IWV vs COWZ
Comparison between ISHARES RUSSELL 3000 ETF (IWV, ETF) and PACER US CASH COWS 100 ETF (COWZ, ETF).
5-Year PerformanceIWV has outperformed COWZ, delivering a return of +12.1% compared to +10.1%
IWV vs COWZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWV
$20B
COWZ
$19B
Expense Ratio
Winner
IWV
0.20%
COWZ
0.49%
Max Drawdown
IWV
56.66%
Winner
COWZ
39.64%
Sharpe Ratio
Winner
IWV
1.52
COWZ
1.25
5Y Beta
IWV
0.98
Winner
COWZ
0.72
P/E Ratio
IWV
25.20
Winner
COWZ
17.74
Forward P/E
IWV
19.43
Winner
COWZ
12.62
PEG Ratio
IWV
N/A
COWZ
0.20
5Y Dividends CAGR
IWV
8.98%
Winner
COWZ
15.09%
5Y EPS CAGR
Winner
IWV
23.72%
COWZ
16.11%
Debt to Equity
IWV
29.75%
Winner
COWZ
-14.26%
P/S Ratio
IWV
3.03
Winner
COWZ
1.09
P/B Ratio
IWV
4.52
Winner
COWZ
2.79
IWV vs COWZ - Holdings Comparison
IWV and COWZ have 98 common holdings. Overlap is 8.42%
IWV's top 25 holdings weight is 44.15%. COWZ's top 25 holdings weight is 47.76%.
| Rank | IWV | COWZ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.90% | QUALCOMM INC (QCOM) - 3.50% |
| #2 | MICROSOFT CORP (MSFT) - 6.51% | FORD MOTOR CO (F) - 2.62% |
| #3 | APPLE INC (AAPL) - 4.91% | CVS HEALTH CORP (CVS) - 2.26% |
| #4 | AMAZON.COM INC (AMZN) - 3.33% | ALTRIA GROUP INC (MO) - 2.05% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.78% | CONOCOPHILLIPS (COP) - 1.97% |
| #6 | BROADCOM INC (AVGO) - 2.25% | SALESFORCE INC (CRM) - 1.96% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.86% | DIAMONDBACK ENERGY INC (FANG) - 1.91% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.52% | UBER TECHNOLOGIES INC (UBER) - 1.88% |
| #9 | TESLA INC (TSLA) - 1.43% | NEWMONT CORP (NEM) - 1.86% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | PFIZER INC (PFE) - 1.86% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.34% | VERIZON COMMUNICATIONS INC (VZ) - 1.85% |
| #12 | ELI LILLY AND CO (LLY) - 1.01% | MARATHON PETROLEUM CORP (MPC) - 1.84% |
| #13 | VISA INC CLASS A (V) - 0.95% | ADOBE INC (ADBE) - 1.82% |
| #14 | NETFLIX INC (NFLX) - 0.81% | BOOKING HOLDINGS INC (BKNG) - 1.81% |
| #15 | MASTERCARD INC CLASS A (MA) - 0.76% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.78% |
| #16 | EXXON MOBIL CORP (XOM) - 0.76% | SLB LTD (SLB) - 1.78% |
| #17 | WALMART INC (WMT) - 0.71% | GILEAD SCIENCES INC (GILD) - 1.75% |
| #18 | COSTCO WHOLESALE CORP (COST) - 0.70% | ACCENTURE PLC CLASS A (ACN) - 1.71% |
| #19 | ORACLE CORP (ORCL) - 0.69% | AT&T INC (T) - 1.69% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.67% | DELTA AIR LINES INC (DAL) - 1.69% |
| #21 | THE HOME DEPOT INC (HD) - 0.62% | T-MOBILE US INC (TMUS) - 1.68% |
| #22 | PROCTER & GAMBLE CO (PG) - 0.58% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.67% |
| #23 | n/a (PLTR) - 0.58% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.64% |
| #24 | ABBVIE INC (ABBV) - 0.57% | CARDINAL HEALTH INC (CAH) - 1.60% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.52% | MCKESSON CORP (MCK) - 1.58% |
| Total Holdings | 2126 | 102 |
IWV vs COWZ - Historical Returns
Returns include dividend reinvestment.
1M
IWV
+0.96%
Winner
COWZ
+1.70%
3M
Winner
IWV
+11.80%
COWZ
+2.72%
6M
Winner
IWV
+9.38%
COWZ
+6.01%
1Y
Winner
IWV
+24.22%
COWZ
+18.17%
5Y(CAGR)
Winner
IWV
+12.07%
COWZ
+10.13%
10Y(CAGR)
Winner
IWV
+14.83%
COWZ
+12.68%
Max(CAGR)
IWV
+8.57%
Winner
COWZ
+12.68%
IWV vs COWZ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWV | COWZ |
|---|---|---|
| 2026 | +9.02% | +6.46% |
| 2025 | +17.14% | +8.78% |
| 2024 | +24.28% | +10.05% |
| 2023 | +26.44% | +16.38% |
| 2022 | -19.74% | -0.12% |
| 2021 | +27.22% | +43.97% |
| 2020 | +19.60% | +11.45% |
| 2019 | +30.62% | +22.04% |
| 2018 | -6.12% | -10.99% |
| 2017 | +20.12% | +18.86% |
| 2016 | +14.48% | -1.58% |
| 2015 | +0.42% | N/A |
| 2014 | +13.32% | N/A |
| 2013 | +29.90% | N/A |
| 2012 | +14.80% | N/A |
| 2011 | -0.33% | N/A |
| 2010 | +14.92% | N/A |
| 2009 | +24.80% | N/A |
| 2008 | -36.46% | N/A |
| 2007 | +4.73% | N/A |
| 2006 | +13.92% | N/A |
| 2005 | +7.10% | N/A |
| 2004 | +12.09% | N/A |
| 2003 | +26.49% | N/A |
| 2002 | -22.00% | N/A |
| 2001 | -8.37% | N/A |
| 2000 | -3.32% | N/A |
IWV vs COWZ Drawdown Comparison
The maximum drawdown for IWV was -55.60%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for COWZ was -38.60%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current IWV drawdown is -2.09%. The current COWZ drawdown is -2.05%.
| Rank | IWV | COWZ |
|---|---|---|
| #1 | -55.60% Oct 9, 2007 - Mar 15, 2012 | -38.60% Jan 17, 2020 - Nov 10, 2020 |
| #2 | -47.64% Sep 1, 2000 - Sep 26, 2006 | -22.00% Nov 25, 2024 - Dec 4, 2025 |
| #3 | -35.22% Feb 19, 2020 - Aug 12, 2020 | -21.43% Sep 21, 2018 - Nov 7, 2019 |
| #4 | -25.11% Dec 27, 2021 - Dec 18, 2023 | -20.84% Jun 7, 2022 - Feb 2, 2023 |
| #5 | -20.13% Sep 20, 2018 - Apr 23, 2019 | -11.78% Feb 2, 2023 - Jul 20, 2023 |
| #6 | -19.27% Feb 19, 2025 - Jun 27, 2025 | -9.30% Jan 26, 2018 - Aug 21, 2018 |
| #7 | -15.16% Jun 23, 2015 - Jun 8, 2016 | -8.85% Apr 20, 2022 - Jun 7, 2022 |
| #8 | -9.97% Mar 26, 2012 - Aug 16, 2012 | -8.27% Aug 11, 2023 - Dec 14, 2023 |
| #9 | -9.87% Jan 26, 2018 - Jul 25, 2018 | -7.58% Mar 28, 2024 - Jul 31, 2024 |
| #10 | -9.80% Jul 19, 2007 - Oct 5, 2007 | -7.04% Jul 31, 2024 - Sep 19, 2024 |
| #11 | -9.29% Sep 2, 2020 - Nov 9, 2020 | -6.86% Nov 12, 2021 - Jan 3, 2022 |
| #12 | -8.89% Jan 27, 2026 - Apr 14, 2026 | -5.90% Feb 9, 2022 - Mar 17, 2022 |
| #13 | -8.39% Jul 16, 2024 - Sep 19, 2024 | -5.49% Jan 14, 2022 - Feb 8, 2022 |
| #14 | -7.58% Sep 14, 2012 - Jan 2, 2013 | -5.20% May 10, 2021 - Jul 29, 2021 |
| #15 | -7.55% Sep 18, 2014 - Oct 31, 2014 | -5.00% Feb 27, 2026 - May 29, 2026 |
Correlation
Correlation between IWV and COWZ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
IWV vs COWZ dividend yield comparison.
| Year | IWV | COWZ |
|---|---|---|
| 2026 | 0.18% | 0.49% |
| 2025 | 0.96% | 2.19% |
| 2024 | 1.08% | 1.82% |
| 2023 | 1.30% | 1.92% |
| 2022 | 1.56% | 1.96% |
| 2021 | 1.04% | 1.48% |
| 2020 | 1.30% | 2.54% |
| 2019 | 1.69% | 1.96% |
| 2018 | 1.97% | 1.67% |
| 2017 | 1.58% | 1.95% |
| 2016 | 1.79% | 0.13% |
| 2015 | 1.99% | 0.00% |
| 2014 | 1.63% | 0.00% |
| 2013 | 1.61% | 0.00% |
| 2012 | 1.95% | 0.00% |
| 2011 | 1.81% | 0.00% |
| 2010 | 1.59% | 0.00% |
| 2009 | 1.83% | 0.00% |
| 2008 | 2.52% | 0.00% |
| 2007 | 1.66% | 0.00% |
| 2006 | 1.43% | 0.00% |
| 2005 | 1.78% | 0.00% |
| 2004 | 1.60% | 0.00% |
| 2003 | 1.40% | 0.00% |
| 2002 | 1.76% | 0.00% |
| 2001 | 1.00% | 0.00% |
| 2000 | 0.49% | 0.00% |
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