PSMD vs SPUC

Comparison between PACER SWAN SOS MODERATE (JANUARY) ETF (PSMD, ETF) and SIMPLIFY US EQUITY PLUS UPSIDE CONVEXITY ETF (SPUC, ETF).

5-Year PerformanceSPUC has outperformed PSMD, delivering a return of +12.8% compared to +9.2%

PSMD vs SPUC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSMD(ETF)	SPUC(ETF)
Net Assets	$93M	$92M
Expense Ratio	0.49%	0.53%
Max Drawdown	11.96%	29.80%
Sharpe Ratio	1.41	0.94
5Y Beta	0.46	1.31
5Y Dividends CAGR	N/A	90.27%

Net Assets

Winner

PSMD

$93M

SPUC

$92M

Expense Ratio

Winner

PSMD

0.49%

SPUC

0.53%

Max Drawdown

Winner

PSMD

11.96%

SPUC

29.80%

Sharpe Ratio

Winner

PSMD

1.41

SPUC

0.94

5Y Beta

Winner

PSMD

0.46

SPUC

1.31

5Y Dividends CAGR

PSMD

N/A

SPUC

90.27%

PSMD vs SPUC - Historical Returns

Returns include dividend reinvestment.

Period	PSMD	SPUC
1 month	+0.71%	+0.84%
3 months	+3.63%	+6.91%
6 months	+5.82%	+8.62%
1 year	+12.26%	+18.94%
5 years(CAGR)	+9.19%	+12.80%
Max(CAGR)	+9.78%	+15.73%

PSMD

+0.71%

Winner

SPUC

+0.84%

PSMD

+3.63%

Winner

SPUC

+6.91%

PSMD

+5.82%

Winner

SPUC

+8.62%

PSMD

+12.26%

Winner

SPUC

+18.94%

5Y(CAGR)

PSMD

+9.19%

Winner

SPUC

+12.80%

Max(CAGR)

PSMD

+9.78%

Winner

SPUC

+15.73%

PSMD vs SPUC - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	PSMD	SPUC
2026	+6.20%	+9.51%
2025	+11.34%	+22.81%
2024	+13.21%	+26.68%
2023	+17.65%	+27.89%
2022	-4.48%	-25.38%
2021	+12.21%	+35.83%
2020	+0.95%	+9.53%

PSMD vs SPUC Drawdown Comparison

The maximum drawdown for PSMD was -11.96%, occurring on Jun 16, 2022. Recovery took 270 trading sessions.

The maximum drawdown for SPUC was -29.20%, occurring on Oct 12, 2022. Recovery took 528 trading sessions.

The current PSMD drawdown is -0.12%. The current SPUC drawdown is -0.81%.

Rank	PSMD	SPUC
#1	-11.96% Jan 4, 2022 - Feb 1, 2023	-29.20% Dec 27, 2021 - Feb 2, 2024
#2	-10.70% Feb 18, 2025 - Jun 10, 2025	-28.17% Dec 4, 2024 - Jul 3, 2025
#3	-5.52% Sep 14, 2023 - Nov 10, 2023	-14.55% Jul 16, 2024 - Nov 7, 2024
#4	-4.42% Feb 25, 2026 - Apr 13, 2026	-11.59% Oct 29, 2025 - May 1, 2026
#5	-3.82% Feb 2, 2023 - Apr 11, 2023	-9.89% Mar 28, 2024 - Jun 11, 2024
#6	-3.10% Jul 16, 2024 - Aug 15, 2024	-8.67% Oct 12, 2020 - Nov 9, 2020
#7	-2.30% Mar 28, 2024 - May 7, 2024	-6.90% Sep 3, 2021 - Oct 25, 2021
#8	-2.08% Jan 21, 2021 - Feb 5, 2021	-6.15% Sep 4, 2020 - Oct 8, 2020
#9	-1.89% Feb 24, 2021 - Mar 11, 2021	-5.68% Feb 16, 2021 - Mar 15, 2021
#10	-1.77% May 7, 2021 - May 27, 2021	-5.37% Nov 18, 2021 - Dec 23, 2021
#11	-1.72% Jul 28, 2023 - Aug 30, 2023	-5.00% May 7, 2021 - Jun 28, 2021
#12	-1.62% Jun 1, 2026 - Jun 15, 2026	-4.87% Nov 11, 2024 - Nov 26, 2024
#13	-1.40% May 1, 2023 - May 17, 2023	-4.68% Jul 12, 2021 - Jul 23, 2021
#14	-1.39% Jan 9, 2026 - Feb 25, 2026	-4.46% Jun 2, 2026 - Jul 10, 2026
#15	-1.37% Nov 10, 2025 - Nov 25, 2025	-4.42% Oct 8, 2025 - Oct 27, 2025