PTLC vs SPY
Comparison between PACER TRENDPILOT US LARGE CAP ETF (PTLC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PTLC, delivering a return of +13.2% compared to +10.1%
PTLC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PTLC
$3.30B
Winner
SPY
$784B
Expense Ratio
PTLC
0.60%
Winner
SPY
0.09%
Max Drawdown
PTLC
99.95%
Winner
SPY
56.47%
Sharpe Ratio
PTLC
1.17
Winner
SPY
1.54
5Y Beta
Winner
PTLC
0.61
SPY
1.00
P/E Ratio
Winner
PTLC
27.48
SPY
27.62
Forward P/E
Winner
PTLC
20.85
SPY
21.11
5Y Dividends CAGR
Winner
PTLC
10.89%
SPY
6.00%
5Y EPS CAGR
Winner
PTLC
28.11%
SPY
25.30%
Debt to Equity
PTLC
40.27%
Winner
SPY
31.11%
P/S Ratio
Winner
PTLC
3.45
SPY
3.49
P/B Ratio
Winner
PTLC
5.23
SPY
5.30
PTLC vs SPY - Holdings Comparison
PTLC and SPY have 464 common holdings. Overlap is 81.35%
PTLC's top 25 holdings weight is 49.38%. SPY's top 25 holdings weight is 51.24%.
| Rank | PTLC | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.83% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | APPLE INC (AAPL) - 6.83% | APPLE INC (AAPL) - 6.81% |
| #3 | MICROSOFT CORP (MSFT) - 4.54% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | AMAZON.COM INC (AMZN) - 3.74% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.39% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | BROADCOM INC (AVGO) - 2.78% | BROADCOM INC (AVGO) - 2.77% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.72% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.04% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.79% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | TESLA INC (TSLA) - 1.77% | TESLA INC (TSLA) - 1.76% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.39% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | ELI LILLY AND CO (LLY) - 1.38% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.29% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | EXXON MOBIL CORP (XOM) - 0.92% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.88% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | VISA INC CLASS A (V) - 0.87% | VISA INC CLASS A (V) - 0.87% |
| #18 | INTEL CORP (INTC) - 0.85% | INTEL CORP (INTC) - 0.85% |
| #19 | WALMART INC (WMT) - 0.83% | WALMART INC (WMT) - 0.82% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.73% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | NEXTERA ENERGY INC (NEE) - 0.28% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | THE WALT DISNEY CO (DIS) - 0.28% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | BOEING CO (BA) - 0.28% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.28% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | AMERICAN EXPRESS CO (AXP) - 0.28% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 464 | 505 |
PTLC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PTLC
-1.33%
SPY
-1.37%
3M
PTLC
+6.97%
Winner
SPY
+12.22%
6M
PTLC
+2.00%
Winner
SPY
+7.20%
1Y
PTLC
+17.43%
Winner
SPY
+23.58%
5Y(CAGR)
PTLC
+10.11%
Winner
SPY
+13.19%
10Y(CAGR)
PTLC
+10.92%
Winner
SPY
+15.12%
Max(CAGR)
Winner
PTLC
+37.00%
SPY
+8.44%
PTLC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PTLC | SPY |
|---|---|---|
| 2026 | +2.73% | +7.95% |
| 2025 | +5.32% | +18.00% |
| 2024 | +24.93% | +25.59% |
| 2023 | +16.74% | +26.72% |
| 2022 | -9.16% | -18.64% |
| 2021 | +29.84% | +30.52% |
| 2020 | -1.98% | +17.28% |
| 2019 | +17.54% | +31.09% |
| 2018 | +0.75% | -5.24% |
| 2017 | +20.42% | +20.78% |
| 2016 | +6.02% | +13.59% |
| 2015 | -6.93% | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | +0.00% | +0.85% |
| 2010 | +11.11% | +13.14% |
| 2009 | -52.63% | +22.67% |
| 2008 | +900.00% | -36.25% |
| 2007 | +0.00% | +5.32% |
| 2006 | -99.93% | +13.85% |
| 2005 | +100.00% | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
PTLC vs SPY Drawdown Comparison
The maximum drawdown for PTLC was -99.95%, occurring on Nov 13, 2006. Recovery took 1264 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PTLC drawdown is -3.15%. The current SPY drawdown is -3.18%.
| Rank | PTLC | SPY |
|---|---|---|
| #1 | -99.95% Dec 29, 2005 - Jun 12, 2015 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -26.63% Feb 19, 2020 - Apr 1, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.31% Jun 23, 2015 - Feb 21, 2017 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -15.17% Feb 19, 2025 - Oct 27, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.47% Dec 29, 2021 - Jun 30, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.02% Jan 26, 2018 - Aug 7, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.02% Jul 31, 2023 - Dec 12, 2023 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.92% Sep 20, 2018 - Jul 12, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -8.77% Jan 27, 2026 - May 6, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.44% Jul 16, 2024 - Sep 19, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.06% Jul 26, 2019 - Oct 25, 2019 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.30% Mar 28, 2024 - May 15, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.08% Sep 2, 2021 - Oct 20, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.08% Oct 28, 2025 - Dec 10, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.47% Jun 2, 2026 - Jun 10, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PTLC and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
PTLC vs SPY dividend yield comparison.
| Year | PTLC | SPY |
|---|---|---|
| 2026 | 0.00% | 0.50% |
| 2025 | 1.06% | 1.07% |
| 2024 | 0.67% | 1.21% |
| 2023 | 1.18% | 1.40% |
| 2022 | 1.26% | 1.65% |
| 2021 | 0.73% | 1.20% |
| 2020 | 1.08% | 1.52% |
| 2019 | 1.10% | 1.75% |
| 2018 | 1.00% | 2.04% |
| 2017 | 0.97% | 1.80% |
| 2016 | 1.08% | 2.03% |
| 2015 | 0.42% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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