ETF Fundamental Report for COWZ

Validea's fundamental report indicates that the Pacer US Cash Cows 100 ETF (COWZ) is a Large-Cap Value ETF with significant exposure to the value factor, scoring 84 out of 99, while exhibiting low momentum (12). The ETF's quality and low volatility factors scored 53 and 61, respectively, with its largest sector allocation in Technology and its largest industry allocation in Oil & Gas Operations.

Analysis

Validea's fundamental report on the Pacer US Cash Cows 100 ETF (COWZ) identifies it as a Large-Cap Value ETF, with its largest sector allocation in Technology and its predominant industry exposure in Oil & Gas Operations. The ETF demonstrates a pronounced orientation towards the value factor, achieving a high score of 84 out of 99. In contrast, its momentum factor exposure is significantly low at 12. The quality factor score is moderate at 53, while the low volatility factor scores 61, indicating a slightly above-average exposure to less volatile stocks. This factor profile, derived from Validea's research which analyzes ETF exposure to major investing factors, suggests COWZ is structured primarily to capture returns from undervalued large-cap equities, though its low momentum characteristic is a key consideration.

Key Decisions for Investors

• Investors seeking dedicated exposure to the value factor within U.S. large-cap equities should note COWZ's high value score of 84.
• The ETF's very low momentum score of 12 implies it may lag during strong, momentum-driven market rallies and may not be suitable for strategies heavily reliant on momentum.
• Portfolio managers should assess the implications of COWZ's largest sector concentration in Technology and its largest industry exposure to Oil & Gas Operations for overall portfolio diversification and sector-specific risk.
• The moderate quality score of 53 and low volatility score of 61 suggest a relatively balanced, rather than exceptional, profile on these factors, which should be weighed against specific risk-return objectives and compared to alternative offerings.