RBLD vs PSFM

Comparison between FIRST TRUST ALERIAN U.S. NEXTGEN INFRASTRUCTURE ETF (RBLD, ETF) and PACER SWAN SOS FLEX (APRIL) ETF (PSFM, ETF).

5-Year PerformanceRBLD has outperformed PSFM, delivering a return of +10.3% compared to +9.9%

RBLD vs PSFM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RBLD(ETF)	PSFM(ETF)
Net Assets	$22M	$22M
Expense Ratio	0.65%	0.49%
Max Drawdown	51.72%	14.33%
Sharpe Ratio	1.64	2.86
5Y Beta	0.81	0.56
P/E Ratio	30.47	N/A
Forward P/E	23.22	N/A
PEG Ratio	0.97	N/A
5Y Dividends CAGR	-5.72%	N/A
5Y EPS CAGR	12.58%	N/A
Debt to Equity	91.15%	N/A
P/S Ratio	3.47	N/A
P/B Ratio	3.99	N/A

Net Assets

RBLD

$22M

PSFM

$22M

Expense Ratio

RBLD

0.65%

Winner

PSFM

0.49%

Max Drawdown

RBLD

51.72%

Winner

PSFM

14.33%

Sharpe Ratio

RBLD

1.64

Winner

PSFM

2.86

5Y Beta

RBLD

0.81

Winner

PSFM

0.56

P/E Ratio

RBLD

30.47

PSFM

N/A

Forward P/E

RBLD

23.22

PSFM

N/A

PEG Ratio

RBLD

0.97

PSFM

N/A

5Y Dividends CAGR

RBLD

-5.72%

PSFM

N/A

5Y EPS CAGR

RBLD

12.58%

PSFM

N/A

Debt to Equity

RBLD

91.15%

PSFM

N/A

P/S Ratio

RBLD

3.47

PSFM

N/A

P/B Ratio

RBLD

3.99

PSFM

N/A

RBLD vs PSFM - Historical Returns

Returns include dividend reinvestment.

Period	RBLD	PSFM
1 month	+0.08%	+0.41%
3 months	+6.68%	+7.40%
6 months	+17.08%	+9.46%
1 year	+26.80%	+16.36%
5 years(CAGR)	+10.29%	+9.88%
10 years(CAGR)	+8.04%	N/A
Max(CAGR)	+8.65%	+10.34%

RBLD

+0.08%

Winner

PSFM

+0.41%

RBLD

+6.68%

Winner

PSFM

+7.40%

Winner

RBLD

+17.08%

PSFM

+9.46%

Winner

RBLD

+26.80%

PSFM

+16.36%

5Y(CAGR)

Winner

RBLD

+10.29%

PSFM

+9.88%

10Y(CAGR)

RBLD

+8.04%

PSFM

N/A

Max(CAGR)

RBLD

+8.65%

Winner

PSFM

+10.34%

RBLD vs PSFM - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	RBLD	PSFM
2026	+16.05%	+8.55%
2025	+13.85%	+7.16%
2024	+18.41%	+14.55%
2023	+19.67%	+18.34%
2022	-10.17%	-5.29%
2021	+14.23%	+11.65%
2020	-0.56%	N/A
2019	+12.52%	N/A
2018	-22.35%	N/A
2017	+22.22%	N/A
2016	+15.76%	N/A
2015	-0.95%	N/A
2014	-8.94%	N/A
2013	+21.26%	N/A
2012	+15.26%	N/A
2011	-18.52%	N/A
2010	+15.17%	N/A
2009	+22.91%	N/A
2008	+16.36%	N/A

RBLD vs PSFM Drawdown Comparison

The maximum drawdown for RBLD was -50.07%, occurring on Mar 18, 2020. Recovery took 1488 trading sessions.

The maximum drawdown for PSFM was -14.33%, occurring on Jun 16, 2022. Recovery took 295 trading sessions.

The current RBLD drawdown is -2.38%. The current PSFM drawdown is -0.76%.

Rank	RBLD	PSFM
#1	-50.07% Jan 26, 2018 - Dec 26, 2023	-14.33% Mar 29, 2022 - Jun 1, 2023
#2	-33.46% Apr 29, 2011 - Sep 16, 2013	-14.12% Feb 19, 2025 - Aug 12, 2025
#3	-30.86% Jan 6, 2009 - May 4, 2009	-7.24% Jan 4, 2022 - Mar 28, 2022
#4	-27.71% Jun 9, 2014 - Feb 15, 2017	-5.71% Jul 28, 2023 - Nov 14, 2023
#5	-24.42% Nov 4, 2008 - Dec 8, 2008	-5.46% Jul 16, 2024 - Aug 21, 2024
#6	-22.47% Apr 15, 2010 - Oct 13, 2010	-3.10% Apr 1, 2024 - May 9, 2024
#7	-20.15% Oct 20, 2008 - Nov 4, 2008	-2.88% May 7, 2021 - Jun 4, 2021
#8	-19.14% Nov 29, 2024 - Jul 3, 2025	-2.72% Aug 30, 2024 - Sep 18, 2024
#9	-15.59% Jun 2, 2009 - Aug 3, 2009	-2.45% Sep 2, 2021 - Oct 18, 2021
#10	-13.38% Oct 19, 2009 - Apr 9, 2010	-2.09% Nov 8, 2021 - Dec 10, 2021
#11	-8.20% Dec 17, 2008 - Dec 31, 2008	-1.96% Dec 11, 2024 - Jan 17, 2025
#12	-7.91% Sep 16, 2009 - Oct 15, 2009	-1.82% Jul 12, 2021 - Jul 23, 2021
#13	-7.69% Jan 15, 2014 - Mar 7, 2014	-1.31% Nov 10, 2025 - Nov 26, 2025
#14	-7.49% May 8, 2009 - May 19, 2009	-1.29% Oct 18, 2024 - Nov 6, 2024
#15	-7.35% Mar 3, 2011 - Mar 21, 2011	-1.28% Aug 16, 2021 - Aug 27, 2021