SMAX vs PSMJ
Comparison between ISHARES LARGE CAP MAX BUFFER SEP ETF (SMAX, ETF) and PACER SWAN SOS MODERATE (JULY) ETF (PSMJ, ETF).
SMAX vs PSMJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SMAX
$91M
PSMJ
$91M
Expense Ratio
SMAX
0.50%
Winner
PSMJ
0.49%
Max Drawdown
Winner
SMAX
3.90%
PSMJ
10.87%
Sharpe Ratio
Winner
SMAX
1.37
PSMJ
1.32
5Y Beta
Winner
SMAX
0.19
PSMJ
0.49
SMAX vs PSMJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMAX
+0.55%
PSMJ
+0.33%
3M
SMAX
+2.28%
Winner
PSMJ
+2.74%
6M
SMAX
+3.62%
Winner
PSMJ
+4.87%
1Y
SMAX
+7.62%
Winner
PSMJ
+10.91%
5Y(CAGR)
SMAX
N/A
PSMJ
+10.50%
Max(CAGR)
SMAX
+7.14%
Winner
PSMJ
+10.39%
SMAX vs PSMJ - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SMAX | PSMJ |
|---|---|---|
| 2026 | +3.79% | +5.21% |
| 2025 | +7.88% | +13.39% |
| 2024 | +1.02% | +14.44% |
| 2023 | N/A | +19.98% |
| 2022 | N/A | -2.57% |
| 2021 | N/A | +3.68% |
SMAX vs PSMJ Drawdown Comparison
The maximum drawdown for SMAX was -3.90%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.
The maximum drawdown for PSMJ was -10.87%, occurring on Apr 8, 2025. Recovery took 74 trading sessions.
The current SMAX drawdown is -0.01%. The current PSMJ drawdown is -0.34%.
| Rank | SMAX | PSMJ |
|---|---|---|
| #1 | -3.90% Feb 20, 2025 - May 16, 2025 | -10.87% Feb 18, 2025 - Jun 4, 2025 |
| #2 | -1.91% Feb 25, 2026 - Apr 13, 2026 | -8.40% Aug 16, 2022 - Jan 26, 2023 |
| #3 | -0.81% Oct 28, 2025 - Nov 26, 2025 | -6.89% Mar 29, 2022 - Aug 11, 2022 |
| #4 | -0.72% May 19, 2025 - Jun 2, 2025 | -5.42% Jul 31, 2023 - Nov 20, 2023 |
| #5 | -0.71% Dec 11, 2024 - Dec 24, 2024 | -4.85% Feb 2, 2023 - Apr 13, 2023 |
| #6 | -0.63% Jun 2, 2026 - Jun 15, 2026 | -4.61% Jul 16, 2024 - Aug 19, 2024 |
| #7 | -0.61% Jan 9, 2026 - Jan 26, 2026 | -4.48% Jan 3, 2022 - Mar 29, 2022 |
| #8 | -0.57% Dec 24, 2024 - Jan 15, 2025 | -3.70% Feb 25, 2026 - Apr 9, 2026 |
| #9 | -0.56% Oct 22, 2024 - Nov 6, 2024 | -2.19% Aug 30, 2024 - Sep 13, 2024 |
| #10 | -0.54% Feb 2, 2026 - Feb 9, 2026 | -2.10% Sep 1, 2021 - Oct 19, 2021 |
| #11 | -0.53% Jul 28, 2025 - Aug 8, 2025 | -2.01% May 1, 2023 - May 18, 2023 |
| #12 | -0.52% Nov 8, 2024 - Nov 29, 2024 | -1.89% Oct 28, 2025 - Nov 26, 2025 |
| #13 | -0.48% Feb 9, 2026 - Feb 25, 2026 | -1.84% Mar 28, 2024 - May 3, 2024 |
| #14 | -0.45% Oct 8, 2025 - Oct 20, 2025 | -1.77% Apr 18, 2023 - Apr 28, 2023 |
| #15 | -0.39% Dec 11, 2025 - Dec 22, 2025 | -1.66% May 18, 2023 - May 26, 2023 |
Correlation
Correlation between SMAX and PSMJ is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2021 - 2025)
SMAX vs PSMJ dividend yield comparison.
| Year | SMAX | PSMJ |
|---|---|---|
| 2025 | 0.98% | 0.00% |
| 2024 | 0.27% | 0.00% |
| 2021 | 0.00% | 0.02% |
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