PSMO ranks 1st and QBSF 6th of 51 funds in the S&P 500 Buffer 15% Category.
PSMO vs QBSF
PSMO −0.15pt a year
0.49%0.64%
QBSF 2.7×the volume
7.3K19.9K
PSMO vs QBSF Performance
+10.0%+6.3%
- PSMO 0.49%, better
- QBSF 0.64%
- PSMO $116M
- QBSF $68M
- PSMO +10.0%, better
- QBSF +6.3%
- PSMO 3
- QBSF 3
- PSMO 7.3K sh
- QBSF 19.9K sh, better
- PSMO $33.50
- QBSF $27.61
ETF.net Grade
| Pillar | PSMO | QBSF |
|---|---|---|
| Cost | A70Higher | B58 |
| Mission | A95 | |
| Risk | C54 | B65Higher |
| Tradability | B64Higher | C46 |
| Holdings | C46 | |
| Durability | B66Higher | D35 |
Rank among S&P 500 Buffer 15% funds
Same Category. PSMO 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
PSMOB
QBSFC
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
PSMO 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.
PSMO vs QBSF Cost
Overpaying QBSF vs PSMO
$2,746
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
PSMO 0.49%
$9,792
QBSF 0.64%
$12,538
Cost over time
Year by year
| Year | PSMO | QBSF | Overpaying |
|---|---|---|---|
| 10 | $883 | $1,145 | $262 |
| 20 | $3,394 | $4,375 | $981 |
| 30 | $9,792 | $12,538 | $2,746 |
- 0.49%PSMO, cheaper
- 0.64%QBSF
- Middle half of S&P 500 Buffer 15% funds
- Median 0.79%
PSMO 5th cheapest of 51 funds
QBSF 16th cheapest of 51 funds
PSMO vs QBSF Dividends
- PSMO None
- QBSF None
Distribution history
PSMO vs QBSF Risk
Fall from peak · 5 years
Risk facts
- Volatility
- PSMO 5.9%QBSF 2.3%
- Return per unit of risk
- PSMO 1.31QBSF 1.35
- Worst fall
- PSMO −9.8%QBSF −1.6%
- Market sensitivity
- PSMO 0.41QBSF 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.