PBL vs RFEM
Comparison between PGIM PORTFOLIO BALLAST ETF (PBL, ETF) and FIRST TRUST RIVERFRONT DYNAMIC EMERGING MARKETS ETF (RFEM, ETF).
PBL vs RFEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PBL
$78M
RFEM
$78M
Expense Ratio
Winner
PBL
0.45%
RFEM
0.99%
Max Drawdown
Winner
PBL
17.27%
RFEM
45.64%
Sharpe Ratio
PBL
1.42
Winner
RFEM
1.69
5Y Beta
Winner
PBL
0.60
RFEM
0.76
5Y Dividends CAGR
PBL
N/A
RFEM
12.60%
PBL vs RFEM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBL
+1.73%
RFEM
-2.18%
3M
PBL
+6.44%
Winner
RFEM
+9.85%
6M
PBL
+6.64%
Winner
RFEM
+16.67%
1Y
PBL
+17.94%
Winner
RFEM
+36.80%
5Y(CAGR)
PBL
N/A
RFEM
+7.88%
10Y(CAGR)
PBL
N/A
RFEM
+9.71%
Max(CAGR)
Winner
PBL
+13.16%
RFEM
+9.71%
PBL vs RFEM - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | PBL | RFEM |
|---|---|---|
| 2026 | +6.28% | +13.73% |
| 2025 | +12.58% | +27.41% |
| 2024 | +17.42% | +12.03% |
| 2023 | +14.10% | +21.35% |
| 2022 | -3.52% | -19.44% |
| 2021 | N/A | +0.45% |
| 2020 | N/A | +6.01% |
| 2019 | N/A | +20.05% |
| 2018 | N/A | -20.67% |
| 2017 | N/A | +34.51% |
| 2016 | N/A | +8.60% |
PBL vs RFEM Drawdown Comparison
The maximum drawdown for PBL was -11.62%, occurring on Apr 8, 2025. Recovery took 136 trading sessions.
The maximum drawdown for RFEM was -42.20%, occurring on Mar 23, 2020. Recovery took 747 trading sessions.
The current PBL drawdown is -1.74%. The current RFEM drawdown is -6.27%.
| Rank | PBL | RFEM |
|---|---|---|
| #1 | -11.62% Dec 6, 2024 - Jun 26, 2025 | -42.20% Jan 26, 2018 - Jan 14, 2021 |
| #2 | -7.88% Aug 1, 2023 - Dec 12, 2023 | -35.99% Feb 17, 2021 - Jul 5, 2024 |
| #3 | -5.82% Jan 28, 2026 - Apr 15, 2026 | -15.81% Sep 26, 2024 - May 19, 2025 |
| #4 | -5.70% Jul 16, 2024 - Sep 19, 2024 | -11.65% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -4.95% Feb 2, 2023 - May 22, 2023 | -10.45% Jul 12, 2024 - Sep 24, 2024 |
| #6 | -4.22% Mar 28, 2024 - May 15, 2024 | -9.08% Sep 22, 2016 - Jan 25, 2017 |
| #7 | -4.18% Dec 14, 2022 - Feb 1, 2023 | -6.53% Jun 23, 2016 - Jul 13, 2016 |
| #8 | -3.95% Oct 28, 2025 - Dec 24, 2025 | -6.35% May 11, 2026 - May 26, 2026 |
| #9 | -2.29% May 14, 2026 - May 28, 2026 | -6.27% Jun 2, 2026 - Jun 5, 2026 |
| #10 | -2.27% Oct 7, 2025 - Oct 23, 2025 | -5.18% Jan 21, 2021 - Feb 5, 2021 |
| #11 | -2.22% Oct 18, 2024 - Nov 6, 2024 | -4.83% Sep 6, 2016 - Sep 22, 2016 |
| #12 | -1.89% Jan 12, 2026 - Jan 27, 2026 | -4.56% Mar 20, 2017 - May 9, 2017 |
| #13 | -1.74% Jun 4, 2026 - Jun 5, 2026 | -4.27% Oct 6, 2025 - Oct 20, 2025 |
| #14 | -1.68% Feb 12, 2024 - Feb 22, 2024 | -4.12% Nov 22, 2017 - Dec 29, 2017 |
| #15 | -1.59% Dec 27, 2023 - Jan 19, 2024 | -3.68% Jul 23, 2025 - Aug 13, 2025 |
Correlation
Correlation between PBL and RFEM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2016 - 2026)
PBL vs RFEM dividend yield comparison.
| Year | PBL | RFEM |
|---|---|---|
| 2026 | 0.00% | 0.05% |
| 2025 | 2.21% | 1.98% |
| 2024 | 6.89% | 3.64% |
| 2023 | 7.92% | 3.28% |
| 2022 | 0.16% | 7.74% |
| 2021 | 0.00% | 3.21% |
| 2020 | 0.00% | 1.22% |
| 2019 | 0.00% | 3.75% |
| 2018 | 0.00% | 2.37% |
| 2017 | 0.00% | 1.62% |
| 2016 | 0.00% | 3.73% |
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