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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

CGDV vs COWZ: how they differ

CGDV and COWZ hold 5% of their weight in the same names, and COWZ returned more over the year.

Capital Group Dividend Value ETF and Pacer US Cash Cows 100 ETF.

What they hold in common

By the books each fund has filed, CGDV and COWZ hold 5% of their money in the same securities at the same weight.

Positions CGDV and COWZ both hold, largest shared weight first
HoldingCGDVCOWZ
Comcast Corp1.75%1.71%
Altria Group Inc1.00%2.21%
Salesforce Inc0.92%1.76%
Diamondback Energy Inc0.81%1.99%
Uber Technologies Inc0.67%2.01%
Largest positions each one holds and the other does not
Only in CGDVOnly in COWZ
Microsoft Corp 5.81%QUALCOMM Inc 2.67%
NVIDIA Corp 5.66%ConocoPhillips 2.17%
Broadcom Inc 5.16%CVS Health Corp 2.16%
Alphabet Inc 3.60%Bristol-Myers Squibb Co 2.03%
Meta Platforms Inc 3.33%Ford Motor Co 2.01%
Eli Lilly & Co 3.15%Pfizer Inc 2.00%
Applied Materials Inc 3.12%Newmont Corp 1.93%
General Electric Co 3.08%Verizon Communications Inc 1.90%

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 and May 31, 2026.

CGDV and COWZ on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
CGDV
Capital Group Dividend Value ETF
COWZ
Pacer US Cash Cows 100 ETF
Where it sitsCore index fundCore index fund
IssuerCapitalPacer
What it isDividend ValueUS Cash Cows 100
Total return, 1 year+18.7%+23.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+1.2 pts+5.9 pts
Expense ratio0.33%0.49%
Already in the S&P 50091.0%95.8%
Holdings53100

CGDV in plain words

CGDV is an index equity fund tracking the Dividend Value. Over the year to Sep 11, 2026 it returned +18.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.33% a year. By its holdings filed for May 31, 2026, 91% of the fund by weight is stocks the S&P 500 also holds, across 53 positions, with the top ten at 38.8%. It sat 4.0% below its high of Aug 13, 2026 on Sep 11, 2026.

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, CGDV or COWZ?
In the year to Sep 12, 2026, with distributions reinvested, CGDV returned +18.7% and COWZ returned +23.4%, so COWZ returned more. One year is one year; the longer windows are in the table.
Which is cheaper, CGDV or COWZ?
CGDV charges 0.33% a year and COWZ charges 0.49%, so CGDV is cheaper. Fees come from each fund's prospectus.
How much do CGDV and COWZ overlap with the S&P 500?
By their latest filed holdings, 91% of CGDV and 96% of COWZ by weight is stocks the S&P 500 already holds. Between the two funds, 5% 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.

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

A comparison is not a recommendation. Standards and sources