MVFG vs PBFR
Comparison between MONARCH VOLUME FACTOR GLOBAL UNCONSTRAINED INDEX ETF (MVFG, ETF) and PGIM LADDERED S&P 500 BUFFER 20 ETF (PBFR, ETF).
MVFG vs PBFR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MVFG
$158M
PBFR
$157M
Expense Ratio
MVFG
1.42%
Winner
PBFR
0.50%
Max Drawdown
MVFG
15.34%
Winner
PBFR
8.50%
Sharpe Ratio
MVFG
1.13
Winner
PBFR
1.90
5Y Beta
MVFG
0.58
Winner
PBFR
0.39
MVFG vs PBFR - Holdings Comparison
MVFG and PBFR have 0 common holdings. Overlap is 0.00%
MVFG's top 25 holdings weight is 99.99%. PBFR's top 25 holdings weight is 99.96%.
| Rank | MVFG | PBFR |
|---|---|---|
| #1 | XTRACKERS RUSSELL US MULTIFACTOR ETF (DEUS) - 5.35% | PGIM S&P 500 BUFFER 20 ETF APR (PBAP) - 8.33% |
| #2 | COLUMBIA EM CORE EX-CHINA ETF (XCEM) - 4.91% | PGIM S&P 500 BUFFER 20 ETF AUG (PBAU) - 8.33% |
| #3 | AMERICAN CENTURY QUALITY DVRS INTL ETF (QINT) - 4.78% | PGIM S&P 500 BUFFER 20 ETF DEC (PBDE) - 8.33% |
| #4 | STATE STREET® SPDR® MSCI ACWI EX-US ETF (CWI) - 4.50% | PGIM S&P 500 BUFFER 20 ETF FEB (PBFB) - 8.33% |
| #5 | BNY MELLON US MID CAP CORE EQUITY ETF (BKMC) - 4.46% | PGIM S&P 500 BUFFER 20 ETF JAN (PBJA) - 8.33% |
| #6 | STATE STREET® SPDR® S&P® GLOBAL DIV ETF (WDIV) - 4.36% | PGIM S&P 500 BUFFER 20 ETF JUL (PBJL) - 8.33% |
| #7 | FLEXSHARES INTL QUAL DIV ETF (IQDF) - 4.16% | PGIM S&P 500 BUFFER 20 ETF JUN (PBJN) - 8.33% |
| #8 | INVESCO BLOOMBERG ANALYST RATING IMP ETF (UPGD) - 4.14% | PGIM S&P 500 BUFFER 20 ETF MAR (PBMR) - 8.33% |
| #9 | JPMORGAN DIVERS RET US MID CP EQ ETF (JPME) - 4.13% | PGIM S&P 500 BUFFER 20 ETF MAY (PBMY) - 8.33% |
| #10 | VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 4.13% | PGIM S&P 500 BUFFER 20 ETF NOV (PBNV) - 8.33% |
| #11 | PROSHARES S&P 500® EX-TECHNOLOGY (SPXT) - 4.13% | PGIM S&P 500 BUFFER 20 ETF OCT (PBOC) - 8.33% |
| #12 | ISHARES CURRENCY HDGD MSCI ACWI EXUS ETF (HAWX) - 4.09% | PGIM S&P 500 BUFFER 20 ETF SEP (PBSE) - 8.33% |
| #13 | VANGUARD FTSE ALL-WLD EX-US SMCP ETF (VSS) - 4.08% | N/A |
| #14 | STATE STREET®SPDR®MSCIEAFEFSSLFLRSVFRETF (EFAX) - 4.02% | N/A |
| #15 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 3.98% | N/A |
| #16 | XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) - 3.93% | N/A |
| #17 | VANGUARD INTL HI DIV YLD IDX ETF (VYMI) - 3.92% | N/A |
| #18 | STATE STREET® SPDR® S&P EM MKTS DIV ETF (EDIV) - 3.91% | N/A |
| #19 | JPMORGAN DIVERSIFIED RETURN INTL EQ ETF (JPIN) - 3.90% | N/A |
| #20 | JPMORGAN DIVERSIFIED RETURN US EQ ETF (JPUS) - 3.87% | N/A |
| #21 | ALPS INTERNATIONAL SECTOR DIV DOGS ETF (IDOG) - 3.85% | N/A |
| #22 | INVESCO INTERNATIONAL DIV ACHIEV ETF (PID) - 3.83% | N/A |
| #23 | VICTORYSHARES DIVIDEND ACCELERATOR ETF (VSDA) - 3.76% | N/A |
| #24 | PACER GLOBAL CASH COWS DIVIDEND ETF (GCOW) - 3.68% | N/A |
| #25 | US DOLLARS (n/a) - 0.12% | N/A |
| Total Holdings | 25 | 12 |
MVFG vs PBFR - Historical Returns
Returns include dividend reinvestment.
1M
MVFG
-0.66%
Winner
PBFR
+0.31%
3M
MVFG
+3.26%
Winner
PBFR
+3.97%
6M
Winner
MVFG
+11.14%
PBFR
+4.80%
1Y
Winner
MVFG
+25.38%
PBFR
+11.98%
Max(CAGR)
Winner
MVFG
+16.41%
PBFR
+10.22%
MVFG vs PBFR - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | MVFG | PBFR |
|---|---|---|
| 2026 | +7.16% | +4.07% |
| 2025 | +21.49% | +10.36% |
| 2024 | +5.34% | +5.53% |
MVFG vs PBFR Drawdown Comparison
The maximum drawdown for MVFG was -15.34%, occurring on Nov 20, 2025. Recovery took 55 trading sessions.
The maximum drawdown for PBFR was -8.50%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The current MVFG drawdown is -2.21%. The current PBFR drawdown is -0.59%.
| Rank | MVFG | PBFR |
|---|---|---|
| #1 | -15.34% Oct 15, 2025 - Jan 5, 2026 | -8.50% Feb 14, 2025 - May 16, 2025 |
| #2 | -12.19% Dec 9, 2024 - Jun 2, 2025 | -2.84% Jul 15, 2024 - Aug 15, 2024 |
| #3 | -9.54% Feb 25, 2026 - May 6, 2026 | -2.82% Feb 9, 2026 - Apr 8, 2026 |
| #4 | -7.68% Jul 16, 2024 - Sep 19, 2024 | -1.64% Aug 30, 2024 - Sep 16, 2024 |
| #5 | -4.57% Mar 28, 2024 - May 14, 2024 | -1.62% Oct 27, 2025 - Dec 2, 2025 |
| #6 | -4.35% Jul 23, 2025 - Aug 12, 2025 | -1.41% May 16, 2025 - Jun 3, 2025 |
| #7 | -3.96% Oct 8, 2025 - Oct 13, 2025 | -1.22% Dec 16, 2024 - Jan 17, 2025 |
| #8 | -3.09% Oct 18, 2024 - Nov 7, 2024 | -0.85% Feb 2, 2026 - Feb 9, 2026 |
| #9 | -2.86% Nov 7, 2024 - Nov 27, 2024 | -0.77% Oct 8, 2025 - Oct 20, 2025 |
| #10 | -2.53% Jun 2, 2026 - Jun 5, 2026 | -0.74% Jul 28, 2025 - Aug 7, 2025 |
| #11 | -2.41% May 6, 2026 - May 26, 2026 | -0.69% Jun 2, 2026 - Jun 5, 2026 |
| #12 | -2.23% Jan 27, 2026 - Feb 6, 2026 | -0.65% Jan 9, 2026 - Jan 26, 2026 |
| #13 | -1.69% Jun 12, 2025 - Jun 26, 2025 | -0.63% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -1.57% May 21, 2024 - Jun 5, 2024 | -0.60% Jun 10, 2025 - Jun 24, 2025 |
| #15 | -1.45% Feb 11, 2026 - Feb 20, 2026 | -0.48% Dec 11, 2025 - Dec 22, 2025 |
Correlation
Correlation between MVFG and PBFR is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2024 - 2026)
MVFG vs PBFR dividend yield comparison.
| Year | MVFG | PBFR |
|---|---|---|
| 2026 | 0.23% | 0.00% |
| 2025 | 1.90% | 0.01% |
| 2024 | 1.67% | 0.01% |
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