FSZ vs PBFB

Comparison between FIRST TRUST SWITZERLAND ALPHADEX FUND (FSZ, ETF) and PGIM S&P 500 BUFFER 20 ETF - FEBRUARY (PBFB, ETF).

FSZ vs PBFB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FSZ(ETF)	PBFB(ETF)
Net Assets	$37M	$37M
Expense Ratio	0.80%	0.50%
Max Drawdown	36.39%	8.65%
Sharpe Ratio	-0.04	1.30
5Y Beta	0.50	0.38
5Y Dividends CAGR	12.73%	N/A

Net Assets

FSZ

$37M

Winner

PBFB

$37M

Expense Ratio

FSZ

0.80%

Winner

PBFB

0.50%

Max Drawdown

FSZ

36.39%

Winner

PBFB

8.65%

Sharpe Ratio

FSZ

-0.04

Winner

PBFB

1.30

5Y Beta

FSZ

0.50

Winner

PBFB

0.38

5Y Dividends CAGR

FSZ

12.73%

PBFB

N/A

FSZ vs PBFB - Historical Returns

Returns include dividend reinvestment.

Period	FSZ	PBFB
1 month	-0.96%	+0.56%
3 months	+0.28%	+2.33%
6 months	-1.50%	+4.05%
1 year	+0.64%	+10.19%
5 years(CAGR)	+5.56%	N/A
10 years(CAGR)	+9.78%	N/A
Max(CAGR)	+9.13%	+10.03%

FSZ

-0.96%

Winner

PBFB

+0.56%

FSZ

+0.28%

Winner

PBFB

+2.33%

FSZ

-1.50%

Winner

PBFB

+4.05%

FSZ

+0.64%

Winner

PBFB

+10.19%

5Y(CAGR)

FSZ

+5.56%

PBFB

N/A

10Y(CAGR)

FSZ

+9.78%

PBFB

N/A

Max(CAGR)

FSZ

+9.13%

Winner

PBFB

+10.03%

FSZ vs PBFB - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	FSZ	PBFB
2026	+0.87%	+4.77%
2025	+29.85%	+9.84%
2024	-0.55%	+10.00%
2023	+20.56%	N/A
2022	-20.20%	N/A
2021	+17.95%	N/A
2020	+12.67%	N/A
2019	+26.85%	N/A
2018	-15.49%	N/A
2017	+31.37%	N/A
2016	+5.61%	N/A
2015	+7.14%	N/A
2014	-4.00%	N/A
2013	+28.37%	N/A
2012	+8.63%	N/A

FSZ vs PBFB Drawdown Comparison

The maximum drawdown for FSZ was -34.03%, occurring on Oct 12, 2022. Recovery took 646 trading sessions.

The maximum drawdown for PBFB was -8.65%, occurring on Apr 8, 2025. Recovery took 75 trading sessions.

The current FSZ drawdown is -5.57%. The current PBFB drawdown is -0.57%.

Rank	FSZ	PBFB
#1	-34.03% Dec 29, 2021 - Jul 26, 2024	-8.65% Feb 19, 2025 - Jun 6, 2025
#2	-33.97% Jan 22, 2020 - Sep 2, 2020	-3.79% Jan 30, 2026 - Apr 13, 2026
#3	-24.00% Jan 26, 2018 - Jan 2, 2020	-2.68% Jul 16, 2024 - Aug 15, 2024
#4	-19.03% May 2, 2014 - Feb 1, 2017	-1.81% Mar 28, 2024 - May 6, 2024
#5	-17.37% Mar 19, 2012 - Sep 14, 2012	-1.36% Nov 12, 2025 - Nov 25, 2025
#6	-13.93% Sep 27, 2024 - Apr 28, 2025	-1.28% Jun 2, 2026 - Jun 15, 2026
#7	-10.39% Feb 25, 2026 - Mar 20, 2026	-1.18% Aug 30, 2024 - Sep 13, 2024
#8	-8.29% Oct 12, 2020 - Nov 6, 2020	-1.05% Jul 28, 2025 - Aug 8, 2025
#9	-7.65% May 8, 2013 - Jul 15, 2013	-0.98% Oct 8, 2025 - Oct 20, 2025
#10	-7.63% Sep 2, 2021 - Nov 3, 2021	-0.67% Jun 15, 2026 - Jul 7, 2026
#11	-7.43% Oct 17, 2012 - Dec 6, 2012	-0.58% Jul 15, 2026 - Jul 17, 2026
#12	-7.18% Jul 23, 2025 - Dec 24, 2025	-0.56% Aug 14, 2025 - Aug 22, 2025
#13	-5.65% Feb 16, 2021 - Apr 5, 2021	-0.54% Jun 12, 2025 - Jun 23, 2025
#14	-5.29% Mar 15, 2013 - Apr 30, 2013	-0.52% Dec 11, 2025 - Dec 19, 2025
#15	-5.02% Nov 15, 2021 - Dec 29, 2021	-0.51% Feb 9, 2024 - Feb 22, 2024