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COWZ Is Better Than SCHD (BATS:COWZ)

Introduction

Recently, I have seen a lot of push to invest in Schwab US Dividend ETF (ARCX: SCHD). Frankly, I have never understood the fascination. While it is a good fund for what it does, I feel there are better opportunities elsewhere. For example, IQDIV

Months

(January 2017-January 2024)

Schwab Str: US Div Eq ETF (ARCX: SCHD)

Pacer US Cash Cows 100 (BATS: COWZ)

SPDR S&P 500 ETF (ARCX: SPY)

Average Total Return

13.28% (±17.36%)

15.55% (±22.16%)

15.05% (±18.03%)

Sharpe Ratio

0.63

0.60

0.70

Sortino Ratio

0.93

0.77

1.00

Return/Risk

0.77

0.70

0.84

Method

Standard Long

Quant Model

Standard Long

Style

Equity Income

General

General

Size

Large Cap

Large Cap

Large Cap

Yield

3.45%

1.93%

1.45%

Beta

0.81

0.94

1.00

Morningstar Rating

5-Stars

5-Stars

4-Stars

Lipper Leaders Rating

5-Stars

5-Stars

5-Stars

Seeking Alpha Analysts Rating

BUY

HOLD

HOLD

Statistics

Years (1999-2023)

DJ US Dividend 100 Index

Pacer US Cash Cows 100 Index

S&P 500 Index

Average Total Return

25

10.50% (±13.31%)

14.82% (±21.17%)

7.56% (±19.77%)

Up Markets

19

14.95%

21.18%

17.11%

Down Markets

6

-2.50%

-3.18%

-17.83%

Modified Sharpe Ratio

0.77

0.79

0.57

Modified Sortino Ratio

0.92

0.90

0.62

Return/Risk Ratio

0.79

0.70

0.38

Statistics

Years (1992-2023)

Pacer US Cash Cows 100 Index

S&P 500 Index

Average Total Return (Annual)

32

16.25% (±19.25%)

10.07% (±18.88%)

Up Markets

26

21.26%

17.75%

Down Markets

6

-3.18%

-17.83%

Modified Sharpe Ratio

0.76

0.52

Modified Sortino Ratio

0.93

0.83

Return/Risk Ratio

0.84

0.53

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