PAMC vs VTI

PAMC vs VTI

Which is better, PAMC or VTI?

Mid Cap Blend against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. PAMC is less concentrated, with 18.4% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: PAMC

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricPAMCVTI
Expense Ratio0.60%0.03%Best
AUM$54M$666.9B
Dividend Yield1.12%1.03%
Holdings1443,543
YTD Return+10.99%+13.60%Best
1Y Return+14.02%+18.17%Best
3Y Return (annualized)+17.01%+23.04%Best
5Y Return (annualized)+8.74%+12.14%Best
Volatility (annualized)18.3%15.7%Best
Max Drawdown-27.0%-25.4%Best
$10,000 over 5 years$15,204$17,734Best
Top 10 Weight18.4%Best33.3%
Fund FamilyPacer ETFsVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionJun 24, 2020May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: Jun 25, 2020 to Sep 25, 2026 (6.3 years).

PAMC vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.3 years both funds cover.

PAMC vs VTI Performance

Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) is an ETF from Pacer ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year PAMC returned +14.02% while VTI returned +18.17%. Year to date, PAMC is up 10.99% versus a gain of 13.60% for VTI.

Over three years, PAMC compounded at +17.01% per year against +23.04% for VTI; over five years the annualized figures are +8.74% and +12.14% respectively. Across the full 6-year window we track, VTI has the edge at +16.76% annualized vs +14.24%.

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 15.7% for VTI. 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 -25.4% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PAMC charges 0.60% per year while VTI charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, PAMC currently yields 1.12% against 1.03% for VTI.

Holdings Overlap

PAMC already in VTI99.8%
VTI already in PAMC1.6%

99.8% of PAMC's money is in holdings VTI also owns. 1.6% of VTI's money is in holdings PAMC also owns.

Most of PAMC is already inside VTI. Owning both mostly buys the same companies twice.

139 positions in common, counted across the 141 positions we hold weights for in PAMC and 3,463 in VTI, against full books of 144 and 3,543.

What only one of them owns

Our book lists 1,025 positions for VTI that do not appear in our book for PAMC (95.8% of the fund), and 1 for PAMC that do not appear in VTI (0.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in PAMCWeight in VTIDifference
TXNMTxnm Energy Inc2.64%0.01%2.63%
RGAReinsurance Group of America, Incorporated2.28%0.02%2.26%
NLYAnnaly Capital Management Inc2.08%0.02%2.06%
THCTenet Healthcare Corp Common Stock Usd 0.051.90%0.03%1.87%
RNRRenaissancere Holdings Limited1.90%0.02%1.88%
SNXSynnex Technology International Co1.67%0.03%1.64%
DINOHF Sinclair Corp1.67%0.02%1.65%
UNMUnum Group1.52%0.02%1.50%
JLLJones Lang Lasalle Inc.1.37%0.02%1.35%
SSBSouth State Corp1.34%0.01%1.33%

99.8% of PAMC is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

PAMCVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PAMC or VTI?

PAMC has an expense ratio of 0.60% while VTI charges 0.03%. VTI is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, PAMC or VTI?

Over the past year PAMC returned +14.02% vs +18.17% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (6 years), PAMC annualized +14.24% vs +16.76% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PAMC or VTI?

PAMC has been the more volatile fund at 18.3% annualized versus 15.7% for VTI. Worst drawdown: PAMC -27.0% vs VTI -25.4%.

Should I hold both PAMC and VTI?

PAMC and VTI have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between PAMC and VTI?

99.8% of PAMC's money is in holdings VTI also owns. 1.6% of VTI's is in holdings PAMC also owns. They hold 139 positions in common, counted across the 141 positions we hold weights for in PAMC and 3,463 in VTI.

Which pays a higher dividend, PAMC or VTI?

PAMC yields 1.12% while VTI yields 1.03%, so PAMC currently pays the higher dividend yield.

Is VTI better than PAMC?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. PAMC is less concentrated, with 18.4% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.