PHYL vs EXI

Comparison between PGIM ACTIVE HIGH YIELD BOND ETF (PHYL, ETF) and ISHARES GLOBAL INDUSTRIALS ETF (EXI, ETF).

5-Year PerformanceEXI has outperformed PHYL, delivering a return of +11.6% compared to +4.1%

PHYL vs EXI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PHYL(ETF)	EXI(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.39%	0.39%
Max Drawdown	23.54%	63.88%
Sharpe Ratio	1.60	1.59
5Y Beta	0.18	0.87
5Y Dividends CAGR	-1.70%	11.06%

Net Assets

PHYL

$1.20B

EXI

$1.20B

Expense Ratio

PHYL

0.39%

EXI

0.39%

Max Drawdown

Winner

PHYL

23.54%

EXI

63.88%

Sharpe Ratio

Winner

PHYL

1.60

EXI

1.59

5Y Beta

Winner

PHYL

0.18

EXI

0.87

5Y Dividends CAGR

PHYL

-1.70%

Winner

EXI

11.06%

PHYL vs EXI - Historical Returns

Returns include dividend reinvestment.

Period	PHYL	EXI
1 month	+0.83%	+2.18%
3 months	+0.50%	+0.15%
6 months	+2.95%	+14.84%
1 year	+9.40%	+30.58%
5 years(CAGR)	+4.09%	+11.58%
10 years(CAGR)	N/A	+12.78%
Max(CAGR)	+5.50%	+8.97%

PHYL

+0.83%

Winner

EXI

+2.18%

Winner

PHYL

+0.50%

EXI

+0.15%

PHYL

+2.95%

Winner

EXI

+14.84%

PHYL

+9.40%

Winner

EXI

+30.58%

5Y(CAGR)

PHYL

+4.09%

Winner

EXI

+11.58%

10Y(CAGR)

PHYL

N/A

EXI

+12.78%

Max(CAGR)

PHYL

+5.50%

Winner

EXI

+8.97%

PHYL vs EXI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PHYL	EXI
2026	+1.36%	+10.95%
2025	+9.46%	+26.22%
2024	+8.70%	+13.67%
2023	+11.48%	+21.52%
2022	-11.63%	-11.93%
2021	+6.46%	+18.66%
2020	+6.06%	+9.57%
2019	+16.86%	+27.12%
2018	-4.15%	-14.89%
2017	N/A	+24.33%
2016	N/A	+15.35%
2015	N/A	-2.23%
2014	N/A	+2.34%
2013	N/A	+29.01%
2012	N/A	+13.62%
2011	N/A	-9.52%
2010	N/A	+20.35%
2009	N/A	+22.59%
2008	N/A	-41.19%
2007	N/A	+13.65%
2006	N/A	+8.67%

PHYL vs EXI Drawdown Comparison

The maximum drawdown for PHYL was -22.07%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The maximum drawdown for EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1400 trading sessions.

The current PHYL drawdown is -0.17%. The current EXI drawdown is -1.76%.

Rank	PHYL	EXI
#1	-22.07% Feb 12, 2020 - Aug 6, 2020	-62.59% Oct 11, 2007 - May 6, 2013
#2	-16.11% Dec 28, 2021 - Mar 20, 2024	-39.56% Feb 12, 2020 - Nov 9, 2020
#3	-5.83% Oct 3, 2018 - Jan 31, 2019	-27.22% Jan 4, 2022 - Jul 13, 2023
#4	-4.53% Feb 28, 2025 - May 13, 2025	-23.83% Jan 26, 2018 - Nov 4, 2019
#5	-2.67% Feb 20, 2026 - Apr 14, 2026	-16.53% May 21, 2015 - Jul 20, 2016
#6	-2.43% Mar 27, 2024 - Jun 3, 2024	-14.38% Dec 4, 2024 - May 2, 2025
#7	-2.24% Sep 2, 2020 - Oct 12, 2020	-13.64% Jul 28, 2023 - Dec 13, 2023
#8	-2.18% Nov 8, 2021 - Dec 27, 2021	-12.35% Feb 27, 2026 - May 6, 2026
#9	-1.61% Dec 6, 2024 - Jan 17, 2025	-12.19% Jun 9, 2014 - Feb 20, 2015
#10	-1.60% Jul 3, 2019 - Aug 28, 2019	-11.88% Jul 19, 2007 - Oct 5, 2007
#11	-1.60% Oct 12, 2020 - Nov 5, 2020	-7.56% May 21, 2013 - Jul 19, 2013
#12	-1.60% Feb 12, 2021 - Apr 7, 2021	-7.43% Jul 16, 2024 - Aug 23, 2024
#13	-1.59% May 6, 2019 - Jun 7, 2019	-7.11% Feb 20, 2007 - Apr 10, 2007
#14	-1.57% Sep 23, 2019 - Nov 15, 2019	-7.04% Nov 8, 2021 - Jan 4, 2022
#15	-1.54% Jan 16, 2020 - Feb 12, 2020	-7.02% Dec 31, 2013 - Mar 6, 2014

Correlation

Correlation between PHYL and EXI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2006 - 2026)

PHYL vs EXI dividend yield comparison.

Year	PHYL	EXI
2026	2.32%	0.00%
2025	7.05%	1.32%
2024	8.28%	1.47%
2023	7.62%	1.84%
2022	6.55%	1.63%
2021	6.13%	1.42%
2020	7.51%	1.26%
2019	7.31%	1.72%
2018	1.79%	2.21%
2017	0.00%	1.48%
2016	0.00%	1.75%
2015	0.00%	1.95%
2014	0.00%	1.93%
2013	0.00%	1.51%
2012	0.00%	2.29%
2011	0.00%	2.37%
2010	0.00%	1.48%
2009	0.00%	1.77%
2008	0.00%	3.62%
2007	0.00%	0.61%
2006	0.00%	0.52%