Correlation
The correlation between PTMC and IJH is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
PTMC vs. IJH
Compare and contrast key facts about Pacer Trendpilot US Mid Cap ETF (PTMC) and iShares Core S&P Mid-Cap ETF (IJH).
PTMC and IJH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PTMC is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Trendpilot US Mid Cap Index. It was launched on Jun 11, 2015. IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000. Both PTMC and IJH 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: PTMC or IJH.
Performance
PTMC vs. IJH - Performance Comparison
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Key characteristics
PTMC:
0.04
IJH:
0.15
PTMC:
0.12
IJH:
0.35
PTMC:
1.02
IJH:
1.05
PTMC:
0.02
IJH:
0.12
PTMC:
0.03
IJH:
0.36
PTMC:
7.53%
IJH:
7.91%
PTMC:
14.89%
IJH:
22.03%
PTMC:
-20.53%
IJH:
-55.07%
PTMC:
-13.04%
IJH:
-10.93%
Returns By Period
In the year-to-date period, PTMC achieves a -5.50% return, which is significantly lower than IJH's -3.38% return.
PTMC
-5.50%
0.56%
-12.37%
0.55%
1.50%
5.12%
N/A
IJH
-3.38%
5.50%
-10.31%
3.29%
7.74%
12.88%
8.63%
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PTMC vs. IJH - Expense Ratio Comparison
PTMC has a 0.60% expense ratio, which is higher than IJH's 0.06% expense ratio.
Risk-Adjusted Performance
PTMC vs. IJH — Risk-Adjusted Performance Rank
PTMC
IJH
PTMC vs. IJH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Trendpilot US Mid Cap ETF (PTMC) and iShares Core S&P Mid-Cap ETF (IJH). 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
PTMC vs. IJH - Dividend Comparison
PTMC's dividend yield for the trailing twelve months is around 0.92%, less than IJH's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTMC Pacer Trendpilot US Mid Cap ETF | 0.92% | 0.87% | 1.92% | 0.82% | 0.12% | 0.52% | 1.41% | 0.89% | 0.68% | 0.66% | 0.07% | 0.00% |
IJH iShares Core S&P Mid-Cap ETF | 1.38% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% |
Drawdowns
PTMC vs. IJH - Drawdown Comparison
The maximum PTMC drawdown since its inception was -20.53%, smaller than the maximum IJH drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for PTMC and IJH.
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Volatility
PTMC vs. IJH - Volatility Comparison
The current volatility for Pacer Trendpilot US Mid Cap ETF (PTMC) is 0.52%, while iShares Core S&P Mid-Cap ETF (IJH) has a volatility of 6.06%. This indicates that PTMC experiences smaller price fluctuations and is considered to be less risky than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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