UCON vs PTLC

Comparison between FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF) and PACER TRENDPILOT US LARGE CAP ETF (PTLC, ETF).

5-Year PerformancePTLC has outperformed UCON, delivering a return of +11.2% compared to +2.8%

UCON vs PTLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UCON(ETF)	PTLC(ETF)
Net Assets	$3.20B	$3.20B
Expense Ratio	0.86%	0.60%
Max Drawdown	15.31%	99.95%
Sharpe Ratio	0.72	1.30
5Y Beta	0.03	0.59
P/E Ratio	N/A	28.45
Forward P/E	N/A	22.00
5Y Dividends CAGR	7.96%	10.89%
5Y EPS CAGR	N/A	25.37%
Debt to Equity	N/A	21.91%
P/S Ratio	N/A	3.62
P/B Ratio	N/A	5.43

Net Assets

UCON

$3.20B

PTLC

$3.20B

Expense Ratio

UCON

0.86%

Winner

PTLC

0.60%

Max Drawdown

Winner

UCON

15.31%

PTLC

99.95%

Sharpe Ratio

UCON

0.72

Winner

PTLC

1.30

5Y Beta

Winner

UCON

0.03

PTLC

0.59

P/E Ratio

UCON

N/A

PTLC

28.45

Forward P/E

UCON

N/A

PTLC

22.00

5Y Dividends CAGR

UCON

7.96%

Winner

PTLC

10.89%

5Y EPS CAGR

UCON

N/A

PTLC

25.37%

Debt to Equity

UCON

N/A

PTLC

21.91%

P/S Ratio

UCON

N/A

PTLC

3.62

P/B Ratio

UCON

N/A

PTLC

5.43

UCON vs PTLC - Historical Returns

Returns include dividend reinvestment.

Period	UCON	PTLC
1 month	-0.06%	+6.48%
3 months	-0.61%	+3.49%
6 months	+0.82%	+3.35%
1 year	+5.77%	+19.16%
5 years(CAGR)	+2.78%	+11.17%
10 years(CAGR)	N/A	+11.22%
Max(CAGR)	+3.69%	+37.27%

UCON

-0.06%

Winner

PTLC

+6.48%

UCON

-0.61%

Winner

PTLC

+3.49%

UCON

+0.82%

Winner

PTLC

+3.35%

UCON

+5.77%

Winner

PTLC

+19.16%

5Y(CAGR)

UCON

+2.78%

Winner

PTLC

+11.17%

10Y(CAGR)

UCON

N/A

PTLC

+11.22%

Max(CAGR)

UCON

+3.69%

Winner

PTLC

+37.27%

UCON vs PTLC - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	UCON	PTLC
2026	+0.28%	+3.10%
2025	+7.00%	+5.32%
2024	+4.90%	+24.93%
2023	+7.67%	+16.74%
2022	-5.72%	-9.16%
2021	+1.05%	+29.84%
2020	+6.67%	-1.98%
2019	+7.13%	+17.54%
2018	+1.11%	+0.75%
2017	N/A	+20.42%
2016	N/A	+6.02%
2015	N/A	-6.93%
2011	N/A	+0.00%
2010	N/A	+11.11%
2009	N/A	-52.63%
2008	N/A	+900.00%
2007	N/A	+0.00%
2006	N/A	-99.93%
2005	N/A	+100.00%

UCON vs PTLC Drawdown Comparison

The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.

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

The current UCON drawdown is -0.88%. The current PTLC drawdown is -0.18%.

Rank	UCON	PTLC
#1	-15.31% Mar 5, 2020 - Jul 2, 2020	-99.95% Dec 29, 2005 - Jun 12, 2015
#2	-9.60% Sep 14, 2021 - Dec 14, 2023	-26.63% Feb 19, 2020 - Apr 1, 2021
#3	-2.45% Feb 26, 2026 - Mar 26, 2026	-16.31% Jun 23, 2015 - Feb 21, 2017
#4	-1.70% Feb 1, 2024 - May 15, 2024	-15.17% Feb 19, 2025 - Oct 27, 2025
#5	-1.67% Sep 24, 2024 - Feb 24, 2025	-13.47% Dec 29, 2021 - Jun 30, 2023
#6	-1.53% Mar 3, 2025 - May 30, 2025	-10.02% Jan 26, 2018 - Aug 7, 2018
#7	-1.12% Nov 9, 2018 - Jan 10, 2019	-10.02% Jul 31, 2023 - Dec 12, 2023
#8	-1.07% Feb 11, 2021 - May 26, 2021	-9.92% Sep 20, 2018 - Jul 12, 2019
#9	-0.96% Sep 4, 2019 - Oct 1, 2019	-8.77% Jan 27, 2026 - May 6, 2026
#10	-0.88% Feb 24, 2020 - Mar 3, 2020	-8.44% Jul 16, 2024 - Sep 19, 2024
#11	-0.87% Dec 28, 2023 - Jan 12, 2024	-6.06% Jul 26, 2019 - Oct 25, 2019
#12	-0.83% Oct 13, 2020 - Nov 5, 2020	-5.30% Mar 28, 2024 - May 15, 2024
#13	-0.75% Oct 28, 2025 - Nov 25, 2025	-5.08% Sep 2, 2021 - Oct 20, 2021
#14	-0.73% May 15, 2024 - Jun 4, 2024	-5.08% Oct 28, 2025 - Dec 10, 2025
#15	-0.73% Feb 19, 2019 - Mar 6, 2019	-4.22% Dec 6, 2024 - Jan 23, 2025

Correlation

Correlation between UCON and PTLC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2015 - 2026)

UCON vs PTLC dividend yield comparison.

Year	UCON	PTLC
2026	1.45%	0.00%
2025	4.63%	1.06%
2024	4.95%	0.67%
2023	4.75%	1.18%
2022	3.12%	1.26%
2021	2.20%	0.73%
2020	3.14%	1.08%
2019	3.25%	1.10%
2018	1.76%	1.00%
2017	0.00%	0.97%
2016	0.00%	1.08%
2015	0.00%	0.42%