PSFD vs. AVIE

Last updated Jun 23, 2026

PSFD (Pacer Swan SOS Flex (December) ETF) and AVIE (Avantis Inflation Focused Equity ETF) are both Large Cap Blend Equities funds. Both are actively managed. Over the past 3 years, PSFD returned 14.36%/yr vs 12.88%/yr for AVIE. A 0.51 correlation means they provide meaningful diversification when combined. PSFD charges 0.75%/yr vs 0.25%/yr for AVIE.

Performance

PSFD vs. AVIE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Swan SOS Flex (December) ETF (PSFD) and Avantis Inflation Focused Equity ETF (AVIE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PSFD achieves a 6.30% return, which is significantly lower than AVIE's 12.27% return.

PSFD

• 1D: -0.16%
• 1M: 0.46%
• YTD: 6.30%
• 6M: 6.31%
• 1Y: 17.52%
• 3Y*: 14.36%
• 5Y*: 11.59%
• 10Y*: —

AVIE

• 1D: 0.62%
• 1M: -1.83%
• YTD: 12.27%
• 6M: 12.05%
• 1Y: 21.85%
• 3Y*: 12.88%
• 5Y*: —
• 10Y*: —

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

PSFD vs. AVIE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
PSFD Pacer Swan SOS Flex (December) ETF	6.30%	12.93%	14.54%	20.95%	8.56%
AVIE Avantis Inflation Focused Equity ETF	12.27%	11.37%	6.17%	4.19%	15.20%

Correlation

The correlation between PSFD and AVIE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.23
Correlation (3Y) Calculated over the trailing 3-year period	0.44
Correlation (All Time) Calculated using the full available price history since Sep 29, 2022	0.51

Over the past year, the correlation between PSFD and AVIE has dropped to 0.23 - well below their long-term average of 0.51, suggesting their price drivers have been diverging.

PSFD vs. AVIE - Sectors Allocation Comparison

Sectors	PSFD	AVIE
Technology	39.0%	0.1%
Financial Services	11.1%	15.0%
Communication Services	10.6%	-
Consumer Cyclical	9.9%	0.1%
Healthcare	8.3%	26.3%
Industrials	7.8%	1.1%
Consumer Defensive	4.5%	17.1%
Energy	3.1%	30.1%
Utilities	2.1%	0.1%
Real Estate	1.8%	0.1%
Basic Materials	1.7%	9.8%

Return for Risk

PSFD vs. AVIE — Risk / Return Rank

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

PSFD

PSFD Risk / Return Rank: 79
PSFD Sharpe Ratio Rank: 82
PSFD Sortino Ratio Rank: 86
PSFD Omega Ratio Rank: 87
PSFD Calmar Ratio Rank: 62
PSFD Martin Ratio Rank: 80

AVIE

AVIE Risk / Return Rank: 74
AVIE Sharpe Ratio Rank: 71
AVIE Sortino Ratio Rank: 74
AVIE Omega Ratio Rank: 67
AVIE Calmar Ratio Rank: 84
AVIE Martin Ratio Rank: 74

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.

PSFD vs. AVIE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Swan SOS Flex (December) ETF (PSFD) and Avantis Inflation Focused Equity ETF (AVIE). 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.

	PSFD	AVIE	Difference
Sharpe ratio: Return per unit of total volatility	2.53	2.21	+0.33
Sortino ratio: Return per unit of downside risk	3.69	3.16	+0.53
Omega ratio: Gain probability vs. loss probability	1.52	1.39	+0.13
Calmar ratio: Return relative to maximum drawdown	2.99	4.42	-1.43
Martin ratio: Return relative to average drawdown	15.09	13.43	+1.67

PSFD vs. AVIE - Sharpe Ratio Comparison

The current PSFD Sharpe Ratio is 2.53, which is comparable to the AVIE Sharpe Ratio of 2.21. The chart below compares the historical Sharpe Ratios of PSFD and AVIE, 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

PSFD vs. AVIE - Drawdown Comparison

The maximum PSFD drawdown since its inception was -14.94%, which is greater than AVIE's maximum drawdown of -12.39%. Use the drawdown chart below to compare losses from any high point for PSFD and AVIE.

Drawdown Indicators

	PSFD	AVIE	Difference
Max Drawdown Largest peak-to-trough decline	-14.94%	-12.39%	-2.55%
Max Drawdown (1Y) Largest decline over 1 year	-5.88%	-4.97%	-0.91%
Max Drawdown (3Y) Largest decline over 3 years	-12.26%	-12.39%	+0.13%
Max Drawdown (5Y) Largest decline over 5 years	-14.94%	—	—
Current Drawdown Current decline from peak	-0.37%	-2.39%	+2.02%
Average Drawdown Average peak-to-trough decline	-2.00%	-3.00%	+1.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.16%	1.63%	-0.47%

Volatility

PSFD vs. AVIE - Volatility Comparison

The current volatility for Pacer Swan SOS Flex (December) ETF (PSFD) is 2.19%, while Avantis Inflation Focused Equity ETF (AVIE) has a volatility of 2.78%. This indicates that PSFD experiences smaller price fluctuations and is considered to be less risky than AVIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PSFD	AVIE	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.19%	2.78%	-0.59%
Volatility (6M) Calculated over the trailing 6-month period	5.95%	7.03%	-1.08%
Volatility (1Y) Calculated over the trailing 1-year period	6.96%	9.97%	-3.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.51%	12.90%	-2.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.42%	12.90%	-2.48%

PSFD vs. AVIE - Expense Ratio Comparison

PSFD has a 0.75% expense ratio, which is higher than AVIE's 0.25% expense ratio.

Dividends

PSFD vs. AVIE - Dividend Comparison

PSFD has not paid dividends to shareholders, while AVIE's dividend yield for the trailing twelve months is around 1.89%.

Position	TTM	2025	2024	2023	2022
AVIE Avantis Inflation Focused Equity ETF	1.89%	1.75%	1.89%	3.72%	0.39%
PSFD Pacer Swan SOS Flex (December) ETF	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both PSFD and AVIE in my portfolio?

PSFD and AVIE have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PSFD or AVIE?

AVIE has higher volatility (2.78%) compared to PSFD (2.19%). In terms of maximum drawdown, PSFD dropped -14.94% vs AVIE's -12.39%.

Which ETF is better, PSFD or AVIE?

On 3-year performance, PSFD leads with 14.36% vs 12.88% for AVIE. On fees, AVIE is cheaper at 0.25% per year. On volatility, PSFD has been the lower-risk option at 2.19%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, PSFD or AVIE?

Over the 3-year period, PSFD has performed better with a 14.36% return vs 12.88%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, PSFD or AVIE?

AVIE is cheaper with a 0.25% expense ratio, compared with 0.75% for PSFD.

Which ETF pays a higher dividend yield, PSFD or AVIE?

AVIE has the higher dividend yield at 1.89%, compared with 0.00% for PSFD.

What is the main difference between PSFD and AVIE?

They also come from different issuers: Pacer and Avantis. Their fees differ too: 0.75% for PSFD and 0.25% for AVIE.

Which has better risk-adjusted returns?

PSFD currently has the higher Sharpe Ratio (2.53 vs 2.21), 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.