INEQ vs PBL
Comparison between COLUMBIA INTERNATIONAL EQUITY INCOME ETF (INEQ, ETF) and PGIM PORTFOLIO BALLAST ETF (PBL, ETF).
INEQ vs PBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
INEQ
$81M
PBL
$81M
Expense Ratio
INEQ
0.45%
PBL
0.45%
Max Drawdown
INEQ
47.22%
Winner
PBL
17.27%
Sharpe Ratio
Winner
INEQ
1.42
PBL
1.34
5Y Beta
INEQ
0.65
Winner
PBL
0.60
5Y Dividends CAGR
INEQ
40.24%
PBL
N/A
INEQ vs PBL - Historical Returns
Returns include dividend reinvestment.
1M
INEQ
-0.94%
Winner
PBL
-0.14%
3M
INEQ
+3.71%
Winner
PBL
+7.86%
6M
Winner
INEQ
+9.12%
PBL
+6.18%
1Y
Winner
INEQ
+23.93%
PBL
+16.53%
5Y(CAGR)
INEQ
+11.83%
PBL
N/A
10Y(CAGR)
INEQ
+9.86%
PBL
N/A
Max(CAGR)
INEQ
+9.86%
Winner
PBL
+13.08%
INEQ vs PBL - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | INEQ | PBL |
|---|---|---|
| 2026 | +7.32% | +6.26% |
| 2025 | +40.20% | +12.58% |
| 2024 | +6.96% | +17.42% |
| 2023 | +20.41% | +14.10% |
| 2022 | -6.27% | -3.52% |
| 2021 | +10.37% | N/A |
| 2020 | -1.43% | N/A |
| 2019 | +16.08% | N/A |
| 2018 | -18.12% | N/A |
| 2017 | +24.64% | N/A |
| 2016 | +8.86% | N/A |
INEQ vs PBL Drawdown Comparison
The maximum drawdown for INEQ was -41.56%, occurring on Mar 23, 2020. Recovery took 823 trading sessions.
The maximum drawdown for PBL was -11.62%, occurring on Apr 8, 2025. Recovery took 136 trading sessions.
The current INEQ drawdown is -3.44%. The current PBL drawdown is -1.76%.
| Rank | INEQ | PBL |
|---|---|---|
| #1 | -41.56% Jan 29, 2018 - May 6, 2021 | -11.62% Dec 6, 2024 - Jun 26, 2025 |
| #2 | -24.52% Sep 13, 2021 - Apr 21, 2023 | -7.88% Aug 1, 2023 - Dec 12, 2023 |
| #3 | -14.38% Mar 19, 2025 - May 12, 2025 | -5.82% Jan 28, 2026 - Apr 15, 2026 |
| #4 | -9.56% Feb 27, 2026 - Mar 20, 2026 | -5.70% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -8.76% Jul 13, 2023 - Dec 1, 2023 | -4.95% Feb 2, 2023 - May 22, 2023 |
| #6 | -8.62% Aug 27, 2024 - Feb 18, 2025 | -4.22% Mar 28, 2024 - May 15, 2024 |
| #7 | -6.50% Jul 12, 2024 - Aug 19, 2024 | -4.18% Dec 14, 2022 - Feb 1, 2023 |
| #8 | -5.17% Jun 7, 2021 - Sep 3, 2021 | -3.95% Oct 28, 2025 - Dec 24, 2025 |
| #9 | -4.35% Apr 9, 2024 - May 10, 2024 | -3.36% Jun 4, 2026 - Jun 10, 2026 |
| #10 | -4.30% Jun 3, 2024 - Jul 12, 2024 | -2.29% May 14, 2026 - May 28, 2026 |
| #11 | -4.15% Jun 15, 2023 - Jul 13, 2023 | -2.27% Oct 7, 2025 - Oct 23, 2025 |
| #12 | -4.10% Nov 12, 2025 - Dec 3, 2025 | -2.22% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -3.66% Sep 6, 2016 - Dec 9, 2016 | -1.89% Jan 12, 2026 - Jan 27, 2026 |
| #14 | -3.60% May 10, 2021 - Jun 4, 2021 | -1.68% Feb 12, 2024 - Feb 22, 2024 |
| #15 | -3.54% Jul 23, 2025 - Aug 8, 2025 | -1.59% Dec 27, 2023 - Jan 19, 2024 |
Correlation
Correlation between INEQ and PBL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2016 - 2026)
INEQ vs PBL dividend yield comparison.
| Year | INEQ | PBL |
|---|---|---|
| 2026 | 0.19% | 0.00% |
| 2025 | 9.76% | 2.21% |
| 2024 | 3.11% | 6.89% |
| 2023 | 3.27% | 7.92% |
| 2022 | 3.58% | 0.16% |
| 2021 | 3.43% | 0.00% |
| 2020 | 2.64% | 0.00% |
| 2019 | 3.34% | 0.00% |
| 2018 | 7.25% | 0.00% |
| 2017 | 4.63% | 0.00% |
| 2016 | 2.52% | 0.00% |
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