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PSFO vs. SPYI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PSFO and SPYI is 0.91, 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.

PSFO vs. SPYI

Last updated Jun 1, 2025

Compare and contrast key facts about Pacer Swan SOS Flex (October) ETF (PSFO) and NEOS S&P 500 High Income ETF (SPYI).

PSFO and SPYI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSFO is an actively managed fund by Pacer. It was launched on Sep 30, 2021. SPYI is an actively managed fund by Neos. It was launched on Aug 29, 2022.

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

Performance

PSFO vs. SPYI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Swan SOS Flex (October) ETF (PSFO) and NEOS S&P 500 High Income ETF (SPYI). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

PSFO:

0.54

SPYI:

0.72

Sortino Ratio

PSFO:

0.84

SPYI:

1.06

Omega Ratio

PSFO:

1.14

SPYI:

1.17

Calmar Ratio

PSFO:

0.50

SPYI:

0.71

Martin Ratio

PSFO:

2.30

SPYI:

2.95

Ulcer Index

PSFO:

2.62%

SPYI:

3.96%

Daily Std Dev

PSFO:

11.79%

SPYI:

17.19%

Max Drawdown

PSFO:

-12.09%

SPYI:

-16.47%

Current Drawdown

PSFO:

-1.38%

SPYI:

-2.63%

Returns By Period

In the year-to-date period, PSFO achieves a 1.39% return, which is significantly lower than SPYI's 1.48% return.

PSFO

YTD

1.39%

1M

3.25%

6M

0.03%

1Y

6.05%

3Y*

12.72%

5Y*

N/A

10Y*

N/A

SPYI

YTD

1.48%

1M

4.27%

6M

-0.36%

1Y

11.69%

3Y*

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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Pacer Swan SOS Flex (October) ETF

NEOS S&P 500 High Income ETF

PSFO vs. SPYI - Expense Ratio Comparison

PSFO has a 0.60% expense ratio, which is lower than SPYI's 0.68% expense ratio.

SPYI
NEOS S&P 500 High Income ETF
PSFO
Pacer Swan SOS Flex (October) ETF
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

PSFO vs. SPYI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PSFO
The Risk-Adjusted Performance Rank of PSFO is 5353
Overall Rank
The Sharpe Ratio Rank of PSFO is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of PSFO is 4747
Sortino Ratio Rank
The Omega Ratio Rank of PSFO is 5959
Omega Ratio Rank
The Calmar Ratio Rank of PSFO is 5252
Calmar Ratio Rank
The Martin Ratio Rank of PSFO is 5959
Martin Ratio Rank
SPYI
The Risk-Adjusted Performance Rank of SPYI is 6666
Overall Rank
The Sharpe Ratio Rank of SPYI is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of SPYI is 6161
Sortino Ratio Rank
The Omega Ratio Rank of SPYI is 7070
Omega Ratio Rank
The Calmar Ratio Rank of SPYI is 6767
Calmar Ratio Rank
The Martin Ratio Rank of SPYI is 6969
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.

PSFO vs. SPYI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Swan SOS Flex (October) ETF (PSFO) and NEOS S&P 500 High Income ETF (SPYI). 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 PSFO Sharpe Ratio is 0.54, which is comparable to the SPYI Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of PSFO and SPYI, 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

PSFO vs. SPYI - Dividend Comparison

PSFO has not paid dividends to shareholders, while SPYI's dividend yield for the trailing twelve months is around 12.54%.

TTM202420232022
PSFO
Pacer Swan SOS Flex (October) ETF		0.00%0.00%0.00%0.00%
SPYI
NEOS S&P 500 High Income ETF		12.54%12.04%12.01%4.10%

Drawdowns

PSFO vs. SPYI - Drawdown Comparison

The maximum PSFO drawdown since its inception was -12.09%, smaller than the maximum SPYI drawdown of -16.47%. Use the drawdown chart below to compare losses from any high point for PSFO and SPYI.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

PSFO vs. SPYI - Volatility Comparison

The current volatility for Pacer Swan SOS Flex (October) ETF (PSFO) is 2.81%, while NEOS S&P 500 High Income ETF (SPYI) has a volatility of 3.21%. This indicates that PSFO experiences smaller price fluctuations and is considered to be less risky than SPYI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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