PSMJ ranks 2nd and QBSF 6th of 51 funds in the S&P 500 Buffer 15% Category.
PSMJ vs QBSF
PSMJ −0.15pt a year
0.49%0.64%
QBSF 3.0×the volume
6.64K19.9K
PSMJ vs QBSF Performance
+8.2%+6.3%
- PSMJ 0.49%, better
- QBSF 0.64%
- PSMJ $108M
- QBSF $68M
- PSMJ +8.2%, better
- QBSF +6.3%
- PSMJ 0.00%
- QBSF
- PSMJ 3
- QBSF 3
- PSMJ 6.64K sh
- QBSF 19.9K sh, better
- PSMJ $34.43
- QBSF $27.61
ETF.net Grade
| Pillar | PSMJ | QBSF |
|---|---|---|
| Cost | A70Higher | B58 |
| Mission | ||
| Risk | C46 | B65Higher |
| Tradability | C50Higher | C46 |
| Holdings | C46 | |
| Durability | B63Higher | D35 |
Rank among S&P 500 Buffer 15% funds
Same Category. PSMJ and QBSF 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
PSMJB
QBSFC
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
PSMJ vs QBSF 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.
PSMJ vs QBSF Cost
Overpaying QBSF vs PSMJ
$2,746
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
PSMJ 0.49%
$9,792
QBSF 0.64%
$12,538
Cost over time
Year by year
| Year | PSMJ | QBSF | Overpaying |
|---|---|---|---|
| 10 | $883 | $1,145 | $262 |
| 20 | $3,394 | $4,375 | $981 |
| 30 | $9,792 | $12,538 | $2,746 |
- 0.49%PSMJ, cheaper
- 0.64%QBSF
- Middle half of S&P 500 Buffer 15% funds
- Median 0.79%
PSMJ 5th cheapest of 51 funds
QBSF 16th cheapest of 51 funds
PSMJ vs QBSF Dividends
- PSMJ 0.00%
- QBSF
- PSMJ None
- QBSF None
Distribution history
PSMJ vs QBSF Risk
Fall from peak · 5 years
Risk facts
- Volatility
- PSMJ 6.3%QBSF 2.3%
- Return per unit of risk
- PSMJ 1.47QBSF 1.35
- Worst fall
- PSMJ −10.9%QBSF −1.6%
- Market sensitivity
- PSMJ 0.47QBSF 0.15
Popular comparisons
- 0.49% · 0.49%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.64% · 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.
- 0.64% · 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.
- 0.64% · 0.69%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.