PSMO ranks 1st and PQXV 33rd of 51 funds in the S&P 500 Buffer 15% Category.
PQXV vs PSMO
PSMO −0.01pt a year
0.50%0.49%
PSMO 6.5×the volume
1.25K8.14K
PQXV vs PSMO Performance
+0.7%+0.9%
- PQXV 0.50%
- PSMO 0.49%, better
- PQXV $4M
- PSMO $117M
- PQXV
- PSMO +10.5%
- PQXV 4
- PSMO 3
- PQXV 1.25K sh
- PSMO 8.14K sh, better
- PQXV $25.33
- PSMO $32.98
ETF.net Grade
| Pillar | PQXV | PSMO |
|---|---|---|
| Cost | A70 | A70 |
| Mission | A95 | |
| Risk | B63Higher | C47 |
| Tradability | F17 | B66Higher |
| Holdings | ||
| Durability | F24 | B66Higher |
Rank among S&P 500 Buffer 15% funds
Same Category. PQXV and PSMO 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
PSMOB
In short
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
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
Worth knowing
PQXV vs PSMO 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 PSMO Cost
Overpaying PQXV vs PSMO
$187
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
PQXV 0.50%
$9,979
PSMO 0.49%
$9,792
Cost over time
Year by year
| Year | PQXV | PSMO | Overpaying |
|---|---|---|---|
| 10 | $900 | $883 | $17 |
| 20 | $3,460 | $3,394 | $66 |
| 30 | $9,979 | $9,792 | $187 |
- 0.50%PQXV
- 0.49%PSMO, cheaper
- Middle half of S&P 500 Buffer 15% funds
- Median 0.79%
PSMO 5th cheapest of 51 funds
PQXV 14th cheapest of 51 funds
PQXV vs PSMO Dividends
- PQXV None
- PSMO None
Distribution history
PQXV vs PSMO Risk
Fall from peak · 5 years
Risk facts
- Volatility
- PQXV PSMO 5.9%
- Return per unit of risk
- PQXV PSMO 1.31
- Worst fall
- PQXV PSMO −9.8%
- Market sensitivity
- PQXV 0.27PSMO 0.41
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.