PTIN vs. CGBL

Last updated Aug 6, 2026

PTIN (Pacer Trendpilot International ETF) and CGBL (Capital Group Core Balanced ETF) are both Diversified Portfolio funds. PTIN is passively managed, while CGBL is actively managed. Over the past year, PTIN returned 33.07% vs 16.12% for CGBL. Their 0.75 correlation means they have sometimes moved together and sometimes differently. PTIN charges 0.66%/yr vs 0.33%/yr for CGBL.

Performance

PTIN vs. CGBL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Trendpilot International ETF (PTIN) and Capital Group Core Balanced ETF (CGBL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PTIN achieves a 18.60% return, which is significantly higher than CGBL's 9.06% return.

PTIN

• 1D: 0.12%
• 1M: 0.72%
• 6M: 10.29%
• YTD: 18.60%
• 1Y: 33.07%
• 3Y*: 13.81%
• 5Y*: 6.92%
• 10Y*: —
• ALL TIME*: 7.18%

CGBL

• 1D: 0.18%
• 1M: 0.63%
• 6M: 7.24%
• YTD: 9.06%
• 1Y: 16.12%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 18.30%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CGBL Capital Group Core Balanced ETF	$49.29M	$63.90M	$78.77M
PTIN Pacer Trendpilot International ETF	$434.65K	$363.43K	$473.04K

PTIN vs. CGBL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
PTIN Pacer Trendpilot International ETF	18.60%	16.17%	3.36%	8.80%
CGBL Capital Group Core Balanced ETF	9.06%	15.33%	16.64%	10.10%

Correlation

The correlation between PTIN and CGBL is 0.84, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.84
Correlation (All Time) Calculated using the full available price history since Sep 28, 2023	0.75

The correlation between PTIN and CGBL has been stable across timeframes, ranging from 0.75 to 0.84 - a consistent structural relationship.

Return for Risk

PTIN vs. CGBL — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PTIN

PTIN Risk / Return Rank: 72
PTIN Sharpe Ratio Rank: 72
PTIN Sortino Ratio Rank: 69
PTIN Omega Ratio Rank: 73
PTIN Calmar Ratio Rank: 72
PTIN Martin Ratio Rank: 74

CGBL

CGBL Risk / Return Rank: 56
CGBL Sharpe Ratio Rank: 56
CGBL Sortino Ratio Rank: 57
CGBL Omega Ratio Rank: 55
CGBL Calmar Ratio Rank: 50
CGBL Martin Ratio Rank: 63

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PTIN vs. CGBL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Trendpilot International ETF (PTIN) and Capital Group Core Balanced ETF (CGBL). 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.

	PTIN	CGBL	Difference
Sharpe ratio: Return per unit of total volatility	1.88	1.55	+0.33
Sortino ratio: Return per unit of downside risk	2.57	2.23	+0.34
Omega ratio: Gain probability vs. loss probability	1.34	1.28	+0.06
Calmar ratio: Return relative to maximum drawdown	2.88	2.05	+0.82
Martin ratio: Return relative to average drawdown	10.59	8.66	+1.93

PTIN vs. CGBL - Sharpe Ratio Comparison

The current PTIN Sharpe Ratio is 1.88, which is comparable to the CGBL Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of PTIN and CGBL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

PTIN vs. CGBL - Drawdown Comparison

The maximum PTIN drawdown since its inception was -21.27%, which is greater than CGBL's maximum drawdown of -11.66%. Use the drawdown chart below to compare losses from any high point for PTIN and CGBL.

Drawdown Indicators

	PTIN	CGBL	Difference
Max Drawdown Largest peak-to-trough decline	-21.27%	-11.66%	-9.61%
Max Drawdown (1Y) Largest decline over 1 year	-11.55%	-7.88%	-3.67%
Max Drawdown (3Y) Largest decline over 3 years	-13.93%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-21.27%	—	—
Current Drawdown Current decline from peak	-0.12%	0.00%	-0.12%
Average Drawdown Average peak-to-trough decline	-7.55%	-1.29%	-6.26%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.13%	1.87%	+1.26%

Volatility

PTIN vs. CGBL - Volatility Comparison

Pacer Trendpilot International ETF (PTIN) has a higher volatility of 4.96% compared to Capital Group Core Balanced ETF (CGBL) at 3.00%. This indicates that PTIN's price experiences larger fluctuations and is considered to be riskier than CGBL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PTIN	CGBL	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.96%	3.00%	+1.96%
Volatility (6M) Calculated over the trailing 6-month period	15.78%	8.80%	+6.98%
Volatility (1Y) Calculated over the trailing 1-year period	17.69%	10.48%	+7.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.75%	11.11%	+3.64%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.12%	11.11%	+3.01%

PTIN vs. CGBL - Expense Ratio Comparison

PTIN has a 0.66% expense ratio, which is higher than CGBL's 0.33% expense ratio.

Dividends

PTIN vs. CGBL - Dividend Comparison

PTIN's dividend yield for the trailing twelve months is around 2.14%, more than CGBL's 1.83% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
CGBL Capital Group Core Balanced ETF	1.83%	1.98%	1.92%	0.48%	0.00%	0.00%	0.00%	0.00%
PTIN Pacer Trendpilot International ETF	2.14%	2.53%	2.67%	2.09%	0.41%	2.38%	0.77%	0.97%

Frequently Asked Questions

Can I hold both PTIN and CGBL in my portfolio?

PTIN and CGBL have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PTIN or CGBL?

PTIN has higher volatility (4.96%) compared to CGBL (3.00%). In terms of maximum drawdown, PTIN dropped -21.27% vs CGBL's -11.66%.

Which ETF is better, PTIN or CGBL?

On 1-year performance, PTIN leads with 33.07% vs 16.12% for CGBL. On fees, CGBL is cheaper at 0.33% per year. On volatility, CGBL has been the lower-risk option at 3.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, PTIN or CGBL?

Over the 1-year period, PTIN has performed better with a 33.07% return vs 16.12%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, PTIN or CGBL?

CGBL is cheaper with a 0.33% expense ratio, compared with 0.66% for PTIN.

Which ETF pays a higher dividend yield, PTIN or CGBL?

PTIN has the higher dividend yield at 2.14%, compared with 1.83% for CGBL.

What is the main difference between PTIN and CGBL?

They also come from different issuers: Pacer and Capital Group. Their fees differ too: 0.66% for PTIN and 0.33% for CGBL.

Which has better risk-adjusted returns?

PTIN currently has the higher Sharpe Ratio (1.88 vs 1.55), 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.