HDUS vs. PSMD

Last updated Jun 24, 2026

HDUS (Hartford Disciplined US Equity ETF) and PSMD (Pacer Swan SOS Moderate (December) ETF) are both Large Cap Blend Equities funds. HDUS is passively managed, while PSMD is actively managed. Over the past 3 years, HDUS returned 19.56%/yr vs 12.16%/yr for PSMD. Their correlation of 0.90 suggests significant overlap in exposure. HDUS charges 0.19%/yr vs 0.75%/yr for PSMD.

Performance

HDUS vs. PSMD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Disciplined US Equity ETF (HDUS) and Pacer Swan SOS Moderate (December) ETF (PSMD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, HDUS achieves a 7.80% return, which is significantly higher than PSMD's 4.91% return.

HDUS

• 1D: -0.76%
• 1M: -1.76%
• YTD: 7.80%
• 6M: 6.74%
• 1Y: 22.11%
• 3Y*: 19.56%
• 5Y*: —
• 10Y*: —

PSMD

• 1D: -0.51%
• 1M: -0.09%
• YTD: 4.91%
• 6M: 5.01%
• 1Y: 13.69%
• 3Y*: 12.16%
• 5Y*: 8.98%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

HDUS vs. PSMD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
HDUS Hartford Disciplined US Equity ETF	7.80%	17.17%	23.57%	21.17%	-1.39%
PSMD Pacer Swan SOS Moderate (December) ETF	4.91%	11.45%	12.78%	17.46%	0.59%

Correlation

The correlation between HDUS and PSMD is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.90
Correlation (3Y) Calculated over the trailing 3-year period	0.88
Correlation (All Time) Calculated using the full available price history since Nov 17, 2022	0.90

The correlation between HDUS and PSMD has been stable across timeframes, ranging from 0.88 to 0.90 - a consistent structural relationship.

HDUS vs. PSMD - Sectors Allocation Comparison

Sectors	HDUS	PSMD
Technology	36.4%	34.1%
Financial Services	11.9%	12.6%
Communication Services	11.3%	11.2%
Consumer Cyclical	10.2%	10.6%
Industrials	7.1%	8.0%
Healthcare	6.4%	9.4%
Consumer Defensive	5.4%	5.0%
Real Estate	4.9%	1.9%
Energy	3.0%	3.2%
Utilities	2.1%	2.3%
Basic Materials	1.4%	1.8%

Return for Risk

HDUS vs. PSMD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HDUS

HDUS Risk / Return Rank: 68
HDUS Sharpe Ratio Rank: 67
HDUS Sortino Ratio Rank: 65
HDUS Omega Ratio Rank: 64
HDUS Calmar Ratio Rank: 66
HDUS Martin Ratio Rank: 77

PSMD

PSMD Risk / Return Rank: 81
PSMD Sharpe Ratio Rank: 81
PSMD Sortino Ratio Rank: 86
PSMD Omega Ratio Rank: 87
PSMD Calmar Ratio Rank: 67
PSMD Martin Ratio Rank: 84

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HDUS vs. PSMD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Disciplined US Equity ETF (HDUS) 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.

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.

	HDUS	PSMD	Difference
Sharpe ratio: Return per unit of total volatility	1.97	2.40	-0.43
Sortino ratio: Return per unit of downside risk	2.70	3.55	-0.84
Omega ratio: Gain probability vs. loss probability	1.35	1.49	-0.14
Calmar ratio: Return relative to maximum drawdown	2.97	3.11	-0.14
Martin ratio: Return relative to average drawdown	13.30	16.22	-2.92

HDUS vs. PSMD - Sharpe Ratio Comparison

The current HDUS Sharpe Ratio is 1.97, which is comparable to the PSMD Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of HDUS and PSMD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

HDUS vs. PSMD - Drawdown Comparison

The maximum HDUS drawdown since its inception was -17.94%, which is greater than PSMD's maximum drawdown of -11.96%. Use the drawdown chart below to compare losses from any high point for HDUS and PSMD.

Drawdown Indicators

	HDUS	PSMD	Difference
Max Drawdown Largest peak-to-trough decline	-17.94%	-11.96%	-5.98%
Max Drawdown (1Y) Largest decline over 1 year	-7.48%	-4.42%	-3.06%
Max Drawdown (3Y) Largest decline over 3 years	-17.94%	-10.70%	-7.24%
Max Drawdown (5Y) Largest decline over 5 years	—	-11.96%	—
Current Drawdown Current decline from peak	-3.54%	-0.73%	-2.81%
Average Drawdown Average peak-to-trough decline	-2.03%	-1.65%	-0.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.67%	0.85%	+0.82%

Volatility

HDUS vs. PSMD - Volatility Comparison

Hartford Disciplined US Equity ETF (HDUS) has a higher volatility of 3.82% compared to Pacer Swan SOS Moderate (December) ETF (PSMD) at 1.93%. This indicates that HDUS'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.

Volatility by Period

	HDUS	PSMD	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.82%	1.93%	+1.89%
Volatility (6M) Calculated over the trailing 6-month period	8.70%	4.78%	+3.92%
Volatility (1Y) Calculated over the trailing 1-year period	11.31%	5.75%	+5.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.17%	8.63%	+5.54%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.17%	8.47%	+5.70%

HDUS vs. PSMD - Expense Ratio Comparison

HDUS has a 0.19% expense ratio, which is lower than PSMD's 0.75% expense ratio.

Dividends

HDUS vs. PSMD - Dividend Comparison

HDUS's dividend yield for the trailing twelve months is around 1.36%, while PSMD has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021
HDUS Hartford Disciplined US Equity ETF	1.36%	1.45%	1.58%	1.36%	0.33%	0.00%
PSMD Pacer Swan SOS Moderate (December) ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.47%

Frequently Asked Questions

Can I hold both HDUS and PSMD in my portfolio?

With a correlation of 0.90, HDUS and PSMD move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, HDUS or PSMD?

HDUS has higher volatility (3.82%) compared to PSMD (1.93%). In terms of maximum drawdown, HDUS dropped -17.94% vs PSMD's -11.96%.

Which ETF is better, HDUS or PSMD?

On 3-year performance, HDUS leads with 19.56% vs 12.16% for PSMD. On fees, HDUS is cheaper at 0.19% per year. On volatility, PSMD has been the lower-risk option at 1.93%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, HDUS or PSMD?

Over the 3-year period, HDUS has performed better with a 19.56% return vs 12.16%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, HDUS or PSMD?

HDUS is cheaper with a 0.19% expense ratio, compared with 0.75% for PSMD.

Which ETF pays a higher dividend yield, HDUS or PSMD?

HDUS has the higher dividend yield at 1.36%, compared with 0.00% for PSMD.

What is the main difference between HDUS and PSMD?

They also come from different issuers: Hartford and Pacer. Their fees differ too: 0.19% for HDUS and 0.75% for PSMD.

Which has better risk-adjusted returns?

PSMD currently has the higher Sharpe Ratio (2.40 vs 1.97), 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.