DFVE vs. PSMD
Compare and contrast key facts about Doubleline Fortune 500 Equal Weight ETF (DFVE) and Pacer Swan SOS Moderate (December) ETF (PSMD).
DFVE and PSMD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFVE is a passively managed fund by DoubleLine that tracks the performance of the Barclays Fortune 500 Equal Weighted Index - Benchmark TR Gross. It was launched on Jan 31, 2024. PSMD is an actively managed fund by Pacer. It was launched on Dec 22, 2020.
Performance
DFVE vs. PSMD - Performance Comparison
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DFVE vs. PSMD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
DFVE Doubleline Fortune 500 Equal Weight ETF | 1.77% | 14.51% | 13.70% |
PSMD Pacer Swan SOS Moderate (December) ETF | -1.77% | 11.45% | 10.63% |
Returns By Period
In the year-to-date period, DFVE achieves a 1.77% return, which is significantly higher than PSMD's -1.77% return.
DFVE
- 1D
- 1.90%
- 1M
- -5.33%
- YTD
- 1.77%
- 6M
- 3.98%
- 1Y
- 16.88%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PSMD
- 1D
- 1.56%
- 1M
- -2.40%
- YTD
- -1.77%
- 6M
- 0.79%
- 1Y
- 11.20%
- 3Y*
- 11.24%
- 5Y*
- 8.15%
- 10Y*
- —
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DFVE vs. PSMD - Expense Ratio Comparison
DFVE has a 0.20% expense ratio, which is lower than PSMD's 0.75% expense ratio.
Return for Risk
DFVE vs. PSMD — Risk / Return Rank
DFVE
PSMD
DFVE vs. PSMD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Doubleline Fortune 500 Equal Weight ETF (DFVE) and Pacer Swan SOS Moderate (December) ETF (PSMD). 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.
| DFVE | PSMD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.12 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.71 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.29 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.53 | -0.12 |
Martin ratioReturn relative to average drawdown | 6.28 | 8.66 | -2.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DFVE | PSMD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.12 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.95 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 1.03 | -0.14 |
Correlation
The correlation between DFVE and PSMD is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DFVE vs. PSMD - Dividend Comparison
DFVE's dividend yield for the trailing twelve months is around 1.49%, while PSMD has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
DFVE Doubleline Fortune 500 Equal Weight ETF | 1.49% | 1.52% | 1.53% | 0.00% | 0.00% | 0.00% |
PSMD Pacer Swan SOS Moderate (December) ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.47% |
Drawdowns
DFVE vs. PSMD - Drawdown Comparison
The maximum DFVE drawdown since its inception was -19.43%, which is greater than PSMD's maximum drawdown of -11.96%. Use the drawdown chart below to compare losses from any high point for DFVE and PSMD.
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Drawdown Indicators
| DFVE | PSMD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.43% | -11.96% | -7.47% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -7.51% | -5.87% |
Max Drawdown (5Y)Largest decline over 5 years | — | -11.96% | — |
Current DrawdownCurrent decline from peak | -5.79% | -2.89% | -2.90% |
Average DrawdownAverage peak-to-trough decline | -2.87% | -1.71% | -1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 1.32% | +1.68% |
Volatility
DFVE vs. PSMD - Volatility Comparison
Doubleline Fortune 500 Equal Weight ETF (DFVE) has a higher volatility of 4.39% compared to Pacer Swan SOS Moderate (December) ETF (PSMD) at 3.10%. This indicates that DFVE's price experiences larger fluctuations and is considered to be riskier than PSMD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFVE | PSMD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 3.10% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 9.63% | 4.39% | +5.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.37% | 10.09% | +8.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.82% | 8.60% | +7.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.82% | 8.56% | +7.26% |