PBL vs OAKI
Comparison between PGIM PORTFOLIO BALLAST ETF (PBL, ETF) and OAKMARK INTERNATIONAL LARGE CAP ETF (OAKI, ETF).
PBL vs OAKI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBL
$79M
Winner
OAKI
$79M
Expense Ratio
Winner
PBL
0.45%
OAKI
0.65%
Max Drawdown
PBL
17.27%
Winner
OAKI
13.94%
Sharpe Ratio
Winner
PBL
1.15
OAKI
0.03
5Y Beta
Winner
PBL
0.60
OAKI
0.98
PBL vs OAKI - Historical Returns
Returns include dividend reinvestment.
1M
PBL
+0.40%
Winner
OAKI
+1.92%
3M
Winner
PBL
+4.93%
OAKI
+1.64%
6M
Winner
PBL
+7.21%
OAKI
-1.10%
1Y
PBL
+14.99%
OAKI
N/A
Max(CAGR)
Winner
PBL
+13.07%
OAKI
+2.62%
PBL vs OAKI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | PBL | OAKI |
|---|---|---|
| 2026 | +7.62% | +0.67% |
| 2025 | +12.58% | +0.52% |
| 2024 | +17.42% | N/A |
| 2023 | +14.10% | N/A |
| 2022 | -3.52% | N/A |
PBL vs OAKI Drawdown Comparison
The maximum drawdown for PBL was -11.62%, occurring on Apr 8, 2025. Recovery took 136 trading sessions.
The maximum drawdown for OAKI was -13.94%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current PBL drawdown is -0.76%. The current OAKI drawdown is -4.10%.
| Rank | PBL | OAKI |
|---|---|---|
| #1 | -11.62% Dec 6, 2024 - Jun 26, 2025 | -13.94% Feb 10, 2026 - Mar 27, 2026 |
| #2 | -7.88% Aug 1, 2023 - Dec 12, 2023 | -3.01% Jan 12, 2026 - Jan 27, 2026 |
| #3 | -5.82% Jan 28, 2026 - Apr 15, 2026 | -2.15% Jan 27, 2026 - Feb 9, 2026 |
| #4 | -5.70% Jul 16, 2024 - Sep 19, 2024 | -1.19% Dec 11, 2025 - Dec 23, 2025 |
| #5 | -4.95% Feb 2, 2023 - May 22, 2023 | -0.82% Jan 6, 2026 - Jan 9, 2026 |
| #6 | -4.22% Mar 28, 2024 - May 15, 2024 | -0.51% Dec 26, 2025 - Jan 5, 2026 |
| #7 | -4.18% Dec 14, 2022 - Feb 1, 2023 | N/A |
| #8 | -3.95% Oct 28, 2025 - Dec 24, 2025 | N/A |
| #9 | -3.36% Jun 4, 2026 - Jul 10, 2026 | N/A |
| #10 | -2.29% May 14, 2026 - May 28, 2026 | N/A |
| #11 | -2.27% Oct 7, 2025 - Oct 23, 2025 | N/A |
| #12 | -2.22% Oct 18, 2024 - Nov 6, 2024 | N/A |
| #13 | -1.89% Jan 12, 2026 - Jan 27, 2026 | N/A |
| #14 | -1.68% Feb 12, 2024 - Feb 22, 2024 | N/A |
| #15 | -1.59% Dec 27, 2023 - Jan 19, 2024 | N/A |
Correlation
Correlation between PBL and OAKI is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
0.28
-101
Dividend Comparison (2022 - 2025)
PBL vs OAKI dividend yield comparison.
| Year | PBL | OAKI |
|---|---|---|
| 2025 | 2.21% | 0.04% |
| 2024 | 6.89% | 0.00% |
| 2023 | 7.92% | 0.00% |
| 2022 | 0.16% | 0.00% |
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