DFIP vs PTNQ

Comparison between DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF (DFIP, ETF) and PACER TRENDPILOT 100 ETF (PTNQ, ETF).

DFIP vs PTNQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFIP(ETF)	PTNQ(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.11%	0.65%
Max Drawdown	21.81%	28.07%
Sharpe Ratio	0.41	1.46
5Y Beta	0.03	0.61
P/E Ratio	N/A	36.55
Forward P/E	N/A	24.29
PEG Ratio	N/A	0.45
5Y Dividends CAGR	N/A	52.84%
5Y EPS CAGR	N/A	30.70%
Debt to Equity	N/A	35.81%
P/S Ratio	N/A	5.64
P/B Ratio	N/A	8.85

Net Assets

DFIP

$1.10B

PTNQ

$1.10B

Expense Ratio

Winner

DFIP

0.11%

PTNQ

0.65%

Max Drawdown

Winner

DFIP

21.81%

PTNQ

28.07%

Sharpe Ratio

DFIP

0.41

Winner

PTNQ

1.46

5Y Beta

Winner

DFIP

0.03

PTNQ

0.61

P/E Ratio

DFIP

N/A

PTNQ

36.55

Forward P/E

DFIP

N/A

PTNQ

24.29

PEG Ratio

DFIP

N/A

PTNQ

0.45

5Y Dividends CAGR

DFIP

N/A

PTNQ

52.84%

5Y EPS CAGR

DFIP

N/A

PTNQ

30.70%

Debt to Equity

DFIP

N/A

PTNQ

35.81%

P/S Ratio

DFIP

N/A

PTNQ

5.64

P/B Ratio

DFIP

N/A

PTNQ

8.85

DFIP vs PTNQ - Historical Returns

Returns include dividend reinvestment.

Period	DFIP	PTNQ
1 month	+1.00%	+14.61%
3 months	+1.12%	+8.90%
6 months	+1.68%	+9.80%
1 year	+5.62%	+28.36%
5 years(CAGR)	+0.36%	+10.86%
10 years(CAGR)	N/A	+15.70%
Max(CAGR)	+0.36%	+12.74%

DFIP

+1.00%

Winner

PTNQ

+14.61%

DFIP

+1.12%

Winner

PTNQ

+8.90%

DFIP

+1.68%

Winner

PTNQ

+9.80%

DFIP

+5.62%

Winner

PTNQ

+28.36%

5Y(CAGR)

DFIP

+0.36%

Winner

PTNQ

+10.86%

10Y(CAGR)

DFIP

N/A

PTNQ

+15.70%

Max(CAGR)

DFIP

+0.36%

Winner

PTNQ

+12.74%

DFIP vs PTNQ - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	DFIP	PTNQ
2026	+1.99%	+9.13%
2025	+7.47%	+7.27%
2024	+1.74%	+16.30%
2023	+3.83%	+35.50%
2022	-11.95%	-16.59%
2021	-0.05%	+14.46%
2020	N/A	+27.22%
2019	N/A	+23.91%
2018	N/A	+6.81%
2017	N/A	+31.40%
2016	N/A	-1.66%
2015	N/A	-3.30%

DFIP vs PTNQ Drawdown Comparison

The maximum drawdown for DFIP was -14.96%, occurring on Nov 3, 2022. Recovery took 909 trading sessions.

The maximum drawdown for PTNQ was -28.07%, occurring on Mar 16, 2020. Recovery took 98 trading sessions.

Rank	DFIP	PTNQ
#1	-14.96% Mar 8, 2022 - Oct 21, 2025	-28.07% Feb 19, 2020 - Jul 9, 2020
#2	-4.89% Nov 17, 2021 - Mar 7, 2022	-24.01% Jul 21, 2015 - Apr 24, 2017
#3	-2.06% Feb 27, 2026 - May 1, 2026	-18.47% Nov 19, 2021 - May 26, 2023
#4	-1.36% Oct 22, 2025 - Feb 12, 2026	-14.19% Feb 19, 2025 - Sep 18, 2025
#5	-0.32% May 1, 2026 - May 8, 2026	-12.95% Sep 2, 2020 - Jan 8, 2021
#6	-0.23% Feb 13, 2026 - Feb 25, 2026	-12.31% Aug 29, 2018 - Apr 23, 2019
#7	N/A	-11.76% Oct 29, 2025 - May 5, 2026
#8	N/A	-10.83% May 3, 2019 - Jul 3, 2019
#9	N/A	-10.58% Mar 12, 2018 - Jun 4, 2018
#10	N/A	-9.98% Jan 26, 2018 - Mar 9, 2018
#11	N/A	-7.59% Jul 26, 2019 - Oct 25, 2019
#12	N/A	-7.55% Jul 10, 2024 - Oct 29, 2024
#13	N/A	-6.01% Feb 12, 2021 - Apr 9, 2021
#14	N/A	-5.07% Jul 19, 2023 - Nov 14, 2023
#15	N/A	-4.82% Jun 8, 2017 - Jul 19, 2017

Correlation

Correlation between DFIP and PTNQ is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (2015 - 2026)

DFIP vs PTNQ dividend yield comparison.

Year	DFIP	PTNQ
2026	0.24%	0.00%
2025	4.70%	0.88%
2024	3.69%	1.96%
2023	3.68%	1.47%
2022	5.97%	0.62%
2021	0.56%	0.00%
2020	0.00%	0.16%
2019	0.00%	0.44%
2018	0.00%	0.45%
2017	0.00%	0.32%
2016	0.00%	0.30%
2015	0.00%	0.22%