JPY vs PBL
Comparison between LAZARD JAPANESE EQUITY ETF (JPY, ETF) and PGIM PORTFOLIO BALLAST ETF (PBL, ETF).
JPY vs PBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPY
$78M
Winner
PBL
$79M
Expense Ratio
JPY
0.60%
Winner
PBL
0.45%
Max Drawdown
Winner
JPY
15.13%
PBL
17.27%
Sharpe Ratio
Winner
JPY
1.43
PBL
1.15
5Y Beta
JPY
0.87
Winner
PBL
0.60
JPY vs PBL - Historical Returns
Returns include dividend reinvestment.
1M
JPY
-1.25%
Winner
PBL
+0.40%
3M
Winner
JPY
+10.07%
PBL
+4.93%
6M
Winner
JPY
+12.58%
PBL
+7.21%
1Y
Winner
JPY
+34.42%
PBL
+14.99%
Max(CAGR)
Winner
JPY
+46.48%
PBL
+13.07%
JPY vs PBL - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | JPY | PBL |
|---|---|---|
| 2026 | +16.08% | +7.62% |
| 2025 | +39.85% | +12.58% |
| 2024 | N/A | +17.42% |
| 2023 | N/A | +14.10% |
| 2022 | N/A | -3.52% |
JPY vs PBL Drawdown Comparison
The maximum drawdown for JPY was -15.13%, occurring on Mar 20, 2026. Recovery took 74 trading sessions.
The maximum drawdown for PBL was -11.62%, occurring on Apr 8, 2025. Recovery took 136 trading sessions.
The current JPY drawdown is -2.37%. The current PBL drawdown is -0.76%.
| Rank | JPY | PBL |
|---|---|---|
| #1 | -15.13% Feb 11, 2026 - May 29, 2026 | -11.62% Dec 6, 2024 - Jun 26, 2025 |
| #2 | -6.35% Oct 6, 2025 - Oct 28, 2025 | -7.88% Aug 1, 2023 - Dec 12, 2023 |
| #3 | -5.93% Oct 28, 2025 - Dec 15, 2025 | -5.82% Jan 28, 2026 - Apr 15, 2026 |
| #4 | -4.47% Jul 24, 2025 - Aug 8, 2025 | -5.70% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -4.09% Jun 4, 2026 - Jun 15, 2026 | -4.95% Feb 2, 2023 - May 22, 2023 |
| #6 | -3.89% Jul 6, 2026 - Jul 17, 2026 | -4.22% Mar 28, 2024 - May 15, 2024 |
| #7 | -3.86% Jun 27, 2025 - Jul 23, 2025 | -4.18% Dec 14, 2022 - Feb 1, 2023 |
| #8 | -3.73% Apr 9, 2025 - Apr 14, 2025 | -3.95% Oct 28, 2025 - Dec 24, 2025 |
| #9 | -3.56% Jun 18, 2026 - Jul 6, 2026 | -3.36% Jun 4, 2026 - Jul 10, 2026 |
| #10 | -3.49% Jun 2, 2025 - Jun 27, 2025 | -2.29% May 14, 2026 - May 28, 2026 |
| #11 | -2.91% Aug 15, 2025 - Sep 8, 2025 | -2.27% Oct 7, 2025 - Oct 23, 2025 |
| #12 | -2.41% Jan 15, 2026 - Feb 3, 2026 | -2.22% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -2.39% Dec 15, 2025 - Jan 5, 2026 | -1.89% Jan 12, 2026 - Jan 27, 2026 |
| #14 | -1.81% May 27, 2025 - Jun 2, 2025 | -1.68% Feb 12, 2024 - Feb 22, 2024 |
| #15 | -1.60% May 12, 2025 - May 20, 2025 | -1.59% Dec 27, 2023 - Jan 19, 2024 |
Correlation
Correlation between JPY and PBL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2022 - 2026)
JPY vs PBL dividend yield comparison.
| Year | JPY | PBL |
|---|---|---|
| 2026 | 0.62% | 0.00% |
| 2025 | 2.38% | 2.21% |
| 2024 | 0.00% | 6.89% |
| 2023 | 0.00% | 7.92% |
| 2022 | 0.00% | 0.16% |
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