OCTB vs. PSMR
OCTB (Aptus October Buffer ETF) and PSMR (Pacer Swan SOS Moderate (April) ETF) are both Defined Outcome funds. Both are actively managed. A 0.77 correlation means they provide meaningful diversification when combined. OCTB charges 0.25%/yr vs 0.61%/yr for PSMR.
Performance
OCTB vs. PSMR - Performance Comparison
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Returns By Period
In the year-to-date period, OCTB achieves a 6.18% return, which is significantly lower than PSMR's 7.68% return.
OCTB
- 1D
- -0.17%
- 1M
- 2.41%
- YTD
- 6.18%
- 6M
- 6.75%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PSMR
- 1D
- -0.15%
- 1M
- 1.54%
- YTD
- 7.68%
- 6M
- 8.38%
- 1Y
- 14.83%
- 3Y*
- 11.71%
- 5Y*
- 8.52%
- 10Y*
- —
OCTB vs. PSMR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OCTB Aptus October Buffer ETF | 6.18% | 2.37% |
PSMR Pacer Swan SOS Moderate (April) ETF | 7.68% | 2.03% |
Correlation
The correlation between OCTB and PSMR is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 15, 2025 | 0.77 |
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Return for Risk
OCTB vs. PSMR — Risk / Return Rank
OCTB
PSMR
OCTB vs. PSMR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus October Buffer ETF (OCTB) and Pacer Swan SOS Moderate (April) ETF (PSMR). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| OCTB | PSMR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 4.23 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.01 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.97 | 1.05 | +0.92 |
Drawdowns
OCTB vs. PSMR - Drawdown Comparison
The maximum OCTB drawdown since its inception was -4.79%, smaller than the maximum PSMR drawdown of -11.78%. Use the drawdown chart below to compare losses from any high point for OCTB and PSMR.
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Drawdown Indicators
| OCTB | PSMR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.79% | -11.78% | +6.99% |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.99% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.78% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -11.78% | — |
Current DrawdownCurrent decline from peak | -0.17% | -0.15% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -0.70% | -1.67% | +0.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.20% | — |
Volatility
OCTB vs. PSMR - Volatility Comparison
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Volatility by Period
| OCTB | PSMR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.71% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.48% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 7.20% | 3.53% | +3.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.20% | 8.48% | -1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.20% | 8.41% | -1.21% |
OCTB vs. PSMR - Expense Ratio Comparison
OCTB has a 0.25% expense ratio, which is lower than PSMR's 0.61% expense ratio.
Dividends
OCTB vs. PSMR - Dividend Comparison
Neither OCTB nor PSMR has paid dividends to shareholders.
Frequently Asked Questions
OCTB and PSMR have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, OCTB is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
OCTB is cheaper with a 0.25% expense ratio, compared with 0.61% for PSMR.
OCTB and PSMR have nearly identical dividend yields, around 0.00%.
They also come from different issuers: Aptus Capital Advisors and Pacer. Their fees differ too: 0.25% for OCTB and 0.61% for PSMR.
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