LODI vs PSMJ
Comparison between AAM SLC LOW DURATION INCOME ETF (LODI, ETF) and PACER SWAN SOS MODERATE (JULY) ETF (PSMJ, ETF).
LODI vs PSMJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LODI
$91M
Winner
PSMJ
$91M
Expense Ratio
Winner
LODI
0.15%
PSMJ
0.49%
Max Drawdown
Winner
LODI
1.44%
PSMJ
10.87%
Sharpe Ratio
LODI
0.53
Winner
PSMJ
1.12
5Y Beta
Winner
LODI
0.00
PSMJ
0.49
LODI vs PSMJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LODI
+0.34%
PSMJ
-0.41%
3M
LODI
+0.82%
Winner
PSMJ
+1.72%
6M
LODI
+1.95%
Winner
PSMJ
+3.82%
1Y
LODI
+5.05%
Winner
PSMJ
+9.61%
5Y(CAGR)
LODI
N/A
PSMJ
+10.21%
Max(CAGR)
LODI
+5.26%
Winner
PSMJ
+10.21%
LODI vs PSMJ - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | LODI | PSMJ |
|---|---|---|
| 2026 | +2.28% | +4.40% |
| 2025 | +6.22% | +13.39% |
| 2024 | +0.26% | +14.44% |
| 2023 | N/A | +19.98% |
| 2022 | N/A | -2.57% |
| 2021 | N/A | +3.68% |
LODI vs PSMJ Drawdown Comparison
The maximum drawdown for LODI was -1.01%, occurring on Apr 11, 2025. Recovery took 29 trading sessions.
The maximum drawdown for PSMJ was -10.87%, occurring on Apr 8, 2025. Recovery took 74 trading sessions.
The current LODI drawdown is -0.12%. The current PSMJ drawdown is -1.11%.
| Rank | LODI | PSMJ |
|---|---|---|
| #1 | -1.01% Apr 4, 2025 - May 16, 2025 | -10.87% Feb 18, 2025 - Jun 4, 2025 |
| #2 | -0.75% Feb 27, 2026 - Apr 20, 2026 | -8.40% Aug 16, 2022 - Jan 26, 2023 |
| #3 | -0.73% Jul 14, 2025 - Aug 4, 2025 | -6.89% Mar 29, 2022 - Aug 11, 2022 |
| #4 | -0.61% Sep 22, 2025 - Sep 29, 2025 | -5.42% Jul 31, 2023 - Nov 20, 2023 |
| #5 | -0.59% Dec 1, 2025 - Jan 5, 2026 | -4.85% Feb 2, 2023 - Apr 13, 2023 |
| #6 | -0.57% Sep 29, 2025 - Nov 17, 2025 | -4.61% Jul 16, 2024 - Aug 19, 2024 |
| #7 | -0.39% Aug 4, 2025 - Aug 27, 2025 | -4.48% Jan 3, 2022 - Mar 29, 2022 |
| #8 | -0.39% Sep 2, 2025 - Sep 19, 2025 | -3.70% Feb 25, 2026 - Apr 9, 2026 |
| #9 | -0.38% Dec 30, 2024 - Jan 16, 2025 | -2.19% Aug 30, 2024 - Sep 13, 2024 |
| #10 | -0.38% Jun 30, 2025 - Jul 14, 2025 | -2.10% Sep 1, 2021 - Oct 19, 2021 |
| #11 | -0.34% Jun 2, 2025 - Jun 9, 2025 | -2.01% May 1, 2023 - May 18, 2023 |
| #12 | -0.33% Feb 10, 2026 - Feb 27, 2026 | -1.89% Oct 28, 2025 - Nov 26, 2025 |
| #13 | -0.32% Mar 4, 2025 - Apr 1, 2025 | -1.84% Mar 28, 2024 - May 3, 2024 |
| #14 | -0.30% Jun 9, 2025 - Jun 20, 2025 | -1.77% Apr 18, 2023 - Apr 28, 2023 |
| #15 | -0.30% Feb 4, 2025 - Feb 14, 2025 | -1.66% May 18, 2023 - May 26, 2023 |
Correlation
Correlation between LODI and PSMJ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2021 - 2026)
LODI vs PSMJ dividend yield comparison.
| Year | LODI | PSMJ |
|---|---|---|
| 2026 | 2.46% | 0.00% |
| 2025 | 5.11% | 0.00% |
| 2024 | 0.38% | 0.00% |
| 2021 | 0.00% | 0.02% |
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