
The Pacer US Cash Cows 100 ETF (COWZ) and Fundstrat Granny Shots US Large Cap ETF (GRNY) represent two distinct approaches to large-cap investing. COWZ uses a rules-based screen focusing on companies with high free cash flow yield, favoring mature, cash-generating sectors like Health Care, Technology, and Energy. GRNY, actively managed by Tom Lee, targets stocks involved in multiple long-term themes such as AI and electrification, leading to holdings like NVIDIA and GE Vernova. Over the past year, GRNY outperformed COWZ with a 29.35% return versus 17.84%, reflecting its thematic growth focus, while COWZ appeals to investors seeking stable, cash-rich companies. Future performance depends on factors like oil prices, interest rates, and growth in AI and electrification sectors.