PTLC vs. XTR
Compare and contrast key facts about Pacer Trendpilot US Large Cap ETF (PTLC) and Global X S&P 500 Tail Risk ETF (XTR).
PTLC and XTR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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 PTLC 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: PTLC or XTR.
Correlation
The correlation between PTLC and XTR is 0.80, 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.
Performance
PTLC vs. XTR - Performance Comparison
Key characteristics
PTLC:
0.46
XTR:
0.54
PTLC:
0.68
XTR:
0.82
PTLC:
1.09
XTR:
1.11
PTLC:
0.47
XTR:
0.54
PTLC:
1.41
XTR:
1.85
PTLC:
4.38%
XTR:
4.20%
PTLC:
13.60%
XTR:
14.52%
PTLC:
-26.63%
XTR:
-20.83%
PTLC:
-13.02%
XTR:
-9.86%
Returns By Period
In the year-to-date period, PTLC achieves a -9.02% return, which is significantly lower than XTR's -6.19% return.
PTLC
-9.02%
-6.05%
-7.67%
5.49%
13.65%
N/A
XTR
-6.19%
-2.66%
-5.45%
7.19%
N/A
N/A
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PTLC vs. XTR - Expense Ratio Comparison
Both PTLC and XTR have an expense ratio of 0.60%.
Risk-Adjusted Performance
PTLC vs. XTR — Risk-Adjusted Performance Rank
PTLC
XTR
PTLC vs. XTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Trendpilot US Large Cap ETF (PTLC) 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.
Dividends
PTLC vs. XTR - Dividend Comparison
PTLC's dividend yield for the trailing twelve months is around 0.74%, less than XTR's 22.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
XTR Global X S&P 500 Tail Risk ETF | 22.27% | 20.89% | 1.09% | 1.09% | 2.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PTLC vs. XTR - Drawdown Comparison
The maximum PTLC drawdown since its inception was -26.63%, which is greater than XTR's maximum drawdown of -20.83%. Use the drawdown chart below to compare losses from any high point for PTLC and XTR. For additional features, visit the drawdowns tool.
Volatility
PTLC vs. XTR - Volatility Comparison
The current volatility for Pacer Trendpilot US Large Cap ETF (PTLC) is 3.77%, while Global X S&P 500 Tail Risk ETF (XTR) has a volatility of 8.15%. This indicates that PTLC experiences smaller price fluctuations and is considered to be less risky than XTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.