UFEB ranks 1st and PSCQ 3rd of 19 funds in the S&P 500 Deep Buffer 25-30% Category.
PSCQ vs UFEB
PSCQ −0.30pt a year
0.49%0.79%
UFEB 13.3×the volume
2.47K32.8K
PSCQ +1.7pt
+9.0%+7.3%
PSCQ vs UFEB Performance
+53.5%+42.2%
- PSCQ 0.49%, better
- UFEB 0.79%
- PSCQ $49M
- UFEB $167M
- PSCQ +9.8%, better
- UFEB +9.7%
- PSCQ 3
- UFEB 3
- PSCQ 2.47K sh
- UFEB 32.8K sh, better
- PSCQ $32.20
- UFEB $39.55
ETF.net Grade
| Pillar | PSCQ | UFEB |
|---|---|---|
| Cost | A81Higher | B67 |
| Mission | ||
| Risk | C49 | B64Higher |
| Tradability | C48 | B63Higher |
| Holdings | ||
| Durability | F17 | C45Higher |
Rank among S&P 500 Deep Buffer 25-30% funds
Same Category. PSCQ and UFEB are both graded against the same 19 S&P 500 Deep Buffer 25-30% funds, so their Grades compare head to head.
Our read on each fund
PSCQB
UFEBB
In short
PSCQ A deep buffer with a deductible: you take the first 5% of an S&P 500 slide, then the next 25 points get cushioned, up to a cap reset each October. At 0.49% a year, it is a low-cost way to run that trade.
Stated mandate
PSCQ The Fund seeks to match the returns of the SPDR S&P 500 ETF Trust before fees and expenses up to a predetermined cap while providing a downside buffer over approximately one year.
Why people hold it
Worth knowing
PSCQ vs UFEB 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.
PSCQ vs UFEB Cost
Overpaying UFEB vs PSCQ
$5,382
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
PSCQ 0.49%
$9,792
UFEB 0.79%
$15,174
Cost over time
Year by year
| Year | PSCQ | UFEB | Overpaying |
|---|---|---|---|
| 10 | $883 | $1,405 | $522 |
| 20 | $3,394 | $5,331 | $1,937 |
| 30 | $9,792 | $15,174 | $5,382 |
- 0.49%PSCQ, cheaper
- 0.79%UFEB
- Middle half of S&P 500 Deep Buffer 25-30% funds
- Median 0.85%
PSCQ 3rd cheapest of 19 funds
UFEB 7th cheapest of 19 funds
PSCQ vs UFEB Dividends
- PSCQ None
- UFEB None
Distribution history
PSCQ vs UFEB Risk
Fall from peak · 5 years
- PSCQ
- UFEB
Risk facts
- Volatility
- PSCQ 6.1%UFEB 5.9%, better
- Return per unit of risk
- PSCQ 1.30UFEB 1.43, better
- Worst fall
- PSCQ −9.9%UFEB −9.0%, better
- Market sensitivity
- PSCQ 0.40UFEB 0.46
Popular comparisons
- 0.49% · 0.49%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.49%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.49% · 0.85%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.85%
- 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.
- 0.79% · 0.49%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.