SPHQ vs COWZ
Comparison between INVESCO S&P 500 QUALITY ETF (SPHQ, ETF) and PACER US CASH COWS 100 ETF (COWZ, ETF).
5-Year PerformanceSPHQ has outperformed COWZ, delivering a return of +14.5% compared to +10.1%
SPHQ vs COWZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPHQ
$19B
COWZ
$19B
Expense Ratio
Winner
SPHQ
0.15%
COWZ
0.49%
Max Drawdown
SPHQ
57.83%
Winner
COWZ
39.64%
Sharpe Ratio
Winner
SPHQ
1.46
COWZ
1.25
5Y Beta
SPHQ
0.85
Winner
COWZ
0.72
P/E Ratio
SPHQ
26.78
Winner
COWZ
17.74
Forward P/E
SPHQ
23.29
Winner
COWZ
12.62
PEG Ratio
SPHQ
0.31
Winner
COWZ
0.20
5Y Dividends CAGR
SPHQ
6.62%
Winner
COWZ
15.09%
5Y EPS CAGR
Winner
SPHQ
18.76%
COWZ
16.11%
Debt to Equity
SPHQ
108.70%
Winner
COWZ
-14.26%
P/S Ratio
SPHQ
3.81
Winner
COWZ
1.09
P/B Ratio
SPHQ
9.45
Winner
COWZ
2.79
SPHQ vs COWZ - Holdings Comparison
SPHQ and COWZ have 29 common holdings. Overlap is 15.32%
SPHQ's top 25 holdings weight is 72.50%. COWZ's top 25 holdings weight is 47.76%.
| Rank | SPHQ | COWZ |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 5.01% | QUALCOMM INC (QCOM) - 3.50% |
| #2 | APPLE INC (AAPL) - 4.93% | FORD MOTOR CO (F) - 2.62% |
| #3 | CISCO SYSTEMS INC (CSCO) - 4.67% | CVS HEALTH CORP (CVS) - 2.26% |
| #4 | GE AEROSPACE (GE) - 4.30% | ALTRIA GROUP INC (MO) - 2.05% |
| #5 | COSTCO WHOLESALE CORP (COST) - 4.27% | CONOCOPHILLIPS (COP) - 1.97% |
| #6 | VISA INC CLASS A (V) - 4.25% | SALESFORCE INC (CRM) - 1.96% |
| #7 | MASTERCARD INC CLASS A (MA) - 3.87% | DIAMONDBACK ENERGY INC (FANG) - 1.91% |
| #8 | CATERPILLAR INC (CAT) - 3.64% | UBER TECHNOLOGIES INC (UBER) - 1.88% |
| #9 | KLA CORP (KLAC) - 3.60% | NEWMONT CORP (NEM) - 1.86% |
| #10 | APPLIED MATERIALS INC (AMAT) - 3.28% | PFIZER INC (PFE) - 1.86% |
| #11 | PROCTER & GAMBLE CO (PG) - 3.13% | VERIZON COMMUNICATIONS INC (VZ) - 1.85% |
| #12 | COCA-COLA CO (KO) - 3.13% | MARATHON PETROLEUM CORP (MPC) - 1.84% |
| #13 | MERCK & CO INC (MRK) - 2.87% | ADOBE INC (ADBE) - 1.82% |
| #14 | GE VERNOVA INC (GEV) - 2.66% | BOOKING HOLDINGS INC (BKNG) - 1.81% |
| #15 | WESTERN DIGITAL CORP (WDC) - 2.63% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.78% |
| #16 | QUALCOMM INC (QCOM) - 2.57% | SLB LTD (SLB) - 1.78% |
| #17 | GILEAD SCIENCES INC (GILD) - 2.09% | GILEAD SCIENCES INC (GILD) - 1.75% |
| #18 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.99% | ACCENTURE PLC CLASS A (ACN) - 1.71% |
| #19 | TJX COMPANIES INC (TJX) - 1.65% | AT&T INC (T) - 1.69% |
| #20 | EATON CORP PLC (ETN) - 1.50% | DELTA AIR LINES INC (DAL) - 1.69% |
| #21 | ADOBE INC (ADBE) - 1.45% | T-MOBILE US INC (TMUS) - 1.68% |
| #22 | FORTINET INC (FTNT) - 1.42% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.67% |
| #23 | PROGRESSIVE CORP (PGR) - 1.30% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.64% |
| #24 | 3M CO (MMM) - 1.15% | CARDINAL HEALTH INC (CAH) - 1.60% |
| #25 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.14% | MCKESSON CORP (MCK) - 1.58% |
| Total Holdings | 102 | 102 |
SPHQ vs COWZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPHQ
+5.73%
COWZ
+1.70%
3M
Winner
SPHQ
+15.11%
COWZ
+2.72%
6M
Winner
SPHQ
+15.76%
COWZ
+6.01%
1Y
Winner
SPHQ
+24.31%
COWZ
+18.17%
5Y(CAGR)
Winner
SPHQ
+14.53%
COWZ
+10.13%
10Y(CAGR)
Winner
SPHQ
+15.28%
COWZ
+12.68%
Max(CAGR)
SPHQ
+10.19%
Winner
COWZ
+12.68%
SPHQ vs COWZ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPHQ | COWZ |
|---|---|---|
| 2026 | +16.23% | +6.46% |
| 2025 | +13.53% | +8.78% |
| 2024 | +26.32% | +10.05% |
| 2023 | +25.85% | +16.38% |
| 2022 | -16.09% | -0.12% |
| 2021 | +29.54% | +43.97% |
| 2020 | +16.35% | +11.45% |
| 2019 | +33.63% | +22.04% |
| 2018 | -7.53% | -10.99% |
| 2017 | +18.59% | +18.86% |
| 2016 | +15.55% | -1.58% |
| 2015 | +1.80% | N/A |
| 2014 | +17.17% | N/A |
| 2013 | +29.38% | N/A |
| 2012 | +13.50% | N/A |
| 2011 | +5.34% | N/A |
| 2010 | +19.12% | N/A |
| 2009 | +10.06% | N/A |
| 2008 | -45.68% | N/A |
| 2007 | +16.62% | N/A |
| 2006 | +1.98% | N/A |
| 2005 | -2.05% | N/A |
SPHQ vs COWZ Drawdown Comparison
The maximum drawdown for SPHQ was -57.83%, occurring on Nov 20, 2008. Recovery took 1393 trading sessions.
The maximum drawdown for COWZ was -38.60%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current COWZ drawdown is -2.05%.
| Rank | SPHQ | COWZ |
|---|---|---|
| #1 | -57.83% Oct 29, 2007 - May 14, 2013 | -38.60% Jan 17, 2020 - Nov 10, 2020 |
| #2 | -31.58% Feb 12, 2020 - Aug 4, 2020 | -22.00% Nov 25, 2024 - Dec 4, 2025 |
| #3 | -25.05% Jan 4, 2022 - Jul 31, 2023 | -21.43% Sep 21, 2018 - Nov 7, 2019 |
| #4 | -22.35% May 8, 2006 - May 4, 2007 | -20.84% Jun 7, 2022 - Feb 2, 2023 |
| #5 | -20.74% Oct 1, 2018 - Apr 5, 2019 | -11.78% Feb 2, 2023 - Jul 20, 2023 |
| #6 | -16.57% Feb 19, 2025 - Jun 4, 2025 | -9.30% Jan 26, 2018 - Aug 21, 2018 |
| #7 | -11.71% Jul 19, 2007 - Sep 25, 2007 | -8.85% Apr 20, 2022 - Jun 7, 2022 |
| #8 | -9.77% Jan 26, 2018 - Aug 29, 2018 | -8.27% Aug 11, 2023 - Dec 14, 2023 |
| #9 | -8.90% Feb 27, 2026 - Apr 24, 2026 | -7.58% Mar 28, 2024 - Jul 31, 2024 |
| #10 | -8.76% Sep 2, 2020 - Nov 16, 2020 | -7.04% Jul 31, 2024 - Sep 19, 2024 |
| #11 | -8.51% Dec 1, 2015 - Mar 1, 2016 | -6.86% Nov 12, 2021 - Jan 3, 2022 |
| #12 | -8.47% Sep 1, 2023 - Dec 11, 2023 | -5.90% Feb 9, 2022 - Mar 17, 2022 |
| #13 | -8.30% May 21, 2015 - Nov 2, 2015 | -5.49% Jan 14, 2022 - Feb 8, 2022 |
| #14 | -6.82% Apr 30, 2019 - Jun 19, 2019 | -5.20% May 10, 2021 - Jul 29, 2021 |
| #15 | -6.68% Jul 24, 2019 - Oct 25, 2019 | -5.00% Feb 27, 2026 - May 29, 2026 |
Correlation
Correlation between SPHQ and COWZ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2008 - 2026)
SPHQ vs COWZ dividend yield comparison.
| Year | SPHQ | COWZ |
|---|---|---|
| 2026 | 0.33% | 0.49% |
| 2025 | 1.09% | 2.19% |
| 2024 | 1.15% | 1.82% |
| 2023 | 1.42% | 1.92% |
| 2022 | 1.85% | 1.96% |
| 2021 | 1.19% | 1.48% |
| 2020 | 1.55% | 2.54% |
| 2019 | 1.51% | 1.96% |
| 2018 | 1.85% | 1.67% |
| 2017 | 1.57% | 1.95% |
| 2016 | 1.67% | 0.13% |
| 2015 | 2.29% | 0.00% |
| 2014 | 1.66% | 0.00% |
| 2013 | 1.70% | 0.00% |
| 2012 | 1.97% | 0.00% |
| 2011 | 1.76% | 0.00% |
| 2010 | 0.59% | 0.00% |
| 2009 | 0.30% | 0.00% |
| 2008 | 0.11% | 0.00% |
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