PSMDvsHELOETF Comparison
VS
Pacer Swan SOS Moderate (December) ETF (PSMD) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. PSMD is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.5% for HELO. PSMD is up 8.39% year-to-date (YTD) with +$10M in YTD flows. HELO performs worse with 4.62% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of PSMD and HELO below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
PSMD vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | PSMD HELO | +1.03%+1.14% | +2.29%+1.63% | +8.39%+4.62% | +11.77%+7.59% | +42.94%+39.50% | +56.71%n/a |
| Flows | PSMD HELO | -+$78M | -+$618M | +$10M+$1.07B | +$5M+$1.14B | +$37M+$4.25B | +$64M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | PSMD HELO | +4.11%+7.26% | +5.68%+7.02% | +7.41%+7.84% | +8.85%n/a |
| Max drawdown | PSMD HELO | -1.03%-2.37% | -4.57%-5.83% | -10.30%-10.86% | -11.69%n/a |
| Max drawdown duration | PSMD HELO | 8d61d | 67d73d | 110d169d | 393dn/a |
Trading data
PSMD | HELO | |
Last sale 10/16/2026 at 1:30 PM | $35.26 | $69.21 |
| Previous close 10/15/2026 | $35.38 | $69.67 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
PSMD | HELO | |
|---|---|---|
| Last price | $35.26 | $69.21 |
| 1D performance | -0.35% | -0.66% |
| AuM | $95.18 M | $4.86 B |
| E/R | 0.6% | 0.5% |
Characteristics
PSMD | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | PACER ETFs | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 23, 2020 | September 28, 2023 |
| ESG | No | No |
Exposure
Countries
PSMD
Data will be available soon
HELO
Data will be available soon
Sectors
PSMD
Data will be available soon
HELO
Data will be available soon
Diversification
PSMD
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
PSMD
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about PSMD and HELO
How have the PSMD and HELO ETFs performed in 2026?
As of October 16, 2026, PSMD is up 8.39% year-to-date (YTD), while HELO has returned 4.62%. That puts PSMD better performer ahead so far this year.
Which ETF is attracting more investor money: PSMD or HELO?
Year-to-date, the PSMD ETF saw +$10M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: PSMD or HELO?
Over the past year, PSMD had a volatility of 5.68%, while HELO experienced 7.02%.
Which ETF is bigger: PSMD or HELO?
As of October 16, 2026, PSMD holds $95.18 M in assets under management (AUM), while HELO manages $4.86 B.
Latest news about PSMD & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
Advertisement
