WSGE vs. HERD
WSGE (Warren Street Global Equity ETF) and HERD (Pacer Cash Cows Fund of Funds ETF) are both Global Equities funds. WSGE is actively managed, while HERD is passively managed. A 0.79 correlation means they provide meaningful diversification when combined. WSGE charges 0.80%/yr vs 0.73%/yr for HERD.
Performance
WSGE vs. HERD - Performance Comparison
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Returns By Period
In the year-to-date period, WSGE achieves a 12.70% return, which is significantly higher than HERD's 7.61% return.
WSGE
- 1D
- -0.03%
- 1M
- 2.31%
- YTD
- 12.70%
- 6M
- 12.04%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HERD
- 1D
- -0.48%
- 1M
- -2.59%
- YTD
- 7.61%
- 6M
- 6.96%
- 1Y
- 23.68%
- 3Y*
- 15.54%
- 5Y*
- 9.42%
- 10Y*
- —
WSGE vs. HERD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WSGE Warren Street Global Equity ETF | 12.70% | 0.11% |
HERD Pacer Cash Cows Fund of Funds ETF | 7.61% | 0.88% |
Correlation
The correlation between WSGE and HERD is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 9, 2025 | 0.79 |
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Return for Risk
WSGE vs. HERD — Risk / Return Rank
WSGE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
HERD
WSGE vs. HERD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Warren Street Global Equity ETF (WSGE) and Pacer Cash Cows Fund of Funds ETF (HERD). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WSGE | HERD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.36 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.19 | — |
| Martin ratioReturn relative to average drawdown | — | 13.55 | — |
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Drawdowns
WSGE vs. HERD - Drawdown Comparison
The maximum WSGE drawdown since its inception was -9.25%, smaller than the maximum HERD drawdown of -39.41%. Use the drawdown chart below to compare losses from any high point for WSGE and HERD.
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Drawdown Indicators
| WSGE | HERD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.25% | -39.41% | +30.16% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.68% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.60% | — |
Current DrawdownCurrent decline from peak | -0.19% | -4.60% | +4.41% |
Average DrawdownAverage peak-to-trough decline | -1.64% | -4.54% | +2.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.75% | — |
Volatility
WSGE vs. HERD - Volatility Comparison
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Volatility by Period
| WSGE | HERD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.86% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.26% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 11.96% | +3.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.74% | 17.75% | -2.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 20.47% | -4.73% |
WSGE vs. HERD - Expense Ratio Comparison
WSGE has a 0.80% expense ratio, which is higher than HERD's 0.73% expense ratio.
Dividends
WSGE vs. HERD - Dividend Comparison
WSGE's dividend yield for the trailing twelve months is around 0.24%, less than HERD's 2.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
HERD Pacer Cash Cows Fund of Funds ETF | 2.91% | 3.75% | 2.43% | 2.54% | 2.50% | 2.02% | 1.95% | 1.69% |
WSGE Warren Street Global Equity ETF | 0.24% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WSGE and HERD have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, HERD is cheaper at 0.73% per year. The better choice depends on whether you care most about return, fees, risk, or income.
HERD is cheaper with a 0.73% expense ratio, compared with 0.80% for WSGE.
HERD has the higher dividend yield at 2.91%, compared with 0.24% for WSGE.
They also come from different issuers: Warren Street and Pacer. Their fees differ too: 0.80% for WSGE and 0.73% for HERD.
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