PSMR ranks 3rd and JNEU 46th of 51 funds in the S&P 500 Buffer 15% Category.
JNEU vs PSMR
PSMR −0.25pt a year
0.74%0.49%
JNEU 2.5×the volume
3.14K1.26K
JNEU vs PSMR Performance
+8.8%+12.1%
- JNEU 0.74%
- PSMR 0.49%, better
- JNEU $43M
- PSMR $91M
- JNEU +8.8%
- PSMR +12.1%, better
- JNEU 3
- PSMR 3
- JNEU 3.14K sh, better
- PSMR 1.26K sh
- JNEU $33.57
- PSMR $33.00
ETF.net Grade
| Pillar | JNEU | PSMR |
|---|---|---|
| Cost | C51 | A70Higher |
| Mission | ||
| Risk | F9 | B57Higher |
| Tradability | D27 | D32Higher |
| Holdings | B63 | |
| Durability | D35 | B64Higher |
Rank among S&P 500 Buffer 15% funds
Same Category. JNEU 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
JNEUD
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
JNEU 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.
JNEU vs PSMR Cost
Overpaying JNEU vs PSMR
$4,515
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
JNEU 0.74%
$14,307
PSMR 0.49%
$9,792
Cost over time
Year by year
| Year | JNEU | PSMR | Overpaying |
|---|---|---|---|
| 10 | $1,319 | $883 | $436 |
| 20 | $5,015 | $3,394 | $1,621 |
| 30 | $14,307 | $9,792 | $4,515 |
- 0.74%JNEU
- 0.49%PSMR, cheaper
- Middle half of S&P 500 Buffer 15% funds
- Median 0.79%
PSMR 5th cheapest of 51 funds
JNEU 18th cheapest of 51 funds
JNEU vs PSMR Dividends
- JNEU None
- PSMR None
Distribution history
JNEU vs PSMR Risk
Fall from peak · 5 years
Risk facts
- Volatility
- JNEU 10.6%PSMR 6.0%
- Return per unit of risk
- JNEU 0.70PSMR 1.31
- Worst fall
- JNEU −13.5%PSMR −11.8%
- Market sensitivity
- JNEU 0.90PSMR 0.45
Popular comparisons
- 0.74% · 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.
- 0.74% · 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.
- 0.74% · 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.