COWZ vs SMH

Pacer US Cash Cows 100 ETF vs VanEck Semiconductor ETF

Quick take
  • SMH has the lower expense ratio at 0.35% vs 0.49% for COWZ.
  • COWZ pays a higher dividend yield (2.03%).

Side-by-side metrics

MetricCOWZSMH
Expense ratio
Annual fee. Lower is better.
0.49%0.35%
Dividend yield
Trailing 12-month yield.
2.03%0.22%
AUM
Assets under management — bigger funds are typically more liquid.
$18.18B$58.79B
YTD return
5.75%52.66%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.701.82
P/E ratio
17.5544.45
Last price
$63.26$540.10
Inception
Issuer
PacerVanEck

COWZ top holdings

Top holdings · COWZ
QCOMQualcomm Inc2.67%
MOAltria Group Inc2.20%
COPConocoPhillips2.17%
CVSCVS Health Corp2.16%
BMYBristol-Myers Squibb Co2.03%
FFord Motor Co2.01%
UBERUber Technologies Inc2.00%
PFEPfizer Inc1.99%
FANGDiamondback Energy Inc1.98%
NEMNewmont Corp1.93%
Sector breakdown · COWZ
Consumer Cyclical9.9%
Basic Materials3.9%
Consumer Defensive9.6%
Technology24.1%
Communication Services8.1%
Industrials7.0%
Energy16.4%
Healthcare21.0%

SMH top holdings

Top holdings · SMH
NVDANVIDIA Corp18.09%
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR10.59%
AVGOBroadcom Inc7.83%
INTCIntel Corp7.14%
AMDAdvanced Micro Devices Inc5.95%
MUMicron Technology Inc4.98%
TXNTexas Instruments Inc4.90%
KLACKLA Corp4.49%
ADIAnalog Devices Inc4.41%
LRCXLam Research Corp4.11%
Sector breakdown · SMH
Technology100.0%

About COWZ

COWZ (Pacer US Cash Cows 100 ETF) is 100 Russell 1000 stocks with highest free cash flow yield. Managed by Pacer, the fund carries $18.2B in assets under management, an expense ratio of 0.49%, a dividend yield of 2.03%. Its largest holding is Qualcomm Inc (QCOM), which represents 2.7% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 9.9%.

About SMH

SMH (VanEck Semiconductor ETF) is 25 largest semiconductor companies. Managed by VanEck, the fund carries $58.8B in assets under management, an expense ratio of 0.35%, a dividend yield of 0.22%. Its largest holding is NVIDIA Corp (NVDA), which represents 18.1% of the portfolio. Technology is the fund's largest sector exposure at 100.0%.