KRUZ vs. PSMD

Last updated Jun 26, 2026

KRUZ (Unusual Whales Subversive Republican Trading ETF) and PSMD (Pacer Swan SOS Moderate (December) ETF) are both Large Cap Blend Equities funds. Both are actively managed. A 0.59 correlation means they provide meaningful diversification when combined. KRUZ charges 0.83%/yr vs 0.75%/yr for PSMD.

Performance

KRUZ vs. PSMD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Unusual Whales Subversive Republican Trading ETF (KRUZ) and Pacer Swan SOS Moderate (December) ETF (PSMD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

KRUZ

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

PSMD

• 1D: 0.06%
• 1M: -0.30%
• YTD: 4.88%
• 6M: 4.85%
• 1Y: 13.00%
• 3Y*: 12.15%
• 5Y*: 8.96%
• 10Y*: —

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

KRUZ vs. PSMD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
KRUZ Unusual Whales Subversive Republican Trading ETF	0.00%	-1.31%	14.45%	11.39%
PSMD Pacer Swan SOS Moderate (December) ETF	4.88%	11.45%	12.78%	12.21%

Correlation

The correlation between KRUZ and PSMD is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.54
Correlation (All Time) Calculated using the full available price history since Feb 7, 2023	0.59

The correlation between KRUZ and PSMD has been stable across timeframes, ranging from 0.54 to 0.59 - a consistent structural relationship.

KRUZ vs. PSMD - Sectors Allocation Comparison

Sectors	KRUZ	PSMD
Technology	24.2%	34.1%
Financial Services	16.3%	12.6%
Industrials	14.0%	8.0%
Energy	11.8%	3.2%
Healthcare	7.4%	9.4%
Consumer Defensive	6.2%	5.0%
Consumer Cyclical	6.1%	10.6%
Communication Services	6.0%	11.2%
Basic Materials	4.6%	1.8%
Utilities	1.8%	2.3%
Real Estate	1.6%	1.9%

Return for Risk

KRUZ vs. PSMD — Risk / Return Rank

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

KRUZ

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

PSMD

PSMD Risk / Return Rank: 82
PSMD Sharpe Ratio Rank: 82
PSMD Sortino Ratio Rank: 86
PSMD Omega Ratio Rank: 87
PSMD Calmar Ratio Rank: 67
PSMD Martin Ratio Rank: 85

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.

KRUZ vs. PSMD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Unusual Whales Subversive Republican Trading ETF (KRUZ) 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.

	KRUZ	PSMD	Difference
Sharpe ratio: Return per unit of total volatility	—	2.29	—
Sortino ratio: Return per unit of downside risk	—	3.38	—
Omega ratio: Gain probability vs. loss probability	—	1.47	—
Calmar ratio: Return relative to maximum drawdown	—	2.95	—
Martin ratio: Return relative to average drawdown	—	15.35	—

Drawdowns

Drawdown Indicators

	KRUZ	PSMD	Difference
Max Drawdown Largest peak-to-trough decline	—	-11.96%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-4.42%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-10.70%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-11.96%	—
Current Drawdown Current decline from peak	—	-0.76%	—
Average Drawdown Average peak-to-trough decline	—	-1.65%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.85%	—

Volatility

Volatility by Period

	KRUZ	PSMD	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.92%	—
Volatility (6M) Calculated over the trailing 6-month period	—	4.78%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	5.70%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	8.63%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	8.46%	—

KRUZ vs. PSMD - Expense Ratio Comparison

KRUZ has a 0.83% expense ratio, which is higher than PSMD's 0.75% expense ratio.

Dividends

KRUZ vs. PSMD - Dividend Comparison

Neither KRUZ nor PSMD has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021
KRUZ Unusual Whales Subversive Republican Trading ETF	0.00%	0.00%	0.57%	1.01%	0.00%	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 KRUZ and PSMD in my portfolio?

KRUZ and PSMD have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, KRUZ or PSMD?

On fees, PSMD is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, KRUZ or PSMD?

PSMD is cheaper with a 0.75% expense ratio, compared with 0.83% for KRUZ.

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

KRUZ and PSMD have nearly identical dividend yields, around 0.00%.

What is the main difference between KRUZ and PSMD?

They also come from different issuers: Subversive and Pacer. Their fees differ too: 0.83% for KRUZ and 0.75% for PSMD.