PBSE vs BREE
Comparison between PGIM S&P 500 BUFFER 20 ETF - SEPTEMBER (PBSE, ETF) and MFS BLENDED RESEARCH EMERGING MARKETS EQUITY ETF (BREE, ETF).
PBSE vs BREE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBSE
$26M
Winner
BREE
$27M
Expense Ratio
PBSE
0.50%
Winner
BREE
0.44%
Max Drawdown
PBSE
8.35%
Winner
BREE
7.97%
Sharpe Ratio
PBSE
1.74
Winner
BREE
2.01
5Y Beta
Winner
PBSE
0.39
BREE
1.70
PBSE vs BREE - Historical Returns
Returns include dividend reinvestment.
1M
PBSE
+0.64%
Winner
BREE
+4.07%
3M
PBSE
+4.66%
Winner
BREE
+19.57%
6M
PBSE
+4.76%
BREE
N/A
1Y
PBSE
+11.98%
BREE
N/A
Max(CAGR)
PBSE
+10.16%
Winner
BREE
+81.32%
PBSE vs BREE - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | PBSE | BREE |
|---|---|---|
| 2026 | +4.16% | +17.50% |
| 2025 | +10.87% | N/A |
| 2024 | +5.75% | N/A |
PBSE vs BREE Drawdown Comparison
The maximum drawdown for PBSE was -8.35%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The maximum drawdown for BREE was -7.97%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current PBSE drawdown is -0.23%. The current BREE drawdown is -3.70%.
| Rank | PBSE | BREE |
|---|---|---|
| #1 | -8.35% Feb 19, 2025 - Jun 2, 2025 | -7.97% Jun 2, 2026 - Jun 5, 2026 |
| #2 | -3.15% Feb 25, 2026 - Apr 9, 2026 | -7.70% Mar 10, 2026 - Apr 8, 2026 |
| #3 | -1.77% Jul 16, 2024 - Aug 15, 2024 | -5.26% May 11, 2026 - May 27, 2026 |
| #4 | -1.71% Oct 27, 2025 - Nov 28, 2025 | -2.04% Apr 17, 2026 - Apr 30, 2026 |
| #5 | -1.68% Aug 30, 2024 - Sep 13, 2024 | -0.94% May 6, 2026 - May 8, 2026 |
| #6 | -1.18% Dec 11, 2024 - Jan 17, 2025 | -0.34% Mar 5, 2026 - Mar 9, 2026 |
| #7 | -1.00% Oct 8, 2025 - Oct 20, 2025 | -0.32% Apr 14, 2026 - Apr 17, 2026 |
| #8 | -0.97% Oct 18, 2024 - Nov 6, 2024 | -0.05% Apr 8, 2026 - Apr 10, 2026 |
| #9 | -0.84% Feb 2, 2026 - Feb 25, 2026 | N/A |
| #10 | -0.81% Jan 12, 2026 - Jan 26, 2026 | N/A |
| #11 | -0.81% Jun 4, 2026 - Jun 10, 2026 | N/A |
| #12 | -0.81% Jul 28, 2025 - Aug 8, 2025 | N/A |
| #13 | -0.77% Nov 8, 2024 - Nov 25, 2024 | N/A |
| #14 | -0.65% Dec 11, 2025 - Dec 22, 2025 | N/A |
| #15 | -0.60% Jun 12, 2025 - Jun 23, 2025 | N/A |
Correlation
Correlation between PBSE and BREE is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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