PBNV vs IIGD
Comparison between PGIM S&P 500 BUFFER 20 ETF - NOVEMBER (PBNV, ETF) and INVESCO INVESTMENT GRADE DEFENSIVE ETF (IIGD, ETF).
PBNV vs IIGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBNV
$31M
IIGD
$31M
Expense Ratio
PBNV
0.50%
Winner
IIGD
0.13%
Max Drawdown
Winner
PBNV
8.37%
IIGD
15.67%
Sharpe Ratio
Winner
PBNV
1.44
IIGD
0.16
5Y Beta
PBNV
0.40
Winner
IIGD
0.03
5Y Dividends CAGR
PBNV
N/A
IIGD
7.54%
PBNV vs IIGD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBNV
+0.53%
IIGD
+0.13%
3M
Winner
PBNV
+5.59%
IIGD
+0.51%
6M
Winner
PBNV
+5.26%
IIGD
+0.77%
1Y
Winner
PBNV
+11.48%
IIGD
+3.92%
5Y(CAGR)
PBNV
N/A
IIGD
+1.60%
Max(CAGR)
Winner
PBNV
+10.66%
IIGD
+2.84%
PBNV vs IIGD - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | PBNV | IIGD |
|---|---|---|
| 2026 | +4.75% | +0.35% |
| 2025 | +9.64% | +7.08% |
| 2024 | +7.28% | +4.25% |
| 2023 | N/A | +5.54% |
| 2022 | N/A | -7.06% |
| 2021 | N/A | -1.31% |
| 2020 | N/A | +6.26% |
| 2019 | N/A | +7.32% |
| 2018 | N/A | +0.86% |
PBNV vs IIGD Drawdown Comparison
The maximum drawdown for PBNV was -8.37%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for IIGD was -11.43%, occurring on Oct 20, 2022. Recovery took 762 trading sessions.
The current PBNV drawdown is -0.62%. The current IIGD drawdown is -0.70%.
| Rank | PBNV | IIGD |
|---|---|---|
| #1 | -8.37% Feb 19, 2025 - Jun 3, 2025 | -11.43% Aug 3, 2021 - Aug 14, 2024 |
| #2 | -4.06% Feb 11, 2026 - Apr 14, 2026 | -8.58% Mar 4, 2020 - Apr 24, 2020 |
| #3 | -2.71% Jul 16, 2024 - Aug 16, 2024 | -1.97% Sep 24, 2024 - Feb 25, 2025 |
| #4 | -1.95% Nov 11, 2025 - Nov 28, 2025 | -1.67% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -1.47% Jun 2, 2026 - Jun 10, 2026 | -1.65% Dec 31, 2020 - Aug 2, 2021 |
| #6 | -1.42% Aug 30, 2024 - Sep 13, 2024 | -1.59% Apr 3, 2025 - Apr 25, 2025 |
| #7 | -1.35% Dec 4, 2024 - Jan 21, 2025 | -1.33% Sep 3, 2019 - Oct 2, 2019 |
| #8 | -1.14% Feb 2, 2026 - Feb 11, 2026 | -0.94% Oct 3, 2019 - Jan 21, 2020 |
| #9 | -1.12% Jan 12, 2026 - Jan 27, 2026 | -0.87% Apr 30, 2025 - May 30, 2025 |
| #10 | -0.93% Nov 11, 2024 - Nov 26, 2024 | -0.80% Aug 4, 2020 - Dec 24, 2020 |
| #11 | -0.91% Jan 23, 2025 - Feb 6, 2025 | -0.58% Oct 22, 2018 - Dec 14, 2018 |
| #12 | -0.82% Jul 28, 2025 - Aug 8, 2025 | -0.55% Jun 2, 2020 - Jun 18, 2020 |
| #13 | -0.78% Nov 3, 2025 - Nov 11, 2025 | -0.55% Jun 30, 2025 - Jul 22, 2025 |
| #14 | -0.70% Dec 11, 2025 - Dec 22, 2025 | -0.55% Mar 28, 2019 - May 7, 2019 |
| #15 | -0.55% Jun 12, 2025 - Jun 23, 2025 | -0.52% Oct 21, 2025 - Nov 24, 2025 |
Correlation
Correlation between PBNV and IIGD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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