BOUT vs PTMC

BOUTDCapForce IBD Breakout Opportunities ETF

PTMCAPacer Trendpilot US Mid Cap ETF

In short

BOUT An index fund for the chart-watching crowd: BOUT follows the IBD Breakout Stocks Index, a roughly 50-stock growth screen drawn from Investor's Business Daily's Composite Ranking, wrapped in a plain vanilla ETF.

PTMC A mid-cap index fund with a seatbelt built in. PTMC tracks a rules-based trend index that shifts the portfolio between roughly 400 US mid-cap stocks and defensive positioning, with no manager judgment in the loop. Running since 2015.

Stated mandate

BOUT The Fund seeks to track, before fees and expenses, the performance of the IBD Breakout Stocks Index. It normally invests at least 80% of net assets in the Index’s equity securities and generally holds them in index weights.

PTMC The Fund seeks to track, before fees and expenses, the total return of the Pacer Trendpilot US Mid Cap Index.

Why people hold it

• BOUT Rules first, hunches never: it tracks the IBD Breakout Stocks Index and holds the names at index weights, with at least 80% of net assets in them.
• About 50 holdings, screened on IBD's Composite Ranking, so a growth name actually moves the fund instead of vanishing inside a thousand-stock benchmark.
• Trading since 2018 as a standard 1940 Act ETF, so the screen has run through a multi-year stretch of markets under one published mandate.

• PTMC The trend rules do the deciding, not a portfolio manager's gut: the index itself dictates when to hold mid-cap equities and when to shift defensive.paceretfs.com
• Under the overlay sits a plain, broad basket of roughly 400 US mid caps, not a handful of concentrated picks.
• Live since 2015, so the signal has run through real market drawdowns and recoveries rather than a backtest.

Worth knowing

• BOUT 0.80% a year is active-fund pricing on an index product. The broad trackers it competes with (SCHK, VOOV and company) charge a sliver of that, and BOUT sits in the group's lower tier on cost.
• Small asset base, light trading. Spreads can run wide, so how you enter and exit matters more here than with a mega-cap index fund.
• A concentrated growth screen rides rougher than a total-market fund, and cash comes back once or twice a year rather than quarterly.

• PTMC The 0.60% fee buys the rules, not more stocks. Plain index wrappers in the same peer group, like VXF at 0.05%, simply hold the market and skip the overlay.
• Trend systems move on sustained direction, so a sharp drop and fast snapback can whipsaw the signal in both directions.paceretfs.com
• It trades lightly next to vanilla mid-cap index funds, which tends to mean wider bid-ask spreads at the moment of the trade.

Full BOUT profile⁠

Full PTMC profile⁠