PHYL vs IAI

Comparison between PGIM ACTIVE HIGH YIELD BOND ETF (PHYL, ETF) and ISHARES U.S. BROKER-DEALERS &AMP; SECURITIES EXCHANGES ETF (IAI, ETF).

5-Year PerformanceIAI has outperformed PHYL, delivering a return of +13.7% compared to +4.0%

PHYL vs IAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PHYL(ETF)	IAI(ETF)
Net Assets	$1.30B	$1.30B
Expense Ratio	0.39%	0.38%
Max Drawdown	23.54%	75.80%
Sharpe Ratio	0.39	0.35
5Y Beta	0.18	1.07
P/E Ratio	N/A	21.25
Forward P/E	N/A	19.38
PEG Ratio	N/A	0.48
5Y Dividends CAGR	-1.58%	12.58%
5Y EPS CAGR	N/A	11.97%
Debt to Equity	N/A	74.98%
P/S Ratio	N/A	3.22
P/B Ratio	N/A	3.71

Net Assets

PHYL

$1.30B

IAI

$1.30B

Expense Ratio

PHYL

0.39%

Winner

IAI

0.38%

Max Drawdown

Winner

PHYL

23.54%

IAI

75.80%

Sharpe Ratio

Winner

PHYL

0.39

IAI

0.35

5Y Beta

Winner

PHYL

0.18

IAI

1.07

P/E Ratio

PHYL

N/A

IAI

21.25

Forward P/E

PHYL

N/A

IAI

19.38

PEG Ratio

PHYL

N/A

IAI

0.48

5Y Dividends CAGR

PHYL

-1.58%

Winner

IAI

12.58%

5Y EPS CAGR

PHYL

N/A

IAI

11.97%

Debt to Equity

PHYL

N/A

IAI

74.98%

P/S Ratio

PHYL

N/A

IAI

3.22

P/B Ratio

PHYL

N/A

IAI

3.71

PHYL vs IAI - Historical Returns

Returns include dividend reinvestment.

Period	PHYL	IAI
1 month	-0.22%	-1.20%
3 months	+0.39%	+5.07%
6 months	+1.17%	+5.52%
1 year	+5.12%	+9.10%
5 years(CAGR)	+3.99%	+13.71%
10 years(CAGR)	N/A	+18.53%
Max(CAGR)	+5.40%	+8.22%

Winner

PHYL

-0.22%

IAI

-1.20%

PHYL

+0.39%

Winner

IAI

+5.07%

PHYL

+1.17%

Winner

IAI

+5.52%

PHYL

+5.12%

Winner

IAI

+9.10%

5Y(CAGR)

PHYL

+3.99%

Winner

IAI

+13.71%

10Y(CAGR)

PHYL

N/A

IAI

+18.53%

Max(CAGR)

PHYL

+5.40%

Winner

IAI

+8.22%

PHYL vs IAI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PHYL	IAI
2026	+1.93%	+3.58%
2025	+9.46%	+25.49%
2024	+8.70%	+35.52%
2023	+11.48%	+14.79%
2022	-11.63%	-11.75%
2021	+6.46%	+41.17%
2020	+6.06%	+17.15%
2019	+16.86%	+23.36%
2018	-4.15%	-9.42%
2017	N/A	+27.80%
2016	N/A	+24.66%
2015	N/A	-0.96%
2014	N/A	+12.35%
2013	N/A	+61.82%
2012	N/A	+13.26%
2011	N/A	-28.09%
2010	N/A	+2.58%
2009	N/A	+39.54%
2008	N/A	-59.22%
2007	N/A	-5.34%
2006	N/A	+5.67%

PHYL vs IAI Drawdown Comparison

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

The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.

The current PHYL drawdown is -0.22%. The current IAI drawdown is -4.72%.

Rank	PHYL	IAI
#1	-22.07% Feb 12, 2020 - Aug 6, 2020	-75.46% Jun 20, 2007 - Dec 7, 2016
#2	-16.11% Dec 28, 2021 - Mar 20, 2024	-40.38% Feb 20, 2020 - Nov 23, 2020
#3	-5.83% Oct 3, 2018 - Jan 31, 2019	-28.84% Nov 2, 2021 - Mar 4, 2024
#4	-4.53% Feb 28, 2025 - May 13, 2025	-23.98% Mar 12, 2018 - Nov 25, 2019
#5	-2.67% Feb 20, 2026 - Apr 14, 2026	-23.14% Feb 18, 2025 - Jun 18, 2025
#6	-2.43% Mar 27, 2024 - Jun 3, 2024	-19.73% May 9, 2006 - Oct 5, 2006
#7	-2.24% Sep 2, 2020 - Oct 12, 2020	-16.52% Jan 15, 2026 - Jul 6, 2026
#8	-2.18% Nov 8, 2021 - Dec 27, 2021	-12.16% Feb 7, 2007 - Jun 15, 2007
#9	-1.61% Dec 6, 2024 - Jan 17, 2025	-9.18% Jan 12, 2021 - Feb 16, 2021
#10	-1.60% Jul 3, 2019 - Aug 28, 2019	-8.41% Mar 1, 2017 - Jun 28, 2017
#11	-1.60% Oct 12, 2020 - Nov 5, 2020	-8.12% Feb 1, 2018 - Mar 6, 2018
#12	-1.60% Feb 12, 2021 - Apr 7, 2021	-7.77% Nov 27, 2024 - Jan 21, 2025
#13	-1.59% May 6, 2019 - Jun 7, 2019	-7.07% Aug 27, 2021 - Oct 15, 2021
#14	-1.57% Sep 23, 2019 - Nov 15, 2019	-7.01% Jul 26, 2024 - Aug 16, 2024
#15	-1.54% Jan 16, 2020 - Feb 12, 2020	-6.97% Nov 12, 2025 - Dec 9, 2025

Correlation

Correlation between PHYL and IAI 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 IAI dividend yield comparison.

Year	PHYL	IAI
2026	4.15%	0.62%
2025	7.05%	0.95%
2024	8.28%	1.05%
2023	7.62%	1.80%
2022	6.55%	2.14%
2021	6.13%	1.31%
2020	7.51%	1.55%
2019	7.31%	1.52%
2018	1.79%	1.58%
2017	0.00%	1.37%
2016	0.00%	1.49%
2015	0.00%	1.31%
2014	0.00%	1.13%
2013	0.00%	1.13%
2012	0.00%	2.97%
2011	0.00%	1.25%
2010	0.00%	1.62%
2009	0.00%	0.57%
2008	0.00%	2.28%
2007	0.00%	0.68%
2006	0.00%	0.20%