PBL vs STXV
Comparison between PGIM PORTFOLIO BALLAST ETF (PBL, ETF) and STRIVE 1000 VALUE ETF (STXV, ETF).
PBL vs STXV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PBL
$78M
STXV
$78M
Expense Ratio
PBL
0.45%
Winner
STXV
0.18%
Max Drawdown
PBL
17.27%
Winner
STXV
15.80%
Sharpe Ratio
PBL
1.42
Winner
STXV
2.14
5Y Beta
Winner
PBL
0.60
STXV
0.63
P/E Ratio
PBL
N/A
STXV
20.29
Forward P/E
PBL
N/A
STXV
14.09
5Y EPS CAGR
PBL
N/A
STXV
8.95%
P/S Ratio
PBL
N/A
STXV
1.65
P/B Ratio
PBL
N/A
STXV
2.46
PBL vs STXV - Historical Returns
Returns include dividend reinvestment.
1M
PBL
+1.73%
Winner
STXV
+2.32%
3M
Winner
PBL
+6.44%
STXV
+5.07%
6M
PBL
+6.64%
Winner
STXV
+14.03%
1Y
PBL
+17.94%
Winner
STXV
+28.40%
Max(CAGR)
PBL
+13.16%
Winner
STXV
+14.05%
PBL vs STXV - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | PBL | STXV |
|---|---|---|
| 2026 | +6.28% | +11.52% |
| 2025 | +12.58% | +16.48% |
| 2024 | +17.42% | +12.42% |
| 2023 | +14.10% | +9.44% |
| 2022 | -3.52% | -1.47% |
PBL vs STXV Drawdown Comparison
The maximum drawdown for PBL was -11.62%, occurring on Apr 8, 2025. Recovery took 136 trading sessions.
The maximum drawdown for STXV was -14.80%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.
The current PBL drawdown is -1.74%. The current STXV drawdown is -0.76%.
| Rank | PBL | STXV |
|---|---|---|
| #1 | -11.62% Dec 6, 2024 - Jun 26, 2025 | -14.80% Nov 29, 2024 - Jul 3, 2025 |
| #2 | -7.88% Aug 1, 2023 - Dec 12, 2023 | -10.81% Feb 2, 2023 - Jul 24, 2023 |
| #3 | -5.82% Jan 28, 2026 - Apr 15, 2026 | -10.33% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -5.70% Jul 16, 2024 - Sep 19, 2024 | -5.81% Feb 11, 2026 - Apr 30, 2026 |
| #5 | -4.95% Feb 2, 2023 - May 22, 2023 | -5.64% Nov 30, 2022 - Jan 12, 2023 |
| #6 | -4.22% Mar 28, 2024 - May 15, 2024 | -5.35% Mar 28, 2024 - Jul 15, 2024 |
| #7 | -4.18% Dec 14, 2022 - Feb 1, 2023 | -5.19% Jul 30, 2024 - Aug 23, 2024 |
| #8 | -3.95% Oct 28, 2025 - Dec 24, 2025 | -3.85% Jan 13, 2023 - Feb 2, 2023 |
| #9 | -2.29% May 14, 2026 - May 28, 2026 | -3.40% Jul 23, 2025 - Aug 20, 2025 |
| #10 | -2.27% Oct 7, 2025 - Oct 23, 2025 | -3.34% Nov 12, 2025 - Nov 26, 2025 |
| #11 | -2.22% Oct 18, 2024 - Nov 6, 2024 | -3.02% Oct 3, 2025 - Oct 24, 2025 |
| #12 | -1.89% Jan 12, 2026 - Jan 27, 2026 | -3.02% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -1.74% Jun 4, 2026 - Jun 5, 2026 | -2.94% Oct 16, 2024 - Nov 6, 2024 |
| #14 | -1.68% Feb 12, 2024 - Feb 22, 2024 | -2.62% Jan 2, 2024 - Jan 30, 2024 |
| #15 | -1.59% Dec 27, 2023 - Jan 19, 2024 | -2.19% Oct 27, 2025 - Nov 11, 2025 |
Correlation
Correlation between PBL and STXV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2022 - 2026)
PBL vs STXV dividend yield comparison.
| Year | PBL | STXV |
|---|---|---|
| 2026 | 0.00% | 0.49% |
| 2025 | 2.21% | 2.37% |
| 2024 | 6.89% | 2.36% |
| 2023 | 7.92% | 2.05% |
| 2022 | 0.16% | 0.47% |
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