DAUG vs PSFM

DAUG vs PSFM

Which is better, DAUG or PSFM?

PSFM has been ahead.

PSFM has a lower expense ratio. PSFM led over 1Y, 3Y, 5Y and the full window.

Lower Fees: PSFMHigher Returns: PSFM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDAUGPSFM
Expense Ratio0.85%0.49%Best
AUM$439M$26M
Dividend Yield0.00%0.00%
Holdings1014
YTD Return+8.28%+12.97%Best
1Y Return+10.40%+15.45%Best
3Y Return (annualized)+13.06%+14.14%Best
5Y Return (annualized)+7.00%+10.17%Best
Volatility (annualized)7.7%Best9.2%
Max Drawdown-15.3%-14.3%Best
$10,000 over 5 years$14,026$16,230Best
Fund FamilyFirst Trust Portfolios (US)Pacer ETFs
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionNov 6, 2019Mar 31, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 1, 2021 to Oct 12, 2026 (5.5 years).

DAUG vs PSFM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.5 years both funds cover.

Compare DAUG against instead:DAUG vs SPYDAUG vs QQQDAUG vs VOODAUG vs VTIPSFM against:PSFM vs VXUS

DAUG vs PSFM Performance

FT Vest US Equity Deep Buffer ETF - August (DAUG) is an ETF from First Trust Portfolios (US) and Pacer Swan SOS Flex (April) ETF (PSFM) is an ETF from Pacer ETFs. Over the past year DAUG returned +10.40% while PSFM returned +15.45%. Year to date, DAUG is up 8.28% versus a gain of 12.97% for PSFM.

Over three years, DAUG compounded at +13.06% per year against +14.14% for PSFM; over five years the annualized figures are +7.00% and +10.17% respectively. Across the full 6-year window we track, PSFM has the edge at +10.45% annualized vs +6.54%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PSFM has been the more volatile fund, with annualized monthly volatility of 9.2% compared with 7.7% for DAUG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -15.3% for DAUG and -14.3% for PSFM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DAUG charges 0.85% per year while PSFM charges 0.49%. On a $10,000 position that is $85 vs $49 annually, a gap of $36 per year that compounds over a long holding period. On income, DAUG currently yields 0.00% against 0.00% for PSFM.

You are not choosing between two funds in isolation.

Whichever of DAUG and PSFM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DAUGPSFM

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Frequently Asked Questions

Which is cheaper, DAUG or PSFM?

DAUG has an expense ratio of 0.85% while PSFM charges 0.49%. PSFM is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, DAUG or PSFM?

Over the past year DAUG returned +10.40% vs +15.45% for PSFM, so PSFM leads on 1-year performance. Over the longest common window we track (6 years), DAUG annualized +6.54% vs +10.45% for PSFM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DAUG or PSFM?

PSFM has been the more volatile fund at 9.2% annualized versus 7.7% for DAUG. Worst drawdown: DAUG -15.3% vs PSFM -14.3%.

Should I hold both DAUG and PSFM?

DAUG and PSFM have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, DAUG or PSFM?

DAUG yields 0.00% while PSFM yields 0.00%, so PSFM currently pays the higher dividend yield.

Is PSFM better than DAUG?

PSFM has a lower expense ratio. PSFM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.