PTMC vs. SMIZ

Last updated Jun 6, 2026

PTMC (Pacer Trendpilot US Mid Cap ETF) and SMIZ (Zacks Small/Mid Cap ETF) are both Mid Cap Blend Equities funds. PTMC is passively managed, while SMIZ is actively managed. Over the past year, PTMC returned 17.22% vs 28.94% for SMIZ. Their correlation of 0.82 suggests significant overlap in exposure. PTMC charges 0.60%/yr vs 0.56%/yr for SMIZ.

Performance

PTMC vs. SMIZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Trendpilot US Mid Cap ETF (PTMC) and Zacks Small/Mid Cap ETF (SMIZ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PTMC achieves a 12.33% return, which is significantly lower than SMIZ's 13.68% return.

PTMC

• 1D: -1.91%
• 1M: -0.87%
• YTD: 12.33%
• 6M: 11.93%
• 1Y: 17.22%
• 3Y*: 9.60%
• 5Y*: 3.47%
• 10Y*: 5.91%

SMIZ

• 1D: -2.73%
• 1M: -1.14%
• YTD: 13.68%
• 6M: 11.86%
• 1Y: 28.94%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

PTMC vs. SMIZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
PTMC Pacer Trendpilot US Mid Cap ETF	12.33%	-1.55%	13.22%	7.77%
SMIZ Zacks Small/Mid Cap ETF	13.68%	12.16%	17.92%	16.39%

Correlation

The correlation between PTMC and SMIZ is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.87
Correlation (All Time) Calculated using the full available price history since Oct 4, 2023	0.82

The correlation between PTMC and SMIZ has been stable across timeframes, ranging from 0.82 to 0.87 - a consistent structural relationship.

PTMC vs. SMIZ - Sectors Allocation Comparison

Sectors	PTMC	SMIZ
Industrials	23.6%	21.6%
Technology	16.4%	24.7%
Financial Services	15.1%	21.0%
Consumer Cyclical	10.8%	6.1%
Healthcare	8.8%	8.1%
Real Estate	7.0%	3.5%
Basic Materials	4.9%	3.1%
Consumer Defensive	4.8%	4.2%
Energy	4.2%	2.9%
Utilities	3.0%	2.6%
Communication Services	1.4%	2.4%

Return for Risk

PTMC vs. SMIZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PTMC

PTMC Risk / Return Rank: 38
PTMC Sharpe Ratio Rank: 33
PTMC Sortino Ratio Rank: 35
PTMC Omega Ratio Rank: 34
PTMC Calmar Ratio Rank: 42
PTMC Martin Ratio Rank: 46

SMIZ

SMIZ Risk / Return Rank: 57
SMIZ Sharpe Ratio Rank: 54
SMIZ Sortino Ratio Rank: 54
SMIZ Omega Ratio Rank: 51
SMIZ Calmar Ratio Rank: 59
SMIZ Martin Ratio Rank: 65

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PTMC vs. SMIZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Trendpilot US Mid Cap ETF (PTMC) and Zacks Small/Mid Cap ETF (SMIZ). 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.

	PTMC	SMIZ	Difference
Sharpe ratio: Return per unit of total volatility	1.13	1.71	-0.58
Sortino ratio: Return per unit of downside risk	1.72	2.42	-0.70
Omega ratio: Gain probability vs. loss probability	1.21	1.30	-0.09
Calmar ratio: Return relative to maximum drawdown	1.94	2.77	-0.82
Martin ratio: Return relative to average drawdown	7.12	11.02	-3.91
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PTMC vs. SMIZ - Sharpe Ratio Comparison

The current PTMC Sharpe Ratio is 1.13, which is lower than the SMIZ Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of PTMC and SMIZ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	PTMC	SMIZ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.13	1.71	-0.58
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.26	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.46	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.50	1.24	-0.74

Drawdowns

PTMC vs. SMIZ - Drawdown Comparison

The maximum PTMC drawdown since its inception was -20.53%, smaller than the maximum SMIZ drawdown of -25.04%. Use the drawdown chart below to compare losses from any high point for PTMC and SMIZ.

Drawdown Indicators

	PTMC	SMIZ	Difference
Max Drawdown Largest peak-to-trough decline	-20.53%	-25.04%	+4.51%
Max Drawdown (1Y) Largest decline over 1 year	-8.89%	-10.51%	+1.62%
Max Drawdown (3Y) Largest decline over 3 years	-15.31%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-16.93%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-20.53%	—	—
Current Drawdown Current decline from peak	-1.91%	-2.73%	+0.82%
Average Drawdown Average peak-to-trough decline	-6.47%	-3.97%	-2.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.42%	2.63%	-0.21%

Volatility

PTMC vs. SMIZ - Volatility Comparison

The current volatility for Pacer Trendpilot US Mid Cap ETF (PTMC) is 4.36%, while Zacks Small/Mid Cap ETF (SMIZ) has a volatility of 5.05%. This indicates that PTMC experiences smaller price fluctuations and is considered to be less risky than SMIZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PTMC	SMIZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.36%	5.05%	-0.69%
Volatility (6M) Calculated over the trailing 6-month period	11.59%	13.12%	-1.53%
Volatility (1Y) Calculated over the trailing 1-year period	15.30%	17.00%	-1.70%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.17%	18.94%	-5.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.99%	18.94%	-5.95%

PTMC vs. SMIZ - Expense Ratio Comparison

PTMC has a 0.60% expense ratio, which is higher than SMIZ's 0.56% expense ratio.

Dividends

PTMC vs. SMIZ - Dividend Comparison

PTMC's dividend yield for the trailing twelve months is around 1.64%, more than SMIZ's 0.54% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
PTMC Pacer Trendpilot US Mid Cap ETF	1.64%	1.84%	0.87%	1.92%	0.82%	0.12%	0.53%	1.40%	0.89%	0.67%	0.66%
SMIZ Zacks Small/Mid Cap ETF	0.54%	0.62%	1.57%	0.07%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both PTMC and SMIZ in my portfolio?

PTMC and SMIZ have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PTMC or SMIZ?

SMIZ has higher volatility (5.05%) compared to PTMC (4.36%). In terms of maximum drawdown, PTMC dropped -20.53% vs SMIZ's -25.04%.

Which ETF is better, PTMC or SMIZ?

On 1-year performance, SMIZ leads with 28.94% vs 17.22% for PTMC. On fees, SMIZ is cheaper at 0.56% per year. On volatility, PTMC has been the lower-risk option at 4.36%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, PTMC or SMIZ?

Over the 1-year period, SMIZ has performed better with a 28.94% return vs 17.22%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, PTMC or SMIZ?

SMIZ is cheaper with a 0.56% expense ratio, compared with 0.60% for PTMC.

Which ETF pays a higher dividend yield, PTMC or SMIZ?

PTMC has the higher dividend yield at 1.64%, compared with 0.54% for SMIZ.

What is the main difference between PTMC and SMIZ?

They also come from different issuers: Pacer and Zacks. Their fees differ too: 0.60% for PTMC and 0.56% for SMIZ.

Which has better risk-adjusted returns?

SMIZ currently has the higher Sharpe Ratio (1.71 vs 1.13), 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.