PSMR ranks 3rd and MNVR 33rd of 51 funds in the S&P 500 Buffer 15% Category.
MNVR vs PSMR
Same figure. Both funds show the same value, so neither comes out ahead.
0.49%0.49%
PSMR 7.0×the volume
1801.26K
MNVR vs PSMR Performance
+2.2%+1.7%
- MNVR 0.49%
- PSMR 0.49%
- MNVR $2M
- PSMR $91M
- MNVR
- PSMR +12.1%
- MNVR 4
- PSMR 3
- MNVR 180 sh
- PSMR 1.26K sh, better
- MNVR $33.55
- PSMR $33.00
ETF.net Grade
| Pillar | MNVR | PSMR |
|---|---|---|
| Cost | A70 | A70 |
| Mission | ||
| Risk | A84Higher | B57 |
| Tradability | D38Higher | D32 |
| Holdings | ||
| Durability | D26 | B64Higher |
Rank among S&P 500 Buffer 15% funds
Same Category. MNVR 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
MNVRC
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
MNVR 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.
MNVR vs PSMR Cost
Same expense ratio
$9,792
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
MNVR 0.49%
$9,792
PSMR 0.49%
$9,792
Cost over time
Year by year
| Year | MNVR | PSMR |
|---|---|---|
| 10 | $883 | $883 |
| 20 | $3,394 | $3,394 |
| 30 | $9,792 | $9,792 |
- 0.49%MNVR
- 0.49%PSMR
- Middle half of S&P 500 Buffer 15% funds
- Median 0.79%
MNVR 5th cheapest of 51 funds
PSMR 5th cheapest of 51 funds
MNVR vs PSMR Dividends
- MNVR None
- PSMR None
Distribution history
MNVR vs PSMR Risk
Fall from peak · 5 years
Risk facts
- Volatility
- MNVR PSMR 6.0%
- Return per unit of risk
- MNVR PSMR 1.31
- Worst fall
- MNVR PSMR −11.8%
- Market sensitivity
- MNVR 0.27PSMR 0.45
Popular comparisons
- 0.49% · 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.
- 0.49% · 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.
- 0.49% · 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.