EVHY vs PBMR
Comparison between EATON VANCE HIGH YIELD ETF (EVHY, ETF) and PGIM S&P 500 BUFFER 20 ETF - MARCH (PBMR, ETF).
EVHY vs PBMR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVHY
$34M
Winner
PBMR
$34M
Expense Ratio
Winner
EVHY
0.48%
PBMR
0.50%
Max Drawdown
Winner
EVHY
6.57%
PBMR
7.64%
Sharpe Ratio
EVHY
0.70
Winner
PBMR
1.93
5Y Beta
Winner
EVHY
0.20
PBMR
0.39
EVHY vs PBMR - Historical Returns
Returns include dividend reinvestment.
1M
EVHY
+0.18%
Winner
PBMR
+0.76%
3M
EVHY
+0.63%
Winner
PBMR
+3.48%
6M
EVHY
+1.32%
Winner
PBMR
+5.27%
1Y
EVHY
+6.28%
Winner
PBMR
+12.95%
Max(CAGR)
EVHY
+9.71%
Winner
PBMR
+11.06%
EVHY vs PBMR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | EVHY | PBMR |
|---|---|---|
| 2026 | +0.88% | +4.56% |
| 2025 | +8.78% | +10.97% |
| 2024 | +6.81% | +9.41% |
| 2023 | +8.90% | N/A |
EVHY vs PBMR Drawdown Comparison
The maximum drawdown for EVHY was -3.71%, occurring on Apr 8, 2025. Recovery took 41 trading sessions.
The maximum drawdown for PBMR was -7.64%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.
The current EVHY drawdown is -0.42%. The current PBMR drawdown is -0.68%.
| Rank | EVHY | PBMR |
|---|---|---|
| #1 | -3.71% Feb 28, 2025 - Apr 29, 2025 | -7.64% Feb 28, 2025 - May 13, 2025 |
| #2 | -2.51% Jan 28, 2026 - Apr 17, 2026 | -3.43% Jul 16, 2024 - Aug 19, 2024 |
| #3 | -2.11% Mar 27, 2024 - May 3, 2024 | -3.33% Mar 2, 2026 - Apr 9, 2026 |
| #4 | -1.64% Dec 6, 2024 - Jan 27, 2025 | -2.31% Mar 28, 2024 - May 8, 2024 |
| #5 | -1.56% Dec 27, 2023 - Feb 1, 2024 | -1.65% Aug 30, 2024 - Sep 13, 2024 |
| #6 | -1.11% Sep 30, 2024 - Nov 8, 2024 | -1.17% Nov 12, 2025 - Nov 25, 2025 |
| #7 | -1.03% Nov 3, 2023 - Nov 14, 2023 | -1.13% May 19, 2025 - Jun 3, 2025 |
| #8 | -1.01% Oct 2, 2025 - Oct 20, 2025 | -0.88% Jul 28, 2025 - Aug 8, 2025 |
| #9 | -1.00% Feb 1, 2024 - Mar 8, 2024 | -0.86% Dec 16, 2024 - Jan 6, 2025 |
| #10 | -0.95% Apr 17, 2026 - May 28, 2026 | -0.85% Oct 8, 2025 - Oct 20, 2025 |
| #11 | -0.83% May 15, 2024 - Jun 4, 2024 | -0.68% Jun 1, 2026 - Jun 5, 2026 |
| #12 | -0.74% Jul 3, 2025 - Jul 22, 2025 | -0.65% Mar 12, 2024 - Mar 20, 2024 |
| #13 | -0.71% Jul 31, 2024 - Aug 13, 2024 | -0.63% Jan 6, 2025 - Jan 16, 2025 |
| #14 | -0.71% Nov 8, 2024 - Nov 25, 2024 | -0.61% Mar 1, 2024 - Mar 7, 2024 |
| #15 | -0.69% Oct 27, 2025 - Nov 25, 2025 | -0.60% Oct 29, 2024 - Nov 6, 2024 |
Correlation
Correlation between EVHY and PBMR is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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