PBDE vs JUSA

Comparison between PGIM S&P 500 BUFFER 20 ETF - DECEMBER (PBDE, ETF) and JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF).

PBDE vs JUSA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBDE(ETF)	JUSA(ETF)
Net Assets	$36M	$36M
Expense Ratio	0.50%	0.12%
Max Drawdown	8.73%	22.96%
Sharpe Ratio	1.75	1.54
5Y Beta	0.41	0.97
P/E Ratio	N/A	27.84
Forward P/E	N/A	21.63
PEG Ratio	N/A	0.48
5Y EPS CAGR	N/A	27.02%
Debt to Equity	N/A	14.35%
P/S Ratio	N/A	3.93
P/B Ratio	N/A	5.56

Net Assets

PBDE

$36M

JUSA

$36M

Expense Ratio

PBDE

0.50%

Winner

JUSA

0.12%

Max Drawdown

Winner

PBDE

8.73%

JUSA

22.96%

Sharpe Ratio

Winner

PBDE

1.75

JUSA

1.54

5Y Beta

Winner

PBDE

0.41

JUSA

0.97

P/E Ratio

PBDE

N/A

JUSA

27.84

Forward P/E

PBDE

N/A

JUSA

21.63

PEG Ratio

PBDE

N/A

JUSA

0.48

5Y EPS CAGR

PBDE

N/A

JUSA

27.02%

Debt to Equity

PBDE

N/A

JUSA

14.35%

P/S Ratio

PBDE

N/A

JUSA

3.93

P/B Ratio

PBDE

N/A

JUSA

5.56

PBDE vs JUSA - Historical Returns

Returns include dividend reinvestment.

Period	PBDE	JUSA
1 month	+0.82%	+1.49%
3 months	+3.88%	+7.81%
6 months	+4.44%	+7.58%
1 year	+14.61%	+24.65%
5 years(CAGR)	N/A	+7.25%
Max(CAGR)	+10.41%	+7.25%

PBDE

+0.82%

Winner

JUSA

+1.49%

PBDE

+3.88%

Winner

JUSA

+7.81%

PBDE

+4.44%

Winner

JUSA

+7.58%

PBDE

+14.61%

Winner

JUSA

+24.65%

5Y(CAGR)

PBDE

N/A

JUSA

+7.25%

Max(CAGR)

Winner

PBDE

+10.41%

JUSA

+7.25%

PBDE vs JUSA - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	PBDE	JUSA
2026	+4.17%	+7.66%
2025	+11.91%	+21.69%
2024	+5.01%	N/A
2023	N/A	+17.35%
2022	N/A	-17.30%
2021	N/A	+10.85%

PBDE vs JUSA Drawdown Comparison

The maximum drawdown for PBDE was -8.73%, occurring on Apr 8, 2025. Recovery took 77 trading sessions.

The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.

The current PBDE drawdown is -0.83%. The current JUSA drawdown is -2.81%.

Rank	PBDE	JUSA
#1	-8.73% Feb 19, 2025 - Jun 10, 2025	-22.96% Jan 4, 2022 - May 13, 2025
#2	-3.94% Feb 2, 2026 - Apr 13, 2026	-8.93% Feb 2, 2026 - Apr 14, 2026
#3	-2.74% Jul 16, 2024 - Aug 16, 2024	-5.18% Aug 30, 2021 - Oct 19, 2021
#4	-2.14% Nov 12, 2025 - Nov 25, 2025	-4.94% Oct 29, 2025 - Dec 10, 2025
#5	-1.59% Dec 6, 2024 - Jan 21, 2025	-4.26% Nov 18, 2021 - Dec 27, 2021
#6	-1.26% Aug 30, 2024 - Sep 13, 2024	-3.22% Jul 12, 2021 - Jul 23, 2021
#7	-1.25% Oct 8, 2025 - Oct 20, 2025	-2.88% Oct 8, 2025 - Oct 21, 2025
#8	-1.22% Jul 25, 2025 - Aug 8, 2025	-2.82% May 19, 2025 - Jun 3, 2025
#9	-0.83% Dec 11, 2025 - Dec 22, 2025	-2.81% Jun 2, 2026 - Jun 5, 2026
#10	-0.83% Jun 2, 2026 - Jun 5, 2026	-2.74% Dec 11, 2025 - Dec 23, 2025
#11	-0.81% Aug 14, 2025 - Aug 22, 2025	-2.73% Jan 12, 2026 - Jan 27, 2026
#12	-0.76% Jan 12, 2026 - Jan 26, 2026	-2.38% Jul 25, 2025 - Aug 12, 2025
#13	-0.73% Jan 23, 2025 - Feb 13, 2025	-1.94% May 14, 2026 - May 26, 2026
#14	-0.65% Aug 28, 2025 - Sep 4, 2025	-1.82% Aug 16, 2021 - Aug 24, 2021
#15	-0.63% Jun 12, 2025 - Jun 24, 2025	-1.47% Sep 22, 2025 - Oct 1, 2025