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PBL vs XC

Comparison between PGIM PORTFOLIO BALLAST ETF (PBL, ETF) and WISDOMTREE TRUE EMERGING MARKETS FUND (XC, ETF).

PBL vs XC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PBL
$79M
XC
$79M
Expense Ratio
PBL
0.45%
Winner
XC
0.32%
Max Drawdown
Winner
PBL
17.27%
XC
21.68%
Sharpe Ratio
Winner
PBL
1.15
XC
0.12
5Y Beta
Winner
PBL
0.60
XC
0.73

PBL vs XC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PBL
+0.40%
XC
-0.40%
3M
Winner
PBL
+4.93%
XC
-2.41%
6M
Winner
PBL
+7.21%
XC
-3.59%
1Y
Winner
PBL
+14.99%
XC
+4.16%
Max(CAGR)
Winner
PBL
+13.07%
XC
+11.51%

PBL vs XC - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearPBLXC
2026+7.62%-1.96%
2025+12.58%+17.78%
2024+17.42%+6.65%
2023+14.10%+21.55%
2022-3.52%+1.49%

PBL vs XC Drawdown Comparison

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

The maximum drawdown for XC was -20.97%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

The current PBL drawdown is -0.76%. The current XC drawdown is -7.14%.

RankPBLXC
#1-11.62%
Dec 6, 2024 - Jun 26, 2025
-20.97%
Sep 26, 2024 - Jun 24, 2025
#2-7.88%
Aug 1, 2023 - Dec 12, 2023
-12.47%
Feb 11, 2026 - Mar 20, 2026
#3-5.82%
Jan 28, 2026 - Apr 15, 2026
-12.29%
Jul 28, 2023 - Dec 14, 2023
#4-5.70%
Jul 16, 2024 - Sep 19, 2024
-11.46%
Jul 8, 2024 - Sep 26, 2024
#5-4.95%
Feb 2, 2023 - May 22, 2023
-9.54%
Jan 26, 2023 - Jun 2, 2023
#6-4.22%
Mar 28, 2024 - May 15, 2024
-6.73%
Sep 22, 2022 - Nov 4, 2022
#7-4.18%
Dec 14, 2022 - Feb 1, 2023
-6.01%
Nov 30, 2022 - Jan 12, 2023
#8-3.95%
Oct 28, 2025 - Dec 24, 2025
-5.91%
Apr 9, 2024 - May 15, 2024
#9-3.36%
Jun 4, 2026 - Jul 10, 2026
-5.02%
Dec 28, 2023 - Feb 6, 2024
#10-2.29%
May 14, 2026 - May 28, 2026
-4.31%
Jul 3, 2025 - Oct 20, 2025
#11-2.27%
Oct 7, 2025 - Oct 23, 2025
-3.75%
Jun 15, 2023 - Jul 12, 2023
#12-2.22%
Oct 18, 2024 - Nov 6, 2024
-3.64%
May 17, 2024 - Jun 12, 2024
#13-1.89%
Jan 12, 2026 - Jan 27, 2026
-2.82%
Nov 15, 2022 - Nov 30, 2022
#14-1.68%
Feb 12, 2024 - Feb 22, 2024
-2.63%
Jan 27, 2026 - Feb 9, 2026
#15-1.59%
Dec 27, 2023 - Jan 19, 2024
-2.03%
Nov 12, 2025 - Nov 28, 2025

Correlation

Correlation between PBL and XC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2022 - 2026)

PBL vs XC dividend yield comparison.

YearPBLXC
20260.00%0.86%
20252.21%11.74%
20246.89%1.49%
20237.92%1.42%
20220.16%0.57%

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