PSMD vs. WMT
Compare and contrast key facts about Pacer Swan SOS Moderate (December) ETF (PSMD) and Walmart Inc. (WMT).
PSMD is an actively managed fund by Pacer Advisors. It was launched on Dec 22, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSMD or WMT.
Correlation
The correlation between PSMD and WMT is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PSMD vs. WMT - Performance Comparison
Key characteristics
PSMD:
2.36
WMT:
3.30
PSMD:
3.32
WMT:
4.35
PSMD:
1.50
WMT:
1.62
PSMD:
3.80
WMT:
6.51
PSMD:
20.11
WMT:
30.44
PSMD:
0.58%
WMT:
2.09%
PSMD:
4.98%
WMT:
19.28%
PSMD:
-11.96%
WMT:
-77.24%
PSMD:
-1.20%
WMT:
-9.78%
Returns By Period
In the year-to-date period, PSMD achieves a 1.44% return, which is significantly lower than WMT's 4.90% return.
PSMD
1.44%
-0.48%
4.54%
10.67%
N/A
N/A
WMT
4.90%
1.66%
25.48%
64.04%
20.97%
15.21%
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Risk-Adjusted Performance
PSMD vs. WMT — Risk-Adjusted Performance Rank
PSMD
WMT
PSMD vs. WMT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Swan SOS Moderate (December) ETF (PSMD) and Walmart Inc. (WMT). 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.
Dividends
PSMD vs. WMT - Dividend Comparison
PSMD has not paid dividends to shareholders, while WMT's dividend yield for the trailing twelve months is around 0.88%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSMD Pacer Swan SOS Moderate (December) ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WMT Walmart Inc. | 0.88% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% |
Drawdowns
PSMD vs. WMT - Drawdown Comparison
The maximum PSMD drawdown since its inception was -11.96%, smaller than the maximum WMT drawdown of -77.24%. Use the drawdown chart below to compare losses from any high point for PSMD and WMT. For additional features, visit the drawdowns tool.
Volatility
PSMD vs. WMT - Volatility Comparison
The current volatility for Pacer Swan SOS Moderate (December) ETF (PSMD) is 1.61%, while Walmart Inc. (WMT) has a volatility of 9.11%. This indicates that PSMD experiences smaller price fluctuations and is considered to be less risky than WMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.