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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

AOR vs COWZ: how they differ

AOR and COWZ hold 0% of their weight in the same names, and COWZ returned more over the year.

iShares Core 60/40 Balanced Allocation ETF and Pacer US Cash Cows 100 ETF.

What they hold in common

By the books each fund has filed, AOR and COWZ hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in AOROnly in COWZ
iShares Core S&P 500 ETF 35.07%QUALCOMM Inc 2.67%
iShares Core Universal USD Bond ETF 32.09%Altria Group Inc 2.21%
iShares Core MSCI International Develope 17.02%ConocoPhillips 2.17%
iShares Core MSCI Emerging Markets ETF 7.29%CVS Health Corp 2.16%
iShares Core International Aggregate Bon 5.57%Bristol-Myers Squibb Co 2.03%
iShares Core S&P Mid-Cap ETF 1.99%Ford Motor Co 2.01%
iShares Core S&P Small-Cap ETF 0.96%Uber Technologies Inc 2.01%
Pfizer Inc 2.00%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026.

AOR and COWZ on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
AOR
iShares Core 60/40 Balanced Allocation ETF
COWZ
Pacer US Cash Cows 100 ETF
Where it sitsCore index fundCore index fund
IssueriSharesPacer
What it isCore 60/40 Balanced AllocationUS Cash Cows 100
Total return, 1 year+11.3%+23.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−6.2 pts+5.9 pts
Expense ratio0.15%0.49%
Already in the S&P 5000.0%95.8%
Holdings7100

AOR in plain words

AOR is an index equity fund tracking the Core 60/40 Balanced Allocation. Over the year to Sep 11, 2026 it returned +11.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Apr 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 7 positions, with the top ten at 100.0%.

COWZ in plain words

COWZ is an index equity fund tracking the US Cash Cows 100. Over the year to Sep 11, 2026 it returned +23.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.49% a year. By its holdings filed for Apr 30, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 100 positions, with the top ten at 21.2%. It sat 3.2% below its high of Sep 3, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, AOR or COWZ?
In the year to Sep 12, 2026, with distributions reinvested, AOR returned +11.3% and COWZ returned +23.4%, so COWZ returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AOR or COWZ?
AOR charges 0.15% a year and COWZ charges 0.49%, so AOR is cheaper. Fees come from each fund's prospectus.
How much do AOR and COWZ overlap with the S&P 500?
By their latest filed holdings, 0% of AOR and 96% of COWZ by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AOR against COWZ, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AOR against COWZ, data as of Sep 12, 2026. https://etfiq.com/compare/any/AOR-COWZ Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources