TBG vs PALC
Comparison between TBG DIVIDEND FOCUS ETF (TBG, ETF) and PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF (PALC, ETF).
TBG vs PALC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TBG
$230M
Winner
PALC
$230M
Expense Ratio
Winner
TBG
0.59%
PALC
0.60%
Max Drawdown
Winner
TBG
15.21%
PALC
25.52%
Sharpe Ratio
Winner
TBG
1.62
PALC
1.12
5Y Beta
Winner
TBG
0.55
PALC
0.75
P/E Ratio
TBG
23.50
Winner
PALC
21.41
Forward P/E
TBG
17.13
Winner
PALC
13.92
PEG Ratio
TBG
-2.21
PALC
N/A
5Y Dividends CAGR
TBG
N/A
PALC
20.47%
5Y EPS CAGR
TBG
8.28%
Winner
PALC
11.97%
Debt to Equity
TBG
N/A
PALC
68.73%
P/S Ratio
TBG
2.40
Winner
PALC
1.16
P/B Ratio
TBG
3.92
Winner
PALC
2.44
TBG vs PALC - Holdings Comparison
TBG and PALC have 7 common holdings. Overlap is 8.70%
TBG's top 25 holdings weight is 79.51%. PALC's top 25 holdings weight is 33.94%.
| Rank | TBG | PALC |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 6.14% | UNITEDHEALTH GROUP INC (UNH) - 2.81% |
| #2 | CISCO SYSTEMS INC (CSCO) - 4.43% | EXXON MOBIL CORP (XOM) - 2.72% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.16% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.14% |
| #4 | MERCK & CO INC (MRK) - 4.02% | CHEVRON CORP (CVX) - 2.14% |
| #5 | BLACKSTONE INC (BX) - 3.98% | BANK OF AMERICA CORP (BAC) - 2.09% |
| #6 | CHEVRON CORP (CVX) - 3.57% | VERIZON COMMUNICATIONS INC (VZ) - 1.89% |
| #7 | VERIZON COMMUNICATIONS INC (VZ) - 3.44% | CITIGROUP INC (C) - 1.78% |
| #8 | BROOKFIELD INFRASTRUCTURE CORP ORDINARY SHARES CLASS A (EXCHANGEABLE SUB (BIPC) - 3.42% | AT&T INC (T) - 1.65% |
| #9 | PEPSICO INC (PEP) - 3.27% | WELLS FARGO & CO (WFC) - 1.43% |
| #10 | PROCTER & GAMBLE CO (PG) - 3.19% | ELEVANCE HEALTH INC (ELV) - 1.38% |
| #11 | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.11% | ECHOSTAR CORP CLASS A (SATS) - 1.08% |
| #12 | JOHNSON & JOHNSON (JNJ) - 2.97% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.07% |
| #13 | TEXAS INSTRUMENTS INC (TXN) - 2.94% | COMCAST CORP CLASS A (CMCSA) - 1.06% |
| #14 | ENERGY TRANSFER LP (ET) - 2.88% | CVS HEALTH CORP (CVS) - 1.04% |
| #15 | GENERAL MILLS INC (GIS) - 2.84% | HUMANA INC (HUM) - 0.95% |
| #16 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.84% | CONOCOPHILLIPS (COP) - 0.94% |
| #17 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.82% | DELTA AIR LINES INC (DAL) - 0.92% |
| #18 | MOELIS & CO CLASS A (MC) - 2.66% | THE CIGNA GROUP (CI) - 0.91% |
| #19 | GILEAD SCIENCES INC (GILD) - 2.64% | CENTENE CORP (CNC) - 0.89% |
| #20 | LAMAR ADVERTISING CO CLASS A (LAMR) - 2.51% | GENERAL MOTORS CO (GM) - 0.88% |
| #21 | UNITEDHEALTH GROUP INC (UNH) - 2.50% | DATADOG INC CLASS A (DDOG) - 0.85% |
| #22 | ACCENTURE PLC CLASS A (ACN) - 2.46% | CHUBB LTD (CB) - 0.85% |
| #23 | AMGEN INC (AMGN) - 2.31% | UNITED AIRLINES HOLDINGS INC (UAL) - 0.83% |
| #24 | LINEAGE INC REIT (LINE) - 2.22% | SUPER MICRO COMPUTER INC (SMCI) - 0.82% |
| #25 | BLUE OWL CAPITAL INC ORDINARY SHARES CLASS A (OWL) - 2.19% | FISERV INC (FISV) - 0.82% |
| Total Holdings | 38 | 183 |
TBG vs PALC - Historical Returns
Returns include dividend reinvestment.
1M
TBG
+2.52%
Winner
PALC
+2.52%
3M
TBG
+3.33%
Winner
PALC
+3.58%
6M
Winner
TBG
+11.50%
PALC
+9.08%
1Y
Winner
TBG
+20.65%
PALC
+18.96%
5Y(CAGR)
TBG
N/A
PALC
+8.68%
Max(CAGR)
Winner
TBG
+19.64%
PALC
+16.04%
TBG vs PALC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | TBG | PALC |
|---|---|---|
| 2026 | +11.15% | +7.01% |
| 2025 | +7.41% | +7.60% |
| 2024 | +19.45% | +22.95% |
| 2023 | +9.66% | +17.72% |
| 2022 | N/A | -15.06% |
| 2021 | N/A | +42.74% |
| 2020 | N/A | +22.19% |
TBG vs PALC Drawdown Comparison
The maximum drawdown for TBG was -14.76%, occurring on Apr 8, 2025. Recovery took 121 trading sessions.
The maximum drawdown for PALC was -24.45%, occurring on Sep 30, 2022. Recovery took 558 trading sessions.
The current TBG drawdown is -0.56%. The current PALC drawdown is -3.70%.
| Rank | TBG | PALC |
|---|---|---|
| #1 | -14.76% Feb 28, 2025 - Aug 22, 2025 | -24.45% Nov 5, 2021 - Jan 29, 2024 |
| #2 | -6.67% Nov 29, 2024 - Feb 19, 2025 | -17.38% Nov 29, 2024 - Oct 27, 2025 |
| #3 | -6.13% Feb 11, 2026 - May 20, 2026 | -10.14% Sep 2, 2020 - Dec 4, 2020 |
| #4 | -4.57% Mar 28, 2024 - May 15, 2024 | -9.08% Jul 10, 2024 - Oct 9, 2024 |
| #5 | -3.93% May 17, 2024 - Jul 15, 2024 | -8.94% Feb 27, 2026 - May 22, 2026 |
| #6 | -3.87% Jul 31, 2024 - Aug 15, 2024 | -8.59% Jan 14, 2021 - Feb 10, 2021 |
| #7 | -3.51% Sep 11, 2025 - Nov 26, 2025 | -5.89% Mar 22, 2024 - Jun 5, 2024 |
| #8 | -3.12% Oct 18, 2024 - Nov 6, 2024 | -5.47% Oct 27, 2025 - Dec 11, 2025 |
| #9 | -2.22% Aug 30, 2024 - Sep 13, 2024 | -5.25% Aug 30, 2021 - Oct 19, 2021 |
| #10 | -1.66% May 22, 2026 - Jun 3, 2026 | -5.08% Mar 15, 2021 - Apr 9, 2021 |
| #11 | -1.59% Nov 11, 2024 - Nov 21, 2024 | -4.44% Dec 10, 2020 - Jan 6, 2021 |
| #12 | -1.53% Aug 22, 2025 - Sep 11, 2025 | -3.83% Jun 4, 2021 - Jul 1, 2021 |
| #13 | -1.49% Jan 8, 2024 - Jan 23, 2024 | -3.70% Jun 4, 2026 - Jun 5, 2026 |
| #14 | -1.38% Dec 19, 2023 - Dec 26, 2023 | -3.52% Feb 24, 2021 - Mar 10, 2021 |
| #15 | -1.37% Jan 30, 2024 - Feb 15, 2024 | -3.44% Oct 14, 2024 - Nov 6, 2024 |
Correlation
Correlation between TBG and PALC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2020 - 2026)
TBG vs PALC dividend yield comparison.
| Year | TBG | PALC |
|---|---|---|
| 2026 | 0.61% | 0.33% |
| 2025 | 2.80% | 1.08% |
| 2024 | 2.33% | 0.93% |
| 2023 | 0.48% | 0.74% |
| 2022 | 0.00% | 1.69% |
| 2021 | 0.00% | 0.64% |
| 2020 | 0.00% | 0.72% |
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