HERD vs SOVF
Comparison between PACER CASH COWS FUND OF FUNDS ETF (HERD, ETF) and SOVEREIGN'S CAPITAL FLOURISH FUND (SOVF, ETF).
HERD vs SOVF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HERD
$95M
SOVF
$94M
Expense Ratio
Winner
HERD
0.74%
SOVF
0.75%
Max Drawdown
HERD
39.41%
Winner
SOVF
21.97%
Sharpe Ratio
Winner
HERD
1.79
SOVF
-0.48
5Y Beta
Winner
HERD
0.77
SOVF
0.85
P/E Ratio
HERD
N/A
SOVF
63.35
Forward P/E
HERD
N/A
SOVF
13.71
PEG Ratio
HERD
N/A
SOVF
-0.02
5Y Dividends CAGR
HERD
24.31%
SOVF
N/A
5Y EPS CAGR
HERD
N/A
SOVF
10.31%
Debt to Equity
HERD
N/A
SOVF
-5.16%
P/S Ratio
HERD
N/A
SOVF
0.97
P/B Ratio
HERD
N/A
SOVF
2.82
HERD vs SOVF - Holdings Comparison
HERD and SOVF have 0 common holdings. Overlap is 0.00%
HERD's top 25 holdings weight is 99.97%. SOVF's top 25 holdings weight is 64.41%.
| Rank | HERD | SOVF |
|---|---|---|
| #1 | PACER US CASH COWS GROWTH ETF (BUL) - 20.78% | MOLINA HEALTHCARE INC (MOH) - 4.46% |
| #2 | PACER US SMALL CAP CASH COWS 100 ETF (CALF) - 20.70% | VISTRA CORP (VST) - 3.92% |
| #3 | PACER DEV MKTS INTL CSH COWS 100 ETF (ICOW) - 20.23% | PAYCOM SOFTWARE INC (PAYC) - 3.67% |
| #4 | PACER US CASH COWS 100 ETF (COWZ) - 19.34% | ALKAMI TECHNOLOGY INC (ALKT) - 3.55% |
| #5 | PACER GLOBAL CASH COWS DIVIDEND ETF (GCOW) - 18.92% | INSPERITY INC (NSP) - 3.40% |
| #6 | N/A | FISERV INC (FISV) - 3.34% |
| #7 | N/A | GRAND CANYON EDUCATION INC (LOPE) - 3.31% |
| #8 | N/A | EURONET WORLDWIDE INC (EEFT) - 2.83% |
| #9 | N/A | OPTION CARE HEALTH INC (OPCH) - 2.75% |
| #10 | N/A | PRIMERICA INC (PRI) - 2.58% |
| #11 | N/A | PROGRESSIVE CORP (PGR) - 2.54% |
| #12 | N/A | AMERICAN FINANCIAL GROUP INC (AFG) - 2.52% |
| #13 | N/A | SPS COMMERCE INC (SPSC) - 2.45% |
| #14 | N/A | LCI INDUSTRIES INC (LCII) - 2.42% |
| #15 | N/A | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.25% |
| #16 | N/A | DIODES INC (DIOD) - 2.22% |
| #17 | N/A | ARTHUR J. GALLAGHER & CO (AJG) - 1.96% |
| #18 | N/A | PAYLOCITY HOLDING CORP (PCTY) - 1.91% |
| #19 | N/A | n/a (RPAY) - 1.88% |
| #20 | N/A | QUALCOMM INC (QCOM) - 1.84% |
| #21 | N/A | CISCO SYSTEMS INC (CSCO) - 1.81% |
| #22 | N/A | US PHYSICAL THERAPY INC (USPH) - 1.73% |
| #23 | N/A | n/a (FIS) - 1.71% |
| #24 | N/A | TRIUMPH FINANCIAL INC (TFIN) - 1.70% |
| #25 | N/A | CBRE GROUP INC CLASS A (CBRE) - 1.66% |
| Total Holdings | 5 | 77 |
HERD vs SOVF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HERD
+0.71%
SOVF
-2.04%
3M
Winner
HERD
+4.00%
SOVF
-0.48%
6M
Winner
HERD
+10.85%
SOVF
-0.34%
1Y
Winner
HERD
+27.34%
SOVF
-3.75%
5Y(CAGR)
HERD
+9.60%
SOVF
N/A
Max(CAGR)
Winner
HERD
+12.61%
SOVF
+6.08%
HERD vs SOVF - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | HERD | SOVF |
|---|---|---|
| 2026 | +9.49% | -2.93% |
| 2025 | +18.85% | -3.91% |
| 2024 | +5.33% | +9.59% |
| 2023 | +21.01% | +16.18% |
| 2022 | -7.45% | N/A |
| 2021 | +28.52% | N/A |
| 2020 | +10.29% | N/A |
| 2019 | +7.37% | N/A |
HERD vs SOVF Drawdown Comparison
The maximum drawdown for HERD was -39.41%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.
The maximum drawdown for SOVF was -21.74%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current HERD drawdown is -2.23%. The current SOVF drawdown is -14.69%.
| Rank | HERD | SOVF |
|---|---|---|
| #1 | -39.41% Jan 17, 2020 - Nov 19, 2020 | -21.74% Dec 2, 2024 - Apr 8, 2025 |
| #2 | -21.59% Feb 10, 2022 - Jul 13, 2023 | -7.77% Mar 28, 2024 - Jul 15, 2024 |
| #3 | -18.90% Dec 2, 2024 - Jul 1, 2025 | -6.94% Jul 31, 2024 - Nov 6, 2024 |
| #4 | -7.52% Jul 31, 2023 - Dec 13, 2023 | -5.85% Oct 17, 2023 - Nov 14, 2023 |
| #5 | -7.07% May 8, 2019 - Sep 17, 2019 | -5.01% Dec 27, 2023 - Feb 15, 2024 |
| #6 | -6.94% Jun 8, 2021 - Nov 4, 2021 | -3.50% Nov 11, 2024 - Nov 21, 2024 |
| #7 | -6.81% Jul 31, 2024 - Aug 23, 2024 | -3.01% Jul 16, 2024 - Jul 26, 2024 |
| #8 | -6.14% Dec 27, 2023 - Feb 27, 2024 | -2.11% Feb 15, 2024 - Mar 7, 2024 |
| #9 | -5.80% Jan 12, 2022 - Feb 10, 2022 | -1.87% Oct 10, 2023 - Oct 17, 2023 |
| #10 | -5.68% Nov 11, 2021 - Jan 4, 2022 | -1.38% Dec 19, 2023 - Dec 22, 2023 |
| #11 | -5.68% Feb 27, 2026 - May 1, 2026 | -1.22% Mar 21, 2024 - Mar 27, 2024 |
| #12 | -5.30% Mar 28, 2024 - Jul 16, 2024 | -1.07% Mar 13, 2024 - Mar 20, 2024 |
| #13 | -4.66% Aug 30, 2024 - Sep 18, 2024 | -0.77% Nov 25, 2024 - Dec 2, 2024 |
| #14 | -4.63% Sep 17, 2019 - Oct 22, 2019 | -0.68% Dec 4, 2023 - Dec 8, 2023 |
| #15 | -4.28% Nov 12, 2025 - Nov 28, 2025 | -0.66% Nov 20, 2023 - Nov 24, 2023 |
Correlation
Correlation between HERD and SOVF is 0.17 which considered as a very weak or no correlation - the stocks move independently of each other.
0.17
-101
Dividend Comparison (2019 - 2025)
HERD vs SOVF dividend yield comparison.
| Year | HERD | SOVF |
|---|---|---|
| 2025 | 3.76% | 0.77% |
| 2024 | 2.43% | 0.30% |
| 2023 | 2.54% | 0.18% |
| 2022 | 2.50% | 0.00% |
| 2021 | 2.02% | 0.00% |
| 2020 | 1.95% | 0.00% |
| 2019 | 1.69% | 0.00% |
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