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PSFD vs. UOCT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

PSFD vs. UOCT

Last updated May 18, 2025

Compare and contrast key facts about Pacer Swan SOS Flex (December) ETF (PSFD) and Innovator U.S. Equity Ultra Buffer ETF - October (UOCT).

PSFD and UOCT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSFD is an actively managed fund by Pacer Advisors. It was launched on Dec 22, 2020. UOCT is a passively managed fund by Innovator that tracks the performance of the Cboe S&P 500 30% (-5% to -35%) Buffer Protect October Series Index. It was launched on Oct 1, 2018.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSFD or UOCT.

Correlation

The correlation between PSFD and UOCT is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

PSFD vs. UOCT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Swan SOS Flex (December) ETF (PSFD) and Innovator U.S. Equity Ultra Buffer ETF - October (UOCT). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

PSFD:

0.76

UOCT:

0.65

Sortino Ratio

PSFD:

1.23

UOCT:

1.01

Omega Ratio

PSFD:

1.23

UOCT:

1.17

Calmar Ratio

PSFD:

0.79

UOCT:

0.62

Martin Ratio

PSFD:

3.62

UOCT:

2.51

Ulcer Index

PSFD:

2.66%

UOCT:

2.28%

Daily Std Dev

PSFD:

12.05%

UOCT:

8.50%

Max Drawdown

PSFD:

-14.94%

UOCT:

-13.66%

Current Drawdown

PSFD:

-0.82%

UOCT:

-0.80%

Returns By Period

In the year-to-date period, PSFD achieves a 1.84% return, which is significantly higher than UOCT's 1.56% return.

PSFD

YTD

1.84%

1M

8.02%

6M

2.76%

1Y

9.03%

5Y*

N/A

10Y*

N/A

UOCT

YTD

1.56%

1M

6.89%

6M

2.08%

1Y

5.46%

5Y*

8.01%

10Y*

N/A

*Annualized

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PSFD vs. UOCT - Expense Ratio Comparison

PSFD has a 0.75% expense ratio, which is lower than UOCT's 0.79% expense ratio.

UOCT
Innovator U.S. Equity Ultra Buffer ETF - October
PSFD
Pacer Swan SOS Flex (December) ETF

Risk-Adjusted Performance

PSFD vs. UOCT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PSFD
The Risk-Adjusted Performance Rank of PSFD is 7575
Overall Rank
The Sharpe Ratio Rank of PSFD is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of PSFD is 7171
Sortino Ratio Rank
The Omega Ratio Rank of PSFD is 8383
Omega Ratio Rank
The Calmar Ratio Rank of PSFD is 7272
Calmar Ratio Rank
The Martin Ratio Rank of PSFD is 7777
Martin Ratio Rank
UOCT
The Risk-Adjusted Performance Rank of UOCT is 6464
Overall Rank
The Sharpe Ratio Rank of UOCT is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of UOCT is 5959
Sortino Ratio Rank
The Omega Ratio Rank of UOCT is 7272
Omega Ratio Rank
The Calmar Ratio Rank of UOCT is 6262
Calmar Ratio Rank
The Martin Ratio Rank of UOCT is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PSFD vs. UOCT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Swan SOS Flex (December) ETF (PSFD) and Innovator U.S. Equity Ultra Buffer ETF - October (UOCT). 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.

The current PSFD Sharpe Ratio is 0.76, which is comparable to the UOCT Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of PSFD and UOCT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Dividends

PSFD vs. UOCT - Dividend Comparison

Neither PSFD nor UOCT has paid dividends to shareholders.

TTM202420232022202120202019
PSFD
Pacer Swan SOS Flex (December) ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UOCT
Innovator U.S. Equity Ultra Buffer ETF - October		0.00%0.00%0.00%0.00%0.00%0.00%2.33%

Drawdowns

PSFD vs. UOCT - Drawdown Comparison

The maximum PSFD drawdown since its inception was -14.94%, which is greater than UOCT's maximum drawdown of -13.66%. Use the drawdown chart below to compare losses from any high point for PSFD and UOCT. For additional features, visit the drawdowns tool.

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Volatility

PSFD vs. UOCT - Volatility Comparison

Pacer Swan SOS Flex (December) ETF (PSFD) has a higher volatility of 3.48% compared to Innovator U.S. Equity Ultra Buffer ETF - October (UOCT) at 2.52%. This indicates that PSFD's price experiences larger fluctuations and is considered to be riskier than UOCT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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