These three exchange-traded funds (ETFs) provide distinct approaches to equity exposure with value and free cash flow emphases, making them relevant for comparison amid ongoing investor interest in quality-oriented strategies. CAMX pursues active management with concentrated holdings, while COWZ and VFLO follow rules-based indexes centered on high free cash flow yields. They do not track identical benchmarks but compete within the broader value and smart-beta equity space, offering tiered options in terms of active versus passive implementation, concentration, and cost. This comparison highlights structural and exposure differences to aid investor decision-making.
The Cambiar Aggressive Value ETF (CAMX) is an actively managed fund seeking long-term capital appreciation through a concentrated portfolio of 20-30 issuers. It primarily invests in U.S. equity securities but maintains flexibility across market capitalizations and geographies. The strategy applies a Quality | Price | Discipline framework focused on high-conviction names with strong fundamentals. As a non-diversified fund, it carries elevated concentration risk. The expense ratio stands at 0.59%. Top holdings typically reflect the manager’s highest-conviction selections rather than index weights, and sector allocations shift based on active decisions rather than fixed rules.
The Pacer US Cash Cows 100 ETF (COWZ) is a passive fund tracking the Pacer US Cash Cows 100 Index. It selects 100 large- and mid-capitalization U.S. companies from the Russell 1000 with the highest free cash flow yields. Holdings are weighted by free cash flow metrics, resulting in a rules-based smart-beta approach. The fund maintains approximately 100 holdings and an expense ratio of 0.49%. Sector allocations often emphasize technology, healthcare, and energy due to FCF screening. Rebalancing occurs periodically according to index methodology to maintain exposure to cash-flow leaders.
The VictoryShares Free Cash Flow ETF (VFLO) is a passive fund designed to track the Victory U.S. Large Cap Free Cash Flow Index. It selects around 50 companies from a large- and mid-cap universe using a rules-based process focused on free cash flow yields combined with growth filters. The fund employs physical replication and carries an expense ratio of 0.39% net. Sector exposures frequently include technology, healthcare, and energy. The index methodology incorporates both historical and forward-looking FCF metrics, with periodic rebalancing to align with the underlying rules.
The broader equity market environment features sustained interest in free cash flow and quality-value factors amid macroeconomic uncertainty, including interest rate cycles, earnings quality concerns, and sector rotation. Capital flows have favored strategies emphasizing durable cash generation over growth-at-any-cost models. Regulatory developments around corporate disclosures and tax policies can influence FCF calculations, while geopolitical tensions affect energy and materials sectors. Major holdings across these ETFs often operate in technology, healthcare, and energy, where earnings trends and balance sheet strength remain key drivers. Sector risks include valuation compression in high-valuation areas and sensitivity to commodity price volatility.
In recent market cycles, performance differences among CAMX, COWZ, and VFLO stem primarily from active versus passive construction and varying concentration levels. CAMX’s concentrated active approach can lead to higher volatility and potential outperformance during periods when manager selections align with market themes. COWZ and VFLO, as FCF-weighted indexes, have shown more consistent exposure to cash-flow stability, with VFLO’s smaller selection universe potentially resulting in slightly different drawdown profiles compared to COWZ’s broader 100-holdings approach. Relative positioning reflects trade-offs between cost efficiency, diversification depth, and sensitivity to macroeconomic factors such as interest rates and corporate profitability trends.
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Based on observable structural characteristics, Tickeron’s AI would likely assign a probabilistic preference to VFLO due to its lower expense ratio, balanced holdings count, and rules-based FCF methodology that supports cost-efficient exposure with moderate concentration. CAMX offers active flexibility at higher cost, while COWZ provides broader diversification within the same thematic focus. Final selection depends on individual investor preferences for active versus passive management and risk tolerance.
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| CAMX | COWZ | VFLO | |
| Gain YTD | 14.420 | 19.788 | 41.047 |
| Net Assets | 68.8M | 20.2B | 11.4B |
| Total Expense Ratio | 0.59 | 0.49 | 0.39 |
| Turnover | 84.00 | 86.00 | 142.00 |
| Yield | 1.60 | 1.72 | 1.01 |
| Fund Existence | 19 years | 10 years | 3 years |
| CAMX | COWZ | VFLO | |
|---|---|---|---|
| RSI ODDS (%) | 6 days ago 60% | 2 days ago 82% | 2 days ago 76% |
| Stochastic ODDS (%) | 2 days ago 57% | 2 days ago 79% | N/A |
| Momentum ODDS (%) | N/A | 2 days ago 78% | 2 days ago 86% |
| MACD ODDS (%) | 2 days ago 63% | 2 days ago 82% | 2 days ago 73% |
| TrendWeek ODDS (%) | 2 days ago 77% | 2 days ago 76% | 2 days ago 74% |
| TrendMonth ODDS (%) | 2 days ago 77% | 2 days ago 84% | 2 days ago 86% |
| Advances ODDS (%) | N/A | 3 days ago 85% | 3 days ago 88% |
| Declines ODDS (%) | N/A | 5 days ago 77% | 5 days ago 69% |
| BollingerBands ODDS (%) | 6 days ago 57% | N/A | 2 days ago 69% |
| Aroon ODDS (%) | 2 days ago 75% | 2 days ago 79% | 2 days ago 82% |
| 1 Day | |||
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| DUKX | 29.45 | 0.14 | +0.49% |
| Ocean Park International ETF | |||
| DBMF | 31.44 | 0.03 | +0.10% |
| iMGP DBi Managed Futures Strategy ETF | |||
| PBSE | 31.42 | -0.04 | -0.11% |
| PGIM S&P 500 Buffer 20 ETF - Sep | |||
| FXF | 108.81 | -0.29 | -0.27% |
| Invesco CurrencyShares® Swiss Franc | |||
| GUG | 15.45 | -0.05 | -0.32% |
| Guggenheim Active Allocation Fund | |||