AOM vs. PSFF
AOM (iShares Core Moderate Allocation ETF) and PSFF (Pacer Swan SOS Fund of Funds ETF) are both exchange-traded funds - AOM is a Diversified Portfolio fund tracking the S&P Target Risk Moderate, while PSFF is a Defined Outcome fund actively managed by Pacer. AOM is passively managed, while PSFF is actively managed. Over the past 5 years, AOM returned 4.70%/yr vs 9.19%/yr for PSFF. A 0.75 correlation means they provide meaningful diversification when combined. AOM charges 0.25%/yr vs 0.75%/yr for PSFF.
Performance
AOM vs. PSFF - Performance Comparison
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Returns By Period
In the year-to-date period, AOM achieves a 4.79% return, which is significantly lower than PSFF's 5.44% return.
AOM
- 1D
- 0.22%
- 1M
- -0.06%
- YTD
- 4.79%
- 6M
- 4.29%
- 1Y
- 12.57%
- 3Y*
- 10.68%
- 5Y*
- 4.70%
- 10Y*
- 6.41%
PSFF
- 1D
- 0.12%
- 1M
- -0.03%
- YTD
- 5.44%
- 6M
- 5.41%
- 1Y
- 13.29%
- 3Y*
- 12.41%
- 5Y*
- 9.19%
- 10Y*
- —
AOM vs. PSFF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 4.79% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 0.16% |
PSFF Pacer Swan SOS Fund of Funds ETF | 5.44% | 10.38% | 13.18% | 18.39% | -4.11% | 11.81% | 0.39% |
Correlation
The correlation between AOM and PSFF is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 2020 | 0.75 |
The correlation between AOM and PSFF has been stable across timeframes, ranging from 0.72 to 0.79 - a consistent structural relationship.
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Return for Risk
AOM vs. PSFF — Risk / Return Rank
AOM
PSFF
AOM vs. PSFF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and Pacer Swan SOS Fund of Funds ETF (PSFF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AOM | PSFF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| Sortino ratioReturn per unit of downside risk | -0.84 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.43 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | 3.64 | -1.16 |
| Martin ratioReturn relative to average drawdown | 10.61 | 18.04 | -7.43 |
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Drawdowns
AOM vs. PSFF - Drawdown Comparison
The maximum AOM drawdown since its inception was -19.96%, which is greater than PSFF's maximum drawdown of -10.78%. Use the drawdown chart below to compare losses from any high point for AOM and PSFF.
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Drawdown Indicators
| AOM | PSFF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | -10.78% | -9.18% |
Max Drawdown (1Y)Largest decline over 1 year | -5.11% | -3.67% | -1.44% |
Max Drawdown (3Y)Largest decline over 3 years | -6.85% | -10.78% | +3.93% |
Max Drawdown (5Y)Largest decline over 5 years | -19.96% | -10.78% | -9.18% |
Max Drawdown (10Y)Largest decline over 10 years | -19.96% | — | — |
Current DrawdownCurrent decline from peak | -0.66% | -0.58% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -2.69% | -1.59% | -1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | 0.74% | +0.45% |
Volatility
AOM vs. PSFF - Volatility Comparison
iShares Core Moderate Allocation ETF (AOM) has a higher volatility of 2.71% compared to Pacer Swan SOS Fund of Funds ETF (PSFF) at 1.70%. This indicates that AOM's price experiences larger fluctuations and is considered to be riskier than PSFF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOM | PSFF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.71% | 1.70% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 5.70% | 4.74% | +0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.89% | 5.90% | +0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.21% | 9.24% | -1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.94% | 9.08% | -1.14% |
AOM vs. PSFF - Expense Ratio Comparison
AOM has a 0.25% expense ratio, which is lower than PSFF's 0.75% expense ratio.
Dividends
AOM vs. PSFF - Dividend Comparison
AOM's dividend yield for the trailing twelve months is around 2.99%, while PSFF has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 2.99% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
PSFF Pacer Swan SOS Fund of Funds ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AOM and PSFF have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AOM has higher volatility (2.71%) compared to PSFF (1.70%). In terms of maximum drawdown, AOM dropped -19.96% vs PSFF's -10.78%.
On 5-year performance, PSFF leads with 9.19% vs 4.70% for AOM. On fees, AOM is cheaper at 0.25% per year. On volatility, PSFF has been the lower-risk option at 1.70%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, PSFF has performed better with a 9.19% return vs 4.70%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AOM is cheaper with a 0.25% expense ratio, compared with 0.75% for PSFF.
AOM has the higher dividend yield at 2.99%, compared with 0.00% for PSFF.
AOM is categorized as Diversified Portfolio, while PSFF is Defined Outcome. They also come from different issuers: iShares and Pacer. Their fees differ too: 0.25% for AOM and 0.75% for PSFF.
PSFF currently has the higher Sharpe Ratio (2.27 vs 1.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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