PBJA vs IWFG
Comparison between PGIM S&P 500 BUFFER 20 ETF - JANUARY (PBJA, ETF) and NYLI WINSLOW FOCUSED LARGE CAP GROWTH ETF (IWFG, ETF).
PBJA vs IWFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PBJA
$61M
IWFG
$61M
Expense Ratio
PBJA
0.50%
Winner
IWFG
0.46%
Max Drawdown
Winner
PBJA
8.50%
IWFG
25.60%
Sharpe Ratio
Winner
PBJA
1.42
IWFG
0.03
5Y Beta
Winner
PBJA
0.38
IWFG
1.22
P/E Ratio
PBJA
N/A
IWFG
36.55
Forward P/E
PBJA
N/A
IWFG
26.88
PEG Ratio
PBJA
N/A
IWFG
0.50
5Y EPS CAGR
PBJA
N/A
IWFG
36.47%
Debt to Equity
PBJA
N/A
IWFG
27.24%
P/S Ratio
PBJA
N/A
IWFG
8.76
P/B Ratio
PBJA
N/A
IWFG
12.44
PBJA vs IWFG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBJA
+0.78%
IWFG
-1.28%
3M
PBJA
+3.06%
Winner
IWFG
+4.30%
6M
PBJA
+4.95%
Winner
IWFG
+4.99%
1Y
Winner
PBJA
+10.69%
IWFG
+2.66%
5Y(CAGR)
PBJA
N/A
IWFG
+22.32%
Max(CAGR)
PBJA
+10.87%
Winner
IWFG
+22.32%
PBJA vs IWFG - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | PBJA | IWFG |
|---|---|---|
| 2026 | +5.08% | +1.42% |
| 2025 | +10.25% | +14.28% |
| 2024 | +12.18% | +39.97% |
| 2023 | N/A | +39.37% |
| 2022 | N/A | +3.75% |
PBJA vs IWFG Drawdown Comparison
The maximum drawdown for PBJA was -8.50%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for IWFG was -21.97%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current PBJA drawdown is -0.03%. The current IWFG drawdown is -4.08%.
| Rank | PBJA | IWFG |
|---|---|---|
| #1 | -8.50% Feb 19, 2025 - Jun 3, 2025 | -21.97% Jan 23, 2025 - Jun 6, 2025 |
| #2 | -3.58% Feb 25, 2026 - Apr 13, 2026 | -20.20% Oct 29, 2025 - Mar 30, 2026 |
| #3 | -2.65% Jul 16, 2024 - Aug 15, 2024 | -17.45% Aug 15, 2022 - Feb 2, 2023 |
| #4 | -1.67% Mar 28, 2024 - May 6, 2024 | -12.99% Jul 10, 2024 - Oct 11, 2024 |
| #5 | -1.16% Jun 2, 2026 - Jun 15, 2026 | -9.95% Jul 18, 2023 - Nov 14, 2023 |
| #6 | -1.15% Nov 12, 2025 - Nov 25, 2025 | -6.80% Mar 22, 2024 - May 15, 2024 |
| #7 | -1.10% Jan 6, 2025 - Jan 17, 2025 | -6.35% Feb 2, 2023 - Mar 31, 2023 |
| #8 | -1.09% Aug 30, 2024 - Sep 13, 2024 | -5.69% Dec 16, 2024 - Jan 23, 2025 |
| #9 | -1.03% Jan 28, 2026 - Feb 25, 2026 | -4.22% Jun 24, 2022 - Jul 19, 2022 |
| #10 | -0.98% Jul 25, 2025 - Aug 8, 2025 | -3.61% Sep 22, 2025 - Oct 24, 2025 |
| #11 | -0.93% Jan 12, 2026 - Jan 26, 2026 | -3.30% Dec 19, 2023 - Jan 10, 2024 |
| #12 | -0.78% Oct 8, 2025 - Oct 20, 2025 | -3.11% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -0.69% Jun 15, 2026 - Jun 30, 2026 | -3.11% Jul 21, 2022 - Jul 27, 2022 |
| #14 | -0.63% Feb 12, 2024 - Feb 22, 2024 | -3.04% May 18, 2023 - May 26, 2023 |
| #15 | -0.62% Jan 29, 2024 - Feb 2, 2024 | -2.75% Jul 28, 2025 - Aug 28, 2025 |
Correlation
Correlation between PBJA and IWFG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
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