SUSL vs PTNQ
Comparison between ISHARES ESG MSCI USA LEADERS ETF (SUSL, ETF) and PACER TRENDPILOT 100 ETF (PTNQ, ETF).
5-Year PerformanceSUSL has outperformed PTNQ, delivering a return of +13.2% compared to +9.8%
SUSL vs PTNQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSL
$1.20B
PTNQ
$1.20B
Expense Ratio
Winner
SUSL
0.10%
PTNQ
0.65%
Max Drawdown
SUSL
34.26%
Winner
PTNQ
28.07%
Sharpe Ratio
Winner
SUSL
1.33
PTNQ
0.80
5Y Beta
SUSL
0.98
Winner
PTNQ
0.69
P/E Ratio
Winner
SUSL
26.97
PTNQ
34.15
Forward P/E
Winner
SUSL
22.27
PTNQ
22.97
PEG Ratio
SUSL
0.52
Winner
PTNQ
0.25
5Y Dividends CAGR
SUSL
6.40%
Winner
PTNQ
52.84%
5Y EPS CAGR
SUSL
31.35%
Winner
PTNQ
32.02%
Debt to Equity
Winner
SUSL
32.39%
PTNQ
33.19%
P/S Ratio
Winner
SUSL
4.16
PTNQ
6.20
P/B Ratio
Winner
SUSL
6.68
PTNQ
9.17
SUSL vs PTNQ - Holdings Comparison
SUSL and PTNQ have 45 common holdings. Overlap is 39.13%
SUSL's top 25 holdings weight is 60.90%. PTNQ's top 25 holdings weight is 70.93%.
| Rank | SUSL | PTNQ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.19% | NVIDIA CORP (NVDA) - 8.12% |
| #2 | MICROSOFT CORP (MSFT) - 8.32% | APPLE INC (AAPL) - 7.33% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.99% | MICRON TECHNOLOGY INC (MU) - 4.85% |
| #4 | ALPHABET INC CLASS C (GOOG) - 4.74% | MICROSOFT CORP (MSFT) - 4.53% |
| #5 | TESLA INC (TSLA) - 3.16% | AMAZON.COM INC (AMZN) - 4.22% |
| #6 | ELI LILLY AND CO (LLY) - 2.80% | ADVANCED MICRO DEVICES INC (AMD) - 3.91% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 2.63% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.79% | TESLA INC (TSLA) - 3.14% |
| #9 | VISA INC CLASS A (V) - 1.77% | META PLATFORMS INC CLASS A (META) - 3.10% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.33% | ALPHABET INC CLASS C (GOOG) - 3.09% |
| #11 | MASTERCARD INC CLASS A (MA) - 1.31% | BROADCOM INC (AVGO) - 2.92% |
| #12 | CATERPILLAR INC (CAT) - 1.23% | WALMART INC (WMT) - 2.43% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.22% | INTEL CORP (INTC) - 2.37% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.19% | APPLIED MATERIALS INC (AMAT) - 2.07% |
| #15 | GE AEROSPACE (GE) - 1.06% | CISCO SYSTEMS INC (CSCO) - 2.02% |
| #16 | PROCTER & GAMBLE CO (PG) - 1.02% | LAM RESEARCH CORP (LRCX) - 1.89% |
| #17 | THE HOME DEPOT INC (HD) - 0.98% | COSTCO WHOLESALE CORP (COST) - 1.79% |
| #18 | COCA-COLA CO (KO) - 0.94% | NETFLIX INC (NFLX) - 1.35% |
| #19 | MERCK & CO INC (MRK) - 0.93% | n/a (PLTR) - 1.34% |
| #20 | GE VERNOVA INC (GEV) - 0.86% | KLA CORP (KLAC) - 1.32% |
| #21 | PALO ALTO NETWORKS INC (PANW) - 0.82% | PALO ALTO NETWORKS INC (PANW) - 1.26% |
| #22 | MORGAN STANLEY (MS) - 0.76% | TEXAS INSTRUMENTS INC (TXN) - 1.22% |
| #23 | LINDE PLC (LIN) - 0.69% | n/a (SPCX) - 1.14% |
| #24 | AMGEN INC (AMGN) - 0.59% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.14% |
| #25 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.58% | LINDE PLC (LIN) - 1.06% |
| Total Holdings | 267 | 107 |
SUSL vs PTNQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSL
+7.35%
PTNQ
+5.71%
3M
Winner
SUSL
+5.29%
PTNQ
-1.15%
6M
Winner
SUSL
+15.60%
PTNQ
+11.93%
1Y
Winner
SUSL
+23.44%
PTNQ
+18.36%
5Y(CAGR)
Winner
SUSL
+13.18%
PTNQ
+9.77%
10Y(CAGR)
SUSL
N/A
PTNQ
+15.23%
Max(CAGR)
Winner
SUSL
+17.10%
PTNQ
+12.52%
SUSL vs PTNQ - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SUSL | PTNQ |
|---|---|---|
| 2026 | +14.93% | +10.73% |
| 2025 | +19.41% | +7.27% |
| 2024 | +24.23% | +16.30% |
| 2023 | +29.40% | +35.50% |
| 2022 | -20.54% | -16.59% |
| 2021 | +33.33% | +14.46% |
| 2020 | +18.00% | +27.22% |
| 2019 | +16.29% | +23.91% |
| 2018 | N/A | +6.81% |
| 2017 | N/A | +31.40% |
| 2016 | N/A | -1.66% |
| 2015 | N/A | -3.30% |
SUSL vs PTNQ Drawdown Comparison
The maximum drawdown for SUSL was -34.26%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.
The maximum drawdown for PTNQ was -28.07%, occurring on Mar 16, 2020. Recovery took 98 trading sessions.
The current SUSL drawdown is -0.06%. The current PTNQ drawdown is -3.32%.
| Rank | SUSL | PTNQ |
|---|---|---|
| #1 | -34.26% Feb 19, 2020 - Aug 24, 2020 | -28.07% Feb 19, 2020 - Jul 9, 2020 |
| #2 | -26.98% Dec 29, 2021 - Dec 13, 2023 | -24.01% Jul 21, 2015 - Apr 24, 2017 |
| #3 | -19.90% Jan 23, 2025 - Jun 26, 2025 | -18.47% Nov 19, 2021 - May 26, 2023 |
| #4 | -11.37% Jan 28, 2026 - Apr 17, 2026 | -14.19% Feb 19, 2025 - Sep 18, 2025 |
| #5 | -9.37% Jul 16, 2024 - Sep 19, 2024 | -12.95% Sep 2, 2020 - Jan 8, 2021 |
| #6 | -9.12% Sep 2, 2020 - Nov 13, 2020 | -12.31% Aug 29, 2018 - Apr 23, 2019 |
| #7 | -6.41% Mar 21, 2024 - May 15, 2024 | -11.76% Oct 29, 2025 - May 5, 2026 |
| #8 | -5.61% Jul 30, 2019 - Sep 13, 2019 | -11.29% Jun 2, 2026 - Jul 29, 2026 |
| #9 | -5.15% Dec 11, 2024 - Jan 23, 2025 | -10.83% May 3, 2019 - Jul 3, 2019 |
| #10 | -5.12% Sep 3, 2021 - Oct 19, 2021 | -10.58% Mar 12, 2018 - Jun 4, 2018 |
| #11 | -4.97% Oct 29, 2025 - Dec 22, 2025 | -9.98% Jan 26, 2018 - Mar 9, 2018 |
| #12 | -4.79% May 16, 2019 - Jun 10, 2019 | -7.59% Jul 26, 2019 - Oct 25, 2019 |
| #13 | -4.78% Feb 24, 2021 - Mar 11, 2021 | -7.55% Jul 10, 2024 - Oct 29, 2024 |
| #14 | -4.68% Nov 5, 2021 - Dec 27, 2021 | -6.01% Feb 12, 2021 - Apr 9, 2021 |
| #15 | -4.22% Sep 13, 2019 - Oct 25, 2019 | -5.07% Jul 19, 2023 - Nov 14, 2023 |
Correlation
Correlation between SUSL and PTNQ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2015 - 2026)
SUSL vs PTNQ dividend yield comparison.
| Year | SUSL | PTNQ |
|---|---|---|
| 2026 | 0.42% | 0.00% |
| 2025 | 0.99% | 0.88% |
| 2024 | 1.10% | 1.96% |
| 2023 | 1.27% | 1.47% |
| 2022 | 1.57% | 0.62% |
| 2021 | 1.12% | 0.00% |
| 2020 | 1.38% | 0.16% |
| 2019 | 1.12% | 0.44% |
| 2018 | 0.00% | 0.45% |
| 2017 | 0.00% | 0.32% |
| 2016 | 0.00% | 0.30% |
| 2015 | 0.00% | 0.22% |
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