Correlation
The correlation between PTBD and AGG is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
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.
Performance
PTBD vs. AGG - Performance Comparison
Loading data...
Key characteristics
PTBD:
0.56
AGG:
0.92
PTBD:
0.77
AGG:
1.54
PTBD:
1.10
AGG:
1.18
PTBD:
0.19
AGG:
0.49
PTBD:
1.63
AGG:
2.68
PTBD:
1.73%
AGG:
2.16%
PTBD:
5.17%
AGG:
5.41%
PTBD:
-26.00%
AGG:
-18.43%
PTBD:
-12.27%
AGG:
-7.16%
Returns By Period
In the year-to-date period, PTBD achieves a -0.36% return, which is significantly lower than AGG's 1.95% return.
PTBD
-0.36%
-0.69%
-1.20%
2.45%
1.57%
-0.43%
N/A
AGG
1.95%
-0.44%
0.21%
4.94%
1.47%
-0.99%
1.57%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
PTBD vs. AGG - Dividend Comparison
PTBD's dividend yield for the trailing twelve months is around 5.69%, more than AGG's 3.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTBD Pacer Trendpilot US Bond ETF | 5.69% | 6.57% | 6.55% | 6.14% | 2.70% | 2.50% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.83% | 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 -26.00%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for PTBD and AGG.
Loading data...
Volatility
PTBD vs. AGG - Volatility Comparison
Pacer Trendpilot US Bond ETF (PTBD) has a higher volatility of 1.86% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.61%. This indicates that PTBD's price experiences larger fluctuations and is considered to be riskier than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...