VLIFX vs. PEXL
VLIFX (Value Line Mid Cap Focused Fund) and PEXL (Pacer US Export Leaders ETF) are both funds - VLIFX is a Mid Cap Growth Equities fund managed by Value Line, while PEXL is a Mid Cap Blend Equities fund tracking the Pacer US Export Leaders Index. Over the past 5 years, VLIFX returned 5.02%/yr vs 10.94%/yr for PEXL. Their 0.79 correlation means they have sometimes moved together and sometimes differently. VLIFX charges 1.07%/yr vs 0.60%/yr for PEXL.
Performance
VLIFX vs. PEXL - Performance Comparison
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Returns By Period
In the year-to-date period, VLIFX achieves a -0.65% return, which is significantly lower than PEXL's 15.70% return.
VLIFX
- 1D
- -1.29%
- 1M
- -2.60%
- 6M
- -1.89%
- YTD
- -0.65%
- 1Y
- -1.78%
- 3Y*
- 5.32%
- 5Y*
- 5.02%
- 10Y*
- 11.41%
- ALL TIME*
- 7.36%
PEXL
- 1D
- 0.34%
- 1M
- -3.35%
- 6M
- 12.08%
- YTD
- 15.70%
- 1Y
- 33.58%
- 3Y*
- 16.59%
- 5Y*
- 10.94%
- 10Y*
- —
- ALL TIME*
- 14.24%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $115.47K | $147.61K | $160.93K | |
| $0.00 | $0.00 | $0.00 |
VLIFX vs. PEXL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VLIFX Value Line Mid Cap Focused Fund | -0.65% | 0.79% | 7.59% | 22.11% | -9.60% | 19.76% | 19.96% | 35.30% | -5.36% |
PEXL Pacer US Export Leaders ETF | 15.70% | 27.33% | 5.79% | 24.40% | -20.41% | 30.12% | 25.02% | 39.86% | -17.19% |
Correlation
The correlation between VLIFX and PEXL is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.58 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Jul 24, 2018 | 0.79 |
Over the past year, the correlation between VLIFX and PEXL has dropped to 0.58 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.
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Return for Risk
VLIFX vs. PEXL — Risk / Return Rank
VLIFX
PEXL
VLIFX vs. PEXL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Value Line Mid Cap Focused Fund (VLIFX) and Pacer US Export Leaders ETF (PEXL). 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.
| VLIFX | PEXL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.81 | ||
| Sortino ratioReturn per unit of downside risk | -2.44 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.27 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | 2.80 | -3.07 |
| Martin ratioReturn relative to average drawdown | -0.75 | 9.84 | -10.59 |
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Drawdowns
VLIFX vs. PEXL - Drawdown Comparison
The maximum VLIFX drawdown since its inception was -61.48%, which is greater than PEXL's maximum drawdown of -36.76%. Use the drawdown chart below to compare losses from any high point for VLIFX and PEXL.
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Drawdown Indicators
| VLIFX | PEXL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.48% | -36.76% | -24.72% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -11.43% | -0.38% |
Max Drawdown (3Y)Largest decline over 3 years | -17.66% | -24.72% | +7.06% |
Max Drawdown (5Y)Largest decline over 5 years | -21.91% | -30.44% | +8.53% |
Max Drawdown (10Y)Largest decline over 10 years | -35.51% | — | — |
Current DrawdownCurrent decline from peak | -8.08% | -6.99% | -1.09% |
Average DrawdownAverage peak-to-trough decline | -15.63% | -6.66% | -8.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 3.24% | +1.11% |
Volatility
VLIFX vs. PEXL - Volatility Comparison
The current volatility for Value Line Mid Cap Focused Fund (VLIFX) is 3.86%, while Pacer US Export Leaders ETF (PEXL) has a volatility of 6.70%. This indicates that VLIFX experiences smaller price fluctuations and is considered to be less risky than PEXL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VLIFX | PEXL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 6.70% | -2.84% |
Volatility (6M)Calculated over the trailing 6-month period | 10.26% | 16.41% | -6.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.70% | 20.40% | -6.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.90% | 22.29% | -5.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.84% | 24.12% | -6.28% |
VLIFX vs. PEXL - Expense Ratio Comparison
VLIFX has a 1.07% expense ratio, which is higher than PEXL's 0.60% expense ratio.
Dividends
VLIFX vs. PEXL - Dividend Comparison
VLIFX's dividend yield for the trailing twelve months is around 2.17%, more than PEXL's 0.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
PEXL Pacer US Export Leaders ETF | 0.31% | 0.44% | 0.48% | 0.48% | 0.60% | 0.22% | 0.48% | 0.49% | 0.29% | 0.00% | 0.00% |
VLIFX Value Line Mid Cap Focused Fund | 2.17% | 2.16% | 0.99% | 0.03% | 7.22% | 8.23% | 7.81% | 1.42% | 5.12% | 1.61% | 2.24% |
Frequently Asked Questions
VLIFX and PEXL have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PEXL has higher volatility (6.70%) compared to VLIFX (3.86%). In terms of maximum drawdown, VLIFX dropped -61.48% vs PEXL's -36.76%.
PEXL currently has the higher Sharpe Ratio (1.57 vs -0.24), 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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