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PSMO vs IAE

Comparison between PACER SWAN SOS MODERATE (OCTOBER) ETF (PSMO, ETF) and Voya Asia Pacific High Dividend Equity Income Fund (IAE, ETF).

5-Year PerformanceIAE has outperformed PSMO, delivering a return of +10.7% compared to +10.0%

PSMO vs IAE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PSMO
$100M
Winner
IAE
$100M
Expense Ratio
PSMO
0.49%
IAE
N/A
Max Drawdown
Winner
PSMO
9.77%
IAE
78.94%
Sharpe Ratio
PSMO
1.58
Winner
IAE
1.65
5Y Beta
Winner
PSMO
0.45
IAE
0.65
5Y Dividends CAGR
PSMO
N/A
IAE
-0.35%

PSMO vs IAE - Historical Returns

Returns include dividend reinvestment.

1M
PSMO
+0.64%
Winner
IAE
+9.45%
3M
PSMO
+6.09%
Winner
IAE
+26.01%
6M
PSMO
+5.61%
Winner
IAE
+28.48%
1Y
PSMO
+13.67%
Winner
IAE
+43.81%
5Y(CAGR)
PSMO
+10.04%
Winner
IAE
+10.67%
10Y(CAGR)
PSMO
N/A
IAE
+11.50%
Max(CAGR)
Winner
PSMO
+10.04%
IAE
+5.33%

PSMO vs IAE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPSMOIAE
2026+5.00%+24.97%
2025+11.49%+35.76%
2024+9.86%+13.83%
2023+20.58%+7.73%
2022-1.55%-15.30%
2021+2.88%+2.48%
2020N/A+12.74%
2019N/A+12.46%
2018N/A-12.66%
2017N/A+28.08%
2016N/A+11.40%
2015N/A-11.45%
2014N/A-0.25%
2013N/A-14.36%
2012N/A+19.51%
2011N/A-20.57%
2010N/A+12.93%
2009N/A+85.84%
2008N/A-41.18%
2007N/A-7.11%

PSMO vs IAE Drawdown Comparison

The maximum drawdown for PSMO was -9.77%, occurring on Apr 8, 2025. Recovery took 76 trading sessions.

The maximum drawdown for IAE was -60.83%, occurring on Nov 20, 2008. Recovery took 494 trading sessions.

The current PSMO drawdown is -0.53%. The current IAE drawdown is -2.51%.

RankPSMOIAE
#1-9.77%
Feb 18, 2025 - Jun 6, 2025
-60.83%
Oct 29, 2007 - Oct 14, 2009
#2-9.38%
Oct 20, 2021 - Nov 25, 2022
-42.36%
Jan 26, 2018 - Dec 1, 2020
#3-4.48%
Feb 25, 2026 - Apr 13, 2026
-39.05%
Jan 22, 2013 - Oct 3, 2017
#4-3.79%
Feb 2, 2023 - Mar 31, 2023
-33.79%
Apr 21, 2011 - Jan 14, 2013
#5-3.27%
Oct 17, 2023 - Nov 3, 2023
-32.91%
Jun 29, 2021 - Sep 26, 2024
#6-2.71%
Dec 1, 2022 - Jan 11, 2023
-21.67%
Apr 15, 2010 - Sep 27, 2010
#7-2.48%
Oct 28, 2025 - Dec 3, 2025
-18.44%
Apr 17, 2007 - Oct 26, 2007
#8-1.77%
Jul 31, 2024 - Aug 14, 2024
-16.75%
Jan 6, 2010 - Apr 14, 2010
#9-1.72%
Dec 16, 2024 - Jan 21, 2025
-16.18%
Oct 7, 2024 - May 12, 2025
#10-1.41%
Jun 4, 2026 - Jun 10, 2026
-13.66%
Nov 5, 2010 - Apr 21, 2011
#11-1.35%
May 1, 2023 - May 17, 2023
-12.85%
Feb 10, 2026 - Apr 27, 2026
#12-1.33%
Sep 14, 2023 - Oct 10, 2023
-11.92%
Oct 15, 2009 - Dec 4, 2009
#13-1.31%
Oct 29, 2024 - Nov 6, 2024
-9.39%
Oct 29, 2025 - Jan 12, 2026
#14-1.29%
Oct 6, 2025 - Oct 20, 2025
-6.98%
Oct 16, 2017 - Jan 5, 2018
#15-1.23%
Jan 27, 2026 - Feb 9, 2026
-6.56%
Oct 7, 2025 - Oct 20, 2025

Correlation

Correlation between PSMO and IAE is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

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