PTLC vs SPHD
Comparison between PACER TRENDPILOT US LARGE CAP ETF (PTLC, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformancePTLC has outperformed SPHD, delivering a return of +10.2% compared to +8.4%
PTLC vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PTLC
$3.30B
SPHD
$3.30B
Expense Ratio
PTLC
0.60%
Winner
SPHD
0.30%
Max Drawdown
PTLC
99.95%
Winner
SPHD
42.14%
Sharpe Ratio
Winner
PTLC
0.98
SPHD
0.74
5Y Beta
PTLC
0.61
Winner
SPHD
0.36
P/E Ratio
PTLC
28.54
Winner
SPHD
19.91
Forward P/E
PTLC
21.41
Winner
SPHD
14.32
PEG Ratio
PTLC
N/A
SPHD
0.48
5Y Dividends CAGR
Winner
PTLC
10.89%
SPHD
5.98%
5Y EPS CAGR
Winner
PTLC
25.15%
SPHD
4.97%
Debt to Equity
PTLC
31.82%
Winner
SPHD
-39.35%
P/S Ratio
PTLC
3.77
Winner
SPHD
2.11
P/B Ratio
PTLC
5.64
Winner
SPHD
1.96
PTLC vs SPHD - Holdings Comparison
PTLC and SPHD have 48 common holdings. Overlap is 4.65%
PTLC's top 25 holdings weight is 51.02%. SPHD's top 25 holdings weight is 62.39%.
| Rank | PTLC | SPHD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.43% | HEALTHPEAK PROPERTIES INC (DOC) - 3.67% |
| #2 | APPLE INC (AAPL) - 6.71% | ALTRIA GROUP INC (MO) - 3.57% |
| #3 | MICROSOFT CORP (MSFT) - 4.43% | THE KRAFT HEINZ CO (KHC) - 3.13% |
| #4 | AMAZON.COM INC (AMZN) - 3.68% | VERIZON COMMUNICATIONS INC (VZ) - 3.10% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.29% | FRANKLIN RESOURCES INC (BEN) - 3.07% |
| #6 | BROADCOM INC (AVGO) - 2.71% | ONEOK INC (OKE) - 2.85% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.63% | PFIZER INC (PFE) - 2.78% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.09% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.66% |
| #9 | TESLA INC (TSLA) - 1.86% | KIMCO REALTY CORP (KIM) - 2.55% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.81% | REALTY INCOME CORP (O) - 2.51% |
| #11 | ELI LILLY AND CO (LLY) - 1.46% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.47% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% | KIMBERLY-CLARK CORP (KMB) - 2.36% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.39% | T. ROWE PRICE GROUP INC (TROW) - 2.35% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.37% | DOMINION ENERGY INC (D) - 2.24% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.95% | PUBLIC STORAGE (PSA) - 2.20% |
| #16 | INTEL CORP (INTC) - 0.93% | BXP INC (BXP) - 2.18% |
| #17 | VISA INC CLASS A (V) - 0.91% | PRUDENTIAL FINANCIAL INC (PRU) - 2.16% |
| #18 | EXXON MOBIL CORP (XOM) - 0.88% | UDR INC (UDR) - 2.12% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.80% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.11% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.76% | EXTRA SPACE STORAGE INC (EXR) - 2.10% |
| #21 | WALMART INC (WMT) - 0.74% | HORMEL FOODS CORP (HRL) - 2.10% |
| #22 | CISCO SYSTEMS INC (CSCO) - 0.72% | KINDER MORGAN INC CLASS P (KMI) - 2.07% |
| #23 | CATERPILLAR INC (CAT) - 0.71% | CROWN CASTLE INC (CCI) - 2.02% |
| #24 | ABBVIE INC (ABBV) - 0.69% | CHEVRON CORP (CVX) - 2.02% |
| #25 | MASTERCARD INC CLASS A (MA) - 0.65% | EOG RESOURCES INC (EOG) - 2.00% |
| Total Holdings | 506 | 53 |
PTLC vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
PTLC
+0.31%
Winner
SPHD
+4.57%
3M
PTLC
+7.12%
Winner
SPHD
+8.18%
6M
PTLC
+3.81%
Winner
SPHD
+10.48%
1Y
PTLC
+15.41%
Winner
SPHD
+15.60%
5Y(CAGR)
Winner
PTLC
+10.16%
SPHD
+8.35%
10Y(CAGR)
Winner
PTLC
+10.90%
SPHD
+7.35%
Max(CAGR)
Winner
PTLC
+37.02%
SPHD
+9.97%
PTLC vs SPHD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PTLC | SPHD |
|---|---|---|
| 2026 | +5.03% | +13.05% |
| 2025 | +5.32% | +3.29% |
| 2024 | +24.93% | +16.18% |
| 2023 | +16.74% | +0.93% |
| 2022 | -9.16% | +0.31% |
| 2021 | +29.84% | +26.77% |
| 2020 | -1.98% | -8.99% |
| 2019 | +17.54% | +20.89% |
| 2018 | +0.75% | -6.32% |
| 2017 | +20.42% | +10.79% |
| 2016 | +6.02% | +23.47% |
| 2015 | -6.93% | +4.85% |
| 2014 | N/A | +21.27% |
| 2013 | N/A | +18.33% |
| 2012 | N/A | -1.73% |
| 2011 | +0.00% | N/A |
| 2010 | +11.11% | N/A |
| 2009 | -52.63% | N/A |
| 2008 | +900.00% | N/A |
| 2007 | +0.00% | N/A |
| 2006 | -99.93% | N/A |
| 2005 | +100.00% | N/A |
PTLC vs SPHD Drawdown Comparison
The maximum drawdown for PTLC was -99.95%, occurring on Nov 13, 2006. Recovery took 1264 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current PTLC drawdown is -0.98%.
| Rank | PTLC | SPHD |
|---|---|---|
| #1 | -99.95% Dec 29, 2005 - Jun 12, 2015 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -26.63% Feb 19, 2020 - Apr 1, 2021 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -16.31% Jun 23, 2015 - Feb 21, 2017 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -15.17% Feb 19, 2025 - Oct 27, 2025 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -13.47% Dec 29, 2021 - Jun 30, 2023 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -10.02% Jan 26, 2018 - Aug 7, 2018 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -10.02% Jul 31, 2023 - Dec 12, 2023 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -9.92% Sep 20, 2018 - Jul 12, 2019 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -8.77% Jan 27, 2026 - May 6, 2026 | -7.33% Mar 2, 2026 - Jun 26, 2026 |
| #10 | -8.44% Jul 16, 2024 - Sep 19, 2024 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -6.06% Jul 26, 2019 - Oct 25, 2019 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -5.30% Mar 28, 2024 - May 15, 2024 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -5.08% Sep 2, 2021 - Oct 20, 2021 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -5.08% Oct 28, 2025 - Dec 10, 2025 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -4.47% Jun 2, 2026 - Jun 10, 2026 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between PTLC and SPHD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2012 - 2026)
PTLC vs SPHD dividend yield comparison.
| Year | PTLC | SPHD |
|---|---|---|
| 2026 | 0.00% | 2.35% |
| 2025 | 1.06% | 4.02% |
| 2024 | 0.67% | 3.41% |
| 2023 | 1.18% | 4.48% |
| 2022 | 1.26% | 3.89% |
| 2021 | 0.73% | 3.45% |
| 2020 | 1.08% | 4.89% |
| 2019 | 1.10% | 4.07% |
| 2018 | 1.00% | 4.40% |
| 2017 | 0.97% | 3.14% |
| 2016 | 1.08% | 3.83% |
| 2015 | 0.42% | 3.49% |
| 2014 | 0.00% | 3.24% |
| 2013 | 0.00% | 3.68% |
| 2012 | 0.00% | 0.93% |
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