IEDI vs PBAU
Comparison between ISHARES U.S. CONSUMER FOCUSED ETF (IEDI, ETF) and PGIM S&P 500 BUFFER 20 ETF - AUGUST (PBAU, ETF).
IEDI vs PBAU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IEDI
$27M
PBAU
$27M
Expense Ratio
Winner
IEDI
0.18%
PBAU
0.50%
Max Drawdown
IEDI
30.60%
Winner
PBAU
8.87%
Sharpe Ratio
IEDI
-0.16
Winner
PBAU
1.42
5Y Beta
IEDI
0.73
Winner
PBAU
0.41
P/E Ratio
IEDI
26.79
PBAU
N/A
Forward P/E
IEDI
23.82
PBAU
N/A
PEG Ratio
IEDI
0.51
PBAU
N/A
5Y Dividends CAGR
IEDI
10.94%
PBAU
N/A
5Y EPS CAGR
IEDI
15.91%
PBAU
N/A
Debt to Equity
IEDI
-4.77%
PBAU
N/A
P/S Ratio
IEDI
1.60
PBAU
N/A
P/B Ratio
IEDI
8.12
PBAU
N/A
IEDI vs PBAU - Historical Returns
Returns include dividend reinvestment.
1M
IEDI
+0.22%
Winner
PBAU
+0.78%
3M
IEDI
-4.63%
Winner
PBAU
+3.09%
6M
IEDI
-5.91%
Winner
PBAU
+5.11%
1Y
IEDI
+0.10%
Winner
PBAU
+10.71%
5Y(CAGR)
IEDI
+5.26%
PBAU
N/A
10Y(CAGR)
IEDI
+11.70%
PBAU
N/A
Max(CAGR)
Winner
IEDI
+11.70%
PBAU
+11.11%
IEDI vs PBAU - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IEDI | PBAU |
|---|---|---|
| 2026 | -0.55% | +5.37% |
| 2025 | +4.04% | +11.68% |
| 2024 | +23.09% | +7.08% |
| 2023 | +24.03% | N/A |
| 2022 | -23.30% | N/A |
| 2021 | +22.68% | N/A |
| 2020 | +29.03% | N/A |
| 2019 | +29.93% | N/A |
| 2018 | +0.73% | N/A |
IEDI vs PBAU Drawdown Comparison
The maximum drawdown for IEDI was -30.60%, occurring on Mar 20, 2020. Recovery took 94 trading sessions.
The maximum drawdown for PBAU was -8.87%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.
The current IEDI drawdown is -6.14%.
| Rank | IEDI | PBAU |
|---|---|---|
| #1 | -30.60% Feb 20, 2020 - Jul 6, 2020 | -8.87% Feb 19, 2025 - May 19, 2025 |
| #2 | -29.78% Nov 18, 2021 - Feb 12, 2024 | -3.29% Feb 25, 2026 - Apr 9, 2026 |
| #3 | -19.35% Sep 26, 2018 - Apr 4, 2019 | -2.81% Jul 31, 2024 - Aug 15, 2024 |
| #4 | -18.64% Feb 13, 2025 - Aug 13, 2025 | -1.86% Oct 27, 2025 - Nov 28, 2025 |
| #5 | -9.44% Jan 13, 2026 - Mar 27, 2026 | -1.73% Aug 30, 2024 - Sep 13, 2024 |
| #6 | -9.28% Sep 8, 2025 - Jan 9, 2026 | -1.42% May 19, 2025 - Jun 3, 2025 |
| #7 | -8.66% Sep 2, 2020 - Oct 12, 2020 | -1.30% Dec 6, 2024 - Jan 21, 2025 |
| #8 | -8.21% Oct 13, 2020 - Nov 23, 2020 | -1.13% Oct 8, 2025 - Oct 20, 2025 |
| #9 | -7.96% Apr 24, 2019 - Jun 20, 2019 | -1.07% Oct 29, 2024 - Nov 6, 2024 |
| #10 | -7.52% Mar 21, 2024 - Aug 21, 2024 | -0.88% Feb 2, 2026 - Feb 9, 2026 |
| #11 | -7.18% Feb 8, 2021 - Mar 31, 2021 | -0.82% Jan 12, 2026 - Jan 23, 2026 |
| #12 | -7.06% Jul 16, 2019 - Sep 6, 2019 | -0.77% Jun 16, 2025 - Jun 24, 2025 |
| #13 | -6.36% Dec 6, 2024 - Feb 5, 2025 | -0.74% Jun 4, 2026 - Jun 15, 2026 |
| #14 | -5.57% Jul 26, 2021 - Oct 21, 2021 | -0.69% Dec 11, 2025 - Dec 22, 2025 |
| #15 | -5.21% Apr 29, 2021 - Jun 25, 2021 | -0.68% Aug 14, 2025 - Aug 22, 2025 |
Correlation
Correlation between IEDI and PBAU is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
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