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TFI vs PTLC

Comparison between SPDR(R) NUVEEN BLOOMBERG MUNICIPAL BOND ETF (TFI, ETF) and PACER TRENDPILOT US LARGE CAP ETF (PTLC, ETF).

5-Year PerformancePTLC has outperformed TFI, delivering a return of +11.2% compared to -0.1%

TFI vs PTLC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TFI
$3.10B
Winner
PTLC
$3.20B
Expense Ratio
Winner
TFI
0.23%
PTLC
0.60%
Max Drawdown
Winner
TFI
18.31%
PTLC
99.95%
Sharpe Ratio
TFI
0.76
Winner
PTLC
1.30
5Y Beta
Winner
TFI
0.02
PTLC
0.59
P/E Ratio
TFI
N/A
PTLC
28.45
Forward P/E
TFI
N/A
PTLC
22.00
5Y Dividends CAGR
Winner
TFI
11.62%
PTLC
10.89%
5Y EPS CAGR
TFI
N/A
PTLC
25.37%
Debt to Equity
TFI
N/A
PTLC
21.91%
P/S Ratio
TFI
N/A
PTLC
3.62
P/B Ratio
TFI
N/A
PTLC
5.43

TFI vs PTLC - Historical Returns

Returns include dividend reinvestment.

1M
TFI
-0.08%
Winner
PTLC
+6.48%
3M
TFI
-0.77%
Winner
PTLC
+3.49%
6M
TFI
+0.78%
Winner
PTLC
+3.35%
1Y
TFI
+5.78%
Winner
PTLC
+19.16%
5Y(CAGR)
TFI
-0.07%
Winner
PTLC
+11.17%
10Y(CAGR)
TFI
+1.44%
Winner
PTLC
+11.22%
Max(CAGR)
TFI
+3.02%
Winner
PTLC
+37.27%

TFI vs PTLC - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearTFIPTLC
2026+0.47%+3.10%
2025+3.44%+5.32%
2024+0.05%+24.93%
2023+5.43%+16.74%
2022-10.05%-9.16%
2021+0.33%+29.84%
2020+5.61%-1.98%
2019+7.26%+17.54%
2018+0.58%+0.75%
2017+5.61%+20.42%
2016-0.19%+6.02%
2015+3.31%-6.93%
2014+9.57%N/A
2013-3.97%N/A
2012+6.36%N/A
2011+13.23%+0.00%
2010-0.21%+11.11%
2009+10.82%-52.63%
2008-0.45%+900.00%
2007+1.47%+0.00%
2006N/A-99.93%
2005N/A+100.00%

TFI vs PTLC Drawdown Comparison

The maximum drawdown for TFI was -15.49%, occurring on Mar 19, 2020. Recovery took 90 trading sessions.

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

The current TFI drawdown is -1.83%. The current PTLC drawdown is -0.18%.

RankTFIPTLC
#1-15.49%
Mar 9, 2020 - Jul 16, 2020
-99.95%
Dec 29, 2005 - Jun 12, 2015
#2-15.42%
Jul 19, 2021 - Oct 25, 2022
-26.63%
Feb 19, 2020 - Apr 1, 2021
#3-15.12%
Sep 15, 2008 - Jan 13, 2009
-16.31%
Jun 23, 2015 - Feb 21, 2017
#4-9.72%
Sep 1, 2010 - Aug 2, 2011
-15.17%
Feb 19, 2025 - Oct 27, 2025
#5-9.09%
Nov 29, 2012 - May 14, 2014
-13.47%
Dec 29, 2021 - Jun 30, 2023
#6-6.73%
Jul 6, 2016 - Sep 7, 2017
-10.02%
Jan 26, 2018 - Aug 7, 2018
#7-6.50%
Jan 22, 2008 - Sep 15, 2008
-10.02%
Jul 31, 2023 - Dec 12, 2023
#8-3.66%
Oct 1, 2009 - Feb 25, 2010
-9.92%
Sep 20, 2018 - Jul 12, 2019
#9-3.60%
Jan 30, 2015 - Nov 30, 2015
-8.77%
Jan 27, 2026 - May 6, 2026
#10-3.39%
Dec 6, 2017 - Dec 24, 2018
-8.44%
Jul 16, 2024 - Sep 19, 2024
#11-3.33%
May 20, 2009 - Aug 18, 2009
-6.06%
Jul 26, 2019 - Oct 25, 2019
#12-3.18%
Feb 13, 2009 - Apr 16, 2009
-5.30%
Mar 28, 2024 - May 15, 2024
#13-2.95%
Jan 15, 2009 - Feb 13, 2009
-5.08%
Sep 2, 2021 - Oct 20, 2021
#14-2.84%
Jan 31, 2012 - May 2, 2012
-5.08%
Oct 28, 2025 - Dec 10, 2025
#15-2.72%
Sep 22, 2011 - Dec 8, 2011
-4.22%
Dec 6, 2024 - Jan 23, 2025

Correlation

Correlation between TFI and PTLC is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2007 - 2026)

TFI vs PTLC dividend yield comparison.

YearTFIPTLC
20261.18%0.00%
20253.32%1.06%
20243.01%0.67%
20232.41%1.18%
20221.87%1.26%
20211.71%0.73%
20201.91%1.08%
20192.14%1.10%
20182.26%1.00%
20172.16%0.97%
20162.39%1.08%
20152.40%0.42%
20142.37%0.00%
20133.35%0.00%
20124.01%0.00%
20113.53%0.00%
20104.44%0.00%
20093.75%0.00%
20083.87%0.00%
20071.18%0.00%

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