IVAL vs PSDM
Comparison between ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF (IVAL, ETF) and PGIM SHORT DURATION MULTI-SECTOR BOND ETF (PSDM, ETF).
IVAL vs PSDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IVAL
$222M
PSDM
$221M
Expense Ratio
Winner
IVAL
0.38%
PSDM
0.40%
Max Drawdown
IVAL
49.20%
Winner
PSDM
2.16%
Sharpe Ratio
Winner
IVAL
1.42
PSDM
0.06
5Y Beta
IVAL
0.61
Winner
PSDM
0.02
5Y Dividends CAGR
IVAL
18.76%
PSDM
N/A
IVAL vs PSDM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVAL
+6.34%
PSDM
+0.78%
3M
Winner
IVAL
+6.27%
PSDM
+0.81%
6M
Winner
IVAL
+3.64%
PSDM
+1.23%
1Y
Winner
IVAL
+28.58%
PSDM
+4.06%
5Y(CAGR)
IVAL
+11.09%
PSDM
N/A
10Y(CAGR)
IVAL
+7.98%
PSDM
N/A
Max(CAGR)
Winner
IVAL
+6.84%
PSDM
+5.73%
IVAL vs PSDM - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | IVAL | PSDM |
|---|---|---|
| 2026 | +19.53% | +2.03% |
| 2025 | +34.83% | +6.19% |
| 2024 | -0.14% | +5.66% |
| 2023 | +21.45% | +3.95% |
| 2022 | -10.65% | N/A |
| 2021 | -0.49% | N/A |
| 2020 | -5.86% | N/A |
| 2019 | +21.63% | N/A |
| 2018 | -23.13% | N/A |
| 2017 | +30.02% | N/A |
| 2016 | +10.36% | N/A |
| 2015 | -3.15% | N/A |
| 2014 | +0.36% | N/A |
IVAL vs PSDM Drawdown Comparison
The maximum drawdown for IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1797 trading sessions.
The maximum drawdown for PSDM was -1.19%, occurring on Mar 20, 2026. Recovery took 28 trading sessions.
| Rank | IVAL | PSDM |
|---|---|---|
| #1 | -46.04% Jan 24, 2018 - Mar 19, 2025 | -1.19% Feb 27, 2026 - Apr 9, 2026 |
| #2 | -25.82% May 18, 2015 - Feb 21, 2017 | -1.18% Apr 3, 2025 - Apr 30, 2025 |
| #3 | -13.12% Mar 19, 2025 - Apr 28, 2025 | -0.84% Sep 27, 2024 - Dec 4, 2024 |
| #4 | -11.24% Feb 27, 2026 - Jul 29, 2026 | -0.71% Jul 16, 2026 - Aug 4, 2026 |
| #5 | -5.22% Oct 27, 2025 - Dec 4, 2025 | -0.69% Feb 1, 2024 - Mar 7, 2024 |
| #6 | -4.62% Dec 26, 2014 - Feb 3, 2015 | -0.68% Mar 27, 2024 - May 3, 2024 |
| #7 | -4.58% Nov 8, 2017 - Dec 21, 2017 | -0.58% May 8, 2026 - May 28, 2026 |
| #8 | -4.28% Jul 23, 2025 - Aug 8, 2025 | -0.50% Sep 1, 2023 - Nov 1, 2023 |
| #9 | -4.27% Sep 16, 2025 - Oct 27, 2025 | -0.44% Aug 2, 2024 - Aug 19, 2024 |
| #10 | -3.35% Mar 23, 2015 - Apr 15, 2015 | -0.41% Dec 6, 2024 - Jan 15, 2025 |
| #11 | -3.09% Feb 20, 2015 - Mar 23, 2015 | -0.37% Apr 30, 2025 - May 19, 2025 |
| #12 | -2.64% Jun 2, 2017 - Jul 12, 2017 | -0.37% Mar 4, 2025 - Mar 28, 2025 |
| #13 | -2.64% Jul 2, 2025 - Jul 23, 2025 | -0.37% Sep 16, 2025 - Oct 14, 2025 |
| #14 | -2.62% Aug 1, 2017 - Aug 25, 2017 | -0.35% Dec 27, 2023 - Jan 11, 2024 |
| #15 | -2.49% Jun 2, 2025 - Jun 27, 2025 | -0.35% Jun 1, 2026 - Jun 15, 2026 |
Correlation
Correlation between IVAL and PSDM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2014 - 2026)
IVAL vs PSDM dividend yield comparison.
| Year | IVAL | PSDM |
|---|---|---|
| 2026 | 1.45% | 2.93% |
| 2025 | 2.75% | 4.57% |
| 2024 | 3.60% | 5.17% |
| 2023 | 5.15% | 2.91% |
| 2022 | 8.00% | 0.00% |
| 2021 | 3.95% | 0.00% |
| 2020 | 2.07% | 0.00% |
| 2019 | 2.51% | 0.00% |
| 2018 | 2.93% | 0.00% |
| 2017 | 1.73% | 0.00% |
| 2016 | 2.02% | 0.00% |
| 2015 | 1.86% | 0.00% |
| 2014 | 0.20% | 0.00% |
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