Data as of Oct 28, 2026.
COWZ vs IWD: Differences, Returns & Fees
Over the year to Oct 28, 2026, COWZ returned +24.4% to IWD's +27.5%; 12% of their weight is in the same names.
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Net assets on Oct 27, 2026: $19.5bn for Pacer US Cash Cows 100 ETF and $83.0bn for iShares Russell 1000 Value ETF.
Pair scorecard
IWD costs 0.31 points a year less; their one-year returns differ by 3.1 points; IWD is 4.3 times larger.
| Measure | COWZ | IWD |
|---|---|---|
| Return | ||
| Total return, 1 year | +24.4% | +27.5% |
| Benchmark | ||
| What it tracks | Pacer US Cash Cows 100 Index | Russell 1000 Value Index |
| Cost and size | ||
| Expense ratio | 0.49% | 0.18% |
| Net assets, as of Oct 27, 2026 | $19.5bn | $83.0bn |
| Holdings | ||
| Holdings in common | 12% | |
| Top ten holdings, share of the fund | 20.4% | 29.6% |
Holdings in common uses holdings dated Jul 31, 2026 and Oct 27, 2026. Method
Risk and return
Dec 30, 2016 to Oct 23, 2026 · 512 weekly returnsCOWZ returned more: +251.9% to +182.3%. IWD swung less: 17.1% to 19.6%. COWZ and IWD fell about the same at their worst: −36.3% and −35.6%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | COWZ | IWD | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +251.9% | +182.3% | COWZ | Price change plus distributions, reinvested. |
| Annualized | +13.6% | +11.1% | COWZ | Total return as a yearly rate. |
| Price return | +188.5% | +129.8% | COWZ | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 19.6% | 17.1% | IWD | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 13.8% | 12.3% | IWD | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −36.3% | −35.6% | Tie | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.62 | 0.55 | COWZ | Return above Treasury bills per unit of volatility. |
| Sortino | 0.89 | 0.77 | COWZ | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.38 | 0.31 | COWZ | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 512 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, COWZ and IWD hold 12% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Oct 27, 2026.
half
12% in common
Only in one fund ↓
Side by side
COWZ and IWD on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
COWZ and IWD do different jobs. What does each one do in a portfolio?
- What each follows. COWZ follows Pacer US Cash Cows 100 Index and IWD follows Russell 1000 Value Index.
- Holdings in common. 12% of the weight is in the same securities (holdings dated Jul 31, 2026 and Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 COWZ returned +24.4% and IWD +27.5% with distributions reinvested, a gap of 3.1 points.
Data as of Oct 28, 2026.
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COWZ
COWZ tracks an index of US Cash Cows 100. Over the year to Oct 28, 2026 it returned +24.4% with distributions reinvested. The prospectus expense ratio is 0.49% a year. By its holdings filed for Jul 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 100 positions, with the top ten at 20.4%.
IWD
IWD tracks the Russell 1000 value. Over the year to Oct 28, 2026 it returned +27.5% with distributions reinvested, against +27.7% for its benchmark, the Russell 1000 Value Index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 27, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 871 positions, with the top ten at 29.6%.
Questions people ask
- Which returned more over the last year, COWZ or IWD?
- In the year to Oct 28, 2026, with distributions reinvested, COWZ returned +24.4% and IWD +27.5%.
- Which is cheaper, COWZ or IWD?
- IWD is cheaper, by 0.31 percentage points a year. That is about $31 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, COWZ against IWD, data as of Oct 28, 2026. https://etfiq.com/compare/any/cowz-vs-iwd
ETFIQ. (Oct 28, 2026). COWZ against IWD. Retrieved from https://etfiq.com/compare/any/cowz-vs-iwd
[COWZ against IWD (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/cowz-vs-iwd)
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