DUSA vs. PTLC
Compare and contrast key facts about Davis Select U.S. Equity ETF (DUSA) and Pacer Trendpilot US Large Cap ETF (PTLC).
DUSA and PTLC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DUSA is an actively managed fund by Davis Advisers. It was launched on Jan 11, 2017. PTLC is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Trendpilot U.S. Large Cap Index. It was launched on Jun 11, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DUSA or PTLC.
Correlation
The correlation between DUSA and PTLC is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DUSA vs. PTLC - Performance Comparison
Key characteristics
DUSA:
1.43
PTLC:
1.84
DUSA:
2.06
PTLC:
2.49
DUSA:
1.26
PTLC:
1.34
DUSA:
2.09
PTLC:
2.74
DUSA:
7.39
PTLC:
11.31
DUSA:
2.85%
PTLC:
2.05%
DUSA:
14.74%
PTLC:
12.56%
DUSA:
-36.71%
PTLC:
-26.63%
DUSA:
-0.67%
PTLC:
-0.50%
Returns By Period
In the year-to-date period, DUSA achieves a 8.83% return, which is significantly higher than PTLC's 4.08% return.
DUSA
8.83%
3.17%
14.39%
21.33%
12.91%
N/A
PTLC
4.08%
1.09%
10.07%
23.72%
11.05%
N/A
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DUSA vs. PTLC - Expense Ratio Comparison
DUSA has a 0.62% expense ratio, which is higher than PTLC's 0.60% expense ratio.
Risk-Adjusted Performance
DUSA vs. PTLC — Risk-Adjusted Performance Rank
DUSA
PTLC
DUSA vs. PTLC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Davis Select U.S. Equity ETF (DUSA) and Pacer Trendpilot US Large Cap ETF (PTLC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DUSA vs. PTLC - Dividend Comparison
DUSA's dividend yield for the trailing twelve months is around 0.78%, more than PTLC's 0.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
DUSA Davis Select U.S. Equity ETF | 0.78% | 0.85% | 3.37% | 1.21% | 1.12% | 0.51% | 1.12% | 2.77% | 0.68% | 0.00% | 0.00% |
PTLC Pacer Trendpilot US Large Cap ETF | 0.64% | 0.67% | 1.18% | 1.26% | 0.73% | 1.08% | 1.10% | 1.00% | 0.97% | 1.08% | 0.43% |
Drawdowns
DUSA vs. PTLC - Drawdown Comparison
The maximum DUSA drawdown since its inception was -36.71%, which is greater than PTLC's maximum drawdown of -26.63%. Use the drawdown chart below to compare losses from any high point for DUSA and PTLC. For additional features, visit the drawdowns tool.
Volatility
DUSA vs. PTLC - Volatility Comparison
Davis Select U.S. Equity ETF (DUSA) and Pacer Trendpilot US Large Cap ETF (PTLC) have volatilities of 3.09% and 2.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.