PSMJ ranks 2nd and PQXV 33rd of 51 funds in the S&P 500 Buffer 15% Category.
PQXV vs PSMJ
PSMJ −0.01pt a year
0.50%0.49%
PSMJ 4.8×the volume
1.25K5.98K
PQXV vs PSMJ Performance
+0.7%−0.5%
- PQXV 0.50%
- PSMJ 0.49%, better
- PQXV $4M
- PSMJ $106M
- PQXV
- PSMJ +8.5%
- PQXV
- PSMJ 0.00%
- PQXV 4
- PSMJ 3
- PQXV 1.25K sh
- PSMJ 5.98K sh, better
- PQXV $25.33
- PSMJ $33.87
ETF.net Grade
| Pillar | PQXV | PSMJ |
|---|---|---|
| Cost | A70 | A70 |
| Mission | ||
| Risk | B63Higher | C53 |
| Tradability | F17 | C48Higher |
| Holdings | ||
| Durability | F24 | B64Higher |
Rank among S&P 500 Buffer 15% funds
Same Category. PQXV and PSMJ 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
PQXVC
PSMJB
In short
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
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
Worth knowing
PQXV vs PSMJ 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.
PQXV vs PSMJ Cost
Overpaying PQXV vs PSMJ
$187
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
PQXV 0.50%
$9,979
PSMJ 0.49%
$9,792
Cost over time
Year by year
| Year | PQXV | PSMJ | Overpaying |
|---|---|---|---|
| 10 | $900 | $883 | $17 |
| 20 | $3,460 | $3,394 | $66 |
| 30 | $9,979 | $9,792 | $187 |
- 0.50%PQXV
- 0.49%PSMJ, cheaper
- Middle half of S&P 500 Buffer 15% funds
- Median 0.79%
PSMJ 5th cheapest of 51 funds
PQXV 14th cheapest of 51 funds
PQXV vs PSMJ Dividends
- PQXV
- PSMJ 0.00%
- PQXV None
- PSMJ None
Distribution history
PQXV vs PSMJ Risk
Fall from peak · 5 years
Risk facts
- Volatility
- PQXV PSMJ 6.3%
- Return per unit of risk
- PQXV PSMJ 1.47
- Worst fall
- PQXV PSMJ −10.9%
- Market sensitivity
- PQXV 0.27PSMJ 0.47
Popular comparisons
- 0.50% · 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.
- 0.50% · 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.
- 0.50% · 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.