PTMC vs. IJH
PTMC (Pacer Trendpilot US Mid Cap ETF) and IJH (iShares Core S&P Mid-Cap ETF) are both Mid Cap Blend Equities funds - PTMC tracks the Pacer Trendpilot US Mid Cap Index while IJH tracks the S&P MidCap 400 Index. Both are passively managed. Over the past 10 years, PTMC returned 6.66%/yr vs 11.74%/yr for IJH. A 0.79 correlation means they provide meaningful diversification when combined. PTMC charges 0.60%/yr vs 0.05%/yr for IJH.
Performance
PTMC vs. IJH - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with PTMC having a 15.78% return and IJH slightly higher at 15.82%. Over the past 10 years, PTMC has underperformed IJH with an annualized return of 6.66%, while IJH has yielded a comparatively higher 11.74% annualized return.
PTMC
- 1D
- 0.36%
- 1M
- 3.72%
- YTD
- 15.78%
- 6M
- 13.34%
- 1Y
- 20.66%
- 3Y*
- 11.12%
- 5Y*
- 4.32%
- 10Y*
- 6.66%
IJH
- 1D
- 0.38%
- 1M
- 3.76%
- YTD
- 15.82%
- 6M
- 13.38%
- 1Y
- 27.53%
- 3Y*
- 16.50%
- 5Y*
- 8.90%
- 10Y*
- 11.74%
PTMC vs. IJH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTMC Pacer Trendpilot US Mid Cap ETF | 15.78% | -1.55% | 13.22% | 7.29% | -13.99% | 12.42% | 6.58% | 1.04% | 0.02% | 17.79% |
IJH iShares Core S&P Mid-Cap ETF | 15.82% | 7.42% | 13.92% | 16.40% | -13.11% | 24.72% | 13.60% | 26.10% | -11.19% | 16.26% |
Correlation
The correlation between PTMC and IJH is 0.97 - 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 | 0.97 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.79 |
The correlation between PTMC and IJH shifts across timeframes, from 0.78 (5 years) to 0.97 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
PTMC vs. IJH — Risk / Return Rank
PTMC
IJH
PTMC vs. IJH - Risk-Adjusted Trends 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.
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.
| PTMC | IJH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.31 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.33 | 3.13 | -0.80 |
| Martin ratioReturn relative to average drawdown | 8.51 | 11.45 | -2.94 |
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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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Drawdown Indicators
| PTMC | IJH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.53% | -55.07% | +34.54% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -8.83% | -0.06% |
Max Drawdown (3Y)Largest decline over 3 years | -15.31% | -24.10% | +8.79% |
Max Drawdown (5Y)Largest decline over 5 years | -16.93% | -24.10% | +7.17% |
Max Drawdown (10Y)Largest decline over 10 years | -20.53% | -42.18% | +21.65% |
Current DrawdownCurrent decline from peak | -0.07% | -0.12% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -6.45% | -7.56% | +1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.41% | +0.02% |
Volatility
PTMC vs. IJH - Volatility Comparison
Pacer Trendpilot US Mid Cap ETF (PTMC) and iShares Core S&P Mid-Cap ETF (IJH) have volatilities of 4.38% and 4.59%, 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
| PTMC | IJH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 4.59% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 11.74% | 11.70% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.69% | 15.87% | -0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.24% | 19.76% | -6.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.02% | 21.21% | -8.19% |
PTMC vs. IJH - Expense Ratio Comparison
PTMC has a 0.60% expense ratio, which is higher than IJH's 0.05% expense ratio.
Dividends
PTMC vs. IJH - Dividend Comparison
PTMC's dividend yield for the trailing twelve months is around 1.59%, more than IJH's 1.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJH iShares Core S&P Mid-Cap ETF | 1.17% | 1.36% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% |
PTMC Pacer Trendpilot US Mid Cap ETF | 1.59% | 1.84% | 0.87% | 1.92% | 0.82% | 0.12% | 0.53% | 1.40% | 0.89% | 0.67% | 0.66% | 0.00% |
Frequently Asked Questions
With a correlation of 0.97, PTMC and IJH 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.
IJH has higher volatility (4.59%) compared to PTMC (4.38%). In terms of maximum drawdown, PTMC dropped -20.53% vs IJH's -55.07%.
On 10-year performance, IJH leads with 11.74% vs 6.66% for PTMC. On fees, IJH is cheaper at 0.05% per year. On volatility, PTMC has been the lower-risk option at 4.38%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, IJH has performed better with a 11.74% return vs 6.66%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IJH is cheaper with a 0.05% expense ratio, compared with 0.60% for PTMC.
PTMC has the higher dividend yield at 1.59%, compared with 1.17% for IJH.
PTMC tracks Pacer Trendpilot US Mid Cap Index, while IJH tracks S&P MidCap 400 Index. They also come from different issuers: Pacer and iShares. Their fees differ too: 0.60% for PTMC and 0.05% for IJH.
IJH currently has the higher Sharpe Ratio (1.75 vs 1.33), 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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