PSMR ranks 3rd and CAUG 33rd of 51 funds in the S&P 500 Buffer 15% Category.
CAUG vs PSMR
CAUG −0.19pt a year
0.30%0.49%
PSMR 3.1×the volume
4101.26K
CAUG vs PSMR Performance
−0.4%+0.2%
- CAUG 0.30%, better
- PSMR 0.49%
- CAUG $1M
- PSMR $91M
- CAUG
- PSMR +12.1%
- CAUG 4
- PSMR 3
- CAUG 410 sh
- PSMR 1.26K sh, better
- CAUG $25.21
- PSMR $33.00
ETF.net Grade
| Pillar | CAUG | PSMR |
|---|---|---|
| Cost | A83Higher | A70 |
| Mission | ||
| Risk | C48 | B57Higher |
| Tradability | F14 | D32Higher |
| Holdings | ||
| Durability | F2 | B64Higher |
Rank among S&P 500 Buffer 15% funds
Same Category. CAUG and PSMR are both graded against the same 51 S&P 500 Buffer 15% funds, so their Grades compare head to head.
Our read on each fund
CAUGC
PSMRB
In short
PSMR A 15-point cushion on SPY, reset every April, for 0.49% a year while the typical buffer fund charges more. Pacer and Swan's moderate tier trades away some upside (a cap set each period) for a floor you know going in.
Stated mandate
PSMR The Fund seeks to match the returns of the SPDR S&P 500 ETF Trust up to a predetermined cap while providing a downside buffer over an approximately one-year period.
Why people hold it
Worth knowing
CAUG vs PSMR Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
CAUG vs PSMR Cost
Overpaying PSMR vs CAUG
$3,643
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
CAUG 0.30%
$6,149
PSMR 0.49%
$9,792
Cost over time
Year by year
| Year | CAUG | PSMR | Overpaying |
|---|---|---|---|
| 10 | $545 | $883 | $338 |
| 20 | $2,113 | $3,394 | $1,281 |
| 30 | $6,149 | $9,792 | $3,643 |
- 0.30%CAUG, cheaper
- 0.49%PSMR
- Middle half of S&P 500 Buffer 15% funds
- Median 0.79%
CAUG cheapest of 51 funds
PSMR 5th cheapest of 51 funds
CAUG vs PSMR Dividends
- CAUG None
- PSMR None
Distribution history
CAUG vs PSMR Risk
Fall from peak · 5 years
Risk facts
- Volatility
- CAUG PSMR 6.0%
- Return per unit of risk
- CAUG PSMR 1.31
- Worst fall
- CAUG PSMR −11.8%
- Market sensitivity
- CAUG 0.00PSMR 0.45
CAUG and PSMR in the news
Popular comparisons
- 0.30% · 0.49%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.49% · 0.49%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.30% · 0.49%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.49% · 0.49%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.30% · 0.69%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.49% · 0.69%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
