PSFJ vs TBG
Pacer Swan SOS Flex July ETF vs TBG Dividend Focus ETF
Which is better, PSFJ or TBG?
TBG has been ahead.
TBG has a lower expense ratio. TBG led over 1Y, 3Y and the full window.
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 | PSFJ | TBG |
|---|---|---|
| Expense Ratio | 0.49% | 0.45%Best |
| AUM | $58M | $284M |
| Dividend Yield | 0.00% | 2.82% |
| Holdings | 13 | 78 |
| YTD Return | +9.04% | +12.11%Best |
| 1Y Return | +11.77% | +15.30%Best |
| 3Y Return (annualized) | +15.29% | +17.15%Best |
| 5Y Return (annualized) | +11.49% | - |
| Volatility (annualized) | 6.6%Best | 12.3% |
| Max Drawdown | -12.2%Best | -14.8% |
| $10,000 over 2.9 years | $15,191 | $15,825Best |
| Fund Family | Pacer ETFs | EA Series Trust |
| Category | Equity | Equity |
| Style | All Cap Blend | All Cap Blend |
| Inception | Jun 30, 2021 | Nov 6, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 7, 2023 to Oct 14, 2026 (2.9 years).
PSFJ vs TBG 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 2.9 years both funds cover.
PSFJ vs TBG Performance
Pacer Swan SOS Flex July ETF (PSFJ) is an ETF from Pacer ETFs and TBG Dividend Focus ETF (TBG) is an ETF from EA Series Trust. Over the past year PSFJ returned +11.77% while TBG returned +15.30%. Year to date, PSFJ is up 9.04% versus a gain of 12.11% for TBG.
Over three years, PSFJ compounded at +15.29% per year against +17.15% for TBG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TBG has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 6.6% for PSFJ. 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 -12.2% for PSFJ and -14.8% for TBG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.
Fees and Cost Over Time
PSFJ charges 0.49% per year while TBG charges 0.45%. On a $10,000 position that is $49 vs $45 annually, a gap of $4 per year that compounds over a long holding period. On income, PSFJ currently yields 0.00% against 2.82% for TBG.
You are not choosing between two funds in isolation.
Whichever of PSFJ and TBG 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, PSFJ or TBG?
PSFJ has an expense ratio of 0.49% while TBG charges 0.45%. TBG is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, PSFJ or TBG?
Over the past year PSFJ returned +11.77% vs +15.30% for TBG, so TBG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PSFJ or TBG?
TBG has been the more volatile fund at 12.3% annualized versus 6.6% for PSFJ. Worst drawdown: PSFJ -12.2% vs TBG -14.8%.
Should I hold both PSFJ and TBG?
PSFJ and TBG have a monthly-return correlation of 0.58, 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, PSFJ or TBG?
PSFJ yields 0.00% while TBG yields 2.82%, so TBG currently pays the higher dividend yield.
Is TBG better than PSFJ?
TBG has a lower expense ratio. TBG led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.