The article compares the Pacer Developed Markets International Cash Cows 100 ETF (ICOW), which picks stocks by free cash flow yield, with Vanguard's market-cap-weighted VEA. The author says ICOW has come out ahead of VEA over the past five years, with a gain of 129.78% since June 19, 2017, while VEA's 10-year gain is 159.54%. ICOW's trailing 12-month distributions of $1.734373 per share equal roughly 4.06% of its $42.75 price, versus about 2.46% for VEA, though ICOW's quarterly payouts vary widely. ICOW holds 100 positions across 16 countries, with Takeda as its top holding and greater weight in energy, gold miners and telecom carriers. VEA's expense ratio is 0.03%, while ICOW's must be checked in Pacer's prospectus, and the article flags commodity price swings, telecom regulation, currency moves and about $1.81 billion in assets under management as factors to weigh.
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