PTNQ vs. JHQAX
Compare and contrast key facts about Pacer Trendpilot 100 ETF (PTNQ) and JPMorgan Hedged Equity Fund (JHQAX).
PTNQ is a passively managed fund by Pacer that tracks the performance of the Pacer NASDAQ-100 Trendpilot Index. It was launched on Jun 11, 2015. JHQAX is managed by JPMorgan. It was launched on Dec 13, 2013.
Performance
PTNQ vs. JHQAX - Performance Comparison
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PTNQ vs. JHQAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTNQ Pacer Trendpilot 100 ETF | -6.66% | 7.18% | 15.47% | 34.65% | -16.00% | 13.16% | 29.38% | 24.00% | 8.51% | 32.70% |
JHQAX JPMorgan Hedged Equity Fund | -4.99% | 7.22% | 17.93% | 15.78% | -8.27% | 13.13% | 13.77% | 13.38% | -0.93% | 12.45% |
Returns By Period
In the year-to-date period, PTNQ achieves a -6.66% return, which is significantly lower than JHQAX's -4.99% return. Over the past 10 years, PTNQ has outperformed JHQAX with an annualized return of 13.36%, while JHQAX has yielded a comparatively lower 8.48% annualized return.
PTNQ
- 1D
- 0.62%
- 1M
- -5.74%
- YTD
- -6.66%
- 6M
- -4.97%
- 1Y
- 4.12%
- 3Y*
- 11.74%
- 5Y*
- 7.83%
- 10Y*
- 13.36%
JHQAX
- 1D
- 0.75%
- 1M
- -5.50%
- YTD
- -4.99%
- 6M
- -2.86%
- 1Y
- 6.90%
- 3Y*
- 9.23%
- 5Y*
- 6.56%
- 10Y*
- 8.48%
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PTNQ vs. JHQAX - Expense Ratio Comparison
PTNQ has a 0.65% expense ratio, which is lower than JHQAX's 0.83% expense ratio.
Return for Risk
PTNQ vs. JHQAX — Risk / Return Rank
PTNQ
JHQAX
PTNQ vs. JHQAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Trendpilot 100 ETF (PTNQ) and JPMorgan Hedged Equity Fund (JHQAX). 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.
| PTNQ | JHQAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | 0.70 | -0.43 |
Sortino ratioReturn per unit of downside risk | 0.45 | 1.07 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.16 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.36 | 1.03 | -0.66 |
Martin ratioReturn relative to average drawdown | 1.06 | 4.24 | -3.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PTNQ | JHQAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 0.70 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.74 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.90 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.81 | -0.12 |
Correlation
The correlation between PTNQ and JHQAX is 0.78, 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.
Dividends
PTNQ vs. JHQAX - Dividend Comparison
PTNQ's dividend yield for the trailing twelve months is around 0.94%, more than JHQAX's 0.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTNQ Pacer Trendpilot 100 ETF | 0.94% | 0.88% | 1.96% | 1.47% | 0.62% | 0.00% | 0.16% | 0.44% | 0.45% | 0.32% | 0.30% | 0.22% |
JHQAX JPMorgan Hedged Equity Fund | 0.39% | 0.41% | 0.51% | 0.74% | 0.74% | 0.50% | 0.89% | 1.18% | 0.92% | 0.76% | 1.11% | 0.97% |
Drawdowns
PTNQ vs. JHQAX - Drawdown Comparison
The maximum PTNQ drawdown since its inception was -28.07%, which is greater than JHQAX's maximum drawdown of -18.82%. Use the drawdown chart below to compare losses from any high point for PTNQ and JHQAX.
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Drawdown Indicators
| PTNQ | JHQAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.07% | -18.82% | -9.25% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -6.94% | -4.82% |
Max Drawdown (5Y)Largest decline over 5 years | -18.47% | -14.48% | -3.99% |
Max Drawdown (10Y)Largest decline over 10 years | -28.07% | -18.82% | -9.25% |
Current DrawdownCurrent decline from peak | -9.74% | -6.21% | -3.53% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -2.20% | -3.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.05% | 1.68% | +2.37% |
Volatility
PTNQ vs. JHQAX - Volatility Comparison
Pacer Trendpilot 100 ETF (PTNQ) has a higher volatility of 5.77% compared to JPMorgan Hedged Equity Fund (JHQAX) at 2.83%. This indicates that PTNQ's price experiences larger fluctuations and is considered to be riskier than JHQAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTNQ | JHQAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 2.83% | +2.94% |
Volatility (6M)Calculated over the trailing 6-month period | 12.61% | 5.54% | +7.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.32% | 10.24% | +5.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.71% | 8.89% | +3.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.30% | 9.40% | +6.90% |