PBSE vs VDIG

Comparison between PGIM S&P 500 BUFFER 20 ETF - SEPTEMBER (PBSE, ETF) and VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF ETF SHARES (VDIG, ETF).

PBSE vs VDIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBSE(ETF)	VDIG(ETF)
Net Assets	$24M	$24M
Expense Ratio	0.50%	0.40%
Max Drawdown	8.35%	11.20%
Sharpe Ratio	1.80	0.29
5Y Beta	0.39	0.70
P/E Ratio	N/A	26.38
Forward P/E	N/A	22.26
PEG Ratio	N/A	0.85
5Y EPS CAGR	N/A	19.76%
Debt to Equity	N/A	-22.51%
P/S Ratio	N/A	3.53
P/B Ratio	N/A	6.06

Net Assets

PBSE

$24M

VDIG

$24M

Expense Ratio

PBSE

0.50%

Winner

VDIG

0.40%

Max Drawdown

Winner

PBSE

8.35%

VDIG

11.20%

Sharpe Ratio

Winner

PBSE

1.80

VDIG

0.29

5Y Beta

Winner

PBSE

0.39

VDIG

0.70

P/E Ratio

PBSE

N/A

VDIG

26.38

Forward P/E

PBSE

N/A

VDIG

22.26

PEG Ratio

PBSE

N/A

VDIG

0.85

5Y EPS CAGR

PBSE

N/A

VDIG

19.76%

Debt to Equity

PBSE

N/A

VDIG

-22.51%

P/S Ratio

PBSE

N/A

VDIG

3.53

P/B Ratio

PBSE

N/A

VDIG

6.06

PBSE vs VDIG - Historical Returns

Returns include dividend reinvestment.

Period	PBSE	VDIG
1 month	+0.79%	+1.68%
3 months	+3.53%	+2.12%
6 months	+4.45%	+0.30%
1 year	+12.74%	N/A
Max(CAGR)	+10.11%	+6.42%

PBSE

+0.79%

Winner

VDIG

+1.68%

Winner

PBSE

+3.53%

VDIG

+2.12%

Winner

PBSE

+4.45%

VDIG

+0.30%

PBSE

+12.74%

VDIG

N/A

Max(CAGR)

Winner

PBSE

+10.11%

VDIG

+6.42%

PBSE vs VDIG - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	PBSE	VDIG
2026	+3.87%	+0.12%
2025	+10.87%	+3.68%
2024	+5.75%	N/A

PBSE vs VDIG Drawdown Comparison

The maximum drawdown for PBSE was -8.35%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.

The maximum drawdown for VDIG was -11.20%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current PBSE drawdown is -0.50%. The current VDIG drawdown is -2.27%.

Rank	PBSE	VDIG
#1	-8.35% Feb 19, 2025 - Jun 2, 2025	-11.20% Jan 9, 2026 - Mar 27, 2026
#2	-3.15% Feb 25, 2026 - Apr 9, 2026	-1.36% Dec 24, 2025 - Jan 6, 2026
#3	-1.77% Jul 16, 2024 - Aug 15, 2024	-1.35% Nov 28, 2025 - Dec 11, 2025
#4	-1.71% Oct 27, 2025 - Nov 28, 2025	-1.16% Dec 11, 2025 - Dec 24, 2025
#5	-1.68% Aug 30, 2024 - Sep 13, 2024	-0.62% Nov 19, 2025 - Nov 21, 2025
#6	-1.18% Dec 11, 2024 - Jan 17, 2025	-0.49% Jan 6, 2026 - Jan 8, 2026
#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% Jul 28, 2025 - Aug 8, 2025	N/A
#12	-0.77% Nov 8, 2024 - Nov 25, 2024	N/A
#13	-0.65% Dec 11, 2025 - Dec 22, 2025	N/A
#14	-0.60% Jun 12, 2025 - Jun 23, 2025	N/A
#15	-0.54% Sep 30, 2024 - Oct 9, 2024	N/A