PSMJ vs VGI

Comparison between PACER SWAN SOS MODERATE (JULY) ETF (PSMJ, ETF) and Virtus Global Multi-Sector Income Fund (VGI, ETF).

5-Year PerformancePSMJ has outperformed VGI, delivering a return of +10.5% compared to +2.6%

PSMJ vs VGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSMJ(ETF)	VGI(ETF)
Net Assets	$91M	$91M
Expense Ratio	0.49%	N/A
Max Drawdown	10.87%	66.63%
Sharpe Ratio	1.32	0.45
5Y Beta	0.49	0.26
5Y Dividends CAGR	N/A	-5.29%

Net Assets

Winner

PSMJ

$91M

VGI

$91M

Expense Ratio

PSMJ

0.49%

VGI

N/A

Max Drawdown

Winner

PSMJ

10.87%

VGI

66.63%

Sharpe Ratio

Winner

PSMJ

1.32

VGI

0.45

5Y Beta

PSMJ

0.49

Winner

VGI

0.26

5Y Dividends CAGR

PSMJ

N/A

VGI

-5.29%

PSMJ vs VGI - Historical Returns

Returns include dividend reinvestment.

Period	PSMJ	VGI
1 month	+0.33%	-0.01%
3 months	+2.74%	-0.06%
6 months	+4.87%	-0.53%
1 year	+10.91%	+6.78%
5 years(CAGR)	+10.50%	+2.56%
10 years(CAGR)	N/A	+4.41%
Max(CAGR)	+10.39%	+4.71%

Winner

PSMJ

+0.33%

VGI

-0.01%

Winner

PSMJ

+2.74%

VGI

-0.06%

Winner

PSMJ

+4.87%

VGI

-0.53%

Winner

PSMJ

+10.91%

VGI

+6.78%

5Y(CAGR)

Winner

PSMJ

+10.50%

VGI

+2.56%

10Y(CAGR)

PSMJ

N/A

VGI

+4.41%

Max(CAGR)

Winner

PSMJ

+10.39%

VGI

+4.71%

PSMJ vs VGI - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	PSMJ	VGI
2026	+5.21%	+0.35%
2025	+13.39%	+15.67%
2024	+14.44%	+10.14%
2023	+19.98%	+13.76%
2022	-2.57%	-22.33%
2021	+3.68%	+2.29%
2020	N/A	+8.14%
2019	N/A	+24.27%
2018	N/A	-28.85%
2017	N/A	+25.78%
2016	N/A	+23.76%
2015	N/A	+1.55%
2014	N/A	+3.75%
2013	N/A	-3.38%
2012	N/A	+0.66%

PSMJ vs VGI Drawdown Comparison

The maximum drawdown for PSMJ was -10.87%, occurring on Apr 8, 2025. Recovery took 74 trading sessions.

The maximum drawdown for VGI was -48.01%, occurring on Mar 18, 2020. Recovery took 878 trading sessions.

The current PSMJ drawdown is -0.34%. The current VGI drawdown is -2.90%.

Rank	PSMJ	VGI
#1	-10.87% Feb 18, 2025 - Jun 4, 2025	-48.01% Nov 7, 2017 - May 6, 2021
#2	-8.40% Aug 16, 2022 - Jan 26, 2023	-33.77% May 20, 2021 - Jun 12, 2025
#3	-6.89% Mar 29, 2022 - Aug 11, 2022	-18.77% Apr 10, 2015 - Jun 1, 2016
#4	-5.42% Jul 31, 2023 - Nov 20, 2023	-15.33% May 16, 2013 - May 9, 2014
#5	-4.85% Feb 2, 2023 - Apr 13, 2023	-13.26% Mar 22, 2012 - Oct 12, 2012
#6	-4.61% Jul 16, 2024 - Aug 19, 2024	-13.00% Jul 14, 2014 - Mar 25, 2015
#7	-4.48% Jan 3, 2022 - Mar 29, 2022	-8.22% Feb 18, 2026 - Mar 30, 2026
#8	-3.70% Feb 25, 2026 - Apr 9, 2026	-7.20% Sep 7, 2016 - Dec 22, 2016
#9	-2.19% Aug 30, 2024 - Sep 13, 2024	-5.26% Oct 16, 2017 - Nov 7, 2017
#10	-2.10% Sep 1, 2021 - Oct 19, 2021	-4.56% Jun 19, 2017 - Aug 1, 2017
#11	-2.01% May 1, 2023 - May 18, 2023	-4.28% Oct 16, 2012 - Jan 2, 2013
#12	-1.89% Oct 28, 2025 - Nov 26, 2025	-4.07% Aug 4, 2017 - Aug 21, 2017
#13	-1.84% Mar 28, 2024 - May 3, 2024	-3.64% May 6, 2021 - May 19, 2021
#14	-1.77% Apr 18, 2023 - Apr 28, 2023	-3.28% Jan 16, 2013 - Apr 12, 2013
#15	-1.66% May 18, 2023 - May 26, 2023	-2.89% Jun 5, 2017 - Jun 19, 2017

Correlation

Correlation between PSMJ and VGI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2012 - 2026)

PSMJ vs VGI dividend yield comparison.

Year	PSMJ	VGI
2026	0.00%	7.65%
2025	0.00%	12.24%
2024	0.00%	12.57%
2023	0.00%	12.26%
2022	0.00%	13.42%
2021	0.02%	10.22%
2020	0.00%	11.81%
2019	0.00%	12.10%
2018	0.00%	15.00%
2017	0.00%	10.70%
2016	0.00%	12.21%
2015	0.00%	15.60%
2014	0.00%	11.21%
2013	0.00%	9.74%
2012	0.00%	6.19%