FJAN vs PSFO
FT Vest US Equity Buffer ETF - January vs Pacer Swan SOS Flex October ETF
Which is better, FJAN or PSFO?
Each has led over a different period.
PSFO has a lower expense ratio. FJAN led over 3Y, PSFO over 1Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90.
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 | FJAN | PSFO |
|---|---|---|
| Expense Ratio | 0.85% | 0.49%Best |
| AUM | $1.5B | $46M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 10 | 13 |
| YTD Return | +9.94% | +11.43%Best |
| 1Y Return | +13.94% | +14.38%Best |
| 3Y Return (annualized) | +15.36%Best | +13.95% |
| 5Y Return (annualized) | +11.20% | +11.56%Best |
| Volatility (annualized) | 9.6% | 8.4%Best |
| Max Drawdown | -13.6% | -12.1%Best |
| $10,000 over 5 years | $17,003 | $17,280Best |
| Fund Family | First Trust Portfolios (US) | Pacer ETFs |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Jan 15, 2021 | Sep 30, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 1, 2021 to Oct 14, 2026 (5 years).
FJAN vs PSFO 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 years both funds cover.
FJAN vs PSFO Performance
FT Vest US Equity Buffer ETF - January (FJAN) is an ETF from First Trust Portfolios (US) and Pacer Swan SOS Flex October ETF (PSFO) is an ETF from Pacer ETFs. Over the past year FJAN returned +13.94% while PSFO returned +14.38%. Year to date, FJAN is up 9.94% versus a gain of 11.43% for PSFO.
Over three years, FJAN compounded at +15.36% per year against +13.95% for PSFO; over five years the annualized figures are +11.20% and +11.56% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FJAN has been the more volatile fund, with annualized monthly volatility of 9.6% compared with 8.4% for PSFO. 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 -13.6% for FJAN and -12.1% for PSFO. 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
FJAN charges 0.85% per year while PSFO 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, FJAN currently yields 0.00% against 0.00% for PSFO.
You are not choosing between two funds in isolation.
Whichever of FJAN and PSFO 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, FJAN or PSFO?
FJAN has an expense ratio of 0.85% while PSFO charges 0.49%. PSFO is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, FJAN or PSFO?
Over the past year FJAN returned +13.94% vs +14.38% for PSFO, so PSFO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FJAN or PSFO?
FJAN has been the more volatile fund at 9.6% annualized versus 8.4% for PSFO. Worst drawdown: FJAN -13.6% vs PSFO -12.1%.
Should I hold both FJAN and PSFO?
FJAN and PSFO 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, FJAN or PSFO?
FJAN yields 0.00% while PSFO yields 0.00%, so PSFO currently pays the higher dividend yield.
Is PSFO better than FJAN?
PSFO has a lower expense ratio. FJAN led over 3Y, PSFO over 1Y, 5Y and the full window. 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.