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MDCRPacer Swan SOS Moderate (December) ETF

Grow my moneyStay safeRanked #349 of 349 in this goal

Seeks to provide investors with returns that match those of the SPDR S&P 500 ETF Trust up to a predetermined upside cap of 7.06% and a buffer against the first 15% of losses.

Annual Cost

—

#5,549 of 5,549 · expensive

Fund Size

—

#5,549 of 5,549 · small

Return (1Y)Goal

N/A

Track Record

—

#5,549 of 5,549 · young

Performance

Annualized total return

1 Year

N/A

3 Years

N/A

5 Years

N/A

Classification

How Beacon categorizes this fund

Asset class

Alternative

Region

North america

Strategy

Structured outcome

Index tracked

SPDR S&P 500 ETF Trust

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
N/A
Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide investors with returns that match those of the SPDR S&P 500 ETF Trust up to a predetermined upside cap of 7.06% and a buffer against the first 15% of losses.
Strategy
Actively managed ETF that invests substantially all assets in FLEX Options referencing the SPDR S&P 500 ETF Trust. Provides a buffer against the first 15% of losses and caps returns at 7.06%.

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Buffer
Warning

Buffer ETF — downside protection at a cost

Defined-outcome funds cap upside (typically 8–20%) in exchange for partial downside protection (9–30%), priced via options. Fees are materially higher than the underlying index (often 0.70%+ vs 0.03–0.10%). For most pre-retirees, a simple stock/bond mix achieves similar downside behaviour at a fraction of the cost.

Source: Morningstar, 'Defined-Outcome ETFs: Useful or Uneconomic?' (2023)

Why we flagged this: strategy=structured_outcome + structured_outcome_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-15