PSMJ vs LODI
Comparison between PACER SWAN SOS MODERATE (JULY) ETF (PSMJ, ETF) and AAM SLC LOW DURATION INCOME ETF (LODI, ETF).
PSMJ vs LODI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PSMJ
$91M
LODI
$91M
Expense Ratio
PSMJ
0.49%
Winner
LODI
0.15%
Max Drawdown
PSMJ
10.87%
Winner
LODI
1.44%
Sharpe Ratio
Winner
PSMJ
1.32
LODI
0.59
5Y Beta
PSMJ
0.49
Winner
LODI
0.00
PSMJ vs LODI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PSMJ
+0.33%
LODI
+0.31%
3M
Winner
PSMJ
+2.74%
LODI
+0.84%
6M
Winner
PSMJ
+4.87%
LODI
+1.91%
1Y
Winner
PSMJ
+10.91%
LODI
+4.98%
5Y(CAGR)
PSMJ
+10.50%
LODI
N/A
Max(CAGR)
Winner
PSMJ
+10.39%
LODI
+5.26%
PSMJ vs LODI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | PSMJ | LODI |
|---|---|---|
| 2026 | +5.21% | +2.25% |
| 2025 | +13.39% | +6.22% |
| 2024 | +14.44% | +0.26% |
| 2023 | +19.98% | N/A |
| 2022 | -2.57% | N/A |
| 2021 | +3.68% | N/A |
PSMJ vs LODI Drawdown Comparison
The maximum drawdown for PSMJ was -10.87%, occurring on Apr 8, 2025. Recovery took 74 trading sessions.
The maximum drawdown for LODI was -1.01%, occurring on Apr 11, 2025. Recovery took 29 trading sessions.
The current PSMJ drawdown is -0.34%. The current LODI drawdown is -0.14%.
| Rank | PSMJ | LODI |
|---|---|---|
| #1 | -10.87% Feb 18, 2025 - Jun 4, 2025 | -1.01% Apr 4, 2025 - May 16, 2025 |
| #2 | -8.40% Aug 16, 2022 - Jan 26, 2023 | -0.75% Feb 27, 2026 - Apr 20, 2026 |
| #3 | -6.89% Mar 29, 2022 - Aug 11, 2022 | -0.73% Jul 14, 2025 - Aug 4, 2025 |
| #4 | -5.42% Jul 31, 2023 - Nov 20, 2023 | -0.61% Sep 22, 2025 - Sep 29, 2025 |
| #5 | -4.85% Feb 2, 2023 - Apr 13, 2023 | -0.59% Dec 1, 2025 - Jan 5, 2026 |
| #6 | -4.61% Jul 16, 2024 - Aug 19, 2024 | -0.57% Sep 29, 2025 - Nov 17, 2025 |
| #7 | -4.48% Jan 3, 2022 - Mar 29, 2022 | -0.39% Aug 4, 2025 - Aug 27, 2025 |
| #8 | -3.70% Feb 25, 2026 - Apr 9, 2026 | -0.39% Sep 2, 2025 - Sep 19, 2025 |
| #9 | -2.19% Aug 30, 2024 - Sep 13, 2024 | -0.38% Dec 30, 2024 - Jan 16, 2025 |
| #10 | -2.10% Sep 1, 2021 - Oct 19, 2021 | -0.38% Jun 30, 2025 - Jul 14, 2025 |
| #11 | -2.01% May 1, 2023 - May 18, 2023 | -0.34% Jun 2, 2025 - Jun 9, 2025 |
| #12 | -1.89% Oct 28, 2025 - Nov 26, 2025 | -0.33% Feb 10, 2026 - Feb 27, 2026 |
| #13 | -1.84% Mar 28, 2024 - May 3, 2024 | -0.32% Mar 4, 2025 - Apr 1, 2025 |
| #14 | -1.77% Apr 18, 2023 - Apr 28, 2023 | -0.30% Jun 9, 2025 - Jun 20, 2025 |
| #15 | -1.66% May 18, 2023 - May 26, 2023 | -0.30% Feb 4, 2025 - Feb 14, 2025 |
Correlation
Correlation between PSMJ and LODI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2021 - 2026)
PSMJ vs LODI dividend yield comparison.
| Year | PSMJ | LODI |
|---|---|---|
| 2026 | 0.00% | 2.46% |
| 2025 | 0.00% | 5.11% |
| 2024 | 0.00% | 0.38% |
| 2021 | 0.02% | 0.00% |
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