PTLC vs. BBUS
PTLC (Pacer Trendpilot US Large Cap ETF) and BBUS (JPMorgan BetaBuilders U.S. Equity ETF) are both Large Cap Blend Equities funds - PTLC tracks the Pacer Trendpilot U.S. Large Cap Index while BBUS tracks the Morningstar US Target Market Exposure Index. Both are passively managed. Over the past 5 years, PTLC returned 9.97%/yr vs 12.52%/yr for BBUS. Their correlation of 0.85 suggests significant overlap in exposure. PTLC charges 0.60%/yr vs 0.02%/yr for BBUS.
Performance
PTLC vs. BBUS - Performance Comparison
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Returns By Period
In the year-to-date period, PTLC achieves a 2.97% return, which is significantly lower than BBUS's 7.57% return.
PTLC
- 1D
- -1.38%
- 1M
- -1.33%
- YTD
- 2.97%
- 6M
- 2.00%
- 1Y
- 17.43%
- 3Y*
- 13.44%
- 5Y*
- 9.97%
- 10Y*
- 11.31%
BBUS
- 1D
- -1.68%
- 1M
- -1.53%
- YTD
- 7.57%
- 6M
- 6.62%
- 1Y
- 22.78%
- 3Y*
- 20.70%
- 5Y*
- 12.52%
- 10Y*
- —
PTLC vs. BBUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PTLC Pacer Trendpilot US Large Cap ETF | 2.97% | 5.10% | 24.31% | 16.78% | -8.62% | 27.90% | -1.15% | 16.93% |
BBUS JPMorgan BetaBuilders U.S. Equity ETF | 7.57% | 17.77% | 24.89% | 27.20% | -19.46% | 27.13% | 20.69% | 16.26% |
Correlation
The correlation between PTLC and BBUS is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Mar 13, 2019 | 0.85 |
The correlation between PTLC and BBUS shifts across timeframes, from 0.84 (5 years) to 0.99 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
PTLC vs. BBUS — Risk / Return Rank
PTLC
BBUS
PTLC vs. BBUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Trendpilot US Large Cap ETF (PTLC) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS). 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.
| PTLC | BBUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.36 | ||
| Sortino ratioReturn per unit of downside risk | -0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.33 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.00 | 2.49 | -0.49 |
| Martin ratioReturn relative to average drawdown | 7.66 | 10.97 | -3.31 |
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Drawdowns
PTLC vs. BBUS - Drawdown Comparison
The maximum PTLC drawdown since its inception was -26.63%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for PTLC and BBUS.
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Drawdown Indicators
| PTLC | BBUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.63% | -35.35% | +8.72% |
Max Drawdown (1Y)Largest decline over 1 year | -8.77% | -9.21% | +0.44% |
Max Drawdown (3Y)Largest decline over 3 years | -15.17% | -19.01% | +3.84% |
Max Drawdown (5Y)Largest decline over 5 years | -15.17% | -25.46% | +10.29% |
Max Drawdown (10Y)Largest decline over 10 years | -26.63% | — | — |
Current DrawdownCurrent decline from peak | -3.15% | -3.47% | +0.32% |
Average DrawdownAverage peak-to-trough decline | -5.63% | -5.43% | -0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | 2.08% | +0.20% |
Volatility
PTLC vs. BBUS - Volatility Comparison
Pacer Trendpilot US Large Cap ETF (PTLC) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS) have volatilities of 4.91% and 5.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTLC | BBUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.91% | 5.00% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 9.95% | -0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.98% | 12.59% | -0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.87% | 17.14% | -5.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.19% | 19.59% | -6.40% |
PTLC vs. BBUS - Expense Ratio Comparison
PTLC has a 0.60% expense ratio, which is higher than BBUS's 0.02% expense ratio.
Dividends
PTLC vs. BBUS - Dividend Comparison
PTLC's dividend yield for the trailing twelve months is around 1.03%, more than BBUS's 1.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBUS JPMorgan BetaBuilders U.S. Equity ETF | 1.01% | 1.07% | 1.21% | 1.38% | 1.57% | 1.11% | 1.43% | 1.37% | 0.00% | 0.00% | 0.00% | 0.00% |
PTLC Pacer Trendpilot US Large Cap ETF | 1.03% | 1.06% | 0.67% | 1.18% | 1.26% | 0.73% | 1.08% | 1.10% | 1.00% | 0.97% | 1.08% | 0.42% |
Frequently Asked Questions
With a correlation of 0.99, PTLC and BBUS move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
BBUS has higher volatility (5.00%) compared to PTLC (4.91%). In terms of maximum drawdown, PTLC dropped -26.63% vs BBUS's -35.35%.
On 5-year performance, BBUS leads with 12.52% vs 9.97% for PTLC. On fees, BBUS is cheaper at 0.02% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, BBUS has performed better with a 12.52% return vs 9.97%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BBUS is cheaper with a 0.02% expense ratio, compared with 0.60% for PTLC.
PTLC has the higher dividend yield at 1.03%, compared with 1.01% for BBUS.
PTLC tracks Pacer Trendpilot U.S. Large Cap Index, while BBUS tracks Morningstar US Target Market Exposure Index. They also come from different issuers: Pacer and JPMorgan. Their fees differ too: 0.60% for PTLC and 0.02% for BBUS.
BBUS currently has the higher Sharpe Ratio (1.82 vs 1.46), 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.
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