DJAN vs PSCW

DJAN vs PSCW

Which is better, DJAN or PSCW?

Each has led over a different period.

PSCW has a lower expense ratio. DJAN led over 3Y, 5Y and the full window, PSCW over 1Y. The two have moved almost in lockstep, correlation 0.90.

Lower Fees: PSCWHigher 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

MetricDJANPSCW
Expense Ratio0.85%0.49%Best
AUM$455M$62M
Dividend Yield0.00%0.00%
Holdings1012
YTD Return+7.90%+10.26%Best
1Y Return+11.42%+12.60%Best
3Y Return (annualized)+12.54%Best+11.95%
5Y Return (annualized)+7.97%Best+7.34%
Volatility (annualized)6.5%Best6.8%
Max Drawdown-9.6%Best-11.9%
$10,000 over 5 years$14,673Best$14,250
Fund FamilyFirst Trust Portfolios (US)Pacer ETFs
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionJan 15, 2021Mar 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).

DJAN vs PSCW 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 DJAN against instead:DJAN vs SPYDJAN vs QQQDJAN vs VOODJAN vs VTIPSCW against:PSCW vs VXUS

DJAN vs PSCW Performance

FT Vest US Equity Deep Buffer ETF - January (DJAN) is an ETF from First Trust Portfolios (US) and Pacer Swan SOS Conservative (April) ETF (PSCW) is an ETF from Pacer ETFs. Over the past year DJAN returned +11.42% while PSCW returned +12.60%. Year to date, DJAN is up 7.90% versus a gain of 10.26% for PSCW.

Over three years, DJAN compounded at +12.54% per year against +11.95% for PSCW; over five years the annualized figures are +7.97% and +7.34% respectively. Across the full 6-year window we track, DJAN has the edge at +7.82% annualized vs +7.42%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PSCW has been the more volatile fund, with annualized monthly volatility of 6.8% compared with 6.5% for DJAN. 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 -9.6% for DJAN and -11.9% for PSCW. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DJAN charges 0.85% per year while PSCW 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, DJAN currently yields 0.00% against 0.00% for PSCW.

You are not choosing between two funds in isolation.

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

DJANPSCW

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Frequently Asked Questions

Which is cheaper, DJAN or PSCW?

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

Which performed better, DJAN or PSCW?

Over the past year DJAN returned +11.42% vs +12.60% for PSCW, so PSCW leads on 1-year performance. Over the longest common window we track (6 years), DJAN annualized +7.82% vs +7.42% for PSCW. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DJAN or PSCW?

PSCW has been the more volatile fund at 6.8% annualized versus 6.5% for DJAN. Worst drawdown: DJAN -9.6% vs PSCW -11.9%.

Should I hold both DJAN and PSCW?

DJAN and PSCW have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, DJAN or PSCW?

DJAN yields 0.00% while PSCW yields 0.00%, so PSCW currently pays the higher dividend yield.

Is PSCW better than DJAN?

PSCW has a lower expense ratio. DJAN led over 3Y, 5Y and the full window, PSCW over 1Y. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.