PMSE ranks 2nd and FEBM 15th of 20 funds in the S&P 500 Max Buffer Category.
FEBM vs PMSE
0.0%by weight
PMSE −0.35pt a year
0.85%0.50%
PMSE 1.2×the volume
2.1K2.61K
FEBM vs PMSE Performance
+5.7%+5.1%
- FEBM 0.85%
- PMSE 0.50%, better
- FEBM $46M
- PMSE $7M
- FEBM +5.7%, better
- PMSE +5.1%
- FEBM 3
- PMSE 4
- FEBM 2.1K sh
- PMSE 2.61K sh, better
- FEBM $31.78
- PMSE $26.69
ETF.net Grade
| Pillar | FEBM | PMSE |
|---|---|---|
| Cost | F21 | A76Higher |
| Mission | ||
| Risk | C51Higher | C45 |
| Tradability | B57Higher | D37 |
| Holdings | ||
| Durability | B69Higher | F24 |
Rank among S&P 500 Max Buffer funds
Same Category. FEBM and PMSE are both graded against the same 20 S&P 500 Max Buffer funds, so their Grades compare head to head.
FEBM vs PMSE Holdings
How FEBM and PMSE differ
0.0%
Shared holdings make up 0.0% of FEBM and 0.0% of PMSE.
Level by level
- Holdings0.0%
Sector
No Sector split for FEBM and PMSE.
Country, concentration and asset class
Country
| Country | More in FEBMMore in PMSE | FEBM | PMSE |
|---|---|---|---|
| United States | Same weight | 99.5% | 99.5% |
| Switzerland | Same weight | 0.3% | 0.3% |
| China | Same weight | 0.1% | 0.1% |
| Mexico | Same weight | 0.1% | 0.1% |
| Ireland | Same weight | 0.0% | 0.0% |
| United Kingdom | Same weight | 0.0% | 0.0% |
Concentration
- FEBM106.2%
- PMSE102.9%
- FEBM2
- PMSE3
Asset class
- FEBM
- Multi-Asset
- PMSE
- Alternatives
Holdings
- Only in FEBM2
- In both0
- Only in PMSE3
Only in FEBM
2 securities, 100% of FEBM by weight
- 2027-02-19 State Street® SPDR® S&P 500® ETF Trust C 6.87104.31%
- 2027-02-19 State Street® SPDR® S&P 500® ETF Trust P 689.411.32%
Only in PMSE
3 securities, 100% of PMSE by weight
- 4SPY Us 08/31/27 C15.3495.64%
- 4SPY Us 08/31/27 P767.055.27%
- Net Current Assets<0.01%
Weight gaps
FEBM and PMSE share no securities.
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.
FEBM vs PMSE Cost
Overpaying FEBM vs PMSE
$6,220
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
FEBM 0.85%
$16,199
PMSE 0.50%
$9,979
Cost over time
Year by year
| Year | FEBM | PMSE | Overpaying |
|---|---|---|---|
| 10 | $1,508 | $900 | $608 |
| 20 | $5,706 | $3,460 | $2,246 |
| 30 | $16,199 | $9,979 | $6,220 |
- 0.85%FEBM
- 0.50%PMSE, cheaper
- Middle half of S&P 500 Max Buffer funds
- Median 0.52%
PMSE cheapest of 20 funds
FEBM 12th cheapest of 20 funds
FEBM vs PMSE Dividends
- FEBM None
- PMSE None
Distribution history
FEBM vs PMSE Risk
Fall from peak · 5 years
Risk facts
- Volatility
- FEBM 2.4%PMSE 2.2%
- Return per unit of risk
- FEBM 0.88PMSE 0.55
- Worst fall
- FEBM −2.6%PMSE −1.4%
- Market sensitivity
- FEBM 0.17PMSE 0.16
Popular comparisons
- 0.85% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.50% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.50% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.50% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.