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Upturn AI SWOT - About
Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG)
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Upturn Advisory Summary
04/01/2025: COWG (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 15.93% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 742381 | Beta - | 52 Weeks Range 24.03 - 35.86 | Updated Date 04/1/2025 |
52 Weeks Range 24.03 - 35.86 | Updated Date 04/1/2025 |
Upturn AI SWOT
Pacer US Large Cap Cash Cows Growth Leaders ETF
ETF Overview
Overview
The Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) aims to provide capital appreciation by investing in US large-cap companies with high free cash flow and strong growth characteristics.
Reputation and Reliability
Pacer ETFs is known for its trend-following and rules-based strategies. The issuer has a solid reputation for creating innovative ETF products.
Management Expertise
The management team at Pacer ETFs has experience in developing and managing various investment strategies, particularly those focused on factor-based investing.
Investment Objective
Goal
The ETF seeks to provide investors with capital appreciation by focusing on large-cap companies that exhibit both strong free cash flow and robust growth potential.
Investment Approach and Strategy
Strategy: The ETF follows a rules-based index that identifies companies with high free cash flow yield and then selects growth leaders from that pool.
Composition The ETF primarily holds equity securities of US large-cap companies. It aims to provide targeted exposure to companies exhibiting strong financial health and growth.
Market Position
Market Share: Market share data is not readily available for this specific niche, but it participates within the broader large-cap growth ETF market.
Total Net Assets (AUM): 1483192316
Competitors
Key Competitors
- IVW
- VUG
- QQQ
Competitive Landscape
The large-cap growth ETF market is highly competitive, with several established players. COWG differentiates itself through its specific focus on free cash flow and growth leaders, which may provide a distinct performance profile compared to broader growth ETFs. Competitors like IVW and VUG provide broader exposure to the large-cap growth market, while QQQ focuses on technology-heavy growth stocks.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers. Performance will vary depending on the time period observed and market conditions.
Benchmark Comparison: The ETF's performance should be compared against relevant large-cap growth benchmarks like the Russell 1000 Growth Index or the S&P 500 Growth Index.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The average trading volume for COWG indicates moderate liquidity suitable for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting adequate liquidity and efficient trading conditions.
Market Dynamics
Market Environment Factors
Economic indicators such as GDP growth, interest rates, and inflation can impact the ETF's performance. Sector growth prospects, especially in technology and consumer discretionary, also play a key role.
Growth Trajectory
The ETF's growth trajectory depends on the performance of its underlying holdings. Changes to strategy and holdings are periodically implemented to maintain the ETF's investment objective.
Moat and Competitive Advantages
Competitive Edge
COWG's competitive edge lies in its unique selection process focusing on companies with both high free cash flow and strong growth characteristics. This dual focus aims to identify companies that are not only financially healthy but also have the potential for future growth. The rules-based approach provides transparency and consistency in the selection process. This approach could potentially outperform other growth-focused ETFs by emphasizing financial strength alongside growth potential.
Risk Analysis
Volatility
The ETF's volatility is expected to be similar to other large-cap growth ETFs, which tend to be more volatile than the broader market.
Market Risk
The primary market risk is related to fluctuations in the equity market. Sector-specific risks associated with the ETF's sector allocations should also be considered.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking capital appreciation with a focus on companies exhibiting both strong free cash flow and growth potential. This ETF is suited for investors willing to accept moderate volatility in exchange for potential long-term growth.
Market Risk
This ETF is suitable for long-term investors seeking growth exposure within their portfolio. It may also be suitable for active traders looking to capitalize on short-term market trends.
Summary
The Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) offers investors exposure to US large-cap companies that possess both high free cash flow and strong growth characteristics. Its rules-based approach provides transparency and consistency. The ETF's performance will be influenced by broader market conditions, sector trends, and the performance of its underlying holdings. It is suitable for long-term investors seeking growth and is willing to accept moderate volatility, potentially offering a unique factor-based growth strategy. This strategy may differentiate it from broader large-cap growth funds.
Similar Companies
IVW
iShares S&P 500 Growth ETF
IVW
iShares S&P 500 Growth ETF
IWF
iShares Russell 1000 Growth ETF
IWF
iShares Russell 1000 Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
VUG
Vanguard Growth Index Fund ETF Shares
VUG
Vanguard Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Pacer ETFs Website
- SEC Filings
- Financial Data Providers
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Pacer US Large Cap Cash Cows Growth Leaders ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index uses a rules-based methodology that seeks to provide exposure to large-capitalization U.S. companies with above average free cash flow margins. Under normal circumstances, the fund will seek to invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies ("large cap") that are principally traded in the United States. It is non-diversified.
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