PTNQ vs. SCHK
PTNQ (Pacer Trendpilot 100 ETF) and SCHK (Schwab 1000 Index ETF) are both Large Cap Blend Equities funds - PTNQ tracks the Pacer NASDAQ-100 Trendpilot Index while SCHK tracks the Schwab 1000 Index. Both are passively managed. Over the past 5 years, PTNQ returned 10.45%/yr vs 12.31%/yr for SCHK. Their correlation of 0.84 suggests significant overlap in exposure. PTNQ charges 0.65%/yr vs 0.03%/yr for SCHK.
Performance
PTNQ vs. SCHK - Performance Comparison
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Returns By Period
In the year-to-date period, PTNQ achieves a 9.62% return, which is significantly higher than SCHK's 8.54% return.
PTNQ
- 1D
- -3.23%
- 1M
- -0.25%
- YTD
- 9.62%
- 6M
- 8.18%
- 1Y
- 26.55%
- 3Y*
- 13.52%
- 5Y*
- 10.45%
- 10Y*
- 16.40%
SCHK
- 1D
- -1.42%
- 1M
- -0.95%
- YTD
- 8.54%
- 6M
- 7.46%
- 1Y
- 23.67%
- 3Y*
- 20.74%
- 5Y*
- 12.31%
- 10Y*
- —
PTNQ vs. SCHK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTNQ Pacer Trendpilot 100 ETF | 9.62% | 7.18% | 15.47% | 34.65% | -16.00% | 13.16% | 29.38% | 24.00% | 8.51% | 5.82% |
SCHK Schwab 1000 Index ETF | 8.54% | 17.23% | 24.48% | 26.63% | -19.51% | 26.17% | 20.75% | 31.31% | -5.09% | 5.24% |
Correlation
The correlation between PTNQ and SCHK is 0.93, 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 | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Oct 11, 2017 | 0.84 |
The correlation between PTNQ and SCHK has been stable across timeframes, ranging from 0.84 to 0.93 - a consistent structural relationship.
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Return for Risk
PTNQ vs. SCHK — Risk / Return Rank
PTNQ
SCHK
PTNQ vs. SCHK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Trendpilot 100 ETF (PTNQ) and Schwab 1000 Index ETF (SCHK). 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.
| PTNQ | SCHK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.33 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.27 | 2.65 | -0.38 |
| Martin ratioReturn relative to average drawdown | 7.49 | 11.81 | -4.32 |
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Drawdowns
PTNQ vs. SCHK - Drawdown Comparison
The maximum PTNQ drawdown since its inception was -28.07%, smaller than the maximum SCHK drawdown of -34.80%. Use the drawdown chart below to compare losses from any high point for PTNQ and SCHK.
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Drawdown Indicators
| PTNQ | SCHK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.07% | -34.80% | +6.73% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -8.97% | -2.79% |
Max Drawdown (3Y)Largest decline over 3 years | -14.19% | -19.21% | +5.02% |
Max Drawdown (5Y)Largest decline over 5 years | -18.47% | -25.44% | +6.97% |
Max Drawdown (10Y)Largest decline over 10 years | -28.07% | — | — |
Current DrawdownCurrent decline from peak | -4.12% | -2.98% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -5.16% | -0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 2.01% | +1.54% |
Volatility
PTNQ vs. SCHK - Volatility Comparison
Pacer Trendpilot 100 ETF (PTNQ) has a higher volatility of 8.74% compared to Schwab 1000 Index ETF (SCHK) at 4.96%. This indicates that PTNQ's price experiences larger fluctuations and is considered to be riskier than SCHK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTNQ | SCHK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.74% | 4.96% | +3.78% |
Volatility (6M)Calculated over the trailing 6-month period | 13.70% | 10.10% | +3.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.37% | 12.84% | +4.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.39% | 17.34% | -3.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.51% | 19.12% | -2.61% |
PTNQ vs. SCHK - Expense Ratio Comparison
PTNQ has a 0.65% expense ratio, which is higher than SCHK's 0.03% expense ratio.
Dividends
PTNQ vs. SCHK - Dividend Comparison
PTNQ's dividend yield for the trailing twelve months is around 0.80%, less than SCHK's 1.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTNQ Pacer Trendpilot 100 ETF | 0.80% | 0.88% | 1.96% | 1.47% | 0.62% | 0.00% | 0.16% | 0.44% | 0.45% | 0.32% | 0.30% | 0.22% |
SCHK Schwab 1000 Index ETF | 1.03% | 1.09% | 1.20% | 1.38% | 1.57% | 1.17% | 1.58% | 1.82% | 1.80% | 0.31% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.93, PTNQ and SCHK 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.
PTNQ has higher volatility (8.74%) compared to SCHK (4.96%). In terms of maximum drawdown, PTNQ dropped -28.07% vs SCHK's -34.80%.
On 5-year performance, SCHK leads with 12.31% vs 10.45% for PTNQ. On fees, SCHK is cheaper at 0.03% per year. On volatility, SCHK has been the lower-risk option at 4.96%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, SCHK has performed better with a 12.31% return vs 10.45%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SCHK is cheaper with a 0.03% expense ratio, compared with 0.65% for PTNQ.
SCHK has the higher dividend yield at 1.03%, compared with 0.80% for PTNQ.
PTNQ tracks Pacer NASDAQ-100 Trendpilot Index, while SCHK tracks Schwab 1000 Index. They also come from different issuers: Pacer and Charles Schwab. Their fees differ too: 0.65% for PTNQ and 0.03% for SCHK.
SCHK currently has the higher Sharpe Ratio (1.86 vs 1.54), 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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