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FTDS vs PBMY

Comparison between FIRST TRUST DIVIDEND STRENGTH ETF (FTDS, ETF) and PGIM S&P 500 BUFFER 20 ETF - MAY (PBMY, ETF).

FTDS vs PBMY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FTDS
$33M
Winner
PBMY
$33M
Expense Ratio
FTDS
0.70%
Winner
PBMY
0.50%
Max Drawdown
FTDS
57.79%
Winner
PBMY
8.11%
Sharpe Ratio
FTDS
1.26
Winner
PBMY
1.61
5Y Beta
FTDS
0.67
Winner
PBMY
0.39
P/E Ratio
FTDS
15.14
PBMY
N/A
Forward P/E
FTDS
12.98
PBMY
N/A
PEG Ratio
FTDS
0.39
PBMY
N/A
5Y Dividends CAGR
FTDS
20.16%
PBMY
N/A
5Y EPS CAGR
FTDS
10.30%
PBMY
N/A
Debt to Equity
FTDS
55.21%
PBMY
N/A
P/S Ratio
FTDS
1.92
PBMY
N/A
P/B Ratio
FTDS
2.56
PBMY
N/A

FTDS vs PBMY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FTDS
+3.69%
PBMY
+0.45%
3M
Winner
FTDS
+3.64%
PBMY
+2.77%
6M
Winner
FTDS
+7.64%
PBMY
+3.89%
1Y
Winner
FTDS
+20.68%
PBMY
+9.06%
5Y(CAGR)
FTDS
+6.81%
PBMY
N/A
10Y(CAGR)
FTDS
+11.13%
PBMY
N/A
Max(CAGR)
FTDS
+6.46%
Winner
PBMY
+10.83%

FTDS vs PBMY - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearFTDSPBMY
2026+8.30%+3.19%
2025+14.07%+9.83%
2024+10.99%+9.46%
2023+12.27%N/A
2022-13.33%N/A
2021+26.46%N/A
2020+13.73%N/A
2019+23.95%N/A
2018-10.51%N/A
2017+19.34%N/A
2016+14.74%N/A
2015-5.05%N/A
2014+3.40%N/A
2013+37.32%N/A
2012+4.68%N/A
2011-10.22%N/A
2010+18.10%N/A
2009+35.40%N/A
2008-35.08%N/A
2007+5.23%N/A
2006-1.34%N/A
2005+0.35%N/A
2004-0.79%N/A

FTDS vs PBMY Drawdown Comparison

The maximum drawdown for FTDS was -56.53%, occurring on Mar 9, 2009. Recovery took 1822 trading sessions.

The maximum drawdown for PBMY was -8.11%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.

The current FTDS drawdown is -1.92%. The current PBMY drawdown is -0.66%.

RankFTDSPBMY
#1-56.53%
Dec 15, 2005 - Mar 15, 2013
-8.11%
Feb 19, 2025 - May 12, 2025
#2-42.47%
Feb 19, 2020 - Nov 11, 2020
-3.10%
Jul 16, 2024 - Aug 15, 2024
#3-23.36%
Nov 16, 2021 - Mar 21, 2024
-1.52%
Aug 30, 2024 - Sep 13, 2024
#4-22.60%
Sep 20, 2018 - Dec 18, 2019
-1.47%
Jun 2, 2026 - Jun 10, 2026
#5-21.84%
Sep 3, 2014 - Nov 14, 2016
-1.13%
Feb 25, 2026 - Apr 1, 2026
#6-19.90%
Apr 28, 2004 - Feb 11, 2005
-0.85%
Dec 13, 2024 - Dec 26, 2024
#7-18.04%
Nov 25, 2024 - Jul 23, 2025
-0.82%
Nov 12, 2025 - Nov 25, 2025
#8-9.32%
Mar 7, 2005 - Aug 2, 2005
-0.75%
May 19, 2025 - May 27, 2025
#9-8.93%
Jan 26, 2018 - Jun 6, 2018
-0.63%
Jan 6, 2025 - Jan 16, 2025
#10-8.45%
Sep 30, 2005 - Dec 2, 2005
-0.58%
Oct 8, 2025 - Oct 20, 2025
#11-7.24%
Jan 15, 2014 - Mar 5, 2014
-0.54%
Dec 26, 2024 - Jan 6, 2025
#12-6.57%
Mar 2, 2026 - May 13, 2026
-0.53%
Oct 29, 2024 - Nov 6, 2024
#13-6.46%
Jul 31, 2024 - Aug 23, 2024
-0.52%
May 8, 2024 - May 15, 2024
#14-5.50%
Jun 8, 2021 - Aug 9, 2021
-0.51%
Jun 12, 2025 - Jun 23, 2025
#15-5.33%
Sep 3, 2021 - Oct 20, 2021
-0.50%
Jul 28, 2025 - Aug 6, 2025

Correlation

Correlation between FTDS and PBMY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2007 - 2026)

FTDS vs PBMY dividend yield comparison.

YearFTDSPBMY
20260.51%0.00%
20251.59%0.08%
20242.05%0.00%
20232.15%0.00%
20222.31%0.00%
20210.72%0.00%
20200.99%0.00%
20191.13%0.00%
20181.14%0.00%
20170.79%0.00%
20161.24%0.00%
20150.95%0.00%
20141.07%0.00%
20130.84%0.00%
20122.12%0.00%
20111.14%0.00%
20101.45%0.00%
20091.02%0.00%
20081.96%0.00%
20071.23%0.00%

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