COWG vs XOVR
Pacer US Large Cap Cash Cows Growth Leaders ETF vs ERShares Private-Public Crossover ETF
Which is better, COWG or XOVR?
Each has led over a different period.
COWG has a lower expense ratio. COWG led over 1Y and 3Y, XOVR over the full window.
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
| Metric | COWG | XOVR |
|---|---|---|
| Expense Ratio | 0.49%Best | 1.81% |
| AUM | $2.4B | $1.5B |
| Dividend Yield | 0.75% | 0.00% |
| Holdings | 204 | 33 |
| YTD Return | +13.88%Best | +6.41% |
| 1Y Return | +13.28%Best | +1.58% |
| 3Y Return (annualized) | +22.86%Best | +22.10% |
| 5Y Return (annualized) | - | +5.66% |
| Volatility (annualized) | 15.4%Best | 22.7% |
| Max Drawdown | -23.6%Best | -25.2% |
| $10,000 over 3.8 years | $20,325 | $23,965Best |
| Fund Family | Pacer ETFs | ERShares |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Dec 21, 2022 | Nov 7, 2017 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Dec 23, 2022 to Oct 14, 2026 (3.8 years).
COWG vs XOVR 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 3.8 years both funds cover.
COWG vs XOVR Performance
Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) is an ETF from Pacer ETFs and ERShares Private-Public Crossover ETF (XOVR) is an ETF from ERShares. Over the past year COWG returned +13.28% while XOVR returned +1.58%. Year to date, COWG is up 13.88% versus a gain of 6.41% for XOVR.
Over three years, COWG compounded at +22.86% per year against +22.10% for XOVR. Across the full 4-year window we track, XOVR has the edge at +25.86% annualized vs +20.52%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XOVR has been the more volatile fund, with annualized monthly volatility of 22.7% compared with 15.4% for COWG. 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 -23.6% for COWG and -25.2% for XOVR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
COWG charges 0.49% per year while XOVR charges 1.81%. On a $10,000 position that is $49 vs $181 annually, a gap of $132 per year that compounds over a long holding period. On income, COWG currently yields 0.75% against 0.00% for XOVR.
Holdings Overlap
At least 14.1% of COWG's money is in holdings XOVR also owns.
Stated as a floor: for XOVR, our book for it covers 77.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
COWG and XOVR share little of their money.
11 positions in common, counted across the 100 positions we hold weights for in COWG and 30 in XOVR, against full books of 204 and 33.
Top Shared Holdings
| Stock | Weight in COWG | Weight in XOVR | Difference |
|---|---|---|---|
| NVDANvidia Corp | 0.94% | 9.73% | 8.79% |
| FTNTFortinet Inc | 3.15% | 3.33% | 0.18% |
| VEEVVeeva Systems Inc | 1.62% | 3.64% | 2.02% |
| MUMicron Technology, Inc. | 3.26% | 1.70% | 1.56% |
| ANETArista Networks Inc Common Stock | 1.46% | 2.97% | 1.51% |
| RDDTReddit Inc-Cl A | 0.49% | 2.77% | 2.28% |
| PLTRPalantir Technologies Inc | 1.27% | 1.19% | 0.08% |
| APPAppLovin Corp. Com Cl A | 0.24% | 2.17% | 1.93% |
| UIUbiquiti Inc | 0.32% | 1.82% | 1.50% |
| EXELExelixis Inc | 0.91% | 1.11% | 0.20% |
You are not choosing between two funds in isolation.
Whichever of COWG and XOVR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, COWG or XOVR?
COWG has an expense ratio of 0.49% while XOVR charges 1.81%. COWG is the cheaper option, by $132 a year on a $10,000 investment.
Which performed better, COWG or XOVR?
Over the past year COWG returned +13.28% vs +1.58% for XOVR, so COWG leads on 1-year performance. Over the longest common window we track (4 years), COWG annualized +20.52% vs +25.86% for XOVR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, COWG or XOVR?
XOVR has been the more volatile fund at 22.7% annualized versus 15.4% for COWG. Worst drawdown: COWG -23.6% vs XOVR -25.2%.
Should I hold both COWG and XOVR?
COWG and XOVR have a monthly-return correlation of 0.84, 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 COWG and XOVR?
At least 14.1% of COWG's money is in holdings XOVR also owns. Our book for XOVR is partial, so the real figure is this or higher. They hold 11 positions in common, counted across the 100 positions we hold weights for in COWG and 30 in XOVR.
Which pays a higher dividend, COWG or XOVR?
COWG yields 0.75% while XOVR yields 0.00%, so COWG currently pays the higher dividend yield.
Is XOVR better than COWG?
COWG has a lower expense ratio. COWG led over 1Y and 3Y, XOVR over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.