DAUG vs PSMR

DAUG vs PSMR

Which is better, DAUG or PSMR?

Each has led over a different period.

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

Lower Fees: PSMRHigher Returns: split

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

MetricDAUGPSMR
Expense Ratio0.85%0.49%Best
AUM$446M$91M
Dividend Yield0.00%0.00%
Holdings1011
YTD Return+7.66%+10.74%Best
1Y Return+9.87%+13.07%Best
3Y Return (annualized)+12.57%Best+12.01%
5Y Return (annualized)+6.73%+8.63%Best
Volatility (annualized)7.7%7.3%Best
Max Drawdown-15.3%-11.8%Best
$10,000 over 5 years$13,849$15,127Best
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 14, 2026 (5.5 years).

DAUG 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 5.5 years both funds cover.

Compare DAUG against instead:DAUG vs SPYDAUG vs QQQDAUG vs VOODAUG vs VTIPSMR against:PSMR vs VXUS

DAUG vs PSMR Performance

FT Vest US Equity Deep Buffer ETF - August (DAUG) is an ETF from First Trust Portfolios (US) and Pacer Swan SOS Moderate (April) ETF (PSMR) is an ETF from Pacer ETFs. Over the past year DAUG returned +9.87% while PSMR returned +13.07%. Year to date, DAUG is up 7.66% versus a gain of 10.74% for PSMR.

Over three years, DAUG compounded at +12.57% per year against +12.01% for PSMR; over five years the annualized figures are +6.73% and +8.63% respectively. Across the full 6-year window we track, PSMR has the edge at +8.78% annualized vs +6.42%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DAUG has been the more volatile fund, with annualized monthly volatility of 7.7% compared with 7.3% for PSMR. 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 -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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DAUG charges 0.85% per year while PSMR 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 PSMR.

You are not choosing between two funds in isolation.

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

DAUGPSMR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DAUG or PSMR?

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

Which performed better, DAUG or PSMR?

Over the past year DAUG returned +9.87% vs +13.07% for PSMR, so PSMR leads on 1-year performance. Over the longest common window we track (6 years), DAUG annualized +6.42% vs +8.78% for PSMR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DAUG or PSMR?

DAUG has been the more volatile fund at 7.7% annualized versus 7.3% for PSMR. Worst drawdown: DAUG -15.3% vs PSMR -11.8%.

Should I hold both DAUG and PSMR?

DAUG and PSMR 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 PSMR?

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

Is PSMR better than DAUG?

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