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PBJL vs AMUB

Comparison between PGIM S&P 500 BUFFER 20 ETF - JULY (PBJL, ETF) and UBS AG London Branch (AMUB, ETF).

PBJL vs AMUB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PBJL
$39M
AMUB
$39M
Expense Ratio
Winner
PBJL
0.50%
AMUB
0.80%
Max Drawdown
Winner
PBJL
9.02%
AMUB
79.46%
Sharpe Ratio
Winner
PBJL
1.83
AMUB
0.90
5Y Beta
Winner
PBJL
0.42
AMUB
0.50

PBJL vs AMUB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PBJL
+0.79%
AMUB
-1.96%
3M
Winner
PBJL
+3.47%
AMUB
+1.57%
6M
PBJL
+4.45%
Winner
AMUB
+14.69%
1Y
PBJL
+13.30%
Winner
AMUB
+17.26%
5Y(CAGR)
PBJL
N/A
AMUB
+12.39%
10Y(CAGR)
PBJL
N/A
AMUB
+3.08%
Max(CAGR)
Winner
PBJL
+11.10%
AMUB
+0.06%

PBJL vs AMUB - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearPBJLAMUB
2026+3.86%+16.34%
2025+11.88%+0.55%
2024+7.13%+15.68%
2023N/A+18.77%
2022N/A+18.38%
2021N/A+29.70%
2020N/A-37.22%
2019N/A-3.23%
2018N/A-19.25%
2017N/A-13.07%
2016N/A+22.92%
2015N/A-26.44%

PBJL vs AMUB Drawdown Comparison

The maximum drawdown for PBJL was -9.02%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.

The maximum drawdown for AMUB was -79.46%, occurring on Mar 18, 2020. Recovery took 2626 trading sessions.

The current PBJL drawdown is -0.21%. The current AMUB drawdown is -5.93%.

RankPBJLAMUB
#1-9.02%
Feb 19, 2025 - May 16, 2025
-79.46%
Oct 9, 2015 - Mar 23, 2026
#2-3.81%
Jul 16, 2024 - Aug 19, 2024
-6.89%
May 19, 2026 - Jun 1, 2026
#3-2.88%
Feb 25, 2026 - Apr 8, 2026
-5.70%
Mar 26, 2026 - Apr 30, 2026
#4-1.84%
Aug 30, 2024 - Sep 13, 2024
-2.43%
Apr 30, 2026 - May 12, 2026
#5-1.65%
May 19, 2025 - Jun 3, 2025
-0.63%
Mar 24, 2026 - Mar 26, 2026
#6-1.46%
Oct 27, 2025 - Nov 26, 2025
N/A
#7-1.30%
Dec 4, 2024 - Jan 21, 2025
N/A
#8-1.06%
Oct 18, 2024 - Nov 6, 2024
N/A
#9-0.94%
Jul 28, 2025 - Aug 8, 2025
N/A
#10-0.93%
Oct 8, 2025 - Oct 20, 2025
N/A
#11-0.84%
Jun 12, 2025 - Jun 16, 2025
N/A
#12-0.73%
Nov 11, 2024 - Nov 26, 2024
N/A
#13-0.72%
Jun 16, 2025 - Jun 23, 2025
N/A
#14-0.71%
Jan 12, 2026 - Jan 26, 2026
N/A
#15-0.71%
Jan 27, 2026 - Feb 9, 2026
N/A

Correlation

Correlation between PBJL and AMUB is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

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