IWFG vs PBJA

Comparison between NYLI WINSLOW FOCUSED LARGE CAP GROWTH ETF (IWFG, ETF) and PGIM S&P 500 BUFFER 20 ETF - JANUARY (PBJA, ETF).

IWFG vs PBJA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWFG(ETF)	PBJA(ETF)
Net Assets	$61M	$61M
Expense Ratio	0.46%	0.50%
Max Drawdown	25.60%	8.50%
Sharpe Ratio	0.03	1.42
5Y Beta	1.22	0.38
P/E Ratio	36.55	N/A
Forward P/E	26.88	N/A
PEG Ratio	0.50	N/A
5Y EPS CAGR	36.47%	N/A
Debt to Equity	27.24%	N/A
P/S Ratio	8.76	N/A
P/B Ratio	12.44	N/A

Net Assets

IWFG

$61M

Winner

PBJA

$61M

Expense Ratio

Winner

IWFG

0.46%

PBJA

0.50%

Max Drawdown

IWFG

25.60%

Winner

PBJA

8.50%

Sharpe Ratio

IWFG

0.03

Winner

PBJA

1.42

5Y Beta

IWFG

1.22

Winner

PBJA

0.38

P/E Ratio

IWFG

36.55

PBJA

N/A

Forward P/E

IWFG

26.88

PBJA

N/A

PEG Ratio

IWFG

0.50

PBJA

N/A

5Y EPS CAGR

IWFG

36.47%

PBJA

N/A

Debt to Equity

IWFG

27.24%

PBJA

N/A

P/S Ratio

IWFG

8.76

PBJA

N/A

P/B Ratio

IWFG

12.44

PBJA

N/A

IWFG vs PBJA - Historical Returns

Returns include dividend reinvestment.

Period	IWFG	PBJA
1 month	-1.28%	+0.78%
3 months	+4.30%	+3.06%
6 months	+4.99%	+4.95%
1 year	+2.66%	+10.69%
5 years(CAGR)	+22.32%	N/A
Max(CAGR)	+22.32%	+10.87%

IWFG

-1.28%

Winner

PBJA

+0.78%

Winner

IWFG

+4.30%

PBJA

+3.06%

Winner

IWFG

+4.99%

PBJA

+4.95%

IWFG

+2.66%

Winner

PBJA

+10.69%

5Y(CAGR)

IWFG

+22.32%

PBJA

N/A

Max(CAGR)

Winner

IWFG

+22.32%

PBJA

+10.87%

IWFG vs PBJA - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	IWFG	PBJA
2026	+1.42%	+5.08%
2025	+14.28%	+10.25%
2024	+39.97%	+12.18%
2023	+39.37%	N/A
2022	+3.75%	N/A

IWFG vs PBJA Drawdown Comparison

The maximum drawdown for IWFG was -21.97%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The maximum drawdown for PBJA was -8.50%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.

The current IWFG drawdown is -4.08%. The current PBJA drawdown is -0.03%.

Rank	IWFG	PBJA
#1	-21.97% Jan 23, 2025 - Jun 6, 2025	-8.50% Feb 19, 2025 - Jun 3, 2025
#2	-20.20% Oct 29, 2025 - Mar 30, 2026	-3.58% Feb 25, 2026 - Apr 13, 2026
#3	-17.45% Aug 15, 2022 - Feb 2, 2023	-2.65% Jul 16, 2024 - Aug 15, 2024
#4	-12.99% Jul 10, 2024 - Oct 11, 2024	-1.67% Mar 28, 2024 - May 6, 2024
#5	-9.95% Jul 18, 2023 - Nov 14, 2023	-1.16% Jun 2, 2026 - Jun 15, 2026
#6	-6.80% Mar 22, 2024 - May 15, 2024	-1.15% Nov 12, 2025 - Nov 25, 2025
#7	-6.35% Feb 2, 2023 - Mar 31, 2023	-1.10% Jan 6, 2025 - Jan 17, 2025
#8	-5.69% Dec 16, 2024 - Jan 23, 2025	-1.09% Aug 30, 2024 - Sep 13, 2024
#9	-4.22% Jun 24, 2022 - Jul 19, 2022	-1.03% Jan 28, 2026 - Feb 25, 2026
#10	-3.61% Sep 22, 2025 - Oct 24, 2025	-0.98% Jul 25, 2025 - Aug 8, 2025
#11	-3.30% Dec 19, 2023 - Jan 10, 2024	-0.93% Jan 12, 2026 - Jan 26, 2026
#12	-3.11% Oct 29, 2024 - Nov 6, 2024	-0.78% Oct 8, 2025 - Oct 20, 2025
#13	-3.11% Jul 21, 2022 - Jul 27, 2022	-0.69% Jun 15, 2026 - Jun 30, 2026
#14	-3.04% May 18, 2023 - May 26, 2023	-0.63% Feb 12, 2024 - Feb 22, 2024
#15	-2.75% Jul 28, 2025 - Aug 28, 2025	-0.62% Jan 29, 2024 - Feb 2, 2024