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JULU vs PSMJ

AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF

JULUCCboe

Pacer Swan SOS Moderate (July) ETF

PSMJBCboe

Overlap

Expense ratio

PSMJ −0.25pt a year

JULU0.74%PSMJ0.49%

Avg volume · 30D

JULU 2.8×the volume

JULU18.5KPSMJ6.64K

JULU vs PSMJ Performance

Oct 31, 2025 – Oct 30, 2026

+7.7%JULU+8.2%PSMJ

Oct 31, 2025 to Oct 30, 2026. JULU +7.7%. PSMJ +8.2%. Use the arrow keys to read each point.−5%−2.5%0%2.5%10%Oct 2025Apr 2026Oct 2026
Expense ratio
JULU 0.74%
PSMJ 0.49%, better
Fund size
JULU $80M
PSMJ $108M
1Y total return
JULU +7.7%
PSMJ +8.2%, better
Yield (12M)
JULU No data
PSMJ 0.00%
Holdings
JULU 2
PSMJ 3
Avg volume (30D)
JULU 18.5K sh, better
PSMJ 6.64K sh
NAV per share
JULU $32.53
PSMJ $34.43
52W range

ETF.net Grade

JULU: Cost 51, Risk 9, Mission not scored, Tradability 46, Holdings 61, Durability 41. PSMJ: Cost 70, Risk 46, Mission not scored, Tradability 50, Holdings not scored, Durability 63.
Pillar letters and Scores for JULU, PSMJ, with each pillar’s weight
PillarJULUPSMJ
Cost30% weightC51A70Higher
Mission25% weightNot scoredNot scored
Risk15% weightF9C46Higher
Tradability15% weightC46C50Higher
Holdings10% weightB61Not scored
Durability5% weightC41B63Higher

Rank among S&P 500 Buffer 15% funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. JULU and PSMJ are both graded against the same 51 S&P 500 Buffer 15% funds, so their Grades compare head to head.

S&P 500 Buffer 15%⁠

Category · 51 funds
See all 51 ›

PSMJ ranks 2nd and JULU 25th of 51 funds in the S&P 500 Buffer 15% Category.

  1. Rank 1BPSMOPacer Swan SOS Moderate (October) ETFScore 64
  2. Rank 2BPSMJPacer Swan SOS Moderate (July) ETFScore 59
  3. Rank 3BPSMRPacer Swan SOS Moderate (April) ETFScore 57
  4. Rank 25CGSEPFT Vest U.S. Equity Moderate Buffer ETF - SeptemberScore 42
  5. Rank 25CJULUAllianzIM U.S. Equity Buffer15 Uncapped Jul ETFScore 42
  6. Rank 30CGAUGFT Vest U.S. Equity Moderate Buffer ETF - AugustScore 41

Our read on each fund

ETF.net Research

JULUCAllianzIM U.S. Equity Buffer15 Uncapped Jul ETF

PSMJBPacer Swan SOS Moderate (July) ETF

In short

JULU No data

PSMJ Pacer's July-dated stop on the Swan SOS ladder: FLEX options on SPY that buffer the first 15% of a fall over a roughly one-year period, with upside capped in return. At 0.49%, it undercuts most of the buffer aisle.

Stated mandate

JULU No data

PSMJ The Fund seeks to track 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

JULU No data

  • PSMJ Charges 0.49% a year against a 0.79% median for its buffered-SPY cohort, the same 0.79% Innovator's Power Buffer funds (PJUL, PJAN, POCT) charge for a similar job.
  • The deal is legible: FLEX options on SPY absorb the first 15% of a decline over the outcome period, and match the ETF's gains up to a cap struck each July.paceretfs.compaceretfs.com 2
  • Those FLEX options are customizable exchange-traded contracts settled through the Options Clearing Corporation, and Durango-based Swan Global Management sub-advises the strategy.paceretfs.com
  • One of four Moderate-series funds with staggered start months (PSMD, PSMR, PSMJ, PSMO), so a July reset can be stacked against other entry points rather than standing alone.paceretfs.com

Worth knowing

JULU No data

  • PSMJ The 15% buffer and the cap belong to the full outcome period. Step in mid-period and you inherit whatever cap and buffer remain, not the starting terms.paceretfs.com
  • Thinly traded next to the largest buffer funds, so spreads and limit orders deserve more of your attention at the point of entry.
  • No regular income stream here: the options structure delivers its result through share price rather than distributions.paceretfs.com

Full JULU profile⁠

Full PSMJ profile⁠

JULU vs PSMJ Holdings

As of
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.

JULU vs PSMJ Cost

Overpaying JULU vs PSMJ

$4,515

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • JULU 0.74%

    $14,307

  • PSMJ 0.49%

    $9,792

$10,000
30 years

Cost over time

  • JULU 0.74%
  • PSMJ 0.49%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530JULU $14,307PSMJ $9,792

Year by year

YearJULUPSMJOverpaying
10$1,319$883$436
20$5,015$3,394$1,621
30$14,307$9,792$4,515

Expense ratio

  • 0.74%JULU
  • 0.49%PSMJ, cheaper
  • Middle half of S&P 500 Buffer 15% funds
  • Median 0.79%

PSMJ 5th cheapest of 51 funds

JULU 18th cheapest of 51 funds

JULU vs PSMJ Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
JULU No data
PSMJ 0.00%
Payout (12M)
JULU None
PSMJ None

Distribution history

Per share, 2021, same scale for both

JULUAll JULU payments⁠

No distribution history available.

PSMJ1 paymentAll PSMJ payments⁠
One bar per payment. 1 payment in 2021. Dec 23, 2021 $0.0038. Use the arrow keys to read each point.$0$0.00252021

JULU vs PSMJ Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
JULU 9.7%since Aug 2024PSMJ 6.3%
Return per unit of riskSharpe ratio, 3 years
JULU 0.72since Aug 2024PSMJ 1.47
Worst fallMax drawdown, 5 years
JULU −12.4%since Jul 2024PSMJ −10.9%
Market sensitivityBeta, 5 years
JULU 0.80PSMJ 0.47

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