PBFB vs HOMZ

Comparison between PGIM S&P 500 BUFFER 20 ETF - FEBRUARY (PBFB, ETF) and HOYA CAPITAL HOUSING ETF (HOMZ, ETF).

PBFB vs HOMZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBFB(ETF)	HOMZ(ETF)
Net Assets	$37M	$37M
Expense Ratio	0.50%	0.30%
Max Drawdown	8.65%	48.19%
Sharpe Ratio	1.30	-0.02
5Y Beta	0.38	0.72
P/E Ratio	N/A	21.02
Forward P/E	N/A	17.46
PEG Ratio	N/A	0.23
5Y Dividends CAGR	N/A	2.19%
5Y EPS CAGR	N/A	7.47%
Debt to Equity	N/A	37.61%
P/S Ratio	N/A	1.60
P/B Ratio	N/A	1.79

Net Assets

PBFB

$37M

HOMZ

$37M

Expense Ratio

PBFB

0.50%

Winner

HOMZ

0.30%

Max Drawdown

Winner

PBFB

8.65%

HOMZ

48.19%

Sharpe Ratio

Winner

PBFB

1.30

HOMZ

-0.02

5Y Beta

Winner

PBFB

0.38

HOMZ

0.72

P/E Ratio

PBFB

N/A

HOMZ

21.02

Forward P/E

PBFB

N/A

HOMZ

17.46

PEG Ratio

PBFB

N/A

HOMZ

0.23

5Y Dividends CAGR

PBFB

N/A

HOMZ

2.19%

5Y EPS CAGR

PBFB

N/A

HOMZ

7.47%

Debt to Equity

PBFB

N/A

HOMZ

37.61%

P/S Ratio

PBFB

N/A

HOMZ

1.60

P/B Ratio

PBFB

N/A

HOMZ

1.79

PBFB vs HOMZ - Historical Returns

Returns include dividend reinvestment.

Period	PBFB	HOMZ
1 month	+0.56%	+1.03%
3 months	+2.33%	+0.45%
6 months	+4.05%	-4.80%
1 year	+10.19%	+1.09%
5 years(CAGR)	N/A	+4.34%
Max(CAGR)	+10.03%	+10.97%

PBFB

+0.56%

Winner

HOMZ

+1.03%

Winner

PBFB

+2.33%

HOMZ

+0.45%

Winner

PBFB

+4.05%

HOMZ

-4.80%

Winner

PBFB

+10.19%

HOMZ

+1.09%

5Y(CAGR)

PBFB

N/A

HOMZ

+4.34%

Max(CAGR)

PBFB

+10.03%

Winner

HOMZ

+10.97%

PBFB vs HOMZ - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	PBFB	HOMZ
2026	+4.77%	+0.85%
2025	+9.84%	+3.59%
2024	+10.00%	+10.02%
2023	N/A	+35.57%
2022	N/A	-27.47%
2021	N/A	+43.82%
2020	N/A	+16.60%
2019	N/A	+17.70%

PBFB vs HOMZ Drawdown Comparison

The maximum drawdown for PBFB was -8.65%, occurring on Apr 8, 2025. Recovery took 75 trading sessions.

The maximum drawdown for HOMZ was -48.10%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.

The current PBFB drawdown is -0.57%. The current HOMZ drawdown is -8.45%.

Rank	PBFB	HOMZ
#1	-8.65% Feb 19, 2025 - Jun 6, 2025	-48.10% Feb 20, 2020 - Oct 5, 2020
#2	-3.79% Jan 30, 2026 - Apr 13, 2026	-33.77% Jan 4, 2022 - Mar 7, 2024
#3	-2.68% Jul 16, 2024 - Aug 15, 2024	-22.90% Nov 25, 2024 - Apr 8, 2025
#4	-1.81% Mar 28, 2024 - May 6, 2024	-9.07% Oct 12, 2020 - Nov 16, 2020
#5	-1.36% Nov 12, 2025 - Nov 25, 2025	-8.98% Mar 28, 2024 - May 15, 2024
#6	-1.28% Jun 2, 2026 - Jun 15, 2026	-7.81% Sep 19, 2024 - Nov 25, 2024
#7	-1.18% Aug 30, 2024 - Sep 13, 2024	-7.07% May 15, 2024 - Jul 15, 2024
#8	-1.05% Jul 28, 2025 - Aug 8, 2025	-6.45% Sep 2, 2021 - Oct 22, 2021
#9	-0.98% Oct 8, 2025 - Oct 20, 2025	-5.62% Jul 30, 2024 - Aug 21, 2024
#10	-0.67% Jun 15, 2026 - Jul 7, 2026	-5.55% May 10, 2021 - Jun 8, 2021
#11	-0.58% Jul 15, 2026 - Jul 17, 2026	-5.27% Nov 24, 2021 - Dec 7, 2021
#12	-0.56% Aug 14, 2025 - Aug 22, 2025	-5.17% May 3, 2019 - Jun 20, 2019
#13	-0.54% Jun 12, 2025 - Jun 23, 2025	-4.64% Dec 8, 2021 - Dec 28, 2021
#14	-0.52% Dec 11, 2025 - Dec 19, 2025	-4.58% Jun 8, 2021 - Jul 29, 2021
#15	-0.51% Feb 9, 2024 - Feb 22, 2024	-4.45% Feb 24, 2021 - Mar 9, 2021