COWG vs SPY

COWG vs SPY

Which is better, COWG or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. COWG led over 3Y, SPY over 1Y and the full window. COWG is less concentrated, with 27.8% of the fund in its ten largest positions against 37.8%.

Lower Fees: SPYHigher Returns: splitLess Concentrated: COWG

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCOWGSPY
Expense Ratio0.49%0.09%Best
AUM$2.3B$804.7B
Dividend Yield0.35%0.98%
Holdings102505
YTD Return+10.64%+11.97%Best
1Y Return+8.65%+16.40%Best
3Y Return (annualized)+21.67%Best+21.10%
5Y Return (annualized)-+12.88%
Volatility (annualized)15.7%12.5%Best
Max Drawdown-23.6%-18.8%Best
$10,000 over 3.7 years$19,681$20,675Best
Top 10 Weight27.8%Best37.8%
Fund FamilyPacer ETFsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionDec 21, 2022Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Dec 23, 2022 to Sep 14, 2026 (3.7 years).

COWG vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.7 years both funds cover.

COWG vs SPY Performance

Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) is an ETF from Pacer ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year COWG returned +8.65% while SPY returned +16.40%. Year to date, COWG is up 10.64% versus a gain of 11.97% for SPY.

Over three years, COWG compounded at +21.67% per year against +21.10% for SPY. Across the full 4-year window we track, SPY has the edge at +21.69% annualized vs +20.08%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

COWG has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 12.5% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -23.6% for COWG and -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

COWG charges 0.49% per year while SPY charges 0.09%. On a $10,000 position that is $49 vs $9 annually, a gap of $40 per year that compounds over a long holding period. On income, COWG currently yields 0.35% against 0.98% for SPY.

Holdings Overlap

COWG already in SPY65.7%
SPY already in COWG28.6%

65.7% of COWG's money is in holdings SPY also owns. 28.6% of SPY's money is in holdings COWG also owns.

The two portfolios partly overlap.

65 positions in common, counted across the 101 positions we hold weights for in COWG and 504 in SPY, against full books of 102 and 505.

What only one of them owns

Measured across the 101 and 504 positions we hold weights for.

SPY holds 432 positions COWG does not, 70.7% of the fund.

Largest: MSFT 5.66%, AMZN 3.79%, GOOGL 2.99%, GOOG 2.39%, META 1.93%

Top Shared Holdings

StockWeight in COWGWeight in SPYDifference
NVDANvidia Corp1.09%8.01%6.92%
AAPLApple, Inc0.89%7.26%6.37%
SNDKSandisk Corp/De4.03%0.35%3.68%
WDCWestern Digital Corp Company Guar 11/28 33.53%0.24%3.29%
AVGOBroadcom Inc0.81%2.66%1.85%
LRCXLrcx Uw Equity2.63%0.55%2.08%
PANWPalo Alto Networks, Inc2.20%0.45%1.75%
FTNTFortinet Inc2.35%0.15%2.20%
CRWDCrowdstrike Holdings Inc2.04%0.33%1.71%
KLACKla Corp1.69%0.34%1.35%

65.7% of COWG is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

COWGSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, COWG or SPY?

COWG has an expense ratio of 0.49% while SPY charges 0.09%. SPY is the cheaper option, by $40 a year on a $10,000 investment.

Which performed better, COWG or SPY?

Over the past year COWG returned +8.65% vs +16.40% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (4 years), COWG annualized +20.08% vs +21.69% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, COWG or SPY?

COWG has been the more volatile fund at 15.7% annualized versus 12.5% for SPY. Worst drawdown: COWG -23.6% vs SPY -18.8%.

Should I hold both COWG and SPY?

COWG and SPY have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between COWG and SPY?

65.7% of COWG's money is in holdings SPY also owns. 28.6% of SPY's is in holdings COWG also owns. They hold 65 positions in common, counted across the 101 positions we hold weights for in COWG and 504 in SPY.

Which pays a higher dividend, COWG or SPY?

COWG yields 0.35% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than COWG?

SPY has a lower expense ratio. COWG led over 3Y, SPY over 1Y and the full window. COWG is less concentrated, with 27.8% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.