Correlation
The correlation between PTLC and PGEOX is 0.83, 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.
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 Advisors 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTLC or PGEOX.
Performance
PTLC vs. PGEOX - Performance Comparison
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Key characteristics
PTLC:
0.15
PGEOX:
0.79
PTLC:
0.15
PGEOX:
1.06
PTLC:
1.02
PGEOX:
1.15
PTLC:
0.04
PGEOX:
0.70
PTLC:
0.11
PGEOX:
2.57
PTLC:
5.99%
PGEOX:
3.43%
PTLC:
13.51%
PGEOX:
12.59%
PTLC:
-26.63%
PGEOX:
-49.92%
PTLC:
-13.60%
PGEOX:
-2.34%
Returns By Period
In the year-to-date period, PTLC achieves a -9.62% return, which is significantly lower than PGEOX's 0.79% return.
PTLC
-9.62%
-0.76%
-11.82%
1.11%
9.87%
13.47%
N/A
PGEOX
0.79%
3.76%
-1.56%
9.18%
10.27%
9.48%
8.39%
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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.
Risk-Adjusted Performance
PTLC vs. PGEOX — Risk-Adjusted Performance Rank
PTLC
PGEOX
PTLC vs. PGEOX - Risk-Adjusted Performance 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.
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Dividends
PTLC vs. PGEOX - Dividend Comparison
PTLC's dividend yield for the trailing twelve months is around 0.74%, less than PGEOX's 4.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTLC Pacer Trendpilot US Large Cap ETF | 0.74% | 0.67% | 1.18% | 1.26% | 0.73% | 1.08% | 1.10% | 1.00% | 0.97% | 1.08% | 0.43% | 0.00% |
PGEOX George Putnam Balanced Fund | 4.37% | 4.66% | 1.10% | 2.96% | 7.75% | 6.56% | 6.43% | 9.04% | 1.10% | 1.18% | 1.13% | 1.26% |
Drawdowns
PTLC vs. PGEOX - Drawdown Comparison
The maximum PTLC drawdown since its inception was -26.63%, smaller than the maximum PGEOX drawdown of -49.92%. Use the drawdown chart below to compare losses from any high point for PTLC and PGEOX.
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Volatility
PTLC vs. PGEOX - Volatility Comparison
The current volatility for Pacer Trendpilot US Large Cap ETF (PTLC) is 2.97%, while George Putnam Balanced Fund (PGEOX) has a volatility of 3.16%. This indicates that PTLC experiences smaller price fluctuations and is considered to be less risky than PGEOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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