PFRL vs OVLH
Comparison between PGIM FLOATING RATE INCOME ETF (PFRL, ETF) and OVERLAY SHARES HEDGED LARGE CAP EQUITY ETF (OVLH, ETF).
PFRL vs OVLH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PFRL
$116M
OVLH
$116M
Expense Ratio
Winner
PFRL
0.72%
OVLH
0.80%
Max Drawdown
Winner
PFRL
10.41%
OVLH
21.00%
Sharpe Ratio
PFRL
1.18
Winner
OVLH
1.32
5Y Beta
Winner
PFRL
0.12
OVLH
0.56
PFRL vs OVLH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PFRL
+0.40%
OVLH
-0.05%
3M
PFRL
+2.40%
Winner
OVLH
+7.79%
6M
PFRL
+2.47%
Winner
OVLH
+5.94%
1Y
PFRL
+6.03%
Winner
OVLH
+15.62%
5Y(CAGR)
PFRL
+7.97%
Winner
OVLH
+9.36%
Max(CAGR)
PFRL
+7.97%
Winner
OVLH
+10.54%
PFRL vs OVLH - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | PFRL | OVLH |
|---|---|---|
| 2026 | +1.96% | +5.63% |
| 2025 | +6.07% | +15.91% |
| 2024 | +9.42% | +19.10% |
| 2023 | +13.49% | +17.29% |
| 2022 | +1.28% | -16.38% |
| 2021 | N/A | +20.91% |
PFRL vs OVLH Drawdown Comparison
The maximum drawdown for PFRL was -8.83%, occurring on Apr 4, 2025. Recovery took 58 trading sessions.
The maximum drawdown for OVLH was -20.69%, occurring on Oct 11, 2022. Recovery took 528 trading sessions.
The current PFRL drawdown is -0.12%. The current OVLH drawdown is -1.98%.
| Rank | PFRL | OVLH |
|---|---|---|
| #1 | -8.83% Mar 3, 2025 - May 23, 2025 | -20.69% Dec 27, 2021 - Feb 2, 2024 |
| #2 | -3.27% Aug 12, 2022 - Jan 6, 2023 | -8.81% Feb 19, 2025 - May 12, 2025 |
| #3 | -3.16% Jun 6, 2022 - Aug 5, 2022 | -6.36% Jan 27, 2026 - Apr 17, 2026 |
| #4 | -2.22% Mar 8, 2023 - Apr 20, 2023 | -5.22% Jul 16, 2024 - Sep 13, 2024 |
| #5 | -1.26% Jan 23, 2026 - Apr 14, 2026 | -5.22% Sep 3, 2021 - Oct 28, 2021 |
| #6 | -1.19% Sep 19, 2023 - Nov 10, 2023 | -3.89% Feb 16, 2021 - Mar 15, 2021 |
| #7 | -1.03% Jul 26, 2024 - Aug 19, 2024 | -3.83% May 7, 2021 - Jun 11, 2021 |
| #8 | -0.90% Sep 12, 2025 - Nov 11, 2025 | -3.83% Mar 27, 2024 - May 15, 2024 |
| #9 | -0.65% Apr 8, 2024 - May 2, 2024 | -3.53% Jun 2, 2026 - Jun 10, 2026 |
| #10 | -0.52% Jan 6, 2025 - Jan 16, 2025 | -3.16% Oct 28, 2025 - Jan 12, 2026 |
| #11 | -0.50% May 1, 2023 - May 30, 2023 | -3.06% Dec 6, 2024 - Feb 19, 2025 |
| #12 | -0.41% Feb 15, 2023 - Mar 7, 2023 | -2.72% Jul 12, 2021 - Jul 23, 2021 |
| #13 | -0.33% Jan 22, 2024 - Jan 29, 2024 | -2.64% Nov 24, 2021 - Dec 10, 2021 |
| #14 | -0.30% Dec 26, 2025 - Jan 8, 2026 | -2.57% Dec 15, 2021 - Dec 27, 2021 |
| #15 | -0.28% Jun 13, 2024 - Jul 1, 2024 | -2.43% Jan 26, 2021 - Feb 4, 2021 |
Correlation
Correlation between PFRL and OVLH is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2021 - 2026)
PFRL vs OVLH dividend yield comparison.
| Year | PFRL | OVLH |
|---|---|---|
| 2026 | 2.42% | 0.00% |
| 2025 | 7.34% | 0.30% |
| 2024 | 8.96% | 0.32% |
| 2023 | 9.84% | 0.83% |
| 2022 | 3.55% | 0.79% |
| 2021 | 0.00% | 0.40% |
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