StockComparison Logo
vs

PBL vs SPY

Comparison between PGIM PORTFOLIO BALLAST ETF (PBL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

PBL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PBL
$81M
Winner
SPY
$784B
Expense Ratio
PBL
0.45%
Winner
SPY
0.09%
Max Drawdown
Winner
PBL
17.27%
SPY
56.47%
Sharpe Ratio
PBL
1.47
Winner
SPY
1.67
5Y Beta
Winner
PBL
0.60
SPY
1.00
P/E Ratio
PBL
N/A
SPY
29.17
Forward P/E
PBL
N/A
SPY
21.89
5Y Dividends CAGR
PBL
N/A
SPY
5.43%
5Y EPS CAGR
PBL
N/A
SPY
26.36%
Debt to Equity
PBL
N/A
SPY
32.38%
P/S Ratio
PBL
N/A
SPY
3.79
P/B Ratio
PBL
N/A
SPY
5.68

PBL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PBL
+0.30%
SPY
+0.22%
3M
PBL
+6.62%
Winner
SPY
+9.29%
6M
PBL
+6.21%
Winner
SPY
+8.75%
1Y
PBL
+17.42%
Winner
SPY
+24.68%
5Y(CAGR)
PBL
N/A
SPY
+13.40%
10Y(CAGR)
PBL
N/A
SPY
+15.16%
Max(CAGR)
Winner
PBL
+13.16%
SPY
+8.48%

PBL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPBLSPY
2026+6.36%+8.50%
2025+12.58%+18.00%
2024+17.42%+25.59%
2023+14.10%+26.72%
2022-3.52%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

PBL vs SPY Drawdown Comparison

The maximum drawdown for PBL was -11.62%, occurring on Apr 8, 2025. Recovery took 136 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PBL drawdown is -1.67%. The current SPY drawdown is -2.68%.

RankPBLSPY
#1-11.62%
Dec 6, 2024 - Jun 26, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-7.88%
Aug 1, 2023 - Dec 12, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-5.82%
Jan 28, 2026 - Apr 15, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-5.70%
Jul 16, 2024 - Sep 19, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.95%
Feb 2, 2023 - May 22, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.22%
Mar 28, 2024 - May 15, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.18%
Dec 14, 2022 - Feb 1, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.95%
Oct 28, 2025 - Dec 24, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.29%
May 14, 2026 - May 28, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.27%
Oct 7, 2025 - Oct 23, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.22%
Oct 18, 2024 - Nov 6, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.89%
Jan 12, 2026 - Jan 27, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.74%
Jun 4, 2026 - Jun 5, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.68%
Feb 12, 2024 - Feb 22, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.59%
Dec 27, 2023 - Jan 19, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PBL and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

PBL vs SPY dividend yield comparison.

YearPBLSPY
20260.00%0.24%
20252.21%1.07%
20246.89%1.21%
20237.92%1.40%
20220.16%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: PBL vs SPY

More Comparisons

Compare with similar stocks