PTLC vs XYLD

Comparison between PACER TRENDPILOT US LARGE CAP ETF (PTLC, ETF) and GLOBAL X S&P 500 COVERED CALL ETF (XYLD, ETF).

5-Year PerformancePTLC has outperformed XYLD, delivering a return of +10.2% compared to +7.7%

PTLC vs XYLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PTLC(ETF)	XYLD(ETF)
Net Assets	$3B	$3B
Expense Ratio	0.60%	0.60%
Max Drawdown	99.95%	34.69%
Sharpe Ratio	1.28	1.87
5Y Beta	0.59	0.64
P/E Ratio	28.53	28.56
Forward P/E	21.89	21.86
5Y Dividends CAGR	10.89%	0.24%
5Y EPS CAGR	28.55%	28.63%
Debt to Equity	36.53%	29.38%
P/S Ratio	3.55	3.58
P/B Ratio	5.46	5.48

Net Assets

PTLC

$3B

XYLD

$3B

Expense Ratio

PTLC

0.60%

XYLD

0.60%

Max Drawdown

PTLC

99.95%

Winner

XYLD

34.69%

Sharpe Ratio

PTLC

1.28

Winner

XYLD

1.87

5Y Beta

Winner

PTLC

0.59

XYLD

0.64

P/E Ratio

Winner

PTLC

28.53

XYLD

28.56

Forward P/E

PTLC

21.89

Winner

XYLD

21.86

5Y Dividends CAGR

Winner

PTLC

10.89%

XYLD

0.24%

5Y EPS CAGR

PTLC

28.55%

Winner

XYLD

28.63%

Debt to Equity

PTLC

36.53%

Winner

XYLD

29.38%

P/S Ratio

Winner

PTLC

3.55

XYLD

3.58

P/B Ratio

Winner

PTLC

5.46

XYLD

5.48

PTLC vs XYLD - Holdings Comparison

PTLC and XYLD have 442 common holdings. Overlap is 79.81%

PTLC's top 25 holdings weight is 49.77%. XYLD's top 25 holdings weight is 50.39%.

Rank	PTLC	XYLD
#1	NVIDIA CORP (NVDA) - 8.48%	NVIDIA CORP (NVDA) - 8.59%
#2	APPLE INC (AAPL) - 6.50%	APPLE INC (AAPL) - 6.59%
#3	MICROSOFT CORP (MSFT) - 5.22%	MICROSOFT CORP (MSFT) - 5.28%
#4	AMAZON.COM INC (AMZN) - 4.15%	AMAZON.COM INC (AMZN) - 4.21%
#5	ALPHABET INC CLASS A (GOOGL) - 3.33%	ALPHABET INC CLASS A (GOOGL) - 3.38%
#6	BROADCOM INC (AVGO) - 3.10%	BROADCOM INC (AVGO) - 3.14%
#7	ALPHABET INC CLASS C (GOOG) - 2.66%	ALPHABET INC CLASS C (GOOG) - 2.69%
#8	META PLATFORMS INC CLASS A (META) - 2.40%	META PLATFORMS INC CLASS A (META) - 2.43%
#9	TESLA INC (TSLA) - 1.73%	TESLA INC (TSLA) - 1.75%
#10	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.45%
#11	JPMORGAN CHASE & CO (JPM) - 1.37%	JPMORGAN CHASE & CO (JPM) - 1.39%
#12	ELI LILLY AND CO (LLY) - 1.13%	ELI LILLY AND CO (LLY) - 1.15%
#13	EXXON MOBIL CORP (XOM) - 1.03%	EXXON MOBIL CORP (XOM) - 1.04%
#14	MICRON TECHNOLOGY INC (MU) - 0.93%	MICRON TECHNOLOGY INC (MU) - 0.94%
#15	WALMART INC (WMT) - 0.92%	WALMART INC (WMT) - 0.93%
#16	JOHNSON & JOHNSON (JNJ) - 0.90%	JOHNSON & JOHNSON (JNJ) - 0.91%
#17	ADVANCED MICRO DEVICES INC (AMD) - 0.86%	ADVANCED MICRO DEVICES INC (AMD) - 0.87%
#18	VISA INC CLASS A (V) - 0.85%	VISA INC CLASS A (V) - 0.86%
#19	COSTCO WHOLESALE CORP (COST) - 0.72%	COSTCO WHOLESALE CORP (COST) - 0.73%
#20	MASTERCARD INC CLASS A (MA) - 0.68%	MASTERCARD INC CLASS A (MA) - 0.68%
#21	AMERICAN EXPRESS CO (AXP) - 0.28%	AMERICAN EXPRESS CO (AXP) - 0.28%
#22	ARISTA NETWORKS INC (ANET) - 0.28%	SALESFORCE INC (CRM) - 0.28%
#23	SALESFORCE INC (CRM) - 0.28%	ARISTA NETWORKS INC (ANET) - 0.28%
#24	ABBOTT LABORATORIES (ABT) - 0.27%	ABBOTT LABORATORIES (ABT) - 0.27%
#25	INTUITIVE SURGICAL INC (ISRG) - 0.27%	EATON CORP PLC (ETN) - 0.27%
Total Holdings	467	444

PTLC vs XYLD - Historical Returns

Returns include dividend reinvestment.

Period	PTLC	XYLD
1 month	+7.29%	+2.81%
3 months	+1.46%	+1.87%
6 months	+5.14%	+7.56%
1 year	+19.14%	+17.29%
5 years(CAGR)	+10.24%	+7.68%
10 years(CAGR)	+11.26%	+8.32%
Max(CAGR)	+37.29%	+8.14%

Winner

PTLC

+7.29%

XYLD

+2.81%

PTLC

+1.46%

Winner

XYLD

+1.87%

PTLC

+5.14%

Winner

XYLD

+7.56%

Winner

PTLC

+19.14%

XYLD

+17.29%

5Y(CAGR)

Winner

PTLC

+10.24%

XYLD

+7.68%

10Y(CAGR)

Winner

PTLC

+11.26%

XYLD

+8.32%

Max(CAGR)

Winner

PTLC

+37.29%

XYLD

+8.14%

PTLC vs XYLD - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PTLC	XYLD
2026	+3.02%	+3.34%
2025	+5.32%	+8.28%
2024	+24.93%	+19.45%
2023	+16.74%	+11.03%
2022	-9.16%	-12.48%
2021	+29.84%	+20.21%
2020	-1.98%	-1.44%
2019	+17.54%	+20.99%
2018	+0.75%	-7.25%
2017	+20.42%	+16.08%
2016	+6.02%	+8.87%
2015	-6.93%	+0.47%
2014	N/A	+8.61%
2013	N/A	+13.95%
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 XYLD Drawdown Comparison

The maximum drawdown for PTLC was -99.95%, occurring on Nov 13, 2006. Recovery took 1264 trading sessions.

The maximum drawdown for XYLD was -33.44%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.

Rank	PTLC	XYLD
#1	-99.95% Dec 29, 2005 - Jun 12, 2015	-33.44% Feb 19, 2020 - Mar 15, 2021
#2	-26.63% Feb 19, 2020 - Apr 1, 2021	-18.66% Apr 4, 2022 - Mar 12, 2024
#3	-16.31% Jun 23, 2015 - Feb 21, 2017	-18.10% Sep 20, 2018 - Jul 12, 2019
#4	-15.17% Feb 19, 2025 - Oct 27, 2025	-15.53% Feb 19, 2025 - Oct 20, 2025
#5	-13.47% Dec 29, 2021 - Jun 30, 2023	-12.17% Jun 22, 2015 - Jun 23, 2016
#6	-10.02% Jan 26, 2018 - Aug 7, 2018	-9.10% Jan 26, 2018 - Jul 9, 2018
#7	-10.02% Jul 31, 2023 - Dec 12, 2023	-6.96% Sep 18, 2014 - Nov 24, 2014
#8	-9.92% Sep 20, 2018 - Jul 12, 2019	-6.02% Jan 4, 2022 - Mar 24, 2022
#9	-8.77% Jan 27, 2026 - May 6, 2026	-5.79% Jul 26, 2019 - Oct 30, 2019
#10	-8.44% Jul 16, 2024 - Sep 19, 2024	-5.30% Feb 25, 2026 - Apr 30, 2026
#11	-6.06% Jul 26, 2019 - Oct 25, 2019	-5.26% Jan 15, 2014 - Feb 14, 2014
#12	-5.30% Mar 28, 2024 - May 15, 2024	-5.19% Jul 18, 2024 - Aug 15, 2024
#13	-5.08% Sep 2, 2021 - Oct 20, 2021	-4.63% Jun 23, 2016 - Jul 11, 2016
#14	-5.08% Oct 28, 2025 - Dec 10, 2025	-4.07% Dec 29, 2014 - Feb 13, 2015
#15	-4.22% Dec 6, 2024 - Jan 23, 2025	-3.79% Aug 1, 2013 - Sep 18, 2013

Correlation

Correlation between PTLC and XYLD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2013 - 2026)

PTLC vs XYLD dividend yield comparison.

Year	PTLC	XYLD
2026	0.00%	3.56%
2025	1.06%	10.51%
2024	0.67%	11.54%
2023	1.18%	10.51%
2022	1.26%	13.43%
2021	0.73%	9.07%
2020	1.08%	7.93%
2019	1.10%	5.76%
2018	1.00%	7.12%
2017	0.97%	5.18%
2016	1.08%	3.23%
2015	0.42%	4.65%
2014	0.00%	4.15%
2013	0.00%	2.49%