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Pacer US Cash Cows 100 ETF

COWZ tracks a free cash flow-weighted index of companies selected from the Russell 1000 Index.

WisdomTree US Quality Dividend Growth Fund

Invesco S&P 500 GARP ETF

The Charles Schwab US Dividend Equity ETF (SCHD -0.25%) is a favorite among many dividend investors due to its diversified portfolio and dividend growth. However, there are many great exchange-traded funds (ETFs) on the market. I discuss three other ETFs in today's video, including The WisdomTree US Quality Dividend Growth ETF. All three of these ETFs are different and offer distinct strengths.

3 ETFs Not Named SCHD That I Love for 2024

COWZ recently underwent a quarterly reconstitution, substituting 21 stocks, or approximately one-quarter of the portfolio by weight. As expected, free cash flow yield and valuations remain attractive. An unexpected find was an improvement in earnings momentum, as measured by last quarter earnings surprises and a stronger EPS Revision Score. However, earnings growth, after excluding unpredictable Energy stock forecasts, is virtually flat. COWZ is primarily a value play, and historically, it's hit or miss.

COWZ December Reconstitution: 21 Substitutions And A Bold Bet On Energy Prices

Schwab US Dividend Equity ETF

Amplify Blackswan Growth & Treasury Core ETF

I wrote about the Schwab US Dividend Equity ETF (SCHD) last week and noted that it was one of the best Sleep Well at Night (SWAN) funds in the market. It combines strong dividend growth and high yield, which explains why it has grown its total assets to over $49 billion.

SCHD is an absolute SWAN ETF: COWZ is even better

The Pacer US Cash Cows 100 ETF focuses on companies with high free cash flow yields from the Russell 1000 universe. COWZ has consistently outperformed its benchmark, but much of its alpha can be attributed to the energy and consumer discretionary sectors. The current macroeconomic backdrop, with falling interest rates and less inflation, may pose challenges for COWZ's holdings in energy and consumer discretionary sectors.

COWZ: An Interesting Concept But Not The Right Timing

SPDR S&P 500 ETF Trust

The SPDR S&P 500 (SPY) ETF is one of the top gold-star funds in the world. It is the biggest ETF in the world with over $421 billion in assets.

2 5-star ETFs that beat the S&P 500 (SPY) ETF: COWZ, MOAT

The Pacer US Cash Cows strategy has underperformed the S&P 500 and selected peers. The strategy selects stocks based on past free cash flow growth and does not consider future prospects. There is a risk of falling into value traps and the fund has a significant concentration in the Oil and Gas sector.

COWZ: Looking Back Does Not Always Work

Alerian MLP ETF

Global X Funds - Global X E-commerce ETF

WisdomTree U.S. Earnings 500 Fund

Amplify Cash Flow High Income Etf

Amplify Online Retail ETF

iShares S&P 500 Value ETF

iShares Russell 1000 Growth ETF

SPDR S&P Bank ETF

Invesco KBW Bank ETF

Roundhill Magnificent Seven ETF

MUSQ Global Music Industry ETF

Proshares Online Retail ETF

Invesco NASDAQ Internet ETF

iShares MSCI USA Quality Factor ETF

Astoria US Quality Kings Etf

SPDR Portfolio S&P 500 Growth ETF

Invesco Solar ETF

Robo Global Artificial Intelligence ETF

Vanguard Financials ETF

VictoryShares Free Cash Flow ETF

Vanguard Growth ETF

Communication Services Select Sector SPDR Fund

Energy Select Sector SPDR Fund

Good morning, VettaFi Voices! Third-quarter earnings announcements have almost come and gone, with yesterday being the last big burst of companies.

VettaFi Voices On: Third-Quarter Earnings Season

Rules-Based ETFs for Core U.S. Fundamental Allocation. Fundamental Metrics vs SPY. Detailed Comparison of Investment Strategies.

Our Core U.S. Fundamental ETFs

Pacer US Cash Cows 100 ETF focuses on high-quality, cash flow healthy companies in the US. The ETF has a high portfolio turnover rate of 90%, which may result in increased transaction costs and tax consequences. The fund has achieved a 20% dividend CAGR over the past five years.

COWZ: Outperforms The S&P 500 And Has Superior Dividend Growth

Avantis U.S. Small Cap Value ETF

YieldMax COIN Option Income Strategy ETF

First Trust Dorsey Wright Focus 5 ETF

SPDR S&P Global Natural Resources ETF

FlexShares Morningstar Global Upstream Natural Resources Index Fund

iShares Russell 1000 Value ETF

JPMorgan Equity Premium Income ETF

iShares MSCI USA Momentum Factor ETF

Amplify Natural Resources Dividend Income ETF

YieldMax NVDA Option Income Strategy ETF

Invesco DWA Momentum ETF

Invesco S&P 500 Pure Growth ETF

Invesco S&P 500 Pure Value ETF

SPDR Portfolio S&P 500 Value ETF

T Rowe Price Blue Chip Growth ETF

First Trust NASDAQ Technology Dividend Index Fund

Yieldmax Tsla Option Income Etf

iShares MSCI USA Value Factor ETF

Vanguard Value ETF

Consumer Staples Select Sector SPDR Fund

Good Morning, VettaFi Voices! Growth has blown value out of the water in 2023. It's not even close. The Vanguard Value ETF (VTV) is up less than 1% year to date. Meanwhile, the Vanguard Growth ETF (VUG), the growth fund, is up 32%. That's a big difference, and clearly we're in a growth regime.

VettaFi Voices On: The Nature of Value

Pacer US Cash Cows Growth ETF

Pacer US Small Cap Cash Cows Growth Leaders Etf

Pacer US Small Cap Cash Cows 100 ETF

Pacer US Large Cap Cash Cows Growth Leaders ETF

Amplify Cash Flow Dividend Leaders ETF

Pacer Cash Cows Fund of Funds ETF

Cash cow investing can be a valuable strategy for investors seeking stability and consistent income.

Cash-Cow ETFs for Long-Term Growth & Income

Guide to Cash-Cow ETF Investing

The Pacer US Cash Cows 100 ETF (COWZ) has become one of the fastest-growing funds in the US. Launched in 2016, the fund's total assets have jumped to over $15 billion, with over $4.3 billion coming in this year alone.

COWZ: Warren Buffett would love this $15 billion, 5-star ETF

American Century U.S. Quality Growth ETF

Vanguard S&P 500 ETF

Approximately $140 billion of net inflows went into market-cap-weighted equity index ETFs in the first nine months of 2023. The Vanguard S&P 500 ETF (VOO) is an example of such a popular ETF.

Fundamentals Matter to ETF Investors

While not a strong proponent of ETFs, I hold a large position in the Schwab U.S. Dividend Equity ETF and have been adding to it. SCHD has a strong track record of outperforming the S&P 500 and offers a high dividend yield and growth rate. I'm also embracing the Pacer US Cash Cows 100 ETF, which focuses on high free cash flow yielding stocks and has a history of market-beating returns.

SCHD And COWZ: Market Beating Returns, Average Yields Of 3%, And Average 5-Year Dividend Growth Of 17%

Pacer US Cash Cows 100 ETF focuses on the top 100 stocks from Russell 1000 with high free cash flow yield. We highlight some attractive themes of this ETF. We close with some thoughts on why COWZ may not be an optimal bet at this juncture.

COWZ: What We Like And What We Dislike About This ETF

ASML Hld

British American Tobacco

KFA Mount Lucas Index Strategy ETF

VanEck Morningstar Wide Moat ETF

Invesco Russell 1000 Dynamic Multifactor ETF

Cambria Shareholder Yield ETF

TC Energy

PIMCO 25+ Year Zero Coupon US Treasury Index ETF

My family has been rocked by an unrelenting string of medical and life crises. Fortunately, my family's charity hedge fund is saving us from bankruptcy and despair. I've updated my family's ZEUS Income Growth fund plan to include my best ideas right now. In other words, if I had $2.5 million in cash, this is what I'd buy. This portfolio yields 4.2%, has 13.7% long-term return potential, better than the Nasdaq, and analysts expect it to potentially quadruple over the next decade.

How I'd Invest $2.5 Million Right Now

The Pacer US Cash Cows 100 (COWZ) ETF is doing well this year, helped by the rising energy prices. The stock has jumped by more than 18.5% in the past 12 months and by 10% YTD.

Pacer Cash Cows 100 (COWZ) is a good ETF but beware of 2 risks

Invesco QQQ

Consumer Discretionary Select Sector SPDR Fund

Earlier this week, we reminded advisors and end clients to do homework. Don't just rely on an ETF's descriptive name, like growth, to tell you what you own.

Chart of the Week: Making Tactical Moves With ETFs

Vanguard Dividend Appreciation ETF

A successful portfolio tends to have a strong backbone, which usually comes by way of ETFs or Index Funds. All three of these ETFs have high-quality top investments that are leaders within their respective industries. SCHD is the king of dividend ETFs as it offers a good mix of growth potential, higher dividend yield, and strong dividend growth.

3 ETFs To Compound Your Wealth

Changebridge Capital Long Short Equity ETF

Franklin FTSE France ETF

Franklin FTSE Italy ETF

Franklin FTSE South Africa ETF

JPMorgan ActiveBuilders U.S. Large Cap Equity ETF

Long Cramer Tracker ETF

Direxion Daily NVDA Bear 1X Shares

Direxion Daily Nvda Bull 2X Shares

Defiance Nasdaq 100 Enhanced Options Income ETF

JPMorgan Global Select Equity ETF

JPMorgan International Value ETF

Bushido Capital US Equity ETF

The past week saw a spike in ETF launches, with 19 new funds debuting.

This Week in ETFs: Launches Rebound After Holiday Week

Warren Buffett's favorite valuation metric is free cash flow yield, specifically free cash flow/enterprise value. This is the best valuation metric of the last 33 years, generating 16% average annual returns compared to 12% for the S&P and 9.5% for the Russell 1000. Pacer US Cash Cows 100 ETF has been the top-performing ETF using this strategy. There are many challenges to the Buffett-style deep value ETF crown, including from Pacer itself.

COWZ Vs. CALF: One Is The King Of Buffett-Style ETFs

SPDR Bloomberg 1-3 Month T-Bill ETF

iShares U.S. Home Construction ETF

iShares Core S&P 500 ETF

Invesco Dynamic Building & Construction ETF

VanEck Vectors Retail ETF

WisdomTree Bloomberg Floating Rate Treasury Fund

Vanguard Total Stock Market ETF

SPDR S&P Homebuilders ETF

Hey VettaFi Voices, the question this week is “Have we avoided recession?” There are differing opinions all around, but some reputable sources like Goldman Sachs are saying it's increasingly unlikely.

VettaFi Voices On: The Odds of Avoiding a Recession

iShares International Select Dividend ETF

The allure of the stock market can be hampered by volatility and economic uncertainty. And while individual stocks typically dance to the erratic rhythm of market sentiments, ETFs have steadily waltzed their way into the hearts of savvy investors.

The 3 Most Undervalued ETFs to Buy Now: August 2023

Alerian Energy Infrastructure ETF

iShares S&P 500 Growth ETF

Invesco S&P 500 Equal Weight Consumer Discretionary ETF

Invesco S&P 500 Quality ETF

Vanguard Consumer Discretionary ETF

Vanguard Consumer Staples ETF

Vanguard Telecommunication Services ETF

Utilities Select Sector SPDR Fund

Hi VettaFi Voices, we are heading toward the last week of the Q2 earnings season. Now seems like a good time to assess how things have gone so far and what we can expect from next week.

VettaFi Voices On: The Coming End of Earnings Season

News for Pacer US Cash Cows 100 ETF ETF (COWZ)