PBL vs INEQ
Comparison between PGIM PORTFOLIO BALLAST ETF (PBL, ETF) and COLUMBIA INTERNATIONAL EQUITY INCOME ETF (INEQ, ETF).
PBL vs INEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBL
$81M
Winner
INEQ
$81M
Expense Ratio
PBL
0.45%
INEQ
0.45%
Max Drawdown
Winner
PBL
17.27%
INEQ
47.22%
Sharpe Ratio
Winner
PBL
1.47
INEQ
1.36
5Y Beta
Winner
PBL
0.60
INEQ
0.65
5Y Dividends CAGR
PBL
N/A
INEQ
40.24%
PBL vs INEQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBL
+0.30%
INEQ
-2.83%
3M
Winner
PBL
+6.62%
INEQ
+0.83%
6M
PBL
+6.21%
Winner
INEQ
+9.33%
1Y
PBL
+17.42%
Winner
INEQ
+23.31%
5Y(CAGR)
PBL
N/A
INEQ
+11.43%
10Y(CAGR)
PBL
N/A
INEQ
+9.68%
Max(CAGR)
Winner
PBL
+13.16%
INEQ
+9.68%
PBL vs INEQ - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | PBL | INEQ |
|---|---|---|
| 2026 | +6.36% | +5.53% |
| 2025 | +12.58% | +40.20% |
| 2024 | +17.42% | +6.96% |
| 2023 | +14.10% | +20.41% |
| 2022 | -3.52% | -6.27% |
| 2021 | N/A | +10.37% |
| 2020 | N/A | -1.43% |
| 2019 | N/A | +16.08% |
| 2018 | N/A | -18.12% |
| 2017 | N/A | +24.64% |
| 2016 | N/A | +8.86% |
PBL vs INEQ Drawdown Comparison
The maximum drawdown for PBL was -11.62%, occurring on Apr 8, 2025. Recovery took 136 trading sessions.
The maximum drawdown for INEQ was -41.56%, occurring on Mar 23, 2020. Recovery took 823 trading sessions.
The current PBL drawdown is -1.67%. The current INEQ drawdown is -5.05%.
| Rank | PBL | INEQ |
|---|---|---|
| #1 | -11.62% Dec 6, 2024 - Jun 26, 2025 | -41.56% Jan 29, 2018 - May 6, 2021 |
| #2 | -7.88% Aug 1, 2023 - Dec 12, 2023 | -24.52% Sep 13, 2021 - Apr 21, 2023 |
| #3 | -5.82% Jan 28, 2026 - Apr 15, 2026 | -14.38% Mar 19, 2025 - May 12, 2025 |
| #4 | -5.70% Jul 16, 2024 - Sep 19, 2024 | -9.56% Feb 27, 2026 - Mar 20, 2026 |
| #5 | -4.95% Feb 2, 2023 - May 22, 2023 | -8.76% Jul 13, 2023 - Dec 1, 2023 |
| #6 | -4.22% Mar 28, 2024 - May 15, 2024 | -8.62% Aug 27, 2024 - Feb 18, 2025 |
| #7 | -4.18% Dec 14, 2022 - Feb 1, 2023 | -6.50% Jul 12, 2024 - Aug 19, 2024 |
| #8 | -3.95% Oct 28, 2025 - Dec 24, 2025 | -5.17% Jun 7, 2021 - Sep 3, 2021 |
| #9 | -2.29% May 14, 2026 - May 28, 2026 | -4.35% Apr 9, 2024 - May 10, 2024 |
| #10 | -2.27% Oct 7, 2025 - Oct 23, 2025 | -4.30% Jun 3, 2024 - Jul 12, 2024 |
| #11 | -2.22% Oct 18, 2024 - Nov 6, 2024 | -4.15% Jun 15, 2023 - Jul 13, 2023 |
| #12 | -1.89% Jan 12, 2026 - Jan 27, 2026 | -4.10% Nov 12, 2025 - Dec 3, 2025 |
| #13 | -1.74% Jun 4, 2026 - Jun 5, 2026 | -3.66% Sep 6, 2016 - Dec 9, 2016 |
| #14 | -1.68% Feb 12, 2024 - Feb 22, 2024 | -3.60% May 10, 2021 - Jun 4, 2021 |
| #15 | -1.59% Dec 27, 2023 - Jan 19, 2024 | -3.54% Jul 23, 2025 - Aug 8, 2025 |
Correlation
Correlation between PBL and INEQ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2016 - 2026)
PBL vs INEQ dividend yield comparison.
| Year | PBL | INEQ |
|---|---|---|
| 2026 | 0.00% | 0.19% |
| 2025 | 2.21% | 9.76% |
| 2024 | 6.89% | 3.11% |
| 2023 | 7.92% | 3.27% |
| 2022 | 0.16% | 3.58% |
| 2021 | 0.00% | 3.43% |
| 2020 | 0.00% | 2.64% |
| 2019 | 0.00% | 3.34% |
| 2018 | 0.00% | 7.25% |
| 2017 | 0.00% | 4.63% |
| 2016 | 0.00% | 2.52% |
Select Stocks to Compare
Popular: PBL vs SPYINEQ vs SPY
More Comparisons
Compare with similar stocks