PSFO vs. JULQ
PSFO (Pacer Swan SOS Flex (October) ETF) and JULQ (Innovator Premium Income 40 Barrier ETF - July) are both Options Trading funds. Both are actively managed. PSFO charges 0.60%/yr vs 0.79%/yr for JULQ.
Performance
PSFO vs. JULQ - Performance Comparison
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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*
- —
JULQ
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PSFO vs. JULQ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PSFO Pacer Swan SOS Flex (October) ETF | 5.77% |
JULQ Innovator Premium Income 40 Barrier ETF - July | 0.00% |
PSFO vs. JULQ - Sectors Allocation Comparison
Sectors
PSFO
JULQ
Technology
Financial Services
Communication Services
Consumer Cyclical
Healthcare
Industrials
Consumer Defensive
Energy
Utilities
Real Estate
Basic Materials
Technology
PSFO
JULQ
Financial Services
PSFO
JULQ
Communication Services
PSFO
JULQ
Consumer Cyclical
PSFO
JULQ
Healthcare
PSFO
JULQ
Industrials
PSFO
JULQ
Consumer Defensive
PSFO
JULQ
Energy
PSFO
JULQ
Utilities
PSFO
JULQ
Real Estate
PSFO
JULQ
Basic Materials
PSFO
JULQ
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Return for Risk
PSFO vs. JULQ — Risk / Return Rank
PSFO
JULQ
PSFO vs. JULQ - 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 40 Barrier ETF - July (JULQ). 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.
| PSFO | JULQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.43 | — | — |
Sortino ratioReturn per unit of downside risk | 3.54 | — | — |
Omega ratioGain probability vs. loss probability | 1.48 | — | — |
Calmar ratioReturn relative to maximum drawdown | 3.41 | — | — |
Martin ratioReturn relative to average drawdown | 16.51 | — | — |
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
| PSFO | JULQ | Difference | |
|---|---|---|---|
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. JULQ - Drawdown Comparison
The maximum PSFO drawdown since its inception was -12.09%, which is greater than JULQ's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for PSFO and JULQ.
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Drawdown Indicators
| PSFO | JULQ | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -0.19% | 0.00% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -1.75% | 0.00% | -1.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.07% | — | — |
Volatility
PSFO vs. JULQ - Volatility Comparison
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Volatility by Period
| PSFO | JULQ | Difference | |
|---|---|---|---|
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. JULQ - Expense Ratio Comparison
PSFO has a 0.60% expense ratio, which is lower than JULQ's 0.79% expense ratio.
Dividends
PSFO vs. JULQ - Dividend Comparison
Neither PSFO nor JULQ has paid dividends to shareholders.
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 JULQ.
PSFO and JULQ 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 JULQ.
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