HSMV vs PBMY
Comparison between FIRST TRUST HORIZON MANAGED VOLATILITY SMALL/MID ETF (HSMV, ETF) and PGIM S&P 500 BUFFER 20 ETF - MAY (PBMY, ETF).
HSMV vs PBMY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HSMV
$35M
Winner
PBMY
$35M
Expense Ratio
HSMV
0.80%
Winner
PBMY
0.50%
Max Drawdown
HSMV
19.84%
Winner
PBMY
8.11%
Sharpe Ratio
HSMV
0.68
Winner
PBMY
1.21
5Y Beta
HSMV
0.50
Winner
PBMY
0.39
P/E Ratio
HSMV
16.44
PBMY
N/A
Forward P/E
HSMV
15.21
PBMY
N/A
5Y Dividends CAGR
HSMV
23.96%
PBMY
N/A
5Y EPS CAGR
HSMV
6.45%
PBMY
N/A
Debt to Equity
HSMV
48.17%
PBMY
N/A
P/S Ratio
HSMV
1.64
PBMY
N/A
P/B Ratio
HSMV
1.77
PBMY
N/A
HSMV vs PBMY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HSMV
+4.27%
PBMY
+0.55%
3M
Winner
HSMV
+3.47%
PBMY
+2.21%
6M
Winner
HSMV
+5.90%
PBMY
+3.90%
1Y
Winner
HSMV
+11.19%
PBMY
+8.17%
5Y(CAGR)
HSMV
+5.14%
PBMY
N/A
Max(CAGR)
Winner
HSMV
+11.66%
PBMY
+10.70%
HSMV vs PBMY - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | HSMV | PBMY |
|---|---|---|
| 2026 | +9.61% | +4.06% |
| 2025 | +2.19% | +9.83% |
| 2024 | +13.29% | +9.46% |
| 2023 | +4.87% | N/A |
| 2022 | -9.51% | N/A |
| 2021 | +25.06% | N/A |
| 2020 | +34.69% | N/A |
HSMV vs PBMY Drawdown Comparison
The maximum drawdown for HSMV was -19.16%, occurring on Sep 30, 2022. Recovery took 590 trading sessions.
The maximum drawdown for PBMY was -8.11%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The current HSMV drawdown is -1.30%. The current PBMY drawdown is -0.22%.
| Rank | HSMV | PBMY |
|---|---|---|
| #1 | -19.16% Jan 4, 2022 - May 10, 2024 | -8.11% Feb 19, 2025 - May 12, 2025 |
| #2 | -15.45% Nov 25, 2024 - Feb 6, 2026 | -3.10% Jul 16, 2024 - Aug 15, 2024 |
| #3 | -9.48% Aug 12, 2020 - Nov 9, 2020 | -1.52% Aug 30, 2024 - Sep 13, 2024 |
| #4 | -8.83% Jun 8, 2020 - Aug 7, 2020 | -1.47% Jun 2, 2026 - Jul 10, 2026 |
| #5 | -8.59% Apr 29, 2020 - May 26, 2020 | -1.13% Feb 25, 2026 - Apr 1, 2026 |
| #6 | -7.83% Mar 2, 2026 - Jun 26, 2026 | -0.85% Dec 13, 2024 - Dec 26, 2024 |
| #7 | -6.87% Nov 15, 2021 - Dec 28, 2021 | -0.82% Nov 12, 2025 - Nov 25, 2025 |
| #8 | -5.35% Jul 30, 2024 - Aug 23, 2024 | -0.75% May 19, 2025 - May 27, 2025 |
| #9 | -4.86% Sep 2, 2021 - Oct 21, 2021 | -0.70% Jul 15, 2026 - Jul 17, 2026 |
| #10 | -4.38% Apr 9, 2020 - Apr 27, 2020 | -0.63% Jan 6, 2025 - Jan 16, 2025 |
| #11 | -4.35% Jun 11, 2021 - Aug 27, 2021 | -0.58% Oct 8, 2025 - Oct 20, 2025 |
| #12 | -4.07% Jan 25, 2021 - Feb 5, 2021 | -0.54% Dec 26, 2024 - Jan 6, 2025 |
| #13 | -3.93% Mar 15, 2021 - Apr 5, 2021 | -0.53% Oct 29, 2024 - Nov 6, 2024 |
| #14 | -3.84% May 15, 2024 - Jul 11, 2024 | -0.52% May 8, 2024 - May 15, 2024 |
| #15 | -3.79% May 7, 2021 - Jun 8, 2021 | -0.51% Jun 12, 2025 - Jun 23, 2025 |
Correlation
Correlation between HSMV and PBMY is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2020 - 2026)
HSMV vs PBMY dividend yield comparison.
| Year | HSMV | PBMY |
|---|---|---|
| 2026 | 0.69% | 0.00% |
| 2025 | 2.01% | 0.08% |
| 2024 | 1.43% | 0.00% |
| 2023 | 1.43% | 0.00% |
| 2022 | 1.26% | 0.00% |
| 2021 | 0.76% | 0.00% |
| 2020 | 0.80% | 0.00% |
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