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PCS vs LPLA

Comparison between PGIM CORPORATE BOND 0-5 YEAR ETF (PCS, Company) and LPL Financial Holdings Inc (LPLA, Company).

PCS vs LPLA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PCS
$27B
LPLA
$27B
Max Drawdown
PCS
86.29%
Winner
LPLA
70.50%
Sharpe Ratio
Winner
PCS
1.00
LPLA
-0.23
5Y Beta
PCS
N/A
LPLA
1.11
Industry
PCS
N/A
LPLA
Capital Markets
P/E Ratio
Winner
PCS
-3.64
LPLA
28.71
Forward P/E
PCS
N/A
LPLA
13.57
PEG Ratio
PCS
N/A
LPLA
0.52
Dividend Yield
PCS
N/A
LPLA
0.36%
5Y Dividends CAGR
PCS
N/A
LPLA
3.71%
5Y EPS CAGR
PCS
N/A
LPLA
13.86%
Debt to Equity
PCS
243.44%
Winner
LPLA
126.32%
Free Cash Flow Yield
Winner
PCS
2.99%
LPLA
-3.98%
P/S Ratio
Winner
PCS
1.40
LPLA
1.51
P/B Ratio
PCS
7.98
Winner
LPLA
4.82

PCS vs LPLA - Historical Returns

Returns include dividend reinvestment.

1M
PCS
-0.05%
Winner
LPLA
+20.61%
3M
PCS
+0.36%
Winner
LPLA
+11.12%
6M
Winner
PCS
+1.06%
LPLA
-2.77%
1Y
Winner
PCS
+3.68%
LPLA
-10.29%
5Y(CAGR)
PCS
N/A
LPLA
+20.75%
10Y(CAGR)
PCS
+12.28%
Winner
LPLA
+31.30%
Max(CAGR)
PCS
+3.39%
Winner
LPLA
+18.45%

PCS vs LPLA - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPCSLPLA
2026+1.44%-2.00%
2025+2.22%+9.26%
2024N/A+42.17%
2023N/A+5.39%
2022N/A+33.43%
2021N/A+55.94%
2020N/A+12.56%
2019N/A+51.80%
2018N/A+8.40%
2017N/A+64.14%
2016N/A-13.85%
2015N/A-2.51%
2014N/A-3.43%
2013+22.06%+65.69%
2012+5.86%-2.00%
2011-33.59%-12.66%
2010+58.47%+13.13%
2009-48.65%N/A
2008-20.38%N/A
2007-29.01%N/A

PCS vs LPLA Drawdown Comparison

The maximum drawdown for PCS was -86.29%, occurring on Jan 28, 2010. Recovery took 1577 trading sessions.

The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.

The current PCS drawdown is -0.20%. The current LPLA drawdown is -11.03%.

RankPCSLPLA
#1-86.29%
Jul 17, 2007 - Aug 1, 2025
-69.32%
Mar 20, 2014 - Sep 27, 2017
#2-11.31%
Jun 4, 2007 - Jul 12, 2007
-60.33%
Jan 16, 2020 - Dec 3, 2020
#3-8.20%
May 18, 2007 - Jun 1, 2007
-33.78%
May 2, 2011 - Mar 15, 2012
#4-4.45%
Apr 24, 2007 - May 8, 2007
-33.18%
Jun 20, 2024 - Nov 6, 2024
#5-1.43%
May 9, 2007 - May 11, 2007
-33.12%
Jul 30, 2025 - May 28, 2026
#6-1.12%
Feb 27, 2026 - Apr 9, 2026
-32.61%
Nov 8, 2022 - Feb 26, 2024
#7-0.51%
Apr 17, 2026 - May 29, 2026
-30.11%
Apr 3, 2012 - May 9, 2013
#8-0.44%
Jul 2, 2026 - Jul 23, 2026
-26.06%
May 22, 2018 - Feb 1, 2019
#9-0.32%
Oct 28, 2025 - Nov 21, 2025
-26.02%
Feb 19, 2025 - May 13, 2025
#10-0.27%
Sep 16, 2025 - Oct 1, 2025
-24.69%
Feb 9, 2022 - Apr 8, 2022
#11-0.26%
May 29, 2026 - Jun 11, 2026
-23.36%
Apr 19, 2022 - Aug 4, 2022
#12-0.19%
Jun 16, 2026 - Jun 25, 2026
-18.87%
Jul 24, 2019 - Nov 7, 2019
#13-0.17%
Aug 13, 2025 - Aug 22, 2025
-18.45%
Apr 30, 2021 - Sep 27, 2021
#14-0.15%
Dec 3, 2025 - Dec 16, 2025
-14.36%
Mar 16, 2018 - May 8, 2018
#15-0.11%
Aug 27, 2025 - Sep 3, 2025
-12.71%
Feb 19, 2019 - May 3, 2019

Correlation

Correlation between PCS and LPLA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2012 - 2026)

PCS vs LPLA dividend yield comparison.

YearPCSLPLA
20262.83%0.17%
20251.92%0.34%
20240.00%0.37%
20230.00%0.53%
20220.00%0.46%
20210.00%0.62%
20200.00%0.96%
20190.00%1.08%
20180.00%1.64%
20170.00%1.75%
20160.00%2.84%
20150.00%2.34%
20140.00%2.15%
20130.00%1.38%
20120.00%7.95%

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