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Upturn AI SWOT - About
Pacer US Cash Cows Growth ETF (BUL)
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Upturn Advisory Summary
08/14/2025: BUL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 25.03% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.07 | 52 Weeks Range 37.66 - 50.50 | Updated Date 06/30/2025 |
52 Weeks Range 37.66 - 50.50 | Updated Date 06/30/2025 |
Upturn AI SWOT
Pacer US Cash Cows Growth ETF
ETF Overview
Overview
The Pacer US Cash Cows Growth ETF (COWG) focuses on companies with high free cash flow and a growth component. It targets large-cap companies within the S&P 500, selecting those with robust cash flow and growth prospects. The investment strategy aims to provide a blend of value and growth exposure.
Reputation and Reliability
Pacer ETFs is known for its rules-based, index-tracking approach. They have a positive reputation for innovative ETF strategies.
Management Expertise
Pacer Financial has a dedicated team managing its ETFs, focusing on quantitative strategies and disciplined investment processes.
Investment Objective
Goal
To track the Pacer US Cash Cows Growth Index, providing exposure to large-cap companies with high free cash flow and growth potential.
Investment Approach and Strategy
Strategy: The ETF tracks an index. The underlying index selects companies based on free cash flow yield and a growth score based on earnings and sales growth.
Composition The ETF primarily holds stocks of large-cap US companies.
Market Position
Market Share: COWG holds a relatively small but growing market share within the smart beta, large-cap growth ETF segment.
Total Net Assets (AUM): 2668000000
Competitors
Key Competitors
- SPYG
- IVW
- VUG
Competitive Landscape
The large-cap growth ETF market is highly competitive. COWG differentiates itself with its cash flow and growth factor combination. Compared to competitors like SPYG, IVW, and VUG, COWG's focus on free cash flow might offer a different risk-return profile, potentially providing downside protection during market downturns. However, it might underperform during periods where growth is rewarded regardless of profitability.
Financial Performance
Historical Performance: Historical financial performance data is not directly included. Consult financial resources such as Yahoo Finance and Bloomberg for more details.
Benchmark Comparison: Benchmark Comparison requires accessing financial databases to compare against relevant large-cap growth indices and the Pacer US Cash Cows Growth Index itself.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
COWG's average trading volume indicates moderate liquidity, facilitating relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
COWG's performance is influenced by factors such as economic growth, interest rates, and investor sentiment towards growth stocks. Sector-specific trends and company-specific performance also play a role.
Growth Trajectory
COWG has experienced growth in AUM due to investor interest in its strategy. There have been no significant changes to the underlying index or investment strategy.
Moat and Competitive Advantages
Competitive Edge
COWG's competitive edge lies in its unique blend of free cash flow and growth factors, offering a distinct approach within the large-cap growth space. This dual focus may appeal to investors seeking a balance between value and growth. The rules-based methodology provides transparency and consistency. Its targeted approach to selecting companies with strong cash generation may offer downside protection during market volatility.
Risk Analysis
Volatility
COWG's volatility is generally in line with that of large-cap growth ETFs, but historical data is required for a more precise assessment.
Market Risk
The primary market risk is the potential for underperformance during periods when growth stocks are out of favor or when the free cash flow factor is not rewarded. Stock-specific risks also apply.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking growth potential with a focus on companies exhibiting financial strength through free cash flow, having moderate risk tolerance.
Market Risk
COWG is suitable for long-term investors seeking capital appreciation, possibly complementing a broader portfolio with a value-growth blend.
Summary
The Pacer US Cash Cows Growth ETF (COWG) offers a distinctive approach to large-cap growth investing by focusing on companies with high free cash flow yield and growth potential. Its strategy targets a blend of value and growth, potentially providing downside protection. COWG distinguishes itself with its transparent, rules-based methodology from Pacer Financial. The fund suits investors seeking a balanced approach with a moderate risk tolerance and a focus on financial strength, but the fund's relatively low market share means its growth may be slower.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Pacer ETFs Website
- Yahoo Finance
- Bloomberg
- ETF.com
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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 Cash Cows Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index uses an objective, rules-based methodology to provide exposure to mid- and large-capitalization U.S. companies with high free cash flow yields. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in the component securities of the index. It is non-diversified.
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