PTMC vs VYM
Pacer Trendpilot US Mid Cap ETF vs Vanguard High Dividend Yield ETF
Which is better, PTMC or VYM?
Mid Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. PTMC is less concentrated, with 7.8% of the fund in its ten largest positions against 26.1%.
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
| Metric | PTMC | VYM |
|---|---|---|
| Expense Ratio | 0.60% | 0.04%Best |
| AUM | $384M | $81.6B |
| Dividend Yield | 1.61% | 2.22% |
| Holdings | 402 | 613 |
| YTD Return | +9.14% | +11.71%Best |
| 1Y Return | +10.30% | +16.24%Best |
| 3Y Return (annualized) | +8.05% | +17.24%Best |
| 5Y Return (annualized) | +2.92% | +11.86%Best |
| Volatility (annualized) | 12.2%Best | 14.0% |
| Max Drawdown | -20.5%Best | -35.7% |
| $10,000 over 5 years | $11,548 | $17,514Best |
| Top 10 Weight | 7.8%Best | 26.1% |
| Fund Family | Pacer ETFs | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | Jun 11, 2015 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Jun 12, 2015 to Sep 16, 2026 (11.3 years).
PTMC vs VYM 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 11.3 years both funds cover.
PTMC vs VYM Performance
Pacer Trendpilot US Mid Cap ETF (PTMC) is an ETF from Pacer ETFs and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year PTMC returned +10.30% while VYM returned +16.24%. Year to date, PTMC is up 9.14% versus a gain of 11.71% for VYM.
Over three years, PTMC compounded at +8.05% per year against +17.24% for VYM; over five years the annualized figures are +2.92% and +11.86% respectively. Across the full 11-year window we track, VYM has the edge at +9.28% annualized vs +4.92%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.0% compared with 12.2% for PTMC. 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 -20.5% for PTMC and -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.59. They move together some of the time, and apart the rest.
Fees and Cost Over Time
PTMC 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, PTMC currently yields 1.61% against 2.22% for VYM.
Holdings Overlap
28.9% of PTMC's money is in holdings VYM also owns. 4.2% of VYM's money is in holdings PTMC also owns.
PTMC and VYM share little of their money.
136 positions in common, counted across the 398 positions we hold weights for in PTMC and 557 in VYM, against full books of 402 and 613.
What only one of them owns
Our book lists 392 positions for VYM that do not appear in our book for PTMC (92.9% of the fund), and 255 for PTMC that do not appear in VYM (67.2%).
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
| Stock | Weight in PTMC | Weight in VYM | Difference |
|---|---|---|---|
| RSReliance Steel & Aluminum Co. | 0.55% | 0.08% | 0.47% |
| OVVOvintiv Inc. | 0.51% | 0.07% | 0.44% |
| PRPermian Resource | 0.51% | 0.07% | 0.44% |
| EWBCEast West Bancorp, Inc. | 0.49% | 0.07% | 0.42% |
| RGAReinsurance Group of America, Incorporated | 0.45% | 0.06% | 0.39% |
| DINOHF Sinclair Corp | 0.44% | 0.06% | 0.38% |
| PNFPPinnacle Financial Partners In Common Stock Usd1.0 | 0.42% | 0.06% | 0.36% |
| EQHEquitable Hldgs Inc. | 0.40% | 0.05% | 0.35% |
| UNMUnum Group | 0.38% | 0.06% | 0.32% |
| DTMDT Midstream Inc | 0.38% | 0.06% | 0.32% |
28.9% of PTMC is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, PTMC or VYM?
PTMC has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, PTMC or VYM?
Over the past year PTMC returned +10.30% vs +16.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), PTMC annualized +4.92% vs +9.28% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PTMC or VYM?
VYM has been the more volatile fund at 14.0% annualized versus 12.2% for PTMC. Worst drawdown: PTMC -20.5% vs VYM -35.7%.
Should I hold both PTMC and VYM?
PTMC and VYM have a monthly-return correlation of 0.59, 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 PTMC and VYM?
28.9% of PTMC's money is in holdings VYM also owns. 4.2% of VYM's is in holdings PTMC also owns. They hold 136 positions in common, counted across the 398 positions we hold weights for in PTMC and 557 in VYM.
Which pays a higher dividend, PTMC or VYM?
PTMC yields 1.61% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than PTMC?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. PTMC is less concentrated, with 7.8% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.