PBSE vs PPTY
Comparison between PGIM S&P 500 BUFFER 20 ETF - SEPTEMBER (PBSE, ETF) and U.S. DIVERSIFIED REAL ESTATE ETF (PPTY, ETF).
PBSE vs PPTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBSE
$24M
Winner
PPTY
$24M
Expense Ratio
Winner
PBSE
0.50%
PPTY
0.53%
Max Drawdown
Winner
PBSE
8.35%
PPTY
41.69%
Sharpe Ratio
Winner
PBSE
1.80
PPTY
0.70
5Y Beta
Winner
PBSE
0.39
PPTY
0.59
P/E Ratio
PBSE
N/A
PPTY
29.20
Forward P/E
PBSE
N/A
PPTY
35.90
5Y Dividends CAGR
PBSE
N/A
PPTY
3.24%
5Y EPS CAGR
PBSE
N/A
PPTY
8.99%
Debt to Equity
PBSE
N/A
PPTY
78.32%
P/S Ratio
PBSE
N/A
PPTY
6.69
P/B Ratio
PBSE
N/A
PPTY
1.99
PBSE vs PPTY - Historical Returns
Returns include dividend reinvestment.
1M
PBSE
+0.79%
Winner
PPTY
+3.12%
3M
PBSE
+3.53%
Winner
PPTY
+6.61%
6M
PBSE
+4.45%
Winner
PPTY
+12.82%
1Y
PBSE
+12.74%
Winner
PPTY
+13.49%
5Y(CAGR)
PBSE
N/A
PPTY
+2.77%
10Y(CAGR)
PBSE
N/A
PPTY
+7.03%
Max(CAGR)
Winner
PBSE
+10.11%
PPTY
+7.03%
PBSE vs PPTY - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | PBSE | PPTY |
|---|---|---|
| 2026 | +3.87% | +11.95% |
| 2025 | +10.87% | -2.80% |
| 2024 | +5.75% | +8.67% |
| 2023 | N/A | +12.69% |
| 2022 | N/A | -25.82% |
| 2021 | N/A | +45.22% |
| 2020 | N/A | -5.74% |
| 2019 | N/A | +33.39% |
| 2018 | N/A | +4.09% |
PBSE vs PPTY Drawdown Comparison
The maximum drawdown for PBSE was -8.35%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The maximum drawdown for PPTY was -41.69%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The current PBSE drawdown is -0.50%. The current PPTY drawdown is -1.30%.
| Rank | PBSE | PPTY |
|---|---|---|
| #1 | -8.35% Feb 19, 2025 - Jun 2, 2025 | -41.69% Feb 21, 2020 - Apr 20, 2021 |
| #2 | -3.15% Feb 25, 2026 - Apr 9, 2026 | -32.41% Jan 4, 2022 - Oct 27, 2023 |
| #3 | -1.77% Jul 16, 2024 - Aug 15, 2024 | -12.86% Dec 6, 2018 - Jan 30, 2019 |
| #4 | -1.71% Oct 27, 2025 - Nov 28, 2025 | -8.50% Aug 29, 2018 - Dec 6, 2018 |
| #5 | -1.68% Aug 30, 2024 - Sep 13, 2024 | -5.92% Nov 24, 2021 - Dec 8, 2021 |
| #6 | -1.18% Dec 11, 2024 - Jan 17, 2025 | -5.29% Sep 2, 2021 - Oct 18, 2021 |
| #7 | -1.00% Oct 8, 2025 - Oct 20, 2025 | -4.85% Jun 20, 2019 - Jul 10, 2019 |
| #8 | -0.97% Oct 18, 2024 - Nov 6, 2024 | -4.69% Oct 30, 2019 - Jan 16, 2020 |
| #9 | -0.84% Feb 2, 2026 - Feb 25, 2026 | -4.38% Jul 10, 2019 - Aug 19, 2019 |
| #10 | -0.81% Jan 12, 2026 - Jan 26, 2026 | -4.37% Apr 30, 2021 - May 24, 2021 |
| #11 | -0.81% Jul 28, 2025 - Aug 8, 2025 | -4.03% Jun 14, 2021 - Jul 12, 2021 |
| #12 | -0.77% Nov 8, 2024 - Nov 25, 2024 | -3.87% May 10, 2018 - May 30, 2018 |
| #13 | -0.65% Dec 11, 2025 - Dec 22, 2025 | -3.82% Apr 12, 2019 - May 3, 2019 |
| #14 | -0.60% Jun 12, 2025 - Jun 23, 2025 | -2.81% Apr 17, 2018 - Apr 27, 2018 |
| #15 | -0.54% Sep 30, 2024 - Oct 9, 2024 | -2.68% Jul 6, 2018 - Aug 3, 2018 |
Correlation
Correlation between PBSE and PPTY is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.31
-101
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