PTBD vs. AGG
Compare and contrast key facts about Pacer Trendpilot US Bond ETF (PTBD) and iShares Core U.S. Aggregate Bond ETF (AGG).
PTBD and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PTBD is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Trendpilot US Bond Index. It was launched on Oct 22, 2019. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003. Both PTBD and AGG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTBD or AGG.
Correlation
The correlation between PTBD and AGG is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
PTBD vs. AGG - Performance Comparison
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Key characteristics
PTBD:
8.82%
AGG:
5.37%
PTBD:
-0.86%
AGG:
-18.43%
PTBD:
-0.81%
AGG:
-6.93%
Returns By Period
PTBD
N/A
N/A
N/A
N/A
N/A
N/A
AGG
2.20%
1.07%
1.18%
5.50%
-0.78%
1.51%
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PTBD vs. AGG - Expense Ratio Comparison
PTBD has a 0.60% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
PTBD vs. AGG — Risk-Adjusted Performance Rank
PTBD
AGG
PTBD vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Trendpilot US Bond ETF (PTBD) and iShares Core U.S. Aggregate Bond ETF (AGG). 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.
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Dividends
PTBD vs. AGG - Dividend Comparison
PTBD has not paid dividends to shareholders, while AGG's dividend yield for the trailing twelve months is around 3.82%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTBD Pacer Trendpilot US Bond ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.82% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
PTBD vs. AGG - Drawdown Comparison
The maximum PTBD drawdown since its inception was -0.86%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for PTBD and AGG. For additional features, visit the drawdowns tool.
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Volatility
PTBD vs. AGG - Volatility Comparison
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