PHYL vs FGD

Comparison between PGIM ACTIVE HIGH YIELD BOND ETF (PHYL, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).

5-Year PerformanceFGD has outperformed PHYL, delivering a return of +12.4% compared to +4.0%

PHYL vs FGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PHYL(ETF)	FGD(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.39%	0.55%
Max Drawdown	23.54%	70.20%
Sharpe Ratio	0.39	1.96
5Y Beta	0.18	0.52
5Y Dividends CAGR	-1.58%	10.00%

Net Assets

PHYL

$1.30B

Winner

FGD

$1.40B

Expense Ratio

Winner

PHYL

0.39%

FGD

0.55%

Max Drawdown

Winner

PHYL

23.54%

FGD

70.20%

Sharpe Ratio

PHYL

0.39

Winner

FGD

1.96

5Y Beta

Winner

PHYL

0.18

FGD

0.52

5Y Dividends CAGR

PHYL

-1.58%

Winner

FGD

10.00%

PHYL vs FGD - Historical Returns

Returns include dividend reinvestment.

Period	PHYL	FGD
1 month	-0.22%	+6.43%
3 months	+0.39%	+4.78%
6 months	+1.17%	+7.78%
1 year	+5.12%	+30.11%
5 years(CAGR)	+3.99%	+12.37%
10 years(CAGR)	N/A	+10.17%
Max(CAGR)	+5.40%	+6.21%

PHYL

-0.22%

Winner

FGD

+6.43%

PHYL

+0.39%

Winner

FGD

+4.78%

PHYL

+1.17%

Winner

FGD

+7.78%

PHYL

+5.12%

Winner

FGD

+30.11%

5Y(CAGR)

PHYL

+3.99%

Winner

FGD

+12.37%

10Y(CAGR)

PHYL

N/A

FGD

+10.17%

Max(CAGR)

PHYL

+5.40%

Winner

FGD

+6.21%

PHYL vs FGD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	PHYL	FGD
2026	+1.93%	+15.65%
2025	+9.46%	+44.34%
2024	+8.70%	+6.10%
2023	+11.48%	+8.21%
2022	-11.63%	-7.94%
2021	+6.46%	+21.01%
2020	+6.06%	-5.99%
2019	+16.86%	+20.71%
2018	-4.15%	-13.23%
2017	N/A	+16.88%
2016	N/A	+13.11%
2015	N/A	-10.18%
2014	N/A	-0.01%
2013	N/A	+16.37%
2012	N/A	+13.69%
2011	N/A	-3.02%
2010	N/A	+10.29%
2009	N/A	+58.23%
2008	N/A	-50.12%
2007	N/A	+2.70%

PHYL vs FGD Drawdown Comparison

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

The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.

The current PHYL drawdown is -0.22%. The current FGD drawdown is -0.43%.

Rank	PHYL	FGD
#1	-22.07% Feb 12, 2020 - Aug 6, 2020	-68.07% Nov 29, 2007 - Apr 25, 2013
#2	-16.11% Dec 28, 2021 - Mar 20, 2024	-44.84% Feb 12, 2020 - Jan 13, 2021
#3	-5.83% Oct 3, 2018 - Jan 31, 2019	-28.68% Feb 9, 2022 - May 14, 2024
#4	-4.53% Feb 28, 2025 - May 13, 2025	-28.08% Jul 3, 2014 - Jul 19, 2017
#5	-2.67% Feb 20, 2026 - Apr 14, 2026	-20.87% Jan 26, 2018 - Feb 12, 2020
#6	-2.43% Mar 27, 2024 - Jun 3, 2024	-11.50% Mar 19, 2025 - Apr 24, 2025
#7	-2.24% Sep 2, 2020 - Oct 12, 2020	-10.80% May 8, 2013 - Sep 10, 2013
#8	-2.18% Nov 8, 2021 - Dec 27, 2021	-9.82% Feb 20, 2026 - Jul 16, 2026
#9	-1.61% Dec 6, 2024 - Jan 17, 2025	-9.10% Jun 7, 2021 - Jan 11, 2022
#10	-1.60% Jul 3, 2019 - Aug 28, 2019	-8.98% Sep 26, 2024 - Mar 7, 2025
#11	-1.60% Oct 12, 2020 - Nov 5, 2020	-6.40% May 17, 2024 - Jul 31, 2024
#12	-1.60% Feb 12, 2021 - Apr 7, 2021	-6.14% Jan 14, 2021 - Feb 16, 2021
#13	-1.59% May 6, 2019 - Jun 7, 2019	-5.66% Dec 31, 2013 - Feb 18, 2014
#14	-1.57% Sep 23, 2019 - Nov 15, 2019	-5.36% Jul 31, 2024 - Aug 19, 2024
#15	-1.54% Jan 16, 2020 - Feb 12, 2020	-4.95% Oct 29, 2013 - Dec 30, 2013

Correlation

Correlation between PHYL and FGD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2007 - 2026)

PHYL vs FGD dividend yield comparison.

Year	PHYL	FGD
2026	4.15%	1.82%
2025	7.05%	5.62%
2024	8.28%	5.87%
2023	7.62%	6.44%
2022	6.55%	5.74%
2021	6.13%	5.35%
2020	7.51%	6.17%
2019	7.31%	5.19%
2018	1.79%	5.88%
2017	0.00%	4.01%
2016	0.00%	4.36%
2015	0.00%	5.07%
2014	0.00%	5.18%
2013	0.00%	4.51%
2012	0.00%	4.93%
2011	0.00%	5.15%
2010	0.00%	4.23%
2009	0.00%	3.13%
2008	0.00%	9.79%
2007	0.00%	0.52%