FLRT vs IBMQ

Comparison between PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF (FLRT, ETF) and ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF).

5-Year PerformanceFLRT has outperformed IBMQ, delivering a return of +6.2% compared to +0.5%

FLRT vs IBMQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLRT(ETF)	IBMQ(ETF)
Net Assets	$659M	$661M
Expense Ratio	0.60%	0.18%
Max Drawdown	25.83%	15.85%
Sharpe Ratio	1.03	-1.41
5Y Beta	0.08	0.04
5Y Dividends CAGR	16.77%	13.61%

Net Assets

FLRT

$659M

Winner

IBMQ

$661M

Expense Ratio

FLRT

0.60%

Winner

IBMQ

0.18%

Max Drawdown

FLRT

25.83%

Winner

IBMQ

15.85%

Sharpe Ratio

Winner

FLRT

1.03

IBMQ

-1.41

5Y Beta

FLRT

0.08

Winner

IBMQ

0.04

5Y Dividends CAGR

Winner

FLRT

16.77%

IBMQ

13.61%

FLRT vs IBMQ - Historical Returns

Returns include dividend reinvestment.

Period	FLRT	IBMQ
1 month	+0.82%	+0.42%
3 months	+1.48%	+0.75%
6 months	+3.53%	+0.34%
1 year	+5.48%	+2.11%
5 years(CAGR)	+6.18%	+0.50%
10 years(CAGR)	+4.81%	N/A
Max(CAGR)	+4.52%	+2.01%

Winner

FLRT

+0.82%

IBMQ

+0.42%

Winner

FLRT

+1.48%

IBMQ

+0.75%

Winner

FLRT

+3.53%

IBMQ

+0.34%

Winner

FLRT

+5.48%

IBMQ

+2.11%

5Y(CAGR)

Winner

FLRT

+6.18%

IBMQ

+0.50%

10Y(CAGR)

FLRT

+4.81%

IBMQ

N/A

Max(CAGR)

Winner

FLRT

+4.52%

IBMQ

+2.01%

FLRT vs IBMQ - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	FLRT	IBMQ
2026	+3.04%	+1.29%
2025	+6.21%	+3.96%
2024	+9.20%	+0.83%
2023	+14.46%	+3.77%
2022	-2.73%	-6.60%
2021	+3.19%	-0.23%
2020	+2.59%	+6.79%
2019	+9.49%	+5.39%
2018	-0.90%	N/A
2017	+1.71%	N/A
2016	+9.89%	N/A
2015	-2.73%	N/A

FLRT vs IBMQ Drawdown Comparison

The maximum drawdown for FLRT was -20.96%, occurring on Mar 24, 2020. Recovery took 205 trading sessions.

The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.

Rank	FLRT	IBMQ
#1	-20.96% Jan 21, 2020 - Nov 10, 2020	-15.85% Mar 9, 2020 - Jul 14, 2020
#2	-7.60% Jan 20, 2022 - Feb 1, 2023	-11.60% Feb 11, 2021 - Sep 4, 2025
#3	-6.60% Jan 19, 2017 - Aug 15, 2018	-2.44% Aug 28, 2019 - Jan 14, 2020
#4	-4.88% Aug 27, 2018 - Mar 5, 2019	-1.87% Aug 7, 2020 - Dec 10, 2020
#5	-4.41% Nov 25, 2016 - Dec 13, 2016	-1.13% Feb 27, 2026 - Jun 25, 2026
#6	-4.18% May 27, 2015 - Apr 25, 2016	-0.87% Sep 18, 2025 - Jan 5, 2026
#7	-3.67% Dec 13, 2016 - Jan 19, 2017	-0.56% Jan 31, 2020 - Feb 20, 2020
#8	-2.87% Feb 28, 2025 - May 13, 2025	-0.43% Jul 10, 2026 - Aug 10, 2026
#9	-2.39% Aug 15, 2018 - Aug 27, 2018	-0.40% Jan 6, 2021 - Jan 27, 2021
#10	-2.39% Oct 7, 2016 - Nov 11, 2016	-0.38% Aug 15, 2019 - Aug 28, 2019
#11	-2.19% Nov 11, 2016 - Nov 25, 2016	-0.26% Jun 3, 2019 - Jun 18, 2019
#12	-1.78% Jan 16, 2026 - Apr 24, 2026	-0.26% Feb 27, 2020 - Mar 6, 2020
#13	-1.65% Jun 8, 2016 - Jul 14, 2016	-0.23% Aug 12, 2019 - Aug 14, 2019
#14	-1.61% Feb 9, 2023 - Apr 4, 2023	-0.22% May 17, 2019 - May 23, 2019
#15	-1.59% May 14, 2015 - May 21, 2015	-0.20% May 7, 2019 - May 9, 2019

Correlation

Correlation between FLRT and IBMQ is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2015 - 2026)

FLRT vs IBMQ dividend yield comparison.

Year	FLRT	IBMQ
2026	3.42%	1.44%
2025	6.93%	2.43%
2024	7.93%	2.33%
2023	8.40%	1.93%
2022	5.81%	1.25%
2021	3.16%	1.05%
2020	3.52%	1.24%
2019	4.30%	1.03%
2018	3.95%	0.00%
2017	3.20%	0.00%
2016	3.38%	0.00%
2015	3.21%	0.00%