COWZ vs VOO

COWZ vs VOO

Which is better, COWZ or VOO?

Mid Cap Value against Large Cap Blend.

VOO has a lower expense ratio. COWZ led over 1Y, VOO over 3Y, 5Y and the full window. COWZ is less concentrated, with 21.4% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: COWZ

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

MetricCOWZVOO
Expense Ratio0.49%0.03%Best
AUM$20.0B$997.4B
Dividend Yield1.72%1.04%
Holdings102509
YTD Return+16.74%Best+11.98%
1Y Return+23.85%Best+16.45%
3Y Return (annualized)+13.37%+21.19%Best
5Y Return (annualized)+11.79%+12.95%Best
Volatility (annualized)18.6%15.6%Best
Max Drawdown-38.6%-34.3%Best
$10,000 over 5 years$17,459$18,384Best
Top 10 Weight21.4%Best37.6%
Fund FamilyPacer ETFsVanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionDec 16, 2016Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Dec 19, 2016 to Sep 14, 2026 (9.7 years).

COWZ vs VOO 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 9.7 years both funds cover.

COWZ vs VOO Performance

Pacer US Cash Cows 100 ETF (COWZ) is an ETF from Pacer ETFs and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year COWZ returned +23.85% while VOO returned +16.45%. Year to date, COWZ is up 16.74% versus a gain of 11.98% for VOO.

Over three years, COWZ compounded at +13.37% per year against +21.19% for VOO; over five years the annualized figures are +11.79% and +12.95% respectively. Across the full 10-year window we track, VOO has the edge at +14.15% annualized vs +13.27%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

COWZ has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 15.6% for VOO. 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 -38.6% for COWZ and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

COWZ charges 0.49% per year while VOO charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, COWZ currently yields 1.72% against 1.04% for VOO.

Holdings Overlap

COWZ already in VOO94.1%
VOO already in COWZ7.7%

94.1% of COWZ's money is in holdings VOO also owns. 7.7% of VOO's money is in holdings COWZ also owns.

Most of COWZ is already inside VOO. Owning both mostly buys the same companies twice.

89 positions in common, counted across the 101 positions we hold weights for in COWZ and 494 in VOO, against full books of 102 and 509.

What only one of them owns

Our book lists 398 positions for VOO that do not appear in our book for COWZ (91.5% of the fund), and 11 for COWZ that do not appear in VOO (5.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in COWZWeight in VOODifference
CRMSalesforce Inc Crm Us Equity2.46%0.23%2.23%
NEMNewmont Corp Common2.25%0.16%2.09%
MPCMarathon Petroleum Corp2.26%0.14%2.12%
BKNGBooking Holdings, Inc.2.13%0.23%1.90%
INTUIntuit, Inc.2.15%0.14%2.01%
BMYBristol-Myers Squibb Co.2.07%0.21%1.86%
TBBAt&t Inc2.02%0.25%1.77%
GILDGilead Sciences2.01%0.25%1.76%
VZVerizon Communic1.96%0.30%1.66%
ADBEAdobe Systems2.07%0.16%1.91%

94.1% of COWZ is already inside VOO.

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

COWZVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, COWZ or VOO?

COWZ has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option, by $46 a year on a $10,000 investment.

Which performed better, COWZ or VOO?

Over the past year COWZ returned +23.85% vs +16.45% for VOO, so COWZ leads on 1-year performance. Over the longest common window we track (10 years), COWZ annualized +13.27% vs +14.15% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, COWZ or VOO?

COWZ has been the more volatile fund at 18.6% annualized versus 15.6% for VOO. Worst drawdown: COWZ -38.6% vs VOO -34.3%.

Should I hold both COWZ and VOO?

COWZ and VOO have a monthly-return correlation of 0.83, 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 COWZ and VOO?

94.1% of COWZ's money is in holdings VOO also owns. 7.7% of VOO's is in holdings COWZ also owns. They hold 89 positions in common, counted across the 101 positions we hold weights for in COWZ and 494 in VOO.

Which pays a higher dividend, COWZ or VOO?

COWZ yields 1.72% while VOO yields 1.04%, so COWZ currently pays the higher dividend yield.

Is VOO better than COWZ?

VOO has a lower expense ratio. COWZ led over 1Y, VOO over 3Y, 5Y and the full window. COWZ is less concentrated, with 21.4% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.