PBMY vs PFI
Comparison between PGIM S&P 500 BUFFER 20 ETF - MAY (PBMY, ETF) and INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF (PFI, ETF).
PBMY vs PFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBMY
$33M
Winner
PFI
$33M
Expense Ratio
Winner
PBMY
0.50%
PFI
0.60%
Max Drawdown
Winner
PBMY
8.11%
PFI
60.34%
Sharpe Ratio
Winner
PBMY
1.61
PFI
0.42
5Y Beta
Winner
PBMY
0.39
PFI
1.05
P/E Ratio
PBMY
N/A
PFI
15.47
Forward P/E
PBMY
N/A
PFI
15.60
5Y Dividends CAGR
PBMY
N/A
PFI
-9.10%
5Y EPS CAGR
PBMY
N/A
PFI
10.65%
Debt to Equity
PBMY
N/A
PFI
66.57%
P/S Ratio
PBMY
N/A
PFI
1.23
P/B Ratio
PBMY
N/A
PFI
2.14
PBMY vs PFI - Historical Returns
Returns include dividend reinvestment.
1M
PBMY
+0.45%
Winner
PFI
+3.43%
3M
PBMY
+2.77%
Winner
PFI
+16.37%
6M
Winner
PBMY
+3.89%
PFI
+3.85%
1Y
PBMY
+9.06%
Winner
PFI
+9.79%
5Y(CAGR)
PBMY
N/A
PFI
+5.09%
10Y(CAGR)
PBMY
N/A
PFI
+9.01%
Max(CAGR)
Winner
PBMY
+10.83%
PFI
+6.11%
PBMY vs PFI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PBMY | PFI |
|---|---|---|
| 2026 | +3.19% | +4.23% |
| 2025 | +9.83% | +2.39% |
| 2024 | +9.46% | +32.36% |
| 2023 | N/A | +13.12% |
| 2022 | N/A | -23.08% |
| 2021 | N/A | +30.92% |
| 2020 | N/A | +13.88% |
| 2019 | N/A | +37.80% |
| 2018 | N/A | -16.52% |
| 2017 | N/A | +14.55% |
| 2016 | N/A | +4.92% |
| 2015 | N/A | +1.36% |
| 2014 | N/A | +7.73% |
| 2013 | N/A | +36.13% |
| 2012 | N/A | +17.53% |
| 2011 | N/A | -6.06% |
| 2010 | N/A | +13.22% |
| 2009 | N/A | -5.94% |
| 2008 | N/A | -25.74% |
| 2007 | N/A | -3.16% |
| 2006 | N/A | +3.37% |
PBMY vs PFI Drawdown Comparison
The maximum drawdown for PBMY was -8.11%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The maximum drawdown for PFI was -59.54%, occurring on Mar 9, 2009. Recovery took 1538 trading sessions.
The current PBMY drawdown is -0.66%. The current PFI drawdown is -2.61%.
| Rank | PBMY | PFI |
|---|---|---|
| #1 | -8.11% Feb 19, 2025 - May 12, 2025 | -59.54% Jun 4, 2007 - Jul 12, 2013 |
| #2 | -3.10% Jul 16, 2024 - Aug 15, 2024 | -43.07% Feb 19, 2020 - Dec 15, 2020 |
| #3 | -1.52% Aug 30, 2024 - Sep 13, 2024 | -35.42% Nov 3, 2021 - Oct 11, 2024 |
| #4 | -1.47% Jun 2, 2026 - Jun 10, 2026 | -25.67% Jan 23, 2018 - Jun 6, 2019 |
| #5 | -1.13% Feb 25, 2026 - Apr 1, 2026 | -24.83% Nov 25, 2024 - Apr 8, 2025 |
| #6 | -0.85% Dec 13, 2024 - Dec 26, 2024 | -18.96% Mar 20, 2015 - Feb 13, 2017 |
| #7 | -0.82% Nov 12, 2025 - Nov 25, 2025 | -9.57% Mar 1, 2017 - Sep 27, 2017 |
| #8 | -0.75% May 19, 2025 - May 27, 2025 | -9.51% Jun 8, 2021 - Aug 6, 2021 |
| #9 | -0.63% Jan 6, 2025 - Jan 16, 2025 | -9.20% Dec 31, 2013 - Jun 27, 2014 |
| #10 | -0.58% Oct 8, 2025 - Oct 20, 2025 | -7.77% Jul 3, 2014 - Oct 30, 2014 |
| #11 | -0.54% Dec 26, 2024 - Jan 6, 2025 | -7.39% Mar 15, 2021 - Apr 28, 2021 |
| #12 | -0.53% Oct 29, 2024 - Nov 6, 2024 | -7.29% Feb 20, 2007 - Apr 24, 2007 |
| #13 | -0.52% May 8, 2024 - May 15, 2024 | -7.16% Jul 12, 2019 - Dec 20, 2019 |
| #14 | -0.51% Jun 12, 2025 - Jun 23, 2025 | -6.41% Jan 20, 2021 - Feb 4, 2021 |
| #15 | -0.50% Jul 28, 2025 - Aug 6, 2025 | -5.73% Aug 27, 2021 - Sep 27, 2021 |
Correlation
Correlation between PBMY and PFI is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
Dividend Comparison (2006 - 2026)
PBMY vs PFI dividend yield comparison.
| Year | PBMY | PFI |
|---|---|---|
| 2026 | 0.00% | 0.26% |
| 2025 | 0.08% | 0.68% |
| 2024 | 0.00% | 2.77% |
| 2023 | 0.00% | 1.85% |
| 2022 | 0.00% | 1.93% |
| 2021 | 0.00% | 1.28% |
| 2020 | 0.00% | 1.56% |
| 2019 | 0.00% | 0.92% |
| 2018 | 0.00% | 1.98% |
| 2017 | 0.00% | 0.35% |
| 2016 | 0.00% | 2.16% |
| 2015 | 0.00% | 1.44% |
| 2014 | 0.00% | 1.10% |
| 2013 | 0.00% | 1.36% |
| 2012 | 0.00% | 1.26% |
| 2011 | 0.00% | 1.08% |
| 2010 | 0.00% | 1.69% |
| 2009 | 0.00% | 1.28% |
| 2008 | 0.00% | 1.28% |
| 2007 | 0.00% | 0.97% |
| 2006 | 0.00% | 0.26% |
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