PAMC vs SPY

PAMC vs SPY
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Quick Verdict

SPY has a lower expense ratio. PAMC delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: PAMCMore Diversified: SPY

Side-by-Side Comparison

MetricPAMCSPYWinner
Expense Ratio0.60%0.09%
AUM$55M$821.1B
Dividend Yield1.13%1.01%
Holdings153505
YTD Return+14.50%+12.22%
1Y Return+21.64%+20.83%
3Y Return (annualized)+17.32%+21.70%
5Y Return (annualized)+10.04%+12.98%
Volatility (annualized)18.3%15.3%
Max Drawdown-27.0%-56.5%
Fund FamilyPacer ETFsState Street Investment Management
CategoryEquityEquity
InceptionJun 24, 2020Jan 22, 1993

PAMC vs SPY Performance

Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) is a ETF from Pacer ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year PAMC returned +21.64% while SPY returned +20.83%. Year to date, PAMC is up 14.50% versus a gain of 12.22% for SPY.

Over three years, PAMC compounded at +17.32% per year against +21.70% for SPY; over five years the annualized figures are +10.04% and +12.98% respectively. Across the full 6-year window we track, PAMC has the edge at +15.07% annualized vs +8.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PAMC has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 15.3% for SPY. 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 -27.0% for PAMC and -56.5% for SPY. 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PAMC charges 0.60% per year while SPY charges 0.09%. On a $10,000 position that is $60 vs $9 annually, a gap of $51 per year that compounds over a long holding period. On income, PAMC currently yields 1.13% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

PAMC and SPY share 0 holdings out of 525 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, PAMC or SPY?

PAMC has an expense ratio of 0.60% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, PAMC or SPY?

Over the past year PAMC returned +21.64% vs +20.83% for SPY, so PAMC leads on 1-year performance. Over the longest common window we track (6 years), PAMC annualized +15.07% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, PAMC or SPY?

PAMC has been the more volatile fund at 18.3% annualized versus 15.3% for SPY. Worst drawdown: PAMC -27.0% vs SPY -56.5%.

Should I hold both PAMC and SPY?

PAMC and SPY have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PAMC and SPY?

PAMC and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 525 unique securities.

Which pays a higher dividend, PAMC or SPY?

PAMC yields 1.13% while SPY yields 1.01%, so PAMC currently pays the higher dividend yield.

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