IWS vs PULS

Comparison between ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF) and PGIM ULTRA SHORT BOND ETF (PULS, ETF).

5-Year PerformanceIWS has outperformed PULS, delivering a return of +7.9% compared to +4.1%

IWS vs PULS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWS(ETF)	PULS(ETF)
Net Assets	$14B	$15B
Expense Ratio	0.23%	0.15%
Max Drawdown	63.92%	6.13%
Sharpe Ratio	1.66	2.81
5Y Beta	0.82	0.00
P/E Ratio	24.63	N/A
Forward P/E	16.02	N/A
5Y Dividends CAGR	7.60%	25.81%
5Y EPS CAGR	12.67%	N/A
Debt to Equity	-12.08%	N/A
P/S Ratio	1.58	N/A
P/B Ratio	2.54	N/A

Net Assets

IWS

$14B

Winner

PULS

$15B

Expense Ratio

IWS

0.23%

Winner

PULS

0.15%

Max Drawdown

IWS

63.92%

Winner

PULS

6.13%

Sharpe Ratio

IWS

1.66

Winner

PULS

2.81

5Y Beta

IWS

0.82

Winner

PULS

0.00

P/E Ratio

IWS

24.63

PULS

N/A

Forward P/E

IWS

16.02

PULS

N/A

5Y Dividends CAGR

IWS

7.60%

Winner

PULS

25.81%

5Y EPS CAGR

IWS

12.67%

PULS

N/A

Debt to Equity

IWS

-12.08%

PULS

N/A

P/S Ratio

IWS

1.58

PULS

N/A

P/B Ratio

IWS

2.54

PULS

N/A

IWS vs PULS - Historical Returns

Returns include dividend reinvestment.

Period	IWS	PULS
1 month	+3.98%	+0.42%
3 months	+4.02%	+0.91%
6 months	+14.89%	+2.14%
1 year	+27.30%	+4.93%
5 years(CAGR)	+7.91%	+4.07%
10 years(CAGR)	+10.28%	+3.32%
Max(CAGR)	+9.80%	+3.32%

Winner

IWS

+3.98%

PULS

+0.42%

Winner

IWS

+4.02%

PULS

+0.91%

Winner

IWS

+14.89%

PULS

+2.14%

Winner

IWS

+27.30%

PULS

+4.93%

5Y(CAGR)

Winner

IWS

+7.91%

PULS

+4.07%

10Y(CAGR)

Winner

IWS

+10.28%

PULS

+3.32%

Max(CAGR)

Winner

IWS

+9.80%

PULS

+3.32%

IWS vs PULS - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IWS	PULS
2026	+11.05%	+1.41%
2025	+11.21%	+4.95%
2024	+13.15%	+6.12%
2023	+12.89%	+6.24%
2022	-12.25%	+1.56%
2021	+30.37%	+0.45%
2020	+5.02%	+1.46%
2019	+27.04%	+2.99%
2018	-12.90%	+1.71%
2017	+12.25%	N/A
2016	+20.88%	N/A
2015	-5.09%	N/A
2014	+15.69%	N/A
2013	+30.20%	N/A
2012	+17.01%	N/A
2011	-2.83%	N/A
2010	+22.53%	N/A
2009	+30.81%	N/A
2008	-37.02%	N/A
2007	-1.77%	N/A
2006	+18.55%	N/A
2005	+14.38%	N/A
2004	+23.59%	N/A
2003	+34.22%	N/A
2002	-10.03%	N/A
2001	+2.75%	N/A

IWS vs PULS Drawdown Comparison

The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.

The maximum drawdown for PULS was -5.85%, occurring on Mar 20, 2020. Recovery took 82 trading sessions.

The current IWS drawdown is -0.81%.

Rank	IWS	PULS
#1	-62.39% Jun 4, 2007 - Sep 6, 2012	-5.85% Feb 21, 2020 - Jun 18, 2020
#2	-43.83% Feb 20, 2020 - Nov 24, 2020	-0.79% Mar 10, 2023 - Apr 4, 2023
#3	-30.36% Apr 10, 2002 - Sep 2, 2003	-0.54% Oct 1, 2021 - Aug 15, 2022
#4	-21.22% Jan 4, 2022 - Feb 29, 2024	-0.34% Apr 3, 2025 - Apr 24, 2025
#5	-20.75% Sep 21, 2018 - Jul 5, 2019	-0.20% May 4, 2023 - May 23, 2023
#6	-20.57% Nov 25, 2024 - Aug 22, 2025	-0.19% Jun 28, 2019 - Jul 26, 2019
#7	-19.03% Mar 20, 2015 - Jun 7, 2016	-0.14% Aug 1, 2019 - Aug 23, 2019
#8	-17.20% Aug 3, 2001 - Jan 4, 2002	-0.12% Jul 7, 2020 - Jul 14, 2020
#9	-9.60% Jan 26, 2018 - Aug 29, 2018	-0.10% Oct 11, 2022 - Oct 21, 2022
#10	-8.91% Mar 5, 2004 - Sep 7, 2004	-0.10% Sep 23, 2022 - Oct 11, 2022
#11	-8.62% Sep 5, 2014 - Nov 10, 2014	-0.10% Apr 9, 2024 - Apr 11, 2024
#12	-7.80% May 10, 2006 - Sep 26, 2006	-0.10% Aug 2, 2024 - Aug 12, 2024
#13	-7.54% Mar 2, 2026 - Apr 16, 2026	-0.09% Sep 7, 2022 - Sep 16, 2022
#14	-7.25% Mar 7, 2005 - Jun 13, 2005	-0.09% Feb 27, 2026 - Mar 17, 2026
#15	-7.19% May 20, 2013 - Jul 12, 2013	-0.08% Nov 10, 2022 - Nov 17, 2022

Correlation

Correlation between IWS and PULS is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2001 - 2026)

IWS vs PULS dividend yield comparison.

Year	IWS	PULS
2026	0.29%	1.40%
2025	1.53%	4.78%
2024	1.50%	5.62%
2023	1.76%	5.48%
2022	1.93%	2.30%
2021	1.39%	1.19%
2020	1.87%	1.85%
2019	1.97%	2.69%
2018	2.53%	1.87%
2017	1.96%	0.00%
2016	2.10%	0.00%
2015	2.14%	0.00%
2014	1.84%	0.00%
2013	1.71%	0.00%
2012	2.09%	0.00%
2011	2.12%	0.00%
2010	1.95%	0.00%
2009	2.09%	0.00%
2008	3.09%	0.00%
2007	2.29%	0.00%
2006	1.83%	0.00%
2005	1.95%	0.00%
2004	1.54%	0.00%
2003	1.70%	0.00%
2002	1.91%	0.00%
2001	0.86%	0.00%