DJAN vs PSFD

DJAN vs PSFD

Which is better, DJAN or PSFD?

PSFD has been ahead.

PSFD has a lower expense ratio. PSFD led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.91.

Lower Fees: PSFDHigher Returns: PSFD

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

MetricDJANPSFD
Expense Ratio0.85%0.49%Best
AUM$455M$61M
Dividend Yield0.00%0.00%
Holdings1014
YTD Return+7.90%+9.85%Best
1Y Return+11.42%+13.53%Best
3Y Return (annualized)+12.54%+15.14%Best
5Y Return (annualized)+7.97%+11.69%Best
Volatility (annualized)6.4%Best9.2%
Max Drawdown-9.6%Best-14.9%
$10,000 over 5 years$14,673$17,381Best
Fund FamilyFirst Trust Portfolios (US)Pacer ETFs
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionJan 15, 2021Dec 22, 2020

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 19, 2021 to Oct 14, 2026 (5.7 years).

DJAN vs PSFD 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 5.7 years both funds cover.

Compare DJAN against instead:DJAN vs SPYDJAN vs QQQDJAN vs VOODJAN vs VTIPSFD against:PSFD vs VXUS

DJAN vs PSFD Performance

FT Vest US Equity Deep Buffer ETF - January (DJAN) is an ETF from First Trust Portfolios (US) and Pacer Swan SOS Flex (January) ETF (PSFD) is an ETF from Pacer ETFs. Over the past year DJAN returned +11.42% while PSFD returned +13.53%. Year to date, DJAN is up 7.90% versus a gain of 9.85% for PSFD.

Over three years, DJAN compounded at +12.54% per year against +15.14% for PSFD; over five years the annualized figures are +7.97% and +11.69% respectively. Across the full 6-year window we track, PSFD has the edge at +12.40% annualized vs +7.97%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PSFD has been the more volatile fund, with annualized monthly volatility of 9.2% compared with 6.4% 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 -14.9% for PSFD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.91. 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 PSFD 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 PSFD.

You are not choosing between two funds in isolation.

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

DJANPSFD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DJAN or PSFD?

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

Which performed better, DJAN or PSFD?

Over the past year DJAN returned +11.42% vs +13.53% for PSFD, so PSFD leads on 1-year performance. Over the longest common window we track (6 years), DJAN annualized +7.97% vs +12.40% for PSFD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DJAN or PSFD?

PSFD has been the more volatile fund at 9.2% annualized versus 6.4% for DJAN. Worst drawdown: DJAN -9.6% vs PSFD -14.9%.

Should I hold both DJAN and PSFD?

DJAN and PSFD have a monthly-return correlation of 0.91, 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 PSFD?

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

Is PSFD better than DJAN?

PSFD has a lower expense ratio. PSFD led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.