XYLD vs PTLC

Comparison between GLOBAL X S&P 500 COVERED CALL ETF (XYLD, ETF) and PACER TRENDPILOT US LARGE CAP ETF (PTLC, ETF).

5-Year PerformancePTLC has outperformed XYLD, delivering a return of +10.7% compared to +7.9%

XYLD vs PTLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XYLD(ETF)	PTLC(ETF)
Net Assets	$3.10B	$3.20B
Expense Ratio	0.60%	0.60%
Max Drawdown	34.69%	99.95%
Sharpe Ratio	1.86	1.30
5Y Beta	0.64	0.59
P/E Ratio	29.10	28.45
Forward P/E	22.23	22.00
5Y Dividends CAGR	0.24%	10.89%
5Y EPS CAGR	28.35%	25.37%
Debt to Equity	33.75%	21.91%
P/S Ratio	3.59	3.62
P/B Ratio	5.54	5.43

Net Assets

XYLD

$3.10B

Winner

PTLC

$3.20B

Expense Ratio

XYLD

0.60%

PTLC

0.60%

Max Drawdown

Winner

XYLD

34.69%

PTLC

99.95%

Sharpe Ratio

Winner

XYLD

1.86

PTLC

1.30

5Y Beta

XYLD

0.64

Winner

PTLC

0.59

P/E Ratio

XYLD

29.10

Winner

PTLC

28.45

Forward P/E

XYLD

22.23

Winner

PTLC

22.00

5Y Dividends CAGR

XYLD

0.24%

Winner

PTLC

10.89%

5Y EPS CAGR

Winner

XYLD

28.35%

PTLC

25.37%

Debt to Equity

XYLD

33.75%

Winner

PTLC

21.91%

P/S Ratio

Winner

XYLD

3.59

PTLC

3.62

P/B Ratio

XYLD

5.54

Winner

PTLC

5.43

XYLD vs PTLC - Holdings Comparison

XYLD and PTLC have 462 common holdings. Overlap is 80.26%

XYLD's top 25 holdings weight is 51.02%. PTLC's top 25 holdings weight is 51.64%.

Rank	XYLD	PTLC
#1	NVIDIA CORP (NVDA) - 7.84%	NVIDIA CORP (NVDA) - 7.83%
#2	APPLE INC (AAPL) - 6.85%	APPLE INC (AAPL) - 6.59%
#3	MICROSOFT CORP (MSFT) - 5.02%	MICROSOFT CORP (MSFT) - 4.98%
#4	AMAZON.COM INC (AMZN) - 4.39%	AMAZON.COM INC (AMZN) - 4.31%
#5	ALPHABET INC CLASS A (GOOGL) - 3.71%	ALPHABET INC CLASS A (GOOGL) - 3.62%
#6	BROADCOM INC (AVGO) - 3.33%	BROADCOM INC (AVGO) - 3.20%
#7	ALPHABET INC CLASS C (GOOG) - 2.95%	ALPHABET INC CLASS C (GOOG) - 2.88%
#8	META PLATFORMS INC CLASS A (META) - 2.17%	META PLATFORMS INC CLASS A (META) - 2.17%
#9	TESLA INC (TSLA) - 1.80%	TESLA INC (TSLA) - 1.79%
#10	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#11	JPMORGAN CHASE & CO (JPM) - 1.37%	JPMORGAN CHASE & CO (JPM) - 1.35%
#12	ELI LILLY AND CO (LLY) - 1.29%	ELI LILLY AND CO (LLY) - 1.24%
#13	MICRON TECHNOLOGY INC (MU) - 1.18%	MICRON TECHNOLOGY INC (MU) - 1.05%
#14	EXXON MOBIL CORP (XOM) - 1.06%	EXXON MOBIL CORP (XOM) - 1.04%
#15	ADVANCED MICRO DEVICES INC (AMD) - 0.95%	WALMART INC (WMT) - 0.93%
#16	WALMART INC (WMT) - 0.94%	ADVANCED MICRO DEVICES INC (AMD) - 0.90%
#17	VISA INC CLASS A (V) - 0.89%	VISA INC CLASS A (V) - 0.89%
#18	JOHNSON & JOHNSON (JNJ) - 0.89%	JOHNSON & JOHNSON (JNJ) - 0.88%
#19	INTEL CORP (INTC) - 0.83%	COSTCO WHOLESALE CORP (COST) - 0.73%
#20	COSTCO WHOLESALE CORP (COST) - 0.74%	INTEL CORP (INTC) - 0.73%
#21	THERMO FISHER SCIENTIFIC INC (TMO) - 0.29%	MASTERCARD INC CLASS A (MA) - 0.67%
#22	SALESFORCE INC (CRM) - 0.29%	CATERPILLAR INC (CAT) - 0.66%
#23	AMERICAN EXPRESS CO (AXP) - 0.28%	NETFLIX INC (NFLX) - 0.62%
#24	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.28%	ABBVIE INC (ABBV) - 0.60%
#25	TJX COMPANIES INC (TJX) - 0.28%	CISCO SYSTEMS INC (CSCO) - 0.59%
Total Holdings	466	507

XYLD vs PTLC - Historical Returns

Returns include dividend reinvestment.

Period	XYLD	PTLC
1 month	+2.58%	+7.26%
3 months	+1.87%	+2.04%
6 months	+6.94%	+3.61%
1 year	+17.04%	+19.37%
5 years(CAGR)	+7.92%	+10.73%
10 years(CAGR)	+8.29%	+11.23%
Max(CAGR)	+8.13%	+37.29%

XYLD

+2.58%

Winner

PTLC

+7.26%

XYLD

+1.87%

Winner

PTLC

+2.04%

Winner

XYLD

+6.94%

PTLC

+3.61%

XYLD

+17.04%

Winner

PTLC

+19.37%

5Y(CAGR)

XYLD

+7.92%

Winner

PTLC

+10.73%

10Y(CAGR)

XYLD

+8.29%

Winner

PTLC

+11.23%

Max(CAGR)

XYLD

+8.13%

Winner

PTLC

+37.29%

XYLD vs PTLC - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	XYLD	PTLC
2026	+3.37%	+3.28%
2025	+8.28%	+5.32%
2024	+19.45%	+24.93%
2023	+11.03%	+16.74%
2022	-12.48%	-9.16%
2021	+20.21%	+29.84%
2020	-1.44%	-1.98%
2019	+20.99%	+17.54%
2018	-7.25%	+0.75%
2017	+16.08%	+20.42%
2016	+8.87%	+6.02%
2015	+0.47%	-6.93%
2014	+8.61%	N/A
2013	+13.95%	N/A
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%

XYLD vs PTLC Drawdown Comparison

The maximum drawdown for XYLD was -33.44%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.

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

Rank	XYLD	PTLC
#1	-33.44% Feb 19, 2020 - Mar 15, 2021	-99.95% Dec 29, 2005 - Jun 12, 2015
#2	-18.66% Apr 4, 2022 - Mar 12, 2024	-26.63% Feb 19, 2020 - Apr 1, 2021
#3	-18.10% Sep 20, 2018 - Jul 12, 2019	-16.31% Jun 23, 2015 - Feb 21, 2017
#4	-15.53% Feb 19, 2025 - Oct 20, 2025	-15.17% Feb 19, 2025 - Oct 27, 2025
#5	-12.17% Jun 22, 2015 - Jun 23, 2016	-13.47% Dec 29, 2021 - Jun 30, 2023
#6	-9.10% Jan 26, 2018 - Jul 9, 2018	-10.02% Jan 26, 2018 - Aug 7, 2018
#7	-6.96% Sep 18, 2014 - Nov 24, 2014	-10.02% Jul 31, 2023 - Dec 12, 2023
#8	-6.02% Jan 4, 2022 - Mar 24, 2022	-9.92% Sep 20, 2018 - Jul 12, 2019
#9	-5.79% Jul 26, 2019 - Oct 30, 2019	-8.77% Jan 27, 2026 - May 6, 2026
#10	-5.30% Feb 25, 2026 - Apr 30, 2026	-8.44% Jul 16, 2024 - Sep 19, 2024
#11	-5.26% Jan 15, 2014 - Feb 14, 2014	-6.06% Jul 26, 2019 - Oct 25, 2019
#12	-5.19% Jul 18, 2024 - Aug 15, 2024	-5.30% Mar 28, 2024 - May 15, 2024
#13	-4.63% Jun 23, 2016 - Jul 11, 2016	-5.08% Sep 2, 2021 - Oct 20, 2021
#14	-4.07% Dec 29, 2014 - Feb 13, 2015	-5.08% Oct 28, 2025 - Dec 10, 2025
#15	-3.79% Aug 1, 2013 - Sep 18, 2013	-4.22% Dec 6, 2024 - Jan 23, 2025

Correlation

Correlation between XYLD and PTLC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2013 - 2026)

XYLD vs PTLC dividend yield comparison.

Year	XYLD	PTLC
2026	3.56%	0.00%
2025	10.51%	1.06%
2024	11.54%	0.67%
2023	10.51%	1.18%
2022	13.43%	1.26%
2021	9.07%	0.73%
2020	7.93%	1.08%
2019	5.76%	1.10%
2018	7.12%	1.00%
2017	5.18%	0.97%
2016	3.23%	1.08%
2015	4.65%	0.42%
2014	4.15%	0.00%
2013	2.49%	0.00%