PSFD vs. BAMU

Last updated Jun 19, 2026

PSFD (Pacer Swan SOS Flex (December) ETF) and BAMU (Brookstone Ultra-Short Bond ETF) are both exchange-traded funds - PSFD is a Large Cap Blend Equities fund actively managed by Pacer, while BAMU is a Ultrashort Bond fund actively managed by Brookstone. Both are actively managed. Over the past year, PSFD returned 17.56% vs 2.91% for BAMU. At a correlation of -0.01, they often move in opposite directions. PSFD charges 0.75%/yr vs 1.09%/yr for BAMU.

Performance

PSFD vs. BAMU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Swan SOS Flex (December) ETF (PSFD) and Brookstone Ultra-Short Bond ETF (BAMU). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PSFD achieves a 6.48% return, which is significantly higher than BAMU's 1.16% return.

PSFD

• 1D: 0.63%
• 1M: 1.32%
• YTD: 6.48%
• 6M: 7.08%
• 1Y: 17.56%
• 3Y*: 14.19%
• 5Y*: 11.88%
• 10Y*: —

BAMU

• 1D: 0.00%
• 1M: 0.20%
• YTD: 1.16%
• 6M: 1.31%
• 1Y: 2.91%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

PSFD vs. BAMU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
PSFD Pacer Swan SOS Flex (December) ETF	6.48%	12.93%	14.54%	9.64%
BAMU Brookstone Ultra-Short Bond ETF	1.16%	3.21%	4.14%	1.20%

Correlation

The correlation between PSFD and BAMU is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.14
Correlation (All Time) Calculated using the full available price history since Sep 27, 2023	-0.01

The correlation between PSFD and BAMU shifts across timeframes, from -0.14 (1 year) to -0.01 (all time), reflecting how their relationship changes across market environments.

Return for Risk

PSFD vs. BAMU — Risk / Return Rank

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

PSFD

PSFD Risk / Return Rank: 81
PSFD Sharpe Ratio Rank: 84
PSFD Sortino Ratio Rank: 88
PSFD Omega Ratio Rank: 89
PSFD Calmar Ratio Rank: 64
PSFD Martin Ratio Rank: 81

BAMU

BAMU Risk / Return Rank: 98
BAMU Sharpe Ratio Rank: 98
BAMU Sortino Ratio Rank: 98
BAMU Omega Ratio Rank: 98
BAMU Calmar Ratio Rank: 99
BAMU Martin Ratio Rank: 99

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. BAMU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Swan SOS Flex (December) ETF (PSFD) and Brookstone Ultra-Short Bond ETF (BAMU). 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	BAMU	Difference
Sharpe ratio: Return per unit of total volatility	2.54	5.01	-2.47
Sortino ratio: Return per unit of downside risk	3.70	8.84	-5.13
Omega ratio: Gain probability vs. loss probability	1.52	2.43	-0.91
Calmar ratio: Return relative to maximum drawdown	3.00	24.72	-21.72
Martin ratio: Return relative to average drawdown	15.13	97.89	-82.76

PSFD vs. BAMU - Sharpe Ratio Comparison

The current PSFD Sharpe Ratio is 2.54, which is lower than the BAMU Sharpe Ratio of 5.01. The chart below compares the historical Sharpe Ratios of PSFD and BAMU, 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. BAMU - Drawdown Comparison

The maximum PSFD drawdown since its inception was -14.94%, which is greater than BAMU's maximum drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for PSFD and BAMU.

Drawdown Indicators

	PSFD	BAMU	Difference
Max Drawdown Largest peak-to-trough decline	-14.94%	-0.36%	-14.58%
Max Drawdown (1Y) Largest decline over 1 year	-5.88%	-0.12%	-5.76%
Max Drawdown (3Y) Largest decline over 3 years	-12.26%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-14.94%	—	—
Current Drawdown Current decline from peak	-0.20%	0.00%	-0.20%
Average Drawdown Average peak-to-trough decline	-2.00%	-0.02%	-1.98%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.16%	0.03%	+1.13%

Volatility

PSFD vs. BAMU - Volatility Comparison

Pacer Swan SOS Flex (December) ETF (PSFD) has a higher volatility of 2.19% compared to Brookstone Ultra-Short Bond ETF (BAMU) at 0.09%. This indicates that PSFD's price experiences larger fluctuations and is considered to be riskier than BAMU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PSFD	BAMU	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.19%	0.09%	+2.10%
Volatility (6M) Calculated over the trailing 6-month period	5.98%	0.40%	+5.58%
Volatility (1Y) Calculated over the trailing 1-year period	6.95%	0.58%	+6.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.51%	0.87%	+9.64%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.42%	0.87%	+9.55%

PSFD vs. BAMU - Expense Ratio Comparison

PSFD has a 0.75% expense ratio, which is lower than BAMU's 1.09% expense ratio.

Dividends

PSFD vs. BAMU - Dividend Comparison

PSFD has not paid dividends to shareholders, while BAMU's dividend yield for the trailing twelve months is around 3.05%.

Position	TTM	2025	2024	2023
BAMU Brookstone Ultra-Short Bond ETF	3.05%	3.20%	3.97%	0.84%
PSFD Pacer Swan SOS Flex (December) ETF	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both PSFD and BAMU in my portfolio?

PSFD and BAMU have a correlation of -0.14, 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 BAMU?

PSFD has higher volatility (2.19%) compared to BAMU (0.09%). In terms of maximum drawdown, PSFD dropped -14.94% vs BAMU's -0.36%.

Which ETF is better, PSFD or BAMU?

On 1-year performance, PSFD leads with 17.56% vs 2.91% for BAMU. On fees, PSFD is cheaper at 0.75% per year. On volatility, BAMU has been the lower-risk option at 0.09%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, PSFD or BAMU?

Over the 1-year period, PSFD has performed better with a 17.56% return vs 2.91%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, PSFD or BAMU?

PSFD is cheaper with a 0.75% expense ratio, compared with 1.09% for BAMU.

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

BAMU has the higher dividend yield at 3.05%, compared with 0.00% for PSFD.

What is the main difference between PSFD and BAMU?

PSFD is categorized as Large Cap Blend Equities, while BAMU is Ultrashort Bond. They also come from different issuers: Pacer and Brookstone. Their fees differ too: 0.75% for PSFD and 1.09% for BAMU.

Which has better risk-adjusted returns?

BAMU currently has the higher Sharpe Ratio (5.01 vs 2.54), 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.