PTBD vs. XTR
Compare and contrast key facts about Pacer Trendpilot US Bond ETF (PTBD) and Global X S&P 500 Tail Risk ETF (XTR).
PTBD and XTR 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. XTR is a passively managed fund by Global X that tracks the performance of the Cboe S&P 500 Tail Risk Index. It was launched on Aug 25, 2021. Both PTBD and XTR 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 XTR.
Correlation
The correlation between PTBD and XTR 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. XTR - Performance Comparison
Loading data...
Key characteristics
PTBD:
8.82%
XTR:
7.67%
PTBD:
-0.86%
XTR:
-0.58%
PTBD:
-0.81%
XTR:
-0.15%
Returns By Period
PTBD
N/A
N/A
N/A
N/A
N/A
N/A
XTR
N/A
N/A
N/A
N/A
N/A
N/A
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. XTR - Expense Ratio Comparison
Both PTBD and XTR have an expense ratio of 0.60%.
Risk-Adjusted Performance
PTBD vs. XTR — Risk-Adjusted Performance Rank
PTBD
XTR
PTBD vs. XTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Trendpilot US Bond ETF (PTBD) and Global X S&P 500 Tail Risk ETF (XTR). 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. XTR - Dividend Comparison
PTBD has not paid dividends to shareholders, while XTR's dividend yield for the trailing twelve months is around 21.86%.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
PTBD Pacer Trendpilot US Bond ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XTR Global X S&P 500 Tail Risk ETF | 21.86% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PTBD vs. XTR - Drawdown Comparison
The maximum PTBD drawdown since its inception was -0.86%, which is greater than XTR's maximum drawdown of -0.58%. Use the drawdown chart below to compare losses from any high point for PTBD and XTR. For additional features, visit the drawdowns tool.
Loading data...
Volatility
PTBD vs. XTR - Volatility Comparison
Loading data...