PSFD vs XYLD
Pacer Swan SOS Flex (January) ETF vs Global X S&P 500 Covered Call ETF
Which is better, PSFD or XYLD?
Each has led over a different period.
PSFD has a lower expense ratio. PSFD led over 3Y, 5Y and the full window, XYLD 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 | PSFD | XYLD |
|---|---|---|
| Expense Ratio | 0.49%Best | 0.60% |
| AUM | $61M | $3.4B |
| Dividend Yield | 0.00% | 10.44% |
| Holdings | 14 | 1,014 |
| YTD Return | +9.85% | +11.42%Best |
| 1Y Return | +13.53% | +18.43%Best |
| 3Y Return (annualized) | +15.14%Best | +13.38% |
| 5Y Return (annualized) | +11.69%Best | +7.59% |
| Volatility (annualized) | 9.2% | 8.7%Best |
| Max Drawdown | -14.9%Best | -18.7% |
| $10,000 over 5 years | $17,381Best | $14,416 |
| Fund Family | Pacer ETFs | Global X by mirae Asset |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Dec 22, 2020 | Jun 21, 2013 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 23, 2020 to Oct 14, 2026 (5.8 years).
PSFD vs XYLD 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 5.8 years both funds cover.
PSFD vs XYLD Performance
Pacer Swan SOS Flex (January) ETF (PSFD) is an ETF from Pacer ETFs and Global X S&P 500 Covered Call ETF (XYLD) is an ETF from Global X by mirae Asset. Over the past year PSFD returned +13.53% while XYLD returned +18.43%. Year to date, PSFD is up 9.85% versus a gain of 11.42% for XYLD.
Over three years, PSFD compounded at +15.14% per year against +13.38% for XYLD; over five years the annualized figures are +11.69% and +7.59% respectively. Across the full 6-year window we track, PSFD has the edge at +12.66% annualized vs +9.06%.
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 8.7% for XYLD. 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 -14.9% for PSFD and -18.7% for XYLD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
PSFD charges 0.49% per year while XYLD charges 0.60%. On a $10,000 position that is $49 vs $60 annually, a gap of $11 per year that compounds over a long holding period. On income, PSFD currently yields 0.00% against 10.44% for XYLD.
You are not choosing between two funds in isolation.
Whichever of PSFD and XYLD 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, PSFD or XYLD?
PSFD has an expense ratio of 0.49% while XYLD charges 0.60%. PSFD is the cheaper option, by $11 a year on a $10,000 investment.
Which performed better, PSFD or XYLD?
Over the past year PSFD returned +13.53% vs +18.43% for XYLD, so XYLD leads on 1-year performance. Over the longest common window we track (6 years), PSFD annualized +12.66% vs +9.06% for XYLD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PSFD or XYLD?
PSFD has been the more volatile fund at 9.2% annualized versus 8.7% for XYLD. Worst drawdown: PSFD -14.9% vs XYLD -18.7%.
Should I hold both PSFD and XYLD?
PSFD and XYLD have a monthly-return correlation of 0.82, 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, PSFD or XYLD?
PSFD yields 0.00% while XYLD yields 10.44%, so XYLD currently pays the higher dividend yield.
Is XYLD better than PSFD?
PSFD has a lower expense ratio. PSFD led over 3Y, 5Y and the full window, XYLD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.