PTLC vs USMC
Comparison between PACER TRENDPILOT US LARGE CAP ETF (PTLC, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).
5-Year PerformanceUSMC has outperformed PTLC, delivering a return of +15.0% compared to +10.7%
PTLC vs USMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PTLC
$3.20B
USMC
$3.20B
Expense Ratio
PTLC
0.60%
Winner
USMC
0.12%
Max Drawdown
PTLC
99.95%
Winner
USMC
29.97%
Sharpe Ratio
PTLC
1.30
Winner
USMC
1.69
5Y Beta
Winner
PTLC
0.59
USMC
0.93
P/E Ratio
Winner
PTLC
28.45
USMC
28.84
Forward P/E
PTLC
22.00
Winner
USMC
21.56
PEG Ratio
PTLC
N/A
USMC
0.56
5Y Dividends CAGR
Winner
PTLC
10.89%
USMC
-0.46%
5Y EPS CAGR
PTLC
25.37%
Winner
USMC
27.77%
Debt to Equity
PTLC
21.91%
Winner
USMC
-7.33%
P/S Ratio
Winner
PTLC
3.62
USMC
5.19
P/B Ratio
Winner
PTLC
5.43
USMC
6.61
PTLC vs USMC - Holdings Comparison
PTLC and USMC have 26 common holdings. Overlap is 49.07%
PTLC's top 25 holdings weight is 51.64%. USMC's top 25 holdings weight is 98.02%.
| Rank | PTLC | USMC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.83% | NVIDIA CORP (NVDA) - 7.73% |
| #2 | APPLE INC (AAPL) - 6.59% | APPLE INC (AAPL) - 6.80% |
| #3 | MICROSOFT CORP (MSFT) - 4.98% | ALPHABET INC CLASS A (GOOGL) - 6.58% |
| #4 | AMAZON.COM INC (AMZN) - 4.31% | BROADCOM INC (AVGO) - 5.64% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.62% | MICRON TECHNOLOGY INC (MU) - 5.07% |
| #6 | BROADCOM INC (AVGO) - 3.20% | MICROSOFT CORP (MSFT) - 4.95% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.88% | JPMORGAN CHASE & CO (JPM) - 4.35% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.17% | AMAZON.COM INC (AMZN) - 4.31% |
| #9 | TESLA INC (TSLA) - 1.79% | COSTCO WHOLESALE CORP (COST) - 4.24% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | VISA INC CLASS A (V) - 4.24% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.35% | MASTERCARD INC CLASS A (MA) - 4.05% |
| #12 | ELI LILLY AND CO (LLY) - 1.24% | META PLATFORMS INC CLASS A (META) - 3.94% |
| #13 | MICRON TECHNOLOGY INC (MU) - 1.05% | NETFLIX INC (NFLX) - 3.85% |
| #14 | EXXON MOBIL CORP (XOM) - 1.04% | BANK OF AMERICA CORP (BAC) - 3.48% |
| #15 | WALMART INC (WMT) - 0.93% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.01% |
| #16 | ADVANCED MICRO DEVICES INC (AMD) - 0.90% | JOHNSON & JOHNSON (JNJ) - 2.97% |
| #17 | VISA INC CLASS A (V) - 0.89% | ABBVIE INC (ABBV) - 2.90% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.88% | PROCTER & GAMBLE CO (PG) - 2.83% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.73% | CATERPILLAR INC (CAT) - 2.82% |
| #20 | INTEL CORP (INTC) - 0.73% | GE AEROSPACE (GE) - 2.74% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.67% | CHEVRON CORP (CVX) - 2.39% |
| #22 | CATERPILLAR INC (CAT) - 0.66% | WALMART INC (WMT) - 2.37% |
| #23 | NETFLIX INC (NFLX) - 0.62% | EXXON MOBIL CORP (XOM) - 2.35% |
| #24 | ABBVIE INC (ABBV) - 0.60% | TESLA INC (TSLA) - 2.24% |
| #25 | CISCO SYSTEMS INC (CSCO) - 0.59% | ELI LILLY AND CO (LLY) - 2.17% |
| Total Holdings | 507 | 27 |
PTLC vs USMC - Historical Returns
Returns include dividend reinvestment.
1M
PTLC
+7.26%
Winner
USMC
+7.79%
3M
PTLC
+2.04%
Winner
USMC
+7.11%
6M
PTLC
+3.61%
Winner
USMC
+4.96%
1Y
PTLC
+19.37%
Winner
USMC
+23.16%
5Y(CAGR)
PTLC
+10.73%
Winner
USMC
+15.01%
10Y(CAGR)
PTLC
+11.23%
Winner
USMC
+15.00%
Max(CAGR)
Winner
PTLC
+37.29%
USMC
+15.00%
PTLC vs USMC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PTLC | USMC |
|---|---|---|
| 2026 | +3.28% | +6.57% |
| 2025 | +5.32% | +15.84% |
| 2024 | +24.93% | +30.19% |
| 2023 | +16.74% | +31.46% |
| 2022 | -9.16% | -17.74% |
| 2021 | +29.84% | +27.40% |
| 2020 | -1.98% | +14.89% |
| 2019 | +17.54% | +28.26% |
| 2018 | +0.75% | -2.42% |
| 2017 | +20.42% | +5.48% |
| 2016 | +6.02% | N/A |
| 2015 | -6.93% | N/A |
| 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 USMC Drawdown Comparison
The maximum drawdown for PTLC was -99.95%, occurring on Nov 13, 2006. Recovery took 1264 trading sessions.
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
| Rank | PTLC | USMC |
|---|---|---|
| #1 | -99.95% Dec 29, 2005 - Jun 12, 2015 | -29.97% Feb 19, 2020 - Aug 18, 2020 |
| #2 | -26.63% Feb 19, 2020 - Apr 1, 2021 | -24.11% Dec 29, 2021 - Jul 3, 2023 |
| #3 | -16.31% Jun 23, 2015 - Feb 21, 2017 | -19.12% Feb 13, 2025 - Jul 3, 2025 |
| #4 | -15.17% Feb 19, 2025 - Oct 27, 2025 | -16.19% Oct 2, 2018 - Mar 21, 2019 |
| #5 | -13.47% Dec 29, 2021 - Jun 30, 2023 | -11.01% Jan 29, 2018 - Aug 27, 2018 |
| #6 | -10.02% Jan 26, 2018 - Aug 7, 2018 | -10.30% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -10.02% Jul 31, 2023 - Dec 12, 2023 | -9.27% Sep 2, 2020 - Dec 1, 2020 |
| #8 | -9.92% Sep 20, 2018 - Jul 12, 2019 | -9.13% Jul 31, 2023 - Nov 20, 2023 |
| #9 | -8.77% Jan 27, 2026 - May 6, 2026 | -8.38% Jul 10, 2024 - Aug 30, 2024 |
| #10 | -8.44% Jul 16, 2024 - Sep 19, 2024 | -5.90% Apr 29, 2019 - Jun 18, 2019 |
| #11 | -6.06% Jul 26, 2019 - Oct 25, 2019 | -5.58% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -5.30% Mar 28, 2024 - May 15, 2024 | -5.44% Mar 20, 2024 - May 15, 2024 |
| #13 | -5.08% Sep 2, 2021 - Oct 20, 2021 | -5.22% Feb 17, 2021 - Mar 29, 2021 |
| #14 | -5.08% Oct 28, 2025 - Dec 10, 2025 | -4.45% Dec 17, 2024 - Jan 23, 2025 |
| #15 | -4.22% Dec 6, 2024 - Jan 23, 2025 | -4.32% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between PTLC and USMC is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2015 - 2026)
PTLC vs USMC dividend yield comparison.
| Year | PTLC | USMC |
|---|---|---|
| 2026 | 0.00% | 0.20% |
| 2025 | 1.06% | 0.79% |
| 2024 | 0.67% | 1.04% |
| 2023 | 1.18% | 1.35% |
| 2022 | 1.26% | 1.78% |
| 2021 | 0.73% | 1.53% |
| 2020 | 1.08% | 1.55% |
| 2019 | 1.10% | 2.01% |
| 2018 | 1.00% | 2.28% |
| 2017 | 0.97% | 0.24% |
| 2016 | 1.08% | 0.00% |
| 2015 | 0.42% | 0.00% |
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