PTNQ vs VOO

PTNQ 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

MetricPTNQVOOWinner
Expense Ratio0.65%0.03%
AUM$1.3B$997.4B
Dividend Yield0.84%1.08%
Holdings104509
YTD Return+9.55%+12.68%
1Y Return+19.34%+21.87%
3Y Return (annualized)+13.27%+22.06%
5Y Return (annualized)+9.64%+12.95%
Volatility (annualized)14.4%14.1%
Max Drawdown-28.1%-34.3%
Fund FamilyPacer ETFsVanguard (US)
CategoryEquityEquity
InceptionJun 11, 2015Sep 7, 2010

PTNQ vs VOO Performance

Pacer Trendpilot 100 ETF (PTNQ) is a ETF from Pacer ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year PTNQ returned +19.34% while VOO returned +21.87%. Year to date, PTNQ is up 9.55% versus a gain of 12.68% for VOO.

Over three years, PTNQ compounded at +13.27% per year against +22.06% for VOO; over five years the annualized figures are +9.64% and +12.95% respectively. Across the full 11-year window we track, VOO has the edge at +13.47% annualized vs +12.43%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PTNQ has been the more volatile fund, with annualized monthly volatility of 14.4% 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 -28.1% for PTNQ 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PTNQ charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, PTNQ currently yields 0.84% against 1.08% for VOO.

Holdings Overlap

54.5%overlap

PTNQ and VOO share 87 holdings out of 520 unique holdings combined, representing a 54.5% weight overlap.

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

Top Shared Holdings

StockWeight in PTNQWeight in VOODifference
NVDA8.09%7.51%0.58%
AAPL7.17%6.59%0.58%
MSFT5.77%4.30%1.47%
AMZNProProPro
GOOGLProProPro
MUProProPro
AVGOProProPro
GOOGProProPro
AMDProProPro
METAProProPro
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Frequently Asked Questions

Which is cheaper, PTNQ or VOO?

PTNQ has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, PTNQ or VOO?

Over the past year PTNQ returned +19.34% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), PTNQ annualized +12.43% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, PTNQ or VOO?

PTNQ has been the more volatile fund at 14.4% annualized versus 14.1% for VOO. Worst drawdown: PTNQ -28.1% vs VOO -34.3%.

Should I hold both PTNQ and VOO?

PTNQ and VOO have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PTNQ and VOO?

PTNQ and VOO share 87 common holdings with a 54.5% weight overlap. Combined, they hold 520 unique securities.

Which pays a higher dividend, PTNQ or VOO?

PTNQ yields 0.84% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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