BUFM vs PSMR

BUFM vs PSMR

Which is better, BUFM or PSMR?

PSMR has been ahead.

PSMR has a lower expense ratio. PSMR led over 1Y and the full window.

Lower Fees: PSMRHigher Returns: PSMR

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

MetricBUFMPSMR
Expense Ratio0.69%0.49%Best
AUM$492M$91M
Dividend Yield0.00%0.00%
Holdings711
YTD Return+4.67%+10.74%Best
1Y Return+7.70%+13.07%Best
3Y Return (annualized)-+12.01%
5Y Return (annualized)-+8.63%
Volatility (annualized)5.3%Best5.5%
Max Drawdown-9.4%Best-11.8%
$10,000 over 1.8 years$11,674$11,680Best
Fund FamilyAllianceBernstein L.P.Pacer ETFs
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionDec 9, 2024Mar 31, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 10, 2024 to Oct 14, 2026 (1.8 years).

BUFM vs PSMR 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 1.8 years both funds cover.

Compare BUFM against instead:BUFM vs SPYBUFM vs QQQBUFM vs VOOBUFM vs VTIPSMR against:PSMR vs VXUS

BUFM vs PSMR Performance

AB Moderate Buffer ETF (BUFM) is an ETF from AllianceBernstein L.P. and Pacer Swan SOS Moderate (April) ETF (PSMR) is an ETF from Pacer ETFs. Over the past year BUFM returned +7.70% while PSMR returned +13.07%. Year to date, BUFM is up 4.67% versus a gain of 10.74% for PSMR.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PSMR has been the more volatile fund, with annualized monthly volatility of 5.5% compared with 5.3% for BUFM. 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 -9.4% for BUFM and -11.8% for PSMR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BUFM charges 0.69% per year while PSMR charges 0.49%. On a $10,000 position that is $69 vs $49 annually, a gap of $20 per year that compounds over a long holding period. On income, BUFM currently yields 0.00% against 0.00% for PSMR.

You are not choosing between two funds in isolation.

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

BUFMPSMR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BUFM or PSMR?

BUFM has an expense ratio of 0.69% while PSMR charges 0.49%. PSMR is the cheaper option, by $20 a year on a $10,000 investment.

Which performed better, BUFM or PSMR?

Over the past year BUFM returned +7.70% vs +13.07% for PSMR, so PSMR leads on 1-year performance. Over the longest common window we track (2 years), BUFM annualized +8.98% vs +9.01% for PSMR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFM or PSMR?

PSMR has been the more volatile fund at 5.5% annualized versus 5.3% for BUFM. Worst drawdown: BUFM -9.4% vs PSMR -11.8%.

Should I hold both BUFM and PSMR?

BUFM and PSMR have a monthly-return correlation of 0.64, 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, BUFM or PSMR?

BUFM yields 0.00% while PSMR yields 0.00%, so PSMR currently pays the higher dividend yield.

Is PSMR better than BUFM?

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