The Index uses an objective, rules-based methodology to provide exposure to large-capitalization companies. The Index uses IDG’s proprietary methodology to rotate between the holdings of one of two sub-indices: the Pacer US Cash Cows 100 Index and the Nasdaq-100 ® Index (each, a “Sub-Index,” and together, the “Sub-Indices”). The Index methodology seeks to identify the Sub-Index that has the strongest momentum based on the equal-weighted average monthly returns of the last one, three, six, nine, and 12 months. The Fund will invest in the holdings of the Sub-Index identified by the model as having the strongest momentum until such time as the Index methodology indicates the other Sub-Index has stronger momentum, indicating a rotation to the other Sub-Index.
Index Facts | Index Statistics | Top 10 Holdings | Sector Breakdown | Hypothetical Growth |
Historical Performance | Calendar Year Returns
Index Facts
as of 3/31/2025
| Bloomberg Index Symbol | |
| Exchange Index Symbol | |
| Index Inception Date | |
| Base Index Value ($) | |
| Number of Components in Index | |
| Total Return Index Closing Value ($) | |
| Total Index Market Capitalization ($ Million) |
Index Statistics
as of 3/31/2025
| Dividend Yield | |
| Price/Earnings | |
| Price/Estimated Earnings | |
| Price/Book | |
| Price/Sales | |
| Price/Cash Flow |
There is no guarantee dividends will be paid.
Top Holdings
as of 5/2/2025
| Holding | Weight (%) |
| Microsoft Corporation | 8.74 |
| Apple Inc | 8.33 |
| NVIDIA Corporation | 7.55 |
| Amazon.com Inc | 5.44 |
| Broadcom Inc | 4.26 |
| Meta Platforms Inc Class A | 3.53 |
| Netflix Inc | 3.29 |
| Costco Wholesale Corporation | 2.97 |
| Tesla Inc | 2.82 |
| Alphabet Inc Class A | 2.58 |
| Total | 49.52 |
Sector Breakdown
as of 6/30/2023
| Sector | Weight (%) |
|---|---|
| Loading... | |
| Total | 100.00 |
Hypothetical Growth of $10,000 (Gross of Fees)
All performance data presented for the Cash COWZ 100-Nasdaq 100 Rotator Index before 5/2/25 is backtested.
4/8/2000 - 3/31/2025
Historical Performance and Volatility Comparison (%)
4/8/2000 - 3/31/2025
| Cash COWZ 100-Nasdaq 100 Rotator Index | S&P 500 Index | |
|---|---|---|
| Annualized Average Return | 16.18 | 7.56 |
| Annualized Volatility | 21.69 | 19.25 |
Minimum and Maximum Calendar Year Returns (%)
4/8/2000 - 3/31/2025
| Cash COWZ 100-Nasdaq 100 Rotator Index | S&P 500 Index | |
|---|---|---|
| Maximum Return | 71.14 (2009) | 32.39 (2013) |
| Minimum Return | -45.70 (2008) | -37.00 (2008) |
All Indexes shown are Total Return Indexes.
PAST PERFORMANCE (WHETHER RETROSPECTIVELY CALCULATED OR ACTUAL HISTORICAL) IS NOT INDICATIVE OF FUTURE RESULTS. YOU CANNOT INVEST DIRECTLY IN AN INDEX.
Source: Pacer Advisors, FactSet, Solactive. The hypothetical backtested index performance of the Cash COWZ 100-Nasdaq 100 Rotator Index is shown net of fees and reflects the reinvestment of dividends. The annual total expense is 0.49%. The Cash COWZ 100-Nasdaq 100 Rotator Index was released on 5/2/25. All data shown here is hypothetical, retrospectively calculated, and based on rules-based criteria applied retroactively with the benefit of hindsight and knowledge of factors that may have positively affected its performance, and cannot account for all financial risk or market and economic factors that may affect the actual performance. The results shown are hypothetical and do not reflect actual returns.
The Indexes and services offered by Index Design Group, LLC. are not guaranteed as far as return and/or principal and investors may, in fact, lose money. Investment professionals should review the appropriateness and suitability of any investment to ensure it meets the risk parameters of the client. This document is neither a solicitation or an offer to buy any interest in any of our offerings. Certain investments may be purchased only by qualified individuals or institutions.
The Cash COWZ 100-Nasdaq 100 Rotator Index was released on 5/2/2025. The Pacer US Cash Cows 100 Index was released on 12/8/2016. The Nasdaq-100 Index was released on 1/31/1985.
The financial instrument is not sponsored, promoted, sold or supported in any other manner by Solactive AG nor does Solactive AG offer any express or implicit guarantee or assurance either with regard to the results of using the Index and/or Index trade mark or the Index Price at any time or in any other respect. The Index is calculated and published by Solactive AG. Solactive AG uses its best efforts to ensure that the Index is calculated correctly. Irrespective of its obligations towards the Issuer, Solactive AG has no obligation to point out errors in the Index to third parties including but not limited to investors and/or financial intermediaries of the financial instrument. Neither publication of the Index by Solactive AG nor the licensing of the Index or Index trade mark for the purpose of use in connection with the financial instrument constitutes a recommendation by Solactive AG to invest capital in said financial instrument nor does it in any way represent an assurance or opinion of Solactive AG with regard to any investment in this financial instrument.
Nasdaq®, Nasdaq-100®, Nasdaq-100Index®, and NDX® are registered trademarks of Nasdaq, Inc.(which with its affiliates is referred to as the “Corporations”) and are licensed for use by Index Design Group, LLC. The Product(s) have not been passed on by the Corporations as to their legality or suitability. The Product(s) are not issued, endorsed, sold, or promoted by the Corporations. THE CORPORATIONS MAKE NO WARRANTIES AND BEAR NO LIABILITY WITH RESPECT TO THE PRODUCT(S).
Index performance returns are for illustrative purposes only and do not represent actual fund or portfolio performance. Investing involves risks, including possible loss of principal.