PBSE vs SDMF
Comparison between PGIM S&P 500 BUFFER 20 ETF - SEPTEMBER (PBSE, ETF) and SIMPLIFY DBI CTA MANAGED FUTURES INDEX ETF (SDMF, ETF).
PBSE vs SDMF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBSE
$26M
SDMF
$26M
Expense Ratio
PBSE
0.50%
Winner
SDMF
0.35%
Max Drawdown
PBSE
8.35%
Winner
SDMF
6.23%
Sharpe Ratio
Winner
PBSE
1.74
SDMF
0.13
5Y Beta
PBSE
0.39
Winner
SDMF
0.08
PBSE vs SDMF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBSE
+0.64%
SDMF
-0.46%
3M
Winner
PBSE
+4.66%
SDMF
+0.23%
6M
PBSE
+4.76%
SDMF
N/A
1Y
PBSE
+11.98%
SDMF
N/A
Max(CAGR)
Winner
PBSE
+10.16%
SDMF
+4.69%
PBSE vs SDMF - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | PBSE | SDMF |
|---|---|---|
| 2026 | +4.16% | +1.43% |
| 2025 | +10.87% | N/A |
| 2024 | +5.75% | N/A |
PBSE vs SDMF Drawdown Comparison
The maximum drawdown for PBSE was -8.35%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The maximum drawdown for SDMF was -6.23%, occurring on Mar 23, 2026. Recovery took 64 trading sessions.
The current PBSE drawdown is -0.23%. The current SDMF drawdown is -1.88%.
| Rank | PBSE | SDMF |
|---|---|---|
| #1 | -8.35% Feb 19, 2025 - Jun 2, 2025 | -6.23% Feb 27, 2026 - Jun 1, 2026 |
| #2 | -3.15% Feb 25, 2026 - Apr 9, 2026 | -2.40% Jun 3, 2026 - Jun 5, 2026 |
| #3 | -1.77% Jul 16, 2024 - Aug 15, 2024 | -0.23% Feb 25, 2026 - Feb 27, 2026 |
| #4 | -1.71% Oct 27, 2025 - Nov 28, 2025 | -0.03% Feb 20, 2026 - Feb 24, 2026 |
| #5 | -1.68% Aug 30, 2024 - Sep 13, 2024 | N/A |
| #6 | -1.18% Dec 11, 2024 - Jan 17, 2025 | N/A |
| #7 | -1.00% Oct 8, 2025 - Oct 20, 2025 | N/A |
| #8 | -0.97% Oct 18, 2024 - Nov 6, 2024 | N/A |
| #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 SDMF is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.38
-101
Select Stocks to Compare
Popular: PBSE vs SPYSDMF vs SPY
More Comparisons
Compare with similar stocks