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LSAF vs. PTMC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LSAF vs. PTMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LeaderShares AlphaFactor US Core Equity ETF (LSAF) and Pacer Trendpilot US Mid Cap ETF (PTMC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LSAF achieves a 13.78% return, which is significantly lower than PTMC's 15.78% return.


LSAF

1D
-0.21%
1M
3.98%
YTD
13.78%
6M
11.61%
1Y
25.54%
3Y*
19.66%
5Y*
10.56%
10Y*

PTMC

1D
0.36%
1M
3.72%
YTD
15.78%
6M
13.34%
1Y
20.66%
3Y*
11.12%
5Y*
4.32%
10Y*
6.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LSAF vs. PTMC - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
LSAF
LeaderShares AlphaFactor US Core Equity ETF
13.78%12.01%18.09%15.48%-13.12%22.75%6.92%28.35%-15.47%
PTMC
Pacer Trendpilot US Mid Cap ETF
15.78%-1.55%13.22%7.29%-13.99%12.42%6.58%1.04%-5.97%

Correlation

The correlation between LSAF and PTMC is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.88

Correlation (3Y)
Calculated over the trailing 3-year period

0.82

Correlation (5Y)
Calculated over the trailing 5-year period

0.71

Correlation (All Time)
Calculated using the full available price history since Oct 2, 2018

0.69

The correlation between LSAF and PTMC shifts across timeframes, from 0.69 (all time) to 0.88 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

LSAF vs. PTMC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LSAF
LSAF Risk / Return Rank: 6262
Overall Rank
LSAF Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
LSAF Sortino Ratio Rank: 5757
Sortino Ratio Rank
LSAF Omega Ratio Rank: 5050
Omega Ratio Rank
LSAF Calmar Ratio Rank: 7878
Calmar Ratio Rank
LSAF Martin Ratio Rank: 7171
Martin Ratio Rank

PTMC
PTMC Risk / Return Rank: 4343
Overall Rank
PTMC Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
PTMC Sortino Ratio Rank: 4040
Sortino Ratio Rank
PTMC Omega Ratio Rank: 3737
Omega Ratio Rank
PTMC Calmar Ratio Rank: 4949
Calmar Ratio Rank
PTMC Martin Ratio Rank: 5151
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LSAF vs. PTMC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LeaderShares AlphaFactor US Core Equity ETF (LSAF) and Pacer Trendpilot US Mid Cap ETF (PTMC). 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.


LSAFPTMCDifference
Sharpe ratioReturn per unit of total volatility

+0.46

Sortino ratioReturn per unit of downside risk

+0.65

Omega ratioGain probability vs. loss probability

1.31

1.24

+0.07

Calmar ratioReturn relative to maximum drawdown

3.90

2.33

+1.57

Martin ratioReturn relative to average drawdown

12.78

8.51

+4.27

LSAF vs. PTMC - Sharpe Ratio Comparison

The current LSAF Sharpe Ratio is 1.79, which is higher than the PTMC Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of LSAF and PTMC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

LSAF vs. PTMC - Drawdown Comparison

The maximum LSAF drawdown since its inception was -41.67%, which is greater than PTMC's maximum drawdown of -20.53%. Use the drawdown chart below to compare losses from any high point for LSAF and PTMC.


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Drawdown Indicators


LSAFPTMCDifference

Max Drawdown

Largest peak-to-trough decline

-41.67%

-20.53%

-21.14%

Max Drawdown (1Y)

Largest decline over 1 year

-6.58%

-8.89%

+2.31%

Max Drawdown (3Y)

Largest decline over 3 years

-20.26%

-15.31%

-4.95%

Max Drawdown (5Y)

Largest decline over 5 years

-24.94%

-16.93%

-8.01%

Max Drawdown (10Y)

Largest decline over 10 years

-20.53%

Current Drawdown

Current decline from peak

-1.25%

-0.07%

-1.18%

Average Drawdown

Average peak-to-trough decline

-6.29%

-6.45%

+0.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.00%

2.43%

-0.43%

Volatility

LSAF vs. PTMC - Volatility Comparison

The current volatility for LeaderShares AlphaFactor US Core Equity ETF (LSAF) is 3.54%, while Pacer Trendpilot US Mid Cap ETF (PTMC) has a volatility of 4.38%. This indicates that LSAF experiences smaller price fluctuations and is considered to be less risky than PTMC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LSAFPTMCDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.54%

4.38%

-0.84%

Volatility (6M)

Calculated over the trailing 6-month period

10.43%

11.74%

-1.31%

Volatility (1Y)

Calculated over the trailing 1-year period

14.39%

15.69%

-1.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.43%

13.24%

+5.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.84%

13.02%

+8.82%

LSAF vs. PTMC - Expense Ratio Comparison

LSAF has a 0.75% expense ratio, which is higher than PTMC's 0.60% expense ratio.


Dividends

LSAF vs. PTMC - Dividend Comparison

LSAF's dividend yield for the trailing twelve months is around 0.60%, less than PTMC's 1.59% yield.


PositionTTM2025202420232022202120202019201820172016
LSAF
LeaderShares AlphaFactor US Core Equity ETF
0.60%0.69%0.42%0.84%0.96%0.37%0.53%0.71%0.20%0.00%0.00%
PTMC
Pacer Trendpilot US Mid Cap ETF
1.59%1.84%0.87%1.92%0.82%0.12%0.53%1.40%0.89%0.67%0.66%

Frequently Asked Questions


LSAF and PTMC have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PTMC has higher volatility (4.38%) compared to LSAF (3.54%). In terms of maximum drawdown, LSAF dropped -41.67% vs PTMC's -20.53%.

On 5-year performance, LSAF leads with 10.56% vs 4.32% for PTMC. On fees, PTMC is cheaper at 0.60% per year. On volatility, LSAF has been the lower-risk option at 3.54%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, LSAF has performed better with a 10.56% return vs 4.32%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PTMC is cheaper with a 0.60% expense ratio, compared with 0.75% for LSAF.

PTMC has the higher dividend yield at 1.59%, compared with 0.60% for LSAF.

LSAF tracks AlphaFactor US Core Equity Index, while PTMC tracks Pacer Trendpilot US Mid Cap Index. They also come from different issuers: Redwood and Pacer. Their fees differ too: 0.75% for LSAF and 0.60% for PTMC.

LSAF currently has the higher Sharpe Ratio (1.79 vs 1.33), 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.

Portfolio Optimizer

Find the right allocation for LSAF and PTMC

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