PBFB vs WUGI

Comparison between PGIM S&P 500 BUFFER 20 ETF - FEBRUARY (PBFB, ETF) and AXS ESOTERICA NEXTG ECONOMY ETF (WUGI, ETF).

PBFB vs WUGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBFB(ETF)	WUGI(ETF)
Net Assets	$35M	$35M
Expense Ratio	0.50%	0.79%
Max Drawdown	8.65%	56.41%
Sharpe Ratio	1.74	1.28
5Y Beta	0.38	1.45
P/E Ratio	N/A	46.63
Forward P/E	N/A	30.24
PEG Ratio	N/A	0.46
5Y EPS CAGR	N/A	46.24%
P/S Ratio	N/A	2.48
P/B Ratio	N/A	10.63

Net Assets

Winner

PBFB

$35M

WUGI

$35M

Expense Ratio

Winner

PBFB

0.50%

WUGI

0.79%

Max Drawdown

Winner

PBFB

8.65%

WUGI

56.41%

Sharpe Ratio

Winner

PBFB

1.74

WUGI

1.28

5Y Beta

Winner

PBFB

0.38

WUGI

1.45

P/E Ratio

PBFB

N/A

WUGI

46.63

Forward P/E

PBFB

N/A

WUGI

30.24

PEG Ratio

PBFB

N/A

WUGI

0.46

5Y EPS CAGR

PBFB

N/A

WUGI

46.24%

P/S Ratio

PBFB

N/A

WUGI

2.48

P/B Ratio

PBFB

N/A

WUGI

10.63

PBFB vs WUGI - Historical Returns

Returns include dividend reinvestment.

Period	PBFB	WUGI
1 month	+0.98%	+12.36%
3 months	+5.24%	+35.89%
6 months	+5.55%	+31.71%
1 year	+13.31%	+44.84%
5 years(CAGR)	N/A	+17.01%
Max(CAGR)	+10.51%	+27.90%

PBFB

+0.98%

Winner

WUGI

+12.36%

PBFB

+5.24%

Winner

WUGI

+35.89%

PBFB

+5.55%

Winner

WUGI

+31.71%

PBFB

+13.31%

Winner

WUGI

+44.84%

5Y(CAGR)

PBFB

N/A

WUGI

+17.01%

Max(CAGR)

PBFB

+10.51%

Winner

WUGI

+27.90%

PBFB vs WUGI - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	PBFB	WUGI
2026	+4.82%	+27.68%
2025	+9.84%	+21.84%
2024	+10.00%	+51.32%
2023	N/A	+63.11%
2022	N/A	-49.75%
2021	N/A	+26.02%
2020	N/A	+95.37%

PBFB vs WUGI Drawdown Comparison

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

The maximum drawdown for WUGI was -56.41%, occurring on Nov 9, 2022. Recovery took 646 trading sessions.

Rank	PBFB	WUGI
#1	-8.65% Feb 19, 2025 - Jun 6, 2025	-56.41% Nov 16, 2021 - Jun 13, 2024
#2	-3.79% Jan 30, 2026 - Apr 13, 2026	-27.49% Feb 14, 2025 - Jun 24, 2025
#3	-2.68% Jul 16, 2024 - Aug 15, 2024	-23.98% Feb 12, 2021 - Sep 3, 2021
#4	-1.81% Mar 28, 2024 - May 6, 2024	-18.11% Oct 29, 2025 - Apr 22, 2026
#5	-1.36% Nov 12, 2025 - Nov 25, 2025	-16.13% Jul 10, 2024 - Oct 4, 2024
#6	-1.28% Jun 2, 2026 - Jun 15, 2026	-10.53% Sep 7, 2021 - Oct 18, 2021
#7	-1.18% Aug 30, 2024 - Sep 13, 2024	-10.53% Sep 2, 2020 - Oct 12, 2020
#8	-1.05% Jul 28, 2025 - Aug 8, 2025	-9.67% Jun 3, 2026 - Jun 15, 2026
#9	-0.98% Oct 8, 2025 - Oct 20, 2025	-7.79% Nov 6, 2020 - Nov 27, 2020
#10	-0.56% Aug 14, 2025 - Aug 22, 2025	-7.71% Oct 13, 2020 - Nov 5, 2020
#11	-0.54% Jun 12, 2025 - Jun 23, 2025	-6.31% Nov 7, 2024 - Dec 9, 2024
#12	-0.52% Dec 11, 2025 - Dec 19, 2025	-6.04% Jan 22, 2021 - Feb 2, 2021
#13	-0.51% Feb 9, 2024 - Feb 22, 2024	-5.72% May 14, 2026 - May 26, 2026
#14	-0.51% Oct 27, 2025 - Nov 11, 2025	-5.68% Aug 6, 2020 - Aug 21, 2020
#15	-0.49% Aug 28, 2025 - Sep 4, 2025	-5.29% Mar 31, 2020 - Apr 6, 2020