PSFD vs. IBIC
PSFD (Pacer Swan SOS Flex (December) ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - PSFD is a Large Cap Blend Equities fund actively managed by Pacer, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. PSFD is actively managed, while IBIC is passively managed. Over the past year, PSFD returned 17.61% vs 4.54% for IBIC. At a correlation of -0.04, they often move in opposite directions. PSFD charges 0.75%/yr vs 0.10%/yr for IBIC.
Performance
PSFD vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, PSFD achieves a 6.48% return, which is significantly higher than IBIC's 2.37% return.
PSFD
- 1D
- -0.20%
- 1M
- 2.53%
- YTD
- 6.48%
- 6M
- 7.36%
- 1Y
- 17.61%
- 3Y*
- 14.92%
- 5Y*
- 11.78%
- 10Y*
- —
IBIC
- 1D
- 0.02%
- 1M
- 0.27%
- YTD
- 2.37%
- 6M
- 2.51%
- 1Y
- 4.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PSFD vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
PSFD Pacer Swan SOS Flex (December) ETF | 6.48% | 12.93% | 14.54% | 6.32% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.37% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between PSFD and IBIC is -0.24, 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 | -0.24 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2023 | -0.04 |
Over the past year, the inverse relationship between PSFD and IBIC has strengthened: their correlation has moved from -0.04 to -0.24, meaning they now move in opposite directions more often than their long-term average.
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Return for Risk
PSFD vs. IBIC — Risk / Return Rank
PSFD
IBIC
PSFD vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Swan SOS Flex (December) ETF (PSFD) and iShares iBonds Oct 2026 Term TIPS ETF (IBIC). 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.
| PSFD | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.44 | ||
| Sortino ratioReturn per unit of downside risk | -5.27 | ||
| Omega ratioGain probability vs. loss probability | 1.54 | 2.24 | -0.70 |
| Calmar ratioReturn relative to maximum drawdown | 3.01 | 17.27 | -14.26 |
| Martin ratioReturn relative to average drawdown | 15.39 | 67.45 | -52.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PSFD | IBIC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.61 | 5.05 | -2.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.13 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.24 | 3.49 | -2.25 |
Drawdowns
PSFD vs. IBIC - Drawdown Comparison
The maximum PSFD drawdown since its inception was -14.94%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for PSFD and IBIC.
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Drawdown Indicators
| PSFD | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.94% | -0.90% | -14.04% |
Max Drawdown (1Y)Largest decline over 1 year | -5.88% | -0.26% | -5.62% |
Max Drawdown (3Y)Largest decline over 3 years | -12.26% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -14.94% | — | — |
Current DrawdownCurrent decline from peak | -0.20% | -0.13% | -0.07% |
Average DrawdownAverage peak-to-trough decline | -2.01% | -0.10% | -1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.15% | 0.07% | +1.08% |
Volatility
PSFD vs. IBIC - Volatility Comparison
Pacer Swan SOS Flex (December) ETF (PSFD) has a higher volatility of 1.08% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.33%. This indicates that PSFD's price experiences larger fluctuations and is considered to be riskier than IBIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSFD | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 0.33% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 5.62% | 0.67% | +4.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.80% | 0.90% | +5.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.48% | 1.58% | +8.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.43% | 1.58% | +8.85% |
PSFD vs. IBIC - Expense Ratio Comparison
PSFD has a 0.75% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
PSFD vs. IBIC - Dividend Comparison
PSFD has not paid dividends to shareholders, while IBIC's dividend yield for the trailing twelve months is around 3.59%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% |
PSFD Pacer Swan SOS Flex (December) ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PSFD and IBIC have a correlation of -0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PSFD has higher volatility (1.08%) compared to IBIC (0.33%). In terms of maximum drawdown, PSFD dropped -14.94% vs IBIC's -0.90%.
On 1-year performance, PSFD leads with 17.61% vs 4.54% for IBIC. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.33%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, PSFD has performed better with a 17.61% return vs 4.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIC is cheaper with a 0.10% expense ratio, compared with 0.75% for PSFD.
IBIC has the higher dividend yield at 3.59%, compared with 0.00% for PSFD.
PSFD is categorized as Large Cap Blend Equities, while IBIC is Inflation-Protected Bonds. They also come from different issuers: Pacer and iShares. Their fees differ too: 0.75% for PSFD and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (5.05 vs 2.61), 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.
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