TBLU vs PAMC
Comparison between TORTOISE GLOBAL WATER ETF (TBLU, ETF) and PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF (PAMC, ETF).
5-Year PerformancePAMC has outperformed TBLU, delivering a return of +10.0% compared to +4.2%
TBLU vs PAMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TBLU
$55M
PAMC
$55M
Expense Ratio
Winner
TBLU
0.40%
PAMC
0.60%
Max Drawdown
TBLU
37.58%
Winner
PAMC
27.96%
Sharpe Ratio
TBLU
-0.25
Winner
PAMC
1.02
5Y Beta
Winner
TBLU
0.64
PAMC
0.93
P/E Ratio
TBLU
25.09
Winner
PAMC
17.79
Forward P/E
TBLU
20.79
Winner
PAMC
13.80
PEG Ratio
TBLU
1.21
PAMC
N/A
5Y Dividends CAGR
TBLU
34.79%
Winner
PAMC
44.81%
5Y EPS CAGR
TBLU
N/A
PAMC
13.62%
Debt to Equity
TBLU
45.18%
Winner
PAMC
42.22%
P/S Ratio
TBLU
2.70
Winner
PAMC
1.01
P/B Ratio
TBLU
3.62
Winner
PAMC
2.16
TBLU vs PAMC - Holdings Comparison
TBLU and PAMC have 2 common holdings. Overlap is 0.46%
TBLU's top 25 holdings weight is 85.17%. PAMC's top 25 holdings weight is 35.73%.
| Rank | TBLU | PAMC |
|---|---|---|
| #1 | XYLEM INC (XYL) - 7.76% | CURTISS-WRIGHT CORP (CW) - 2.26% |
| #2 | ECOLAB INC (ECL) - 7.68% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 2.10% |
| #3 | AMERICAN WATER WORKS CO INC (AWK) - 7.39% | HF SINCLAIR CORP (DINO) - 1.84% |
| #4 | FERGUSON ENTERPRISES INC (FERG) - 7.32% | TECHNIPFMC PLC (n/a) - 1.84% |
| #5 | VEOLIA ENVIRONNEMENT SA (n/a) - 7.19% | ATI INC (ATI) - 1.73% |
| #6 | VERALTO CORP (VLTO) - 4.14% | TD SYNNEX CORP (SNX) - 1.59% |
| #7 | n/a (SBS) - 4.06% | WOODWARD INC (WWD) - 1.56% |
| #8 | IDEX CORP (IEX) - 3.97% | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.55% |
| #9 | GEBERIT AG (n/a) - 3.96% | STERLING INFRASTRUCTURE INC (STRL) - 1.52% |
| #10 | UNITED UTILITIES GROUP PLC CLASS A (n/a) - 3.72% | TENET HEALTHCARE CORP (THC) - 1.45% |
| #11 | BELIMO HOLDING AG (n/a) - 3.68% | PERFORMANCE FOOD GROUP CO (PFGC) - 1.40% |
| #12 | SEVERN TRENT PLC (n/a) - 3.41% | NVENT ELECTRIC PLC (NVT) - 1.38% |
| #13 | STANTEC INC (STN) - 2.62% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.33% |
| #14 | PENTAIR PLC (PNR) - 2.09% | TTM TECHNOLOGIES INC (TTMI) - 1.32% |
| #15 | KURITA WATER INDUSTRIES LTD (n/a) - 2.06% | CARPENTER TECHNOLOGY CORP (CRS) - 1.31% |
| #16 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 1.84% | MKS INC (MKSI) - 1.30% |
| #17 | ESSENTIAL UTILITIES INC (WTRG) - 1.83% | RENAISSANCERE HOLDINGS LTD (RNR) - 1.27% |
| #18 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.78% | MASTEC INC (MTZ) - 1.21% |
| #19 | CORE & MAIN INC CLASS A (CNM) - 1.45% | JONES LANG LASALLE INC (JLL) - 1.20% |
| #20 | GEORG FISCHER AG (n/a) - 1.37% | ROYAL GOLD INC (RGLD) - 1.17% |
| #21 | TETRA TECH INC (TTEK) - 1.28% | NEXTPOWER INC CLASS A (NXT) - 1.12% |
| #22 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 1.23% | FABRINET (FN) - 1.10% |
| #23 | A.O. SMITH CORP (AOS) - 1.18% | ALLY FINANCIAL INC (ALLY) - 1.08% |
| #24 | FORTUNE BRANDS INNOVATIONS INC (FBIN) - 1.10% | TOLL BROTHERS INC (TOL) - 1.05% |
| #25 | LIXIL CORP (n/a) - 1.06% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 1.05% |
| Total Holdings | 63 | 150 |
TBLU vs PAMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TBLU
+1.74%
PAMC
-2.32%
3M
TBLU
-1.80%
Winner
PAMC
+5.16%
6M
TBLU
-4.33%
Winner
PAMC
+9.49%
1Y
TBLU
-1.11%
Winner
PAMC
+25.18%
5Y(CAGR)
TBLU
+4.20%
Winner
PAMC
+9.98%
10Y(CAGR)
TBLU
+9.70%
PAMC
N/A
Max(CAGR)
TBLU
+9.70%
Winner
PAMC
+15.35%
TBLU vs PAMC - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | TBLU | PAMC |
|---|---|---|
| 2026 | +0.41% | +14.50% |
| 2025 | +12.42% | +1.13% |
| 2024 | +9.92% | +26.40% |
| 2023 | +20.01% | +19.38% |
| 2022 | -25.20% | -11.98% |
| 2021 | +30.22% | +15.23% |
| 2020 | +16.37% | +34.03% |
| 2019 | +38.09% | N/A |
| 2018 | -12.48% | N/A |
| 2017 | +20.20% | N/A |
TBLU vs PAMC Drawdown Comparison
The maximum drawdown for TBLU was -37.58%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The maximum drawdown for PAMC was -27.04%, occurring on Sep 26, 2022. Recovery took 659 trading sessions.
The current TBLU drawdown is -8.53%. The current PAMC drawdown is -2.32%.
| Rank | TBLU | PAMC |
|---|---|---|
| #1 | -37.58% Feb 20, 2020 - Oct 12, 2020 | -27.04% Jun 8, 2021 - Jan 22, 2024 |
| #2 | -35.36% Dec 31, 2021 - Jul 31, 2024 | -26.06% Nov 25, 2024 - Feb 6, 2026 |
| #3 | -17.25% Jan 26, 2018 - Jun 13, 2019 | -10.00% Feb 20, 2026 - Apr 13, 2026 |
| #4 | -15.42% Dec 9, 2024 - May 15, 2025 | -8.38% Jul 16, 2024 - Oct 11, 2024 |
| #5 | -13.17% Feb 26, 2026 - Mar 20, 2026 | -8.29% Mar 15, 2021 - Apr 23, 2021 |
| #6 | -8.73% Sep 2, 2021 - Nov 9, 2021 | -7.93% Sep 2, 2020 - Oct 5, 2020 |
| #7 | -8.29% Aug 22, 2025 - Jan 16, 2026 | -7.22% Feb 12, 2021 - Mar 12, 2021 |
| #8 | -6.00% May 4, 2017 - Jul 20, 2017 | -7.18% Mar 28, 2024 - May 15, 2024 |
| #9 | -5.90% Jan 13, 2021 - Mar 26, 2021 | -5.98% Oct 15, 2020 - Nov 5, 2020 |
| #10 | -5.63% Oct 12, 2020 - Nov 5, 2020 | -5.97% May 15, 2024 - Jul 16, 2024 |
| #11 | -5.54% Jul 31, 2024 - Sep 19, 2024 | -5.23% Jan 22, 2021 - Feb 5, 2021 |
| #12 | -5.24% Jul 29, 2019 - Sep 18, 2019 | -5.17% May 7, 2021 - Jun 1, 2021 |
| #13 | -5.01% Nov 19, 2021 - Dec 27, 2021 | -4.95% May 6, 2026 - Jun 2, 2026 |
| #14 | -4.60% Oct 7, 2024 - Nov 6, 2024 | -3.90% Jun 22, 2026 - Jul 20, 2026 |
| #15 | -4.27% Mar 1, 2017 - Apr 26, 2017 | -3.43% Feb 15, 2024 - Feb 22, 2024 |
Correlation
Correlation between TBLU and PAMC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2017 - 2026)
TBLU vs PAMC dividend yield comparison.
| Year | TBLU | PAMC |
|---|---|---|
| 2026 | 0.99% | 0.26% |
| 2025 | 3.31% | 1.11% |
| 2024 | 1.34% | 0.97% |
| 2023 | 1.46% | 0.69% |
| 2022 | 1.64% | 1.29% |
| 2021 | 1.55% | 0.36% |
| 2020 | 1.42% | 0.30% |
| 2019 | 1.58% | 0.00% |
| 2018 | 1.35% | 0.00% |
| 2017 | 1.32% | 0.00% |
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