PSMR vs. OCTB
PSMR (Pacer Swan SOS Moderate (April) ETF) and OCTB (Aptus October Buffer ETF) are both Defined Outcome funds. Both are actively managed. A 0.79 correlation means they provide meaningful diversification when combined. PSMR charges 0.61%/yr vs 0.25%/yr for OCTB.
Performance
PSMR vs. OCTB - Performance Comparison
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Returns By Period
In the year-to-date period, PSMR achieves a 7.28% return, which is significantly higher than OCTB's 5.38% return.
PSMR
- 1D
- -0.08%
- 1M
- 0.02%
- YTD
- 7.28%
- 6M
- 7.16%
- 1Y
- 13.15%
- 3Y*
- 11.23%
- 5Y*
- 8.31%
- 10Y*
- —
OCTB
- 1D
- -0.13%
- 1M
- -0.12%
- YTD
- 5.38%
- 6M
- 4.91%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PSMR vs. OCTB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PSMR Pacer Swan SOS Moderate (April) ETF | 7.28% | 1.91% |
OCTB Aptus October Buffer ETF | 5.38% | 2.37% |
Correlation
The correlation between PSMR and OCTB is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 14, 2025 | 0.79 |
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Return for Risk
PSMR vs. OCTB — Risk / Return Rank
PSMR
OCTB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PSMR vs. OCTB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Swan SOS Moderate (April) ETF (PSMR) and Aptus October Buffer ETF (OCTB). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PSMR | OCTB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.81 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 12.13 | — | — |
| Martin ratioReturn relative to average drawdown | 56.32 | — | — |
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Drawdowns
PSMR vs. OCTB - Drawdown Comparison
The maximum PSMR drawdown since its inception was -11.78%, which is greater than OCTB's maximum drawdown of -4.79%. Use the drawdown chart below to compare losses from any high point for PSMR and OCTB.
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Drawdown Indicators
| PSMR | OCTB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.78% | -4.79% | -6.99% |
Max Drawdown (1Y)Largest decline over 1 year | -1.09% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -11.78% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -11.78% | — | — |
Current DrawdownCurrent decline from peak | -0.63% | -0.94% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -1.65% | -0.69% | -0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.23% | — | — |
Volatility
PSMR vs. OCTB - Volatility Comparison
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Volatility by Period
| PSMR | OCTB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.78% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.60% | 7.24% | -3.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.50% | 7.24% | +1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.39% | 7.24% | +1.15% |
PSMR vs. OCTB - Expense Ratio Comparison
PSMR has a 0.61% expense ratio, which is higher than OCTB's 0.25% expense ratio.
Dividends
PSMR vs. OCTB - Dividend Comparison
Neither PSMR nor OCTB has paid dividends to shareholders.
Frequently Asked Questions
PSMR and OCTB have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, OCTB is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
OCTB is cheaper with a 0.25% expense ratio, compared with 0.61% for PSMR.
PSMR and OCTB have nearly identical dividend yields, around 0.00%.
They also come from different issuers: Pacer and Aptus Capital Advisors. Their fees differ too: 0.61% for PSMR and 0.25% for OCTB.
Find the right allocation for PSMR and OCTB
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