COWZ vs. VXF - ETF Comparison
COWZ - Pacer US Cash Cows 100 ETF
The Pacer US Cash Cows 100 ETF is an equity fund that tracks the Pacer US Cash Cows 100 Index, investing in large-cap US companies with high free cash flow. The fund aims to provide investors with a diversified portfolio of established companies with strong financial health.
VXF - Vanguard Extended Market ETF
The Vanguard Extended Market ETF provides diversified exposure to mid and small-cap US stocks, offering a balanced portfolio of over 1,000 individual securities. With a low expense ratio, it's an attractive option for long-term investors seeking to minimize costs.
| COWZ | VXF | |
|---|---|---|
| Fund Name | Pacer US Cash Cows 100 ETF | Vanguard Extended Market ETF |
| Fund Provider | Pacer Advisors | Vanguard |
| Index | Pacer US Cash Cows 100 Index | S&P Completion Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.49% | 0.06% |
| Inception Date | 2016-12-16 | 2001-12-27 |
| Number Of Holdings | 101 | 3516 |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Blend |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.