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PSFO vs. APRD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PSFO vs. APRD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Swan SOS Flex (October) ETF (PSFO) and Innovator Premium Income 10 Barrier ETF - April (APRD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


PSFO

1D
-0.19%
1M
2.42%
YTD
6.62%
6M
7.21%
1Y
17.64%
3Y*
13.19%
5Y*
10Y*

APRD

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PSFO vs. APRD - Yearly Performance Comparison


PSFO vs. APRD - Sectors Allocation Comparison


Sectors
PSFO
APRD

Technology

36.2%
32.0%

Financial Services

11.9%
13.7%

Communication Services

10.9%
9.9%

Consumer Cyclical

10.1%
11.6%

Healthcare

8.4%
10.5%

Industrials

8.1%
7.4%

Consumer Defensive

4.9%
5.5%

Energy

3.5%
3.2%

Utilities

2.3%
2.5%

Real Estate

1.9%
2.1%

Basic Materials

1.8%
1.7%

Technology

PSFO
36.2%
APRD
32.0%

Financial Services

PSFO
11.9%
APRD
13.7%

Communication Services

PSFO
10.9%
APRD
9.9%

Consumer Cyclical

PSFO
10.1%
APRD
11.6%

Healthcare

PSFO
8.4%
APRD
10.5%

Industrials

PSFO
8.1%
APRD
7.4%

Consumer Defensive

PSFO
4.9%
APRD
5.5%

Energy

PSFO
3.5%
APRD
3.2%

Utilities

PSFO
2.3%
APRD
2.5%

Real Estate

PSFO
1.9%
APRD
2.1%

Basic Materials

PSFO
1.8%
APRD
1.7%

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Return for Risk

PSFO vs. APRD — Risk / Return Rank

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

PSFO
PSFO Risk / Return Rank: 7777
Overall Rank
PSFO Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
PSFO Sortino Ratio Rank: 7979
Sortino Ratio Rank
PSFO Omega Ratio Rank: 8080
Omega Ratio Rank
PSFO Calmar Ratio Rank: 6969
Calmar Ratio Rank
PSFO Martin Ratio Rank: 8383
Martin Ratio Rank

APRD
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.

PSFO vs. APRD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Swan SOS Flex (October) ETF (PSFO) and Innovator Premium Income 10 Barrier ETF - April (APRD). 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.


PSFOAPRDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.48

Calmar ratioReturn relative to maximum drawdown

3.41

Martin ratioReturn relative to average drawdown

16.51

PSFO vs. APRD - Sharpe Ratio Comparison


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Sharpe Ratios by Period


PSFOAPRDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.43

Sharpe Ratio (All Time)

Calculated using the full available price history

1.16

Drawdowns

PSFO vs. APRD - Drawdown Comparison

The maximum PSFO drawdown since its inception was -12.09%, which is greater than APRD's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for PSFO and APRD.


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Drawdown Indicators


PSFOAPRDDifference

Max Drawdown

Largest peak-to-trough decline

-12.09%

0.00%

-12.09%

Max Drawdown (1Y)

Largest decline over 1 year

-5.20%

Max Drawdown (3Y)

Largest decline over 3 years

-12.09%

Current Drawdown

Current decline from peak

-0.19%

0.00%

-0.19%

Average Drawdown

Average peak-to-trough decline

-1.75%

0.00%

-1.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.07%

Volatility

PSFO vs. APRD - Volatility Comparison


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Volatility by Period


PSFOAPRDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.05%

Volatility (6M)

Calculated over the trailing 6-month period

5.49%

Volatility (1Y)

Calculated over the trailing 1-year period

7.29%

0.00%

+7.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.05%

0.00%

+10.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.05%

0.00%

+10.05%

PSFO vs. APRD - Expense Ratio Comparison

PSFO has a 0.60% expense ratio, which is lower than APRD's 0.79% expense ratio.


Dividends

PSFO vs. APRD - Dividend Comparison

Neither PSFO nor APRD has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


On fees, PSFO is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PSFO is cheaper with a 0.60% expense ratio, compared with 0.79% for APRD.

PSFO and APRD have nearly identical dividend yields, around 0.00%.

They also come from different issuers: Pacer and Innovator. Their fees differ too: 0.60% for PSFO and 0.79% for APRD.

Portfolio Optimizer

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