PTLC vs. PGEOX
Compare and contrast key facts about Pacer Trendpilot US Large Cap ETF (PTLC) and George Putnam Balanced Fund (PGEOX).
PTLC is a passively managed fund by Pacer that tracks the performance of the Pacer Trendpilot U.S. Large Cap Index. It was launched on Jun 11, 2015. PGEOX is managed by Putnam. It was launched on Nov 5, 1937.
Performance
PTLC vs. PGEOX - Performance Comparison
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PTLC vs. PGEOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTLC Pacer Trendpilot US Large Cap ETF | -5.31% | 5.10% | 24.31% | 16.78% | -8.62% | 27.90% | -1.15% | 17.58% | 1.49% | 21.41% |
PGEOX George Putnam Balanced Fund | -2.12% | 14.02% | 20.65% | 19.93% | -17.59% | 13.80% | 9.25% | 22.61% | -3.03% | 15.02% |
Returns By Period
In the year-to-date period, PTLC achieves a -5.31% return, which is significantly lower than PGEOX's -2.12% return. Over the past 10 years, PTLC has outperformed PGEOX with an annualized return of 10.26%, while PGEOX has yielded a comparatively lower 9.24% annualized return.
PTLC
- 1D
- 0.32%
- 1M
- -5.90%
- YTD
- -5.31%
- 6M
- -3.30%
- 1Y
- 3.31%
- 3Y*
- 12.47%
- 5Y*
- 9.49%
- 10Y*
- 10.26%
PGEOX
- 1D
- 1.97%
- 1M
- -3.41%
- YTD
- -2.12%
- 6M
- -0.19%
- 1Y
- 14.34%
- 3Y*
- 15.19%
- 5Y*
- 8.00%
- 10Y*
- 9.24%
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PTLC vs. PGEOX - Expense Ratio Comparison
PTLC has a 0.60% expense ratio, which is lower than PGEOX's 0.94% expense ratio.
Return for Risk
PTLC vs. PGEOX — Risk / Return Rank
PTLC
PGEOX
PTLC vs. PGEOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Trendpilot US Large Cap ETF (PTLC) and George Putnam Balanced Fund (PGEOX). 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.
| PTLC | PGEOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 1.28 | -0.99 |
Sortino ratioReturn per unit of downside risk | 0.45 | 1.86 | -1.41 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.28 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.38 | 1.90 | -1.51 |
Martin ratioReturn relative to average drawdown | 1.02 | 8.97 | -7.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PTLC | PGEOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 1.28 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.71 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.80 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.42 | +0.20 |
Correlation
The correlation between PTLC and PGEOX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PTLC vs. PGEOX - Dividend Comparison
PTLC's dividend yield for the trailing twelve months is around 1.12%, less than PGEOX's 7.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTLC Pacer Trendpilot US Large Cap ETF | 1.12% | 1.06% | 0.67% | 1.18% | 1.26% | 0.73% | 1.08% | 1.10% | 1.00% | 0.97% | 1.08% | 0.42% |
PGEOX George Putnam Balanced Fund | 7.96% | 8.13% | 7.99% | 1.10% | 0.89% | 7.75% | 1.05% | 5.22% | 9.04% | 1.10% | 1.18% | 1.13% |
Drawdowns
PTLC vs. PGEOX - Drawdown Comparison
The maximum PTLC drawdown since its inception was -26.63%, smaller than the maximum PGEOX drawdown of -50.63%. Use the drawdown chart below to compare losses from any high point for PTLC and PGEOX.
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Drawdown Indicators
| PTLC | PGEOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.63% | -50.63% | +24.00% |
Max Drawdown (1Y)Largest decline over 1 year | -8.77% | -7.97% | -0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -15.17% | -21.36% | +6.19% |
Max Drawdown (10Y)Largest decline over 10 years | -26.63% | -23.00% | -3.63% |
Current DrawdownCurrent decline from peak | -7.15% | -3.86% | -3.29% |
Average DrawdownAverage peak-to-trough decline | -5.70% | -11.78% | +6.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 1.69% | +1.62% |
Volatility
PTLC vs. PGEOX - Volatility Comparison
Pacer Trendpilot US Large Cap ETF (PTLC) has a higher volatility of 4.58% compared to George Putnam Balanced Fund (PGEOX) at 3.85%. This indicates that PTLC's price experiences larger fluctuations and is considered to be riskier than PGEOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTLC | PGEOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 3.85% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 9.15% | 6.41% | +2.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.59% | 11.58% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.79% | 11.40% | +0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.17% | 11.59% | +1.58% |