PTBD was created on 2019-10-22 by Pacer. The fund's investment portfolio concentrates primarily on high yield fixed income. The ETF currently has 145.18m in AUM and 15 holdings. PTBD tracks an index that uses a momentum-driven proprietary strategy that toggles between U.S. High Yield Corporate Bonds and 7-10 Year Treasury Bonds.
AOM was created on 2008-11-04 by iShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. AOM tracks a proprietary index that provides exposure to fixed income securities", with a smaller exposure to equities in order to seek current income", some capital preservation", and modest capital appreciation.
Key Details
Oct 22, 2019
Nov 04, 2008
Fixed Income
Asset Allocation
High Yield
Target Risk
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
SeekingAlpha
Columbia Threadneedle Fixed Income Monitor: June 2025
SeekingAlpha
As we approach the midpoint of 2025, the bond market presents a complex landscape influenced by policy changes and evolving global macroeconomic conditions.
SeekingAlpha
Policy uncertainty and mixed economic signals continue to upend financial markets, generating heightened volatility.
SeekingAlpha
Today we are positioned to capitalize on areas of the credit market, which should benefit from deregulation, such as banks and select investments in the energy industry.
SeekingAlpha
For Diversification, Bonds Are Back
SeekingAlpha
Recent US-China trade developments between caused bond yields to initially soar. TD Asset Management's Alexandra Gorewicz says the bond market has yet to price in any underlying risks.
SeekingAlpha
AOA provides exposure to key U.S. equities, and uses a multi-market approach to spread near-term risks more effectively and reduces the burden on returns for balanced growth.
SeekingAlpha
iShares Core Moderate Allocation ETF offers a conservative 60% fixed income/40% equities allocation. Learn why AOM is a Buy.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CNQ | 0.03% | $65.83B | -11.66% | 5.18% |
LPLA | -0.05% | $29.19B | +30.67% | 0.33% |
OVV | 0.05% | $9.98B | -18.05% | 3.13% |
PINS | -0.11% | $24.32B | -18.43% | 0.00% |
LRN | -0.14% | $6.34B | +106.55% | 0.00% |
SSL | 0.15% | $2.78B | -41.92% | 0.00% |
MSIF | 0.16% | $769.00M | +36.08% | 6.63% |
HQY | -0.19% | $9.07B | +21.67% | 0.00% |
SDRL | 0.21% | $1.79B | -49.40% | 0.00% |
GRPN | 0.23% | $1.37B | +125.16% | 0.00% |
ITOS | -0.25% | $380.82M | -32.95% | 0.00% |
ACMR | 0.28% | $1.65B | +11.80% | 0.00% |
DK | -0.31% | $1.29B | -14.42% | 4.85% |
IEP | 0.35% | $4.47B | -50.30% | 30.36% |
HAL | 0.35% | $17.68B | -39.11% | 3.33% |
KRP | -0.36% | $1.30B | -15.04% | 12.27% |
MGY | 0.38% | $4.42B | -9.47% | 2.46% |
SEAT | -0.40% | $207.76M | -72.17% | 0.00% |
MNOV | 0.41% | $65.23M | -7.64% | 0.00% |
RIG | 0.54% | $2.28B | -51.78% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
PRPO | -16.70% | $16.43M | +109.40% | 0.00% |
KOS | -13.20% | $874.76M | -66.97% | 0.00% |
STNG | -12.10% | $2.06B | -50.30% | 4.00% |
HUSA | -11.59% | $22.94M | -6.82% | 0.00% |
K | -8.93% | $27.41B | +36.96% | 2.88% |
DFDV | -8.45% | $247.94M | +1,821.34% | 0.00% |
ASC | -7.78% | $396.08M | -56.72% | 7.11% |
CTMX | -7.76% | $354.47M | +84.43% | 0.00% |
SAVA | -7.47% | $84.54M | -85.83% | 0.00% |
BTU | -7.41% | $1.54B | -42.72% | 2.32% |
FANG | -7.16% | $40.84B | -30.18% | 3.78% |
CASI | -7.12% | $18.59M | -78.18% | 0.00% |
RLMD | -6.77% | $20.25M | -79.67% | 0.00% |
LPG | -6.60% | $1.07B | -33.40% | 0.00% |
SLP | -6.47% | $339.07M | -65.32% | 0.35% |
NAT | -6.45% | $571.73M | -32.16% | 15.33% |
MVO | -6.15% | $66.13M | -38.96% | 21.90% |
FRO | -6.11% | $3.78B | -34.08% | 8.06% |
AMR | -5.74% | $1.37B | -62.61% | 0.00% |
EOG | -5.71% | $65.93B | -4.03% | 3.14% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VIXY | -71.01% | $165.69M | 0.85% | |
TAIL | -69.40% | $99.76M | 0.59% | |
BTAL | -57.94% | $296.79M | 1.43% | |
IVOL | -29.97% | $349.27M | 1.02% | |
USDU | -20.05% | $162.92M | 0.5% | |
FTSD | -17.66% | $231.79M | 0.25% | |
CLIP | -14.01% | $1.52B | 0.07% | |
UUP | -13.66% | $211.55M | 0.77% | |
KCCA | -13.30% | $105.63M | 0.87% | |
TBLL | -9.37% | $2.13B | 0.08% | |
XHLF | -8.72% | $1.73B | 0.03% | |
XONE | -8.63% | $585.86M | 0.03% | |
BILS | -7.48% | $3.86B | 0.1356% | |
FXY | -5.53% | $815.67M | 0.4% | |
BIL | -5.34% | $42.87B | 0.1356% | |
BILZ | -4.15% | $827.49M | 0.14% | |
CTA | -3.77% | $1.06B | 0.76% | |
SPTS | -3.75% | $5.78B | 0.03% | |
SHYM | -3.31% | $350.04M | 0.35% | |
AGZD | -0.37% | $102.66M | 0.23% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -16.89% | $247.94M | +1,821.34% | 0.00% |
CBOE | -10.53% | $23.98B | +34.66% | 1.10% |
K | -7.07% | $27.41B | +36.96% | 2.88% |
VSA | -6.04% | $8.67M | -15.70% | 0.00% |
NEOG | -5.48% | $1.03B | -69.74% | 0.00% |
HUSA | -4.68% | $22.94M | -6.82% | 0.00% |
KR | -3.92% | $47.56B | +43.04% | 1.79% |
ZCMD | -2.46% | $28.79M | -13.64% | 0.00% |
CME | -1.16% | $99.01B | +39.76% | 3.87% |
LTM | -1.01% | $12.12B | -95.54% | 2.48% |
ED | -0.88% | $35.36B | +9.76% | 3.39% |
STG | -0.56% | $29.06M | -28.79% | 0.00% |
ALHC | 0.02% | $2.74B | +77.11% | 0.00% |
UUU | 0.04% | $6.64M | +78.38% | 0.00% |
BTCT | 0.48% | $18.98M | +37.85% | 0.00% |
AGL | 0.79% | $956.23M | -64.68% | 0.00% |
MVO | 1.14% | $66.13M | -38.96% | 21.90% |
DG | 1.52% | $25.19B | -13.45% | 2.07% |
AWK | 1.89% | $26.90B | +6.78% | 2.27% |
VRCA | 2.12% | $48.34M | -92.83% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ALHC | 0.02% | $2.74B | +77.11% | 0.00% |
UUU | 0.04% | $6.64M | +78.38% | 0.00% |
BTCT | 0.48% | $18.98M | +37.85% | 0.00% |
STG | -0.56% | $29.06M | -28.79% | 0.00% |
AGL | 0.79% | $956.23M | -64.68% | 0.00% |
ED | -0.88% | $35.36B | +9.76% | 3.39% |
LTM | -1.01% | $12.12B | -95.54% | 2.48% |
MVO | 1.14% | $66.13M | -38.96% | 21.90% |
CME | -1.16% | $99.01B | +39.76% | 3.87% |
DG | 1.52% | $25.19B | -13.45% | 2.07% |
AWK | 1.89% | $26.90B | +6.78% | 2.27% |
VRCA | 2.12% | $48.34M | -92.83% | 0.00% |
MKTX | 2.30% | $8.23B | +9.48% | 1.37% |
ZCMD | -2.46% | $28.79M | -13.64% | 0.00% |
LITB | 2.53% | $21.70M | -78.27% | 0.00% |
SRRK | 2.55% | $3.40B | +329.89% | 0.00% |
IMDX | 2.57% | $91.52M | +8.47% | 0.00% |
ASPS | 2.74% | $95.51M | -23.85% | 0.00% |
VSTA | 3.09% | $342.46M | +40.00% | 0.00% |
RLMD | 3.36% | $20.25M | -79.67% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
SAFE | 38.79% | $1.13B | -18.30% | 4.51% |
NMRK | 38.03% | $2.28B | +20.63% | 0.97% |
SBRA | 37.75% | $4.34B | +18.57% | 6.56% |
FNF | 37.39% | $15.53B | +14.39% | 3.50% |
BKH | 36.63% | $4.06B | +2.87% | 4.75% |
FTS | 36.49% | $23.66B | +21.42% | 3.69% |
ARR | 36.47% | $1.36B | -14.45% | 17.34% |
FCPT | 36.15% | $2.72B | +9.85% | 5.20% |
CBRE | 35.62% | $41.55B | +56.41% | 0.00% |
RELX | 35.34% | $98.64B | +17.26% | 1.56% |
NXRT | 35.31% | $839.20M | -16.00% | 5.95% |
SR | 35.28% | $4.30B | +20.02% | 4.27% |
Z | 35.28% | $16.84B | +50.33% | 0.00% |
CSR | 35.16% | $1.01B | -11.19% | 6.25% |
AHR | 35.16% | $5.75B | +146.89% | 2.76% |
JLL | 35.15% | $12.20B | +25.18% | 0.00% |
NGG | 35.15% | $72.07B | +29.44% | 4.20% |
ICE | 35.00% | $104.26B | +32.77% | 1.02% |
WELL | 34.96% | $99.49B | +45.93% | 1.77% |
IX | 34.76% | $25.21B | -0.31% | 10.93% |
PTBD - Pacer Trendpilot US Bond ETF and AOM - iShares Core 40/60 Moderate Allocation ETF have a 0 holding overlap. Which accounts for a 0.0% overlap.
Number of overlapping holdings
0
% of overlapping holdings
0%
Name | Weight in PTBD | Weight in AOM |
---|---|---|
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 82.42% | $101.52B | +48.29% | 0.55% |
BNT | 81.93% | $12.40B | +48.28% | 0.00% |
BLK | 76.00% | $162.33B | +33.09% | 1.96% |
MFC | 75.70% | $54.79B | +20.17% | 3.76% |
NCV | 75.48% | - | - | 6.52% |
MCO | 74.97% | $87.80B | +15.94% | 0.73% |
TRU | 74.95% | $17.03B | +17.66% | 0.50% |
NMAI | 74.92% | - | - | 11.02% |
BX | 73.83% | $183.33B | +22.06% | 2.29% |
SEIC | 73.68% | $11.15B | +38.44% | 1.09% |
JHG | 73.49% | $6.10B | +14.92% | 4.02% |
RITM | 73.08% | $6.04B | +4.49% | 8.92% |
DD | 73.02% | $28.83B | -14.42% | 2.30% |
ITT | 72.74% | $12.43B | +22.27% | 0.85% |
STWD | 72.41% | $6.92B | +7.71% | 9.62% |
IVZ | 72.24% | $7.03B | +4.95% | 5.24% |
TROW | 72.22% | $21.17B | -16.66% | 5.21% |
MKSI | 72.01% | $6.72B | -23.26% | 0.88% |
ANSS | 71.81% | $30.52B | +7.99% | 0.00% |
NCZ | 71.81% | - | - | 6.34% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
JPIB | 64.37% | $885.17M | 0.5% | |
NEAR | 63.24% | $3.31B | 0.25% | |
IGIB | 62.29% | $15.41B | 0.04% | |
ISTB | 62.28% | $4.45B | 0.06% | |
DIAL | 61.87% | $366.43M | 0.29% | |
VCIT | 61.51% | $54.76B | 0.03% | |
SUSB | 61.35% | $987.80M | 0.12% | |
SCHI | 61.25% | $8.95B | 0.03% | |
BSCU | 61.18% | $1.64B | 0.1% | |
JCPB | 60.83% | $6.83B | 0.38% | |
BSCV | 60.81% | $1.05B | 0.1% | |
SPIB | 60.79% | $10.13B | 0.04% | |
GVI | 60.72% | $3.40B | 0.2% | |
IGSB | 60.55% | $21.60B | 0.04% | |
MTBA | 60.42% | $1.38B | 0.17% | |
STXT | 60.40% | $129.73M | 0.49% | |
BIV | 60.26% | $23.34B | 0.03% | |
IBDV | 60.23% | $1.89B | 0.1% | |
AVIG | 60.03% | $1.10B | 0.15% | |
IBDW | 59.83% | $1.57B | 0.1% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
AOR | 95.69% | $2.49B | 0.15% | |
AOK | 94.09% | $653.65M | 0.15% | |
AOA | 94.01% | $2.42B | 0.15% | |
VT | 92.47% | $47.94B | 0.06% | |
SPGM | 92.40% | $1.08B | 0.09% | |
ACWI | 92.22% | $22.04B | 0.32% | |
URTH | 91.64% | $4.94B | 0.24% | |
DFAW | 90.90% | $756.83M | 0.25% | |
HNDL | 90.75% | $685.83M | 0.97% | |
CGBL | 90.71% | $2.51B | 0.33% | |
QDF | 89.75% | $1.84B | 0.37% | |
CGDG | 89.72% | $2.60B | 0.47% | |
XT | 89.54% | $3.39B | 0.46% | |
JQUA | 89.37% | $6.67B | 0.12% | |
SUSA | 89.29% | $3.53B | 0.25% | |
HYG | 89.23% | $17.74B | 0.49% | |
BBHY | 88.95% | $595.73M | 0.07% | |
VTI | 88.90% | $494.80B | 0.03% | |
IWV | 88.85% | $15.69B | 0.2% | |
SCHB | 88.75% | $33.95B | 0.03% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
USDU | -37.03% | $162.92M | 0.5% | |
UUP | -32.76% | $211.55M | 0.77% | |
VIXY | -29.68% | $165.69M | 0.85% | |
UGA | -13.35% | $72.51M | 0.97% | |
BNO | -11.94% | $103.68M | 1% | |
BTAL | -11.71% | $296.79M | 1.43% | |
DBO | -11.56% | $226.76M | 0.77% | |
USO | -11.35% | $1.18B | 0.6% | |
DBE | -11.25% | $52.44M | 0.77% | |
OILK | -9.46% | $71.89M | 0.69% | |
WEAT | -9.37% | $117.15M | 0.28% | |
USL | -8.28% | $42.26M | 0.85% | |
TPMN | -6.33% | $30.81M | 0.65% | |
COMT | -6.22% | $605.97M | 0.48% | |
TAIL | -5.92% | $99.76M | 0.59% | |
PDBC | -5.79% | $4.39B | 0.59% | |
JAAA | -5.32% | $21.75B | 0.2% | |
GSG | -5.24% | $961.35M | 0.75% | |
DBC | -4.73% | $1.22B | 0.87% | |
CCOR | -4.37% | $51.36M | 1.18% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TPMN | 0.16% | $30.81M | 0.65% | |
AGZD | -0.37% | $102.66M | 0.23% | |
WEAT | 0.45% | $117.15M | 0.28% | |
TFLO | 0.67% | $6.83B | 0.15% | |
XBIL | 0.81% | $783.57M | 0.15% | |
GBIL | 1.07% | $6.38B | 0.12% | |
SCHO | 1.59% | $11.46B | 0.03% | |
BSMW | 1.66% | $107.26M | 0.18% | |
UTWO | 2.29% | $379.36M | 0.15% | |
CORN | 3.19% | $44.21M | 0.2% | |
SHYM | -3.31% | $350.04M | 0.35% | |
SPTS | -3.75% | $5.78B | 0.03% | |
CTA | -3.77% | $1.06B | 0.76% | |
VGSH | 3.97% | $22.80B | 0.03% | |
BILZ | -4.15% | $827.49M | 0.14% | |
SGOV | 4.30% | $49.84B | 0.09% | |
ULST | 4.32% | $662.59M | 0.2% | |
SHV | 4.46% | $20.67B | 0.15% | |
IBTG | 4.50% | $1.92B | 0.07% | |
STOT | 4.82% | $253.88M | 0.45% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TBIL | 0.15% | $5.84B | 0.15% | |
ASHR | -0.20% | $1.91B | 0.65% | |
CERY | -0.35% | $460.65M | 0.28% | |
USCI | 0.39% | $242.77M | 1.07% | |
CTA | 0.71% | $1.06B | 0.76% | |
KRBN | 0.72% | $162.36M | 0.85% | |
IEO | 0.80% | $498.48M | 0.4% | |
SOYB | -0.81% | $25.31M | 0.22% | |
CNYA | -0.83% | $205.89M | 0.6% | |
DRLL | 1.02% | $267.85M | 0.41% | |
KBA | 1.22% | $175.97M | 0.56% | |
PXE | 1.29% | $71.77M | 0.63% | |
BIL | -1.33% | $42.87B | 0.1356% | |
AGZD | 1.43% | $102.66M | 0.23% | |
AFIF | 1.47% | $140.90M | 1.11% | |
CORN | -1.57% | $44.21M | 0.2% | |
FXN | 1.65% | $281.92M | 0.62% | |
XOP | 1.70% | $1.97B | 0.35% | |
TFLO | 1.73% | $6.83B | 0.15% | |
CANE | 1.98% | $10.44M | 0.29% |
Pacer Trendpilot US Bond ETF - PTBD is made up of 1186 holdings. iShares Core 40/60 Moderate Allocation ETF - AOM is made up of 8 holdings.
Name | Weight |
---|---|
- | 0.39% |
- | 0.36% |
- | 0.35% |
- | 0.35% |
- | 0.34% |
- | 0.34% |
- | 0.32% |
- | 0.31% |
5 5CPSNW3NT Venture Global LNG Inc. 9.5% | 0.30% |
5 5522002NT CCO Holdings, LLC/ CCO Holdings Capital Corp. 5.13% | 0.30% |
- | 0.28% |
- | 0.28% |
- | 0.27% |
- | 0.27% |
- | 0.26% |
- | 0.26% |
- | 0.26% |
- | 0.26% |
- | 0.26% |
- | 0.26% |
- | 0.25% |
- | 0.25% |
- | 0.24% |
- | 0.24% |
- | 0.23% |
- | 0.23% |
5 5CKMGX2NT Tenet Healthcare Corporation 6.13% | 0.23% |
5 5CQLRN3NT Community Health Systems Incorporated 10.88% | 0.23% |
- | 0.23% |
- | 0.23% |
Name | Weight |
---|---|
I IUSBNT BlackRock Institutional Trust Company N.A. - iShares Core Total USD Bond Market ETF | 48.78% |
I IVVNT BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF | 24.75% |
I IDEVNT iShares Trust - iShares Core MSCI International Developed Markets ETF | 11.26% |
I IAGGNT BlackRock Institutional Trust Company N.A. - iShares International Aggregate Bond Fund | 8.59% |
I IEMGNT BlackRock Institutional Trust Company N.A. - iShares Core MSCI Emerging Markets ETF | 4.51% |
I IJHNT BlackRock Institutional Trust Company N.A. - iShares Core S&P Mid-Cap ETF | 1.38% |
I IJRNT BlackRock Institutional Trust Company N.A. - iShares Core S&P Small-Cap ETF | 0.64% |
- | 0.10% |