IYLD vs. PTIN
IYLD (iShares Morningstar Multi-Asset Income ETF) and PTIN (Pacer Trendpilot International ETF) are both Diversified Portfolio funds - IYLD tracks the Morningstar Multi-Asset High Income Index while PTIN tracks the Pacer Trendpilot International Index. Both are passively managed. Over the past 5 years, IYLD returned 3.22%/yr vs 6.71%/yr for PTIN. Their 0.61 correlation means they have sometimes moved together and sometimes differently. IYLD charges 0.60%/yr vs 0.66%/yr for PTIN.
Performance
IYLD vs. PTIN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IYLD achieves a 5.72% return, which is significantly lower than PTIN's 16.34% return.
IYLD
- 1D
- -0.18%
- 1M
- 0.34%
- 6M
- 2.24%
- YTD
- 5.72%
- 1Y
- 13.16%
- 3Y*
- 9.75%
- 5Y*
- 3.22%
- 10Y*
- 3.84%
- ALL TIME*
- 4.33%
PTIN
- 1D
- -0.49%
- 1M
- 0.27%
- 6M
- 9.19%
- YTD
- 16.34%
- 1Y
- 32.43%
- 3Y*
- 12.31%
- 5Y*
- 6.71%
- 10Y*
- —
- ALL TIME*
- 6.91%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $181.04K | $278.59K | $373.50K | |
| $300.58K | $334.58K | $457.99K |
IYLD vs. PTIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IYLD iShares Morningstar Multi-Asset Income ETF | 5.72% | 15.44% | 2.00% | 12.55% | -16.80% | 3.37% | -1.18% | 7.63% |
PTIN Pacer Trendpilot International ETF | 16.34% | 16.17% | 3.36% | 16.04% | -15.98% | 12.26% | -0.56% | 6.75% |
Correlation
The correlation between IYLD and PTIN is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.63 |
Correlation (All Time) Calculated using the full available price history since May 3, 2019 | 0.61 |
The correlation between IYLD and PTIN shifts across timeframes, from 0.61 (all time) to 0.79 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IYLD vs. PTIN — Risk / Return Rank
IYLD
PTIN
IYLD vs. PTIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Multi-Asset Income ETF (IYLD) and Pacer Trendpilot International ETF (PTIN). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IYLD | PTIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.46 | ||
| Sortino ratioReturn per unit of downside risk | +0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.34 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.85 | 2.80 | +0.05 |
| Martin ratioReturn relative to average drawdown | 11.17 | 10.30 | +0.87 |
Loading charts...
Drawdowns
IYLD vs. PTIN - Drawdown Comparison
The maximum IYLD drawdown since its inception was -30.23%, which is greater than PTIN's maximum drawdown of -21.27%. Use the drawdown chart below to compare losses from any high point for IYLD and PTIN.
Loading charts...
Drawdown Indicators
| IYLD | PTIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.23% | -21.27% | -8.96% |
Max Drawdown (1Y)Largest decline over 1 year | -4.63% | -11.55% | +6.92% |
Max Drawdown (3Y)Largest decline over 3 years | -5.20% | -13.93% | +8.73% |
Max Drawdown (5Y)Largest decline over 5 years | -22.57% | -21.27% | -1.30% |
Max Drawdown (10Y)Largest decline over 10 years | -30.23% | — | — |
Current DrawdownCurrent decline from peak | -0.18% | -2.02% | +1.84% |
Average DrawdownAverage peak-to-trough decline | -4.49% | -7.56% | +3.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.18% | 3.13% | -1.95% |
Volatility
IYLD vs. PTIN - Volatility Comparison
The current volatility for iShares Morningstar Multi-Asset Income ETF (IYLD) is 1.40%, while Pacer Trendpilot International ETF (PTIN) has a volatility of 5.26%. This indicates that IYLD experiences smaller price fluctuations and is considered to be less risky than PTIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IYLD | PTIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.40% | 5.26% | -3.86% |
Volatility (6M)Calculated over the trailing 6-month period | 4.76% | 15.77% | -11.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.78% | 17.72% | -11.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.88% | 14.74% | -6.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.54% | 14.12% | -4.58% |
IYLD vs. PTIN - Expense Ratio Comparison
IYLD has a 0.60% expense ratio, which is lower than PTIN's 0.66% expense ratio.
Dividends
IYLD vs. PTIN - Dividend Comparison
IYLD's dividend yield for the trailing twelve months is around 4.61%, more than PTIN's 2.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYLD iShares Morningstar Multi-Asset Income ETF | 4.61% | 4.72% | 5.32% | 5.76% | 5.45% | 3.47% | 4.38% | 5.25% | 5.78% | 4.22% | 4.84% | 5.26% |
PTIN Pacer Trendpilot International ETF | 2.18% | 2.53% | 2.67% | 2.09% | 0.41% | 2.38% | 0.77% | 0.97% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IYLD and PTIN have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PTIN has higher volatility (5.26%) compared to IYLD (1.40%). In terms of maximum drawdown, IYLD dropped -30.23% vs PTIN's -21.27%.
On 5-year performance, PTIN leads with 6.71% vs 3.22% for IYLD. On fees, IYLD is cheaper at 0.60% per year. On volatility, IYLD has been the lower-risk option at 1.40%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, PTIN has performed better with a 6.71% return vs 3.22%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IYLD is cheaper with a 0.60% expense ratio, compared with 0.66% for PTIN.
IYLD has the higher dividend yield at 4.61%, compared with 2.18% for PTIN.
IYLD tracks Morningstar Multi-Asset High Income Index, while PTIN tracks Pacer Trendpilot International Index. They also come from different issuers: iShares and Pacer. Their fees differ too: 0.60% for IYLD and 0.66% for PTIN.
IYLD currently has the higher Sharpe Ratio (2.28 vs 1.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for IYLD and PTIN
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer