PSMO vs QQQ
Pacer Swan SOS Moderate October ETF vs Invesco QQQ Trust, Series 1
Which is better, PSMO or QQQ?
Equity-oriented Balanced against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.
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
| Metric | PSMO | QQQ |
|---|---|---|
| Expense Ratio | 0.49% | 0.18%Best |
| AUM | $101M | $483.5B |
| Dividend Yield | 0.00% | 0.44% |
| Holdings | 6 | 107 |
| YTD Return | +8.18% | +17.11%Best |
| 1Y Return | +11.28% | +23.99%Best |
| 3Y Return (annualized) | +12.25% | +24.62%Best |
| 5Y Return (annualized) | +10.19% | +14.23%Best |
| Volatility (annualized) | 6.8%Best | 20.8% |
| Max Drawdown | -9.8%Best | -35.1% |
| $10,000 over 5 years | $16,245 | $19,449Best |
| Fund Family | Pacer ETFs | Invesco (US) |
| Category | Allocation/Balanced | Equity |
| Style | Equity-oriented Balanced | Large Cap Growth |
| Inception | Sep 30, 2021 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 1, 2021 to Sep 9, 2026 (4.9 years).
PSMO vs QQQ 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 4.9 years both funds cover.
PSMO vs QQQ Performance
Pacer Swan SOS Moderate October ETF (PSMO) is an ETF from Pacer ETFs and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year PSMO returned +11.28% while QQQ returned +23.99%. Year to date, PSMO is up 8.18% versus a gain of 17.11% for QQQ.
Over three years, PSMO compounded at +12.25% per year against +24.62% for QQQ; over five years the annualized figures are +10.19% and +14.23% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 20.8% compared with 6.8% for PSMO. 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 -9.8% for PSMO and -35.1% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
PSMO charges 0.49% per year while QQQ charges 0.18%. On a $10,000 position that is $49 vs $18 annually, a gap of $31 per year that compounds over a long holding period. On income, PSMO currently yields 0.00% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 1 holding in PSMO and 102 in QQQ, totalling 0.3% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in PSMO and 102 in QQQ, against full books of 6 and 107.
You are not choosing between two funds in isolation.
Whichever of PSMO and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PSMO or QQQ?
PSMO has an expense ratio of 0.49% while QQQ charges 0.18%. QQQ is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, PSMO or QQQ?
Over the past year PSMO returned +11.28% vs +23.99% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PSMO or QQQ?
QQQ has been the more volatile fund at 20.8% annualized versus 6.8% for PSMO. Worst drawdown: PSMO -9.8% vs QQQ -35.1%.
Should I hold both PSMO and QQQ?
PSMO and QQQ have a monthly-return correlation of 0.87, 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, PSMO or QQQ?
PSMO yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
Is QQQ better than PSMO?
QQQ has a lower expense ratio. QQQ 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.