GJAN vs PSMR
FT Vest US Equity Moderate Buffer ETF - January vs Pacer Swan SOS Moderate (April) ETF
Which is better, GJAN or PSMR?
Each has led over a different period.
PSMR has a lower expense ratio. GJAN led over 3Y and the full window, PSMR over 1Y.
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 | GJAN | PSMR |
|---|---|---|
| Expense Ratio | 0.85% | 0.49%Best |
| AUM | $443M | $91M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 10 | 11 |
| YTD Return | +8.05% | +10.74%Best |
| 1Y Return | +11.35% | +13.07%Best |
| 3Y Return (annualized) | +12.30%Best | +12.01% |
| 5Y Return (annualized) | - | +8.63% |
| Volatility (annualized) | 6.0% | 5.8%Best |
| Max Drawdown | -10.6%Best | -11.8% |
| $10,000 over 3.7 years | $15,199Best | $15,064 |
| Fund Family | First Trust Portfolios (US) | Pacer ETFs |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Jan 20, 2023 | Mar 31, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Jan 25, 2023 to Oct 14, 2026 (3.7 years).
GJAN 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 3.7 years both funds cover.
GJAN vs PSMR Performance
FT Vest US Equity Moderate Buffer ETF - January (GJAN) 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 GJAN returned +11.35% while PSMR returned +13.07%. Year to date, GJAN is up 8.05% versus a gain of 10.74% for PSMR.
Over three years, GJAN compounded at +12.30% per year against +12.01% for PSMR. Across the full 4-year window we track, GJAN has the edge at +11.98% annualized vs +11.71%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GJAN has been the more volatile fund, with annualized monthly volatility of 6.0% compared with 5.8% 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 -10.6% for GJAN 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
GJAN 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, GJAN currently yields 0.00% against 0.00% for PSMR.
You are not choosing between two funds in isolation.
Whichever of GJAN and PSMR 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, GJAN or PSMR?
GJAN 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, GJAN or PSMR?
Over the past year GJAN returned +11.35% vs +13.07% for PSMR, so PSMR leads on 1-year performance. Over the longest common window we track (4 years), GJAN annualized +11.98% vs +11.71% for PSMR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GJAN or PSMR?
GJAN has been the more volatile fund at 6.0% annualized versus 5.8% for PSMR. Worst drawdown: GJAN -10.6% vs PSMR -11.8%.
Should I hold both GJAN and PSMR?
GJAN and PSMR have a monthly-return correlation of 0.89, 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, GJAN or PSMR?
GJAN yields 0.00% while PSMR yields 0.00%, so PSMR currently pays the higher dividend yield.
Is PSMR better than GJAN?
PSMR has a lower expense ratio. GJAN led over 3Y and the full window, PSMR over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.