AVK vs PSFF

Comparison between Advent Convertible and Income Fund (AVK, ETF) and PACER SWAN SOS FUND OF FUNDS ETF (PSFF, ETF).

5-Year PerformancePSFF has outperformed AVK, delivering a return of +9.5% compared to +5.0%

AVK vs PSFF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVK(ETF)	PSFF(ETF)
Net Assets	$593M	$592M
Expense Ratio	N/A	0.66%
Max Drawdown	72.63%	10.78%
Sharpe Ratio	0.67	1.36
5Y Beta	0.71	0.48
5Y Dividends CAGR	2.16%	N/A

Net Assets

Winner

AVK

$593M

PSFF

$592M

Expense Ratio

AVK

N/A

PSFF

0.66%

Max Drawdown

AVK

72.63%

Winner

PSFF

10.78%

Sharpe Ratio

AVK

0.67

Winner

PSFF

1.36

5Y Beta

AVK

0.71

Winner

PSFF

0.48

5Y Dividends CAGR

AVK

2.16%

PSFF

N/A

AVK vs PSFF - Historical Returns

Returns include dividend reinvestment.

Period	AVK	PSFF
1 month	+3.20%	+2.16%
3 months	+0.05%	+2.64%
6 months	+6.16%	+7.78%
1 year	+12.66%	+12.06%
5 years(CAGR)	+5.04%	+9.47%
10 years(CAGR)	+9.84%	N/A
Max(CAGR)	+6.99%	+10.11%

Winner

AVK

+3.20%

PSFF

+2.16%

AVK

+0.05%

Winner

PSFF

+2.64%

AVK

+6.16%

Winner

PSFF

+7.78%

Winner

AVK

+12.66%

PSFF

+12.06%

5Y(CAGR)

AVK

+5.04%

Winner

PSFF

+9.47%

10Y(CAGR)

AVK

+9.84%

PSFF

N/A

Max(CAGR)

AVK

+6.99%

Winner

PSFF

+10.11%

AVK vs PSFF - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	AVK	PSFF
2026	+7.61%	+8.22%
2025	+19.95%	+10.85%
2024	+19.76%	+13.75%
2023	+16.15%	+18.88%
2022	-34.02%	-4.18%
2021	+31.87%	+12.84%
2020	+17.44%	+0.37%
2019	+33.44%	N/A
2018	-14.12%	N/A
2017	+17.14%	N/A
2016	+17.46%	N/A
2015	-11.00%	N/A
2014	-6.13%	N/A
2013	+21.73%	N/A
2012	+13.22%	N/A
2011	-12.06%	N/A
2010	+25.01%	N/A
2009	+45.72%	N/A
2008	-46.86%	N/A
2007	-9.22%	N/A
2006	+35.65%	N/A
2005	-6.96%	N/A
2004	+9.88%	N/A
2003	+11.70%	N/A

AVK vs PSFF Drawdown Comparison

The maximum drawdown for AVK was -67.35%, occurring on Dec 15, 2008. Recovery took 920 trading sessions.

The maximum drawdown for PSFF was -10.78%, occurring on Apr 8, 2025. Recovery took 85 trading sessions.

The current AVK drawdown is -3.08%.

Rank	AVK	PSFF
#1	-67.35% Jul 3, 2007 - Feb 25, 2011	-10.78% Feb 20, 2025 - Jun 24, 2025
#2	-49.75% Feb 20, 2020 - Nov 16, 2020	-10.62% Dec 29, 2021 - Feb 2, 2023
#3	-38.46% Dec 31, 2021 - Jun 26, 2025	-4.78% Aug 1, 2023 - Nov 10, 2023
#4	-36.50% Aug 21, 2014 - May 1, 2017	-3.72% Jul 16, 2024 - Aug 19, 2024
#5	-31.14% Mar 4, 2011 - Apr 26, 2013	-3.67% Jan 28, 2026 - Apr 8, 2026
#6	-21.42% Oct 1, 2018 - Apr 8, 2019	-3.43% Feb 2, 2023 - Mar 31, 2023
#7	-17.57% Apr 2, 2004 - Oct 7, 2004	-2.15% Mar 27, 2024 - May 7, 2024
#8	-14.24% Jan 28, 2026 - Apr 20, 2026	-2.05% Feb 24, 2021 - Mar 11, 2021
#9	-13.93% Jan 3, 2005 - Aug 3, 2005	-2.03% May 7, 2021 - May 27, 2021
#10	-12.65% May 17, 2013 - Nov 29, 2013	-2.01% Jan 21, 2021 - Feb 4, 2021
#11	-11.33% Sep 6, 2005 - Jan 25, 2006	-1.86% Aug 30, 2024 - Sep 17, 2024
#12	-10.28% Nov 15, 2021 - Dec 23, 2021	-1.78% Sep 2, 2021 - Oct 18, 2021
#13	-9.43% May 28, 2003 - Oct 6, 2003	-1.76% Apr 28, 2023 - May 18, 2023
#14	-8.73% Jan 26, 2018 - Aug 9, 2018	-1.76% Dec 11, 2024 - Jan 21, 2025
#15	-8.18% Jul 13, 2021 - Aug 9, 2021	-1.76% Nov 18, 2021 - Dec 22, 2021

Correlation

Correlation between AVK and PSFF is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2003 - 2026)

AVK vs PSFF dividend yield comparison.

Year	AVK	PSFF
2026	7.46%	0.00%
2025	11.22%	0.00%
2024	11.71%	0.00%
2023	12.36%	0.00%
2022	12.90%	0.01%
2021	15.13%	0.00%
2020	8.51%	0.00%
2019	9.04%	0.00%
2018	11.21%	0.00%
2017	8.10%	0.00%
2016	7.67%	0.00%
2015	8.33%	0.00%
2014	6.89%	0.00%
2013	6.08%	0.00%
2012	6.99%	0.00%
2011	9.15%	0.00%
2010	8.74%	0.00%
2009	7.23%	0.00%
2008	18.12%	0.00%
2007	9.42%	0.00%
2006	9.13%	0.00%
2005	11.46%	0.00%
2004	9.47%	0.00%
2003	5.60%	0.00%