PSCJ vs. OCTB
PSCJ (Pacer Swan SOS Conservative (July) ETF) and OCTB (Aptus October Buffer ETF) are both Defined Outcome funds. PSCJ is passively managed, while OCTB is actively managed. Their correlation of 0.89 suggests significant overlap in exposure. PSCJ charges 0.61%/yr vs 0.25%/yr for OCTB.
Performance
PSCJ vs. OCTB - Performance Comparison
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Returns By Period
In the year-to-date period, PSCJ achieves a 5.10% return, which is significantly lower than OCTB's 5.38% return.
PSCJ
- 1D
- 0.02%
- 1M
- 0.60%
- YTD
- 5.10%
- 6M
- 4.86%
- 1Y
- 13.51%
- 3Y*
- 13.13%
- 5Y*
- —
- 10Y*
- —
OCTB
- 1D
- -0.13%
- 1M
- -0.12%
- YTD
- 5.38%
- 6M
- 4.91%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PSCJ vs. OCTB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PSCJ Pacer Swan SOS Conservative (July) ETF | 5.10% | 2.24% |
OCTB Aptus October Buffer ETF | 5.38% | 2.37% |
Correlation
The correlation between PSCJ and OCTB is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 14, 2025 | 0.89 |
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Return for Risk
PSCJ vs. OCTB — Risk / Return Rank
PSCJ
OCTB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PSCJ vs. OCTB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Swan SOS Conservative (July) ETF (PSCJ) and Aptus October Buffer ETF (OCTB). 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.
| PSCJ | OCTB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.59 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.26 | — | — |
| Martin ratioReturn relative to average drawdown | 18.39 | — | — |
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Drawdowns
PSCJ vs. OCTB - Drawdown Comparison
The maximum PSCJ drawdown since its inception was -11.87%, which is greater than OCTB's maximum drawdown of -4.79%. Use the drawdown chart below to compare losses from any high point for PSCJ and OCTB.
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Drawdown Indicators
| PSCJ | OCTB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.87% | -4.79% | -7.08% |
Max Drawdown (1Y)Largest decline over 1 year | -4.16% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -11.87% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.94% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -2.17% | -0.69% | -1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.74% | — | — |
Volatility
PSCJ vs. OCTB - Volatility Comparison
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Volatility by Period
| PSCJ | OCTB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.48% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 4.00% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 5.24% | 7.24% | -2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.67% | 7.24% | +1.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.67% | 7.24% | +1.43% |
PSCJ vs. OCTB - Expense Ratio Comparison
PSCJ has a 0.61% expense ratio, which is higher than OCTB's 0.25% expense ratio.
Dividends
PSCJ vs. OCTB - Dividend Comparison
Neither PSCJ nor OCTB has paid dividends to shareholders.
Frequently Asked Questions
PSCJ and OCTB have a correlation of 0.89, 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 PSCJ.
PSCJ and OCTB have nearly identical dividend yields, around 0.00%.
They also come from different issuers: Pacer and Aptus Capital Advisors. Their fees differ too: 0.61% for PSCJ and 0.25% for OCTB.
Find the right allocation for PSCJ and OCTB
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