PBFB vs FSZ
Comparison between PGIM S&P 500 BUFFER 20 ETF - FEBRUARY (PBFB, ETF) and FIRST TRUST SWITZERLAND ALPHADEX FUND (FSZ, ETF).
PBFB vs FSZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PBFB
$37M
FSZ
$37M
Expense Ratio
Winner
PBFB
0.50%
FSZ
0.80%
Max Drawdown
Winner
PBFB
8.65%
FSZ
36.39%
Sharpe Ratio
Winner
PBFB
1.30
FSZ
-0.04
5Y Beta
Winner
PBFB
0.38
FSZ
0.50
5Y Dividends CAGR
PBFB
N/A
FSZ
12.73%
PBFB vs FSZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBFB
+0.56%
FSZ
-0.96%
3M
Winner
PBFB
+2.33%
FSZ
+0.28%
6M
Winner
PBFB
+4.05%
FSZ
-1.50%
1Y
Winner
PBFB
+10.19%
FSZ
+0.64%
5Y(CAGR)
PBFB
N/A
FSZ
+5.56%
10Y(CAGR)
PBFB
N/A
FSZ
+9.78%
Max(CAGR)
Winner
PBFB
+10.03%
FSZ
+9.13%
PBFB vs FSZ - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | PBFB | FSZ |
|---|---|---|
| 2026 | +4.77% | +0.87% |
| 2025 | +9.84% | +29.85% |
| 2024 | +10.00% | -0.55% |
| 2023 | N/A | +20.56% |
| 2022 | N/A | -20.20% |
| 2021 | N/A | +17.95% |
| 2020 | N/A | +12.67% |
| 2019 | N/A | +26.85% |
| 2018 | N/A | -15.49% |
| 2017 | N/A | +31.37% |
| 2016 | N/A | +5.61% |
| 2015 | N/A | +7.14% |
| 2014 | N/A | -4.00% |
| 2013 | N/A | +28.37% |
| 2012 | N/A | +8.63% |
PBFB vs FSZ Drawdown Comparison
The maximum drawdown for PBFB was -8.65%, occurring on Apr 8, 2025. Recovery took 75 trading sessions.
The maximum drawdown for FSZ was -34.03%, occurring on Oct 12, 2022. Recovery took 646 trading sessions.
The current PBFB drawdown is -0.57%. The current FSZ drawdown is -5.57%.
| Rank | PBFB | FSZ |
|---|---|---|
| #1 | -8.65% Feb 19, 2025 - Jun 6, 2025 | -34.03% Dec 29, 2021 - Jul 26, 2024 |
| #2 | -3.79% Jan 30, 2026 - Apr 13, 2026 | -33.97% Jan 22, 2020 - Sep 2, 2020 |
| #3 | -2.68% Jul 16, 2024 - Aug 15, 2024 | -24.00% Jan 26, 2018 - Jan 2, 2020 |
| #4 | -1.81% Mar 28, 2024 - May 6, 2024 | -19.03% May 2, 2014 - Feb 1, 2017 |
| #5 | -1.36% Nov 12, 2025 - Nov 25, 2025 | -17.37% Mar 19, 2012 - Sep 14, 2012 |
| #6 | -1.28% Jun 2, 2026 - Jun 15, 2026 | -13.93% Sep 27, 2024 - Apr 28, 2025 |
| #7 | -1.18% Aug 30, 2024 - Sep 13, 2024 | -10.39% Feb 25, 2026 - Mar 20, 2026 |
| #8 | -1.05% Jul 28, 2025 - Aug 8, 2025 | -8.29% Oct 12, 2020 - Nov 6, 2020 |
| #9 | -0.98% Oct 8, 2025 - Oct 20, 2025 | -7.65% May 8, 2013 - Jul 15, 2013 |
| #10 | -0.67% Jun 15, 2026 - Jul 7, 2026 | -7.63% Sep 2, 2021 - Nov 3, 2021 |
| #11 | -0.58% Jul 15, 2026 - Jul 17, 2026 | -7.43% Oct 17, 2012 - Dec 6, 2012 |
| #12 | -0.56% Aug 14, 2025 - Aug 22, 2025 | -7.18% Jul 23, 2025 - Dec 24, 2025 |
| #13 | -0.54% Jun 12, 2025 - Jun 23, 2025 | -5.65% Feb 16, 2021 - Apr 5, 2021 |
| #14 | -0.52% Dec 11, 2025 - Dec 19, 2025 | -5.29% Mar 15, 2013 - Apr 30, 2013 |
| #15 | -0.51% Feb 9, 2024 - Feb 22, 2024 | -5.02% Nov 15, 2021 - Dec 29, 2021 |
Correlation
Correlation between PBFB and FSZ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Select Stocks to Compare
Popular: PBFB vs SPYFSZ vs SPY
More Comparisons
Compare with similar stocks