PSCQ vs PSCX

PSCQ vs PSCX

Which is better, PSCQ or PSCX?

Each has led over a different period.

PSCQ led over 1Y, 5Y and the full window, PSCX over 3Y. The two have moved almost in lockstep, correlation 0.92.

Lower Fees: TiedHigher 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

MetricPSCQPSCX
Expense Ratio0.49%Tie0.49%Tie
AUM$48M$47M
Dividend Yield0.00%0.00%
Holdings1212
YTD Return+9.63%Best+8.47%
1Y Return+12.00%Best+11.76%
3Y Return (annualized)+12.33%+12.96%Best
5Y Return (annualized)+9.34%Best+8.68%
Volatility (annualized)6.7%Tie6.7%Tie
Max Drawdown-9.9%Best-10.2%
$10,000 over 5 years$15,628Best$15,162
Fund FamilyPacer ETFsPacer ETFs
CategoryAllocation/BalancedAllocation/Balanced
StyleDebt-oriented balancedDebt-oriented balanced
InceptionSep 30, 2021Dec 22, 2020

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).

PSCQ vs PSCX 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.

Compare PSCQ against instead:PSCQ vs SPYPSCQ vs QQQPSCQ vs VOOPSCQ vs VTIPSCX against:PSCX vs VXUS

PSCQ vs PSCX Performance

Pacer Swan SOS Conservative October ETF (PSCQ) is an ETF from Pacer ETFs and Pacer Swan SOS Conservative (January) ETF (PSCX) is an ETF from Pacer ETFs. Over the past year PSCQ returned +12.00% while PSCX returned +11.76%. Year to date, PSCQ is up 9.63% versus a gain of 8.47% for PSCX.

Over three years, PSCQ compounded at +12.33% per year against +12.96% for PSCX; over five years the annualized figures are +9.34% and +8.68% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PSCQ and PSCX have been equally volatile, both at 6.7% annualized.

The deepest peak-to-trough decline in our data was -9.9% for PSCQ and -10.2% for PSCX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

PSCQ charges 0.49% per year while PSCX charges 0.49%. On a $10,000 position that is $49 vs $49 annually. On income, PSCQ currently yields 0.00% against 0.00% for PSCX.

You are not choosing between two funds in isolation.

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

PSCQPSCX

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Frequently Asked Questions

Which is cheaper, PSCQ or PSCX?

PSCQ has an expense ratio of 0.49% while PSCX charges 0.49%. At the precision these are quoted to, they cost the same.

Which performed better, PSCQ or PSCX?

Over the past year PSCQ returned +12.00% vs +11.76% for PSCX, so PSCQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PSCQ or PSCX?

PSCQ and PSCX have been equally volatile, both at 6.7% annualized. Worst drawdown: PSCQ -9.9% vs PSCX -10.2%.

Should I hold both PSCQ and PSCX?

PSCQ and PSCX have a monthly-return correlation of 0.92, 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, PSCQ or PSCX?

PSCQ yields 0.00% while PSCX yields 0.00%, so PSCX currently pays the higher dividend yield.

Is PSCX better than PSCQ?

PSCQ led over 1Y, 5Y and the full window, PSCX over 3Y. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.