COWZ: Is Opportunity Knocking Again For This $18B Cash Cows ETF?

The Sunday Investor7.31K FollowersFollow5ShareSavePlay(13min)CommentsSummaryPacer US Cash Cows 100 ETF is a popular $18B free cash flow yield ETF with a 0.49% expense ratio. YTD, it's holding up well relative to its benchmarks, delivering a solid 4.24% total return.With quarterly reconstitutions, I see COWZ leaning more on Energy, to which it already has 16% allocated. If oil prices remain elevated, it could become a top performer again.However, long-term investors should exercise patience. My returns distribution analysis highlights how its frequently of positive monthly returns is relatively low, though the potential for large returns is there.I've assigned COWZ a "hold" rating today, with a fundamental analysis comparing it with VFLO, IWD, and IWB to follow. beckariuz/E+ via Getty Images Investment Thesis I last reviewed the Pacer US Cash Cows 100 ETF (COWZ) on October 31, 2025, when I rated it a "hold" after noting several fundamental deficiencies relative to its main competitor, the VictoryShares Free Cash FlowThis article was written byThe Sunday Investor7.31K FollowersFollowThe Sunday Investor is focused exclusively on U.S. Equity ETFs. He has a strong analytical background, has received a Certificate of Advanced Investment Advice from the Canadian Securities Institute, and has completed all the educational requirements for the Chartered Investment Manager designation.Having covered hundreds of ETFs on Seeking Alpha, The Sunday Investor has developed a complex, proprietary ETF Rankings system which he shares on his website, etf-rankings.com. Nearly 1,000 ETFs receive individual factor scores covering costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment, which feed into an easy-to-understand composite score from 1-10.

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