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JULU vs PSMO

AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF

JULUCCboe

Pacer Swan SOS Moderate (October) ETF

PSMOBCboe

Overlap

Expense ratio

PSMO −0.25pt a year

JULU0.74%PSMO0.49%

Avg volume · 30D

JULU 2.5×the volume

JULU18.5KPSMO7.3K

JULU vs PSMO Performance

Oct 31, 2025 – Oct 30, 2026

+7.7%JULU+10.0%PSMO

Oct 31, 2025 to Oct 30, 2026. JULU +7.7%. PSMO +10.0%. Use the arrow keys to read each point.−5%0%5%Oct 2025Apr 2026Oct 2026
Expense ratio
JULU 0.74%
PSMO 0.49%, better
Fund size
JULU $80M
PSMO $116M
1Y total return
JULU +7.7%
PSMO +10.0%, better
Holdings
JULU 2
PSMO 3
Avg volume (30D)
JULU 18.5K sh, better
PSMO 7.3K sh
NAV per share
JULU $32.53
PSMO $33.50
52W range

ETF.net Grade

JULU: Cost 51, Risk 9, Mission not scored, Tradability 46, Holdings 61, Durability 41. PSMO: Cost 70, Risk 54, Mission 95, Tradability 64, Holdings not scored, Durability 66.
Pillar letters and Scores for JULU, PSMO, with each pillar’s weight
PillarJULUPSMO
Cost30% weightC51A70Higher
Mission25% weightNot scoredA95
Risk15% weightF9C54Higher
Tradability15% weightC46B64Higher
Holdings10% weightB61Not scored
Durability5% weightC41B66Higher

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 PSMO 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 ›

PSMO ranks 1st 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 25CGSEPFT Vest U.S. Equity Moderate Buffer ETF - SeptemberScore 42
  4. Rank 25CJULUAllianzIM U.S. Equity Buffer15 Uncapped Jul ETFScore 42
  5. 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

PSMOBPacer Swan SOS Moderate (October) ETF

In short

JULU No data

PSMO A 15% cushion against SPY's first losses, reset every October, for 0.49% a year. Most defined-outcome funds charge more, and the trade is a cap on the upside that gets set fresh at the start of each period.

Stated mandate

JULU No data

PSMO The fund seeks to track the returns of the SPDR S&P 500 ETF Trust up to a stated cap while buffering the first 15% of losses during an approximately one-year outcome period.

Why people hold it

JULU No data

  • PSMO Charges 0.49% a year versus a 0.79% median across its 15%-buffer peer group, one of the lower-cost ways to own this structure.
  • Pacer's moderate SOS funds (PSMD, PSMR, PSMJ) all price at 0.49%, while the Innovator power-buffer lineup (POCT, PJUL, PJAN) runs 0.79%.
  • The reference asset is the SPDR S&P 500 ETF Trust itself, not an abstract index, so what's being buffered is a fund you can watch tick by tick.paceretfs.com

Worth knowing

JULU No data

  • PSMO Buffer and cap are engineered for the full one-year outcome period running October through September. Buy or sell mid-period and you may get neither in full.paceretfs.com
  • Upside stops at a cap reset each October. A runaway rally in the S&P 500 is the scenario this structure hands back in exchange for the 15% cushion.paceretfs.com
  • One of the quieter tickers in the buffer aisle, so spreads and order type matter more here than with the category's household names.

Full JULU profile⁠

Full PSMO profile⁠

JULU vs PSMO 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 PSMO Cost

Overpaying JULU vs PSMO

$4,515

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

  • JULU 0.74%

    $14,307

  • PSMO 0.49%

    $9,792

$10,000
30 years

Cost over time

  • JULU 0.74%
  • PSMO 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 $14,307PSMO $9,792

Year by year

YearJULUPSMOOverpaying
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%PSMO, cheaper
  • Middle half of S&P 500 Buffer 15% funds
  • Median 0.79%

PSMO 5th cheapest of 51 funds

JULU 18th cheapest of 51 funds

JULU vs PSMO Dividends

Last 12 months to Oct 30, 2026
Payout (12M)
JULU None
PSMO None

Distribution history

JULUAll JULU payments⁠

No distribution history available.

PSMOAll PSMO payments⁠

No distribution history available.

JULU vs PSMO 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 2024PSMO 5.9%
Return per unit of riskSharpe ratio, 3 years
JULU 0.72since Aug 2024PSMO 1.31
Worst fallMax drawdown, 5 years
JULU −12.4%since Jul 2024PSMO −9.8%
Market sensitivityBeta, 5 years
JULU 0.80PSMO 0.41

Popular comparisons

  • JULUCvsPSMJB

    AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF · Pacer Swan SOS Moderate (July) ETF

    Expense ratio
    0.74% · 0.49%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • PSMOBvsPSMJB

    Pacer Swan SOS Moderate (October) ETF · Pacer Swan SOS Moderate (July) ETF

    Expense ratio
    0.49% · 0.49%
    Category
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  • JULUCvsPSMRB

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    Expense ratio
    0.74% · 0.49%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • PSMOBvsPSMRB

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    Expense ratio
    0.49% · 0.49%
    Category
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  • JULUCvsBUFCB

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    Expense ratio
    0.74% · 0.69%
    Category
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  • PSMOBvsBUFCB

    Pacer Swan SOS Moderate (October) ETF · AB Conservative Buffer ETF

    Expense ratio
    0.49% · 0.69%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.