PEXL vs. VLIFX
Compare and contrast key facts about Pacer US Export Leaders ETF (PEXL) and Value Line Mid Cap Focused Fund (VLIFX).
PEXL is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer US Export Leaders ETF Index. It was launched on Jul 23, 2018. VLIFX is managed by Value Line. It was launched on Mar 1, 1950.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEXL or VLIFX.
Key characteristics
| PEXL | VLIFX | |
|---|---|---|
| YTD Return | 11.80% | 16.50% |
| 1Y Return | 27.94% | 30.45% |
| 3Y Return (Ann) | 3.93% | 4.20% |
| 5Y Return (Ann) | 15.74% | 8.64% |
| Sharpe Ratio | 1.61 | 2.22 |
| Sortino Ratio | 2.24 | 3.11 |
| Omega Ratio | 1.29 | 1.38 |
| Calmar Ratio | 1.92 | 2.17 |
| Martin Ratio | 8.27 | 12.61 |
| Ulcer Index | 3.22% | 2.38% |
| Daily Std Dev | 16.52% | 13.52% |
| Max Drawdown | -33.67% | -81.77% |
| Current Drawdown | -1.08% | -0.61% |
Correlation
The correlation between PEXL and VLIFX is 0.72, 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
PEXL vs. VLIFX - Performance Comparison
In the year-to-date period, PEXL achieves a 11.80% return, which is significantly lower than VLIFX's 16.50% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PEXL vs. VLIFX - Expense Ratio Comparison
PEXL has a 0.60% expense ratio, which is lower than VLIFX's 1.07% expense ratio.
Risk-Adjusted Performance
PEXL vs. VLIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer US Export Leaders ETF (PEXL) and Value Line Mid Cap Focused Fund (VLIFX). 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
PEXL vs. VLIFX - Dividend Comparison
PEXL's dividend yield for the trailing twelve months is around 0.43%, more than VLIFX's 0.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEXL Pacer US Export Leaders ETF | 0.43% | 0.49% | 0.59% | 0.22% | 0.48% | 0.48% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VLIFX Value Line Mid Cap Focused Fund | 0.02% | 0.03% | 0.13% | 0.00% | 0.08% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.42% |
Drawdowns
PEXL vs. VLIFX - Drawdown Comparison
The maximum PEXL drawdown since its inception was -33.67%, smaller than the maximum VLIFX drawdown of -81.77%. Use the drawdown chart below to compare losses from any high point for PEXL and VLIFX. For additional features, visit the drawdowns tool.
Volatility
PEXL vs. VLIFX - Volatility Comparison
Pacer US Export Leaders ETF (PEXL) has a higher volatility of 4.98% compared to Value Line Mid Cap Focused Fund (VLIFX) at 4.51%. This indicates that PEXL's price experiences larger fluctuations and is considered to be riskier than VLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.