PTLC vs VOO

PTLC vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricPTLCVOOWinner
Expense Ratio0.60%0.03%
AUM$3.4B$997.4B
Dividend Yield1.01%1.08%
Holdings506509
YTD Return+7.11%+12.68%
1Y Return+14.42%+21.87%
3Y Return (annualized)+14.19%+22.06%
5Y Return (annualized)+9.59%+12.95%
Volatility (annualized)65348.8%14.1%
Max Drawdown-100.0%-34.3%
Fund FamilyPacer ETFsVanguard (US)
CategoryEquityEquity
InceptionJun 11, 2015Sep 7, 2010

PTLC vs VOO Performance

Pacer Trendpilot US Large Cap ETF (PTLC) is a ETF from Pacer ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year PTLC returned +14.42% while VOO returned +21.87%. Year to date, PTLC is up 7.11% versus a gain of 12.68% for VOO.

Over three years, PTLC compounded at +14.19% per year against +22.06% for VOO; over five years the annualized figures are +9.59% and +12.95% respectively. Across the full 16-year window we track, PTLC has the edge at +36.87% annualized vs +13.47%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PTLC has been the more volatile fund, with annualized monthly volatility of 65348.8% compared with 14.1% for VOO. 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 -34.3% for VOO. 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 VOO 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, PTLC currently yields 1.01% against 1.08% for VOO.

Holdings Overlap

96.2%overlap

PTLC and VOO share 484 holdings out of 514 unique holdings combined, representing a 96.2% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in PTLCWeight in VOODifference
NVDA7.33%7.51%0.18%
AAPL7.04%6.59%0.45%
MSFT4.50%4.30%0.20%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
MUProProPro
TSLAProProPro
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Frequently Asked Questions

Which is cheaper, PTLC or VOO?

PTLC has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, PTLC or VOO?

Over the past year PTLC returned +14.42% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), PTLC annualized +36.87% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, PTLC or VOO?

PTLC has been the more volatile fund at 65348.8% annualized versus 14.1% for VOO. Worst drawdown: PTLC -100.0% vs VOO -34.3%.

Should I hold both PTLC and VOO?

PTLC and VOO 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 VOO?

PTLC and VOO share 484 common holdings with a 96.2% weight overlap. Combined, they hold 514 unique securities.

Which pays a higher dividend, PTLC or VOO?

PTLC yields 1.01% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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