PTLC vs VYM
PTLC vs VYM
Pacer Trendpilot US Large Cap ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | PTLC | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.04% | |
| AUM | $3.2B | $79.0B | |
| Dividend Yield | 1.01% | 2.86% | |
| Holdings | 506 | 568 | |
| YTD Return | +4.54% | +13.24% | |
| 1Y Return | +12.30% | +23.76% | |
| 3Y Return (annualized) | +11.76% | +16.97% | |
| 5Y Return (annualized) | +9.53% | +12.26% | |
| Volatility (annualized) | 65542.9% | 14.6% | |
| Max Drawdown | -100.0% | -58.8% | |
| Fund Family | Pacer ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 11, 2015 | Nov 10, 2006 |
PTLC vs VYM Performance
Pacer Trendpilot US Large Cap ETF (PTLC) is a ETF from Pacer ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year PTLC returned +12.30% while VYM returned +23.76%. Year to date, PTLC is up 4.54% versus a gain of 13.24% for VYM.
Over three years, PTLC compounded at +11.76% per year against +16.97% for VYM; over five years the annualized figures are +9.53% and +12.26% respectively. Across the full 20-year window we track, PTLC has the edge at +36.83% annualized vs +6.96%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PTLC has been the more volatile fund, with annualized monthly volatility of 65542.9% compared with 14.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -100.0% for PTLC and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at -0.07. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
PTLC charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, PTLC currently yields 1.01% against 2.86% for VYM.
Holdings Overlap
PTLC and VYM share 224 holdings out of 827 unique holdings combined, representing a 33.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in PTLC | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 2.65% | 6.47% | 3.82% |
| JPM | 1.39% | 3.36% | 1.97% |
| XOM | 0.88% | 2.83% | 1.95% |
| JNJ | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
See all 10 holdings PTLC shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, PTLC or VYM?
PTLC has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, PTLC or VYM?
Over the past year PTLC returned +12.30% vs +23.76% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), PTLC annualized +36.83% vs +6.96% for VYM. Past performance does not guarantee future results.
Which is riskier, PTLC or VYM?
PTLC has been the more volatile fund at 65542.9% annualized versus 14.6% for VYM. Worst drawdown: PTLC -100.0% vs VYM -58.8%.
Should I hold both PTLC and VYM?
PTLC and VYM have a monthly-return correlation of -0.07, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PTLC and VYM?
PTLC and VYM share 224 common holdings with a 33.0% weight overlap. Combined, they hold 827 unique securities.
Which pays a higher dividend, PTLC or VYM?
PTLC yields 1.01% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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