PBFR vs WEA
Comparison between PGIM LADDERED S&P 500 BUFFER 20 ETF (PBFR, ETF) and Western Asset Premier Bond Fund (WEA, ETF).
PBFR vs WEA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBFR
$134M
Winner
WEA
$135M
Expense Ratio
PBFR
0.50%
WEA
N/A
Max Drawdown
Winner
PBFR
8.50%
WEA
64.91%
Sharpe Ratio
Winner
PBFR
1.83
WEA
0.23
5Y Beta
PBFR
0.39
Winner
WEA
0.17
5Y Dividends CAGR
PBFR
N/A
WEA
2.82%
PBFR vs WEA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBFR
+0.65%
WEA
-0.85%
3M
Winner
PBFR
+3.47%
WEA
-1.33%
6M
Winner
PBFR
+4.67%
WEA
-1.67%
1Y
Winner
PBFR
+12.51%
WEA
+4.74%
5Y(CAGR)
PBFR
N/A
WEA
+0.79%
10Y(CAGR)
PBFR
N/A
WEA
+4.77%
Max(CAGR)
Winner
PBFR
+10.21%
WEA
+6.78%
PBFR vs WEA - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | PBFR | WEA |
|---|---|---|
| 2026 | +3.97% | -2.90% |
| 2025 | +10.36% | +10.62% |
| 2024 | +5.53% | +8.11% |
| 2023 | N/A | +11.37% |
| 2022 | N/A | -19.85% |
| 2021 | N/A | +7.94% |
| 2020 | N/A | +2.69% |
| 2019 | N/A | +29.73% |
| 2018 | N/A | -7.09% |
| 2017 | N/A | +12.90% |
| 2016 | N/A | +14.58% |
| 2015 | N/A | -4.77% |
| 2014 | N/A | +2.85% |
| 2013 | N/A | -1.11% |
| 2012 | N/A | +5.40% |
| 2011 | N/A | +23.20% |
| 2010 | N/A | +15.97% |
| 2009 | N/A | +60.16% |
| 2008 | N/A | -26.27% |
| 2007 | N/A | -6.57% |
| 2006 | N/A | +19.32% |
| 2005 | N/A | -6.94% |
| 2004 | N/A | +11.88% |
| 2003 | N/A | +23.03% |
| 2002 | N/A | +1.64% |
PBFR vs WEA Drawdown Comparison
The maximum drawdown for PBFR was -8.50%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The maximum drawdown for WEA was -57.59%, occurring on Nov 21, 2008. Recovery took 575 trading sessions.
The current PBFR drawdown is -0.69%. The current WEA drawdown is -4.45%.
| Rank | PBFR | WEA |
|---|---|---|
| #1 | -8.50% Feb 14, 2025 - May 16, 2025 | -57.59% Jun 5, 2007 - Sep 15, 2009 |
| #2 | -2.84% Jul 15, 2024 - Aug 15, 2024 | -37.81% Feb 19, 2020 - Dec 17, 2020 |
| #3 | -2.82% Feb 9, 2026 - Apr 8, 2026 | -30.30% Jul 23, 2021 - Aug 25, 2025 |
| #4 | -1.64% Aug 30, 2024 - Sep 16, 2024 | -19.61% May 7, 2013 - Jan 29, 2015 |
| #5 | -1.62% Oct 27, 2025 - Dec 2, 2025 | -17.74% Feb 17, 2015 - Jun 27, 2016 |
| #6 | -1.41% May 16, 2025 - Jun 3, 2025 | -15.89% Jul 8, 2011 - Sep 14, 2011 |
| #7 | -1.22% Dec 16, 2024 - Jan 17, 2025 | -15.20% Feb 15, 2005 - Sep 6, 2005 |
| #8 | -0.85% Feb 2, 2026 - Feb 9, 2026 | -13.78% Mar 23, 2004 - Sep 28, 2004 |
| #9 | -0.77% Oct 8, 2025 - Oct 20, 2025 | -12.47% Sep 14, 2011 - Dec 13, 2011 |
| #10 | -0.74% Jul 28, 2025 - Aug 7, 2025 | -12.46% Sep 6, 2005 - Feb 3, 2006 |
| #11 | -0.69% Jun 2, 2026 - Jun 5, 2026 | -12.32% Jun 19, 2002 - Jan 21, 2003 |
| #12 | -0.65% Jan 9, 2026 - Jan 26, 2026 | -11.64% Oct 26, 2012 - Jan 14, 2013 |
| #13 | -0.63% Oct 18, 2024 - Nov 6, 2024 | -10.79% Aug 29, 2016 - Feb 16, 2017 |
| #14 | -0.60% Jun 10, 2025 - Jun 24, 2025 | -10.45% Jul 9, 2003 - Dec 10, 2003 |
| #15 | -0.48% Dec 11, 2025 - Dec 22, 2025 | -10.25% Nov 7, 2017 - Mar 21, 2019 |
Correlation
Correlation between PBFR and WEA is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2002 - 2026)
PBFR vs WEA dividend yield comparison.
| Year | PBFR | WEA |
|---|---|---|
| 2026 | 0.00% | 3.34% |
| 2025 | 0.01% | 7.62% |
| 2024 | 0.01% | 7.80% |
| 2023 | 0.00% | 7.44% |
| 2022 | 0.00% | 7.44% |
| 2021 | 0.00% | 5.53% |
| 2020 | 0.00% | 5.59% |
| 2019 | 0.00% | 5.37% |
| 2018 | 0.00% | 6.49% |
| 2017 | 0.00% | 6.26% |
| 2016 | 0.00% | 7.93% |
| 2015 | 0.00% | 8.88% |
| 2014 | 0.00% | 7.78% |
| 2013 | 0.00% | 7.85% |
| 2012 | 0.00% | 8.46% |
| 2011 | 0.00% | 9.34% |
| 2010 | 0.00% | 10.26% |
| 2009 | 0.00% | 9.57% |
| 2008 | 0.00% | 12.94% |
| 2007 | 0.00% | 9.33% |
| 2006 | 0.00% | 8.50% |
| 2005 | 0.00% | 8.73% |
| 2004 | 0.00% | 7.90% |
| 2003 | 0.00% | 8.96% |
| 2002 | 0.00% | 6.78% |
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