | 5,409.15% | 9,117.70% | 10,528.28% |
COWZ Pacer US Cash Cows 100 ETF | 1.82% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.94% | 0.13% | 0.00% | 0.00% | 0.00% |
Drawdowns
VTR vs. COWZ - Drawdown Comparison
The maximum VTR drawdown since its inception was -83.92%, which is greater than COWZ's maximum drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for VTR and COWZ. For additional features, visit the drawdowns tool.
Volatility
VTR vs. COWZ - Volatility Comparison
Ventas, Inc. (VTR) has a higher volatility of 6.17% compared to Pacer US Cash Cows 100 ETF (COWZ) at 3.92%. This indicates that VTR's price experiences larger fluctuations and is considered to be riskier than COWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.