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PJBF vs SPY

Comparison between PGIM JENNISON BETTER FUTURE ETF (PJBF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

PJBF vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PJBF
$12M
Winner
SPY
$784B
Expense Ratio
PJBF
0.59%
Winner
SPY
0.09%
Max Drawdown
Winner
PJBF
25.78%
SPY
56.47%
Sharpe Ratio
PJBF
0.55
Winner
SPY
1.56
5Y Beta
PJBF
1.17
Winner
SPY
1.00
P/E Ratio
PJBF
47.60
Winner
SPY
28.29
Forward P/E
PJBF
33.84
Winner
SPY
21.75
PEG Ratio
PJBF
0.40
SPY
N/A
5Y Dividends CAGR
PJBF
N/A
SPY
5.43%
5Y EPS CAGR
Winner
PJBF
31.48%
SPY
25.98%
Debt to Equity
PJBF
N/A
SPY
30.79%
P/S Ratio
PJBF
3.92
Winner
SPY
3.79
P/B Ratio
PJBF
10.99
Winner
SPY
5.67

PJBF vs SPY - Holdings Comparison

PJBF and SPY have 19 common holdings. Overlap is 26.62%

PJBF's top 25 holdings weight is 90.52%. SPY's top 25 holdings weight is 52.46%.

RankPJBFSPY
#1
NVIDIA CORP (NVDA) - 7.50%
NVIDIA CORP (NVDA) - 8.30%
#2
ALPHABET INC CLASS A (GOOGL) - 7.08%
APPLE INC (AAPL) - 7.09%
#3
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.76%
MICROSOFT CORP (MSFT) - 5.02%
#4
PRUDENTIAL GOVT MONEY MKT FD (n/a) - 5.69%
AMAZON.COM INC (AMZN) - 3.84%
#5
AMAZON.COM INC (AMZN) - 4.81%
BROADCOM INC (AVGO) - 3.50%
#6
GALDERMA GROUP AG REGISTERED SHARES (n/a) - 4.53%
ALPHABET INC CLASS A (GOOGL) - 3.23%
#7
ADVANCED MICRO DEVICES INC (AMD) - 4.37%
ALPHABET INC CLASS C (GOOG) - 2.57%
#8
GE VERNOVA INC (GEV) - 4.19%
META PLATFORMS INC CLASS A (META) - 2.00%
#9
BLOOM ENERGY CORP CLASS A (BE) - 4.10%
MICRON TECHNOLOGY INC (MU) - 1.84%
#10
LAM RESEARCH CORP (LRCX) - 3.99%
TESLA INC (TSLA) - 1.83%
#11
APPLE INC (AAPL) - 3.98%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32%
#12
SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.94%
ADVANCED MICRO DEVICES INC (AMD) - 1.30%
#13
NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 3.72%
ELI LILLY AND CO (LLY) - 1.29%
#14
QUANTA SERVICES INC (PWR) - 3.24%
JPMORGAN CHASE & CO (JPM) - 1.24%
#15
KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.76%
EXXON MOBIL CORP (XOM) - 0.96%
#16
ELI LILLY AND CO (LLY) - 2.67%
JOHNSON & JOHNSON (JNJ) - 0.82%
#17
COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.50%
VISA INC CLASS A (V) - 0.82%
#18
COMPAGNIE FINANCIERE RICHEMONT SA CLASS A (n/a) - 2.38%
INTEL CORP (INTC) - 0.78%
#19
INDUSTRIA DE DISENO TEXTIL SA SHARE FROM SPLIT (n/a) - 2.33%
CISCO SYSTEMS INC (CSCO) - 0.77%
#20
L'OREAL SA (n/a) - 2.10%
WALMART INC (WMT) - 0.76%
#21
CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.89%
COSTCO WHOLESALE CORP (COST) - 0.65%
#22
BROADCOM INC (AVGO) - 1.88%
CATERPILLAR INC (CAT) - 0.65%
#23
CONSTELLATION ENERGY CORP (CEG) - 1.79%
ORACLE CORP (ORCL) - 0.64%
#24
EDWARDS LIFESCIENCES CORP (EW) - 1.76%
LAM RESEARCH CORP (LRCX) - 0.64%
#25
HERMES INTERNATIONAL SA (n/a) - 1.56%
APPLIED MATERIALS INC (AMAT) - 0.60%
Total Holdings40505

PJBF vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PJBF
+3.78%
SPY
+2.12%
3M
Winner
PJBF
+20.40%
SPY
+13.14%
6M
Winner
PJBF
+11.66%
SPY
+11.52%
1Y
PJBF
+18.17%
Winner
SPY
+26.68%
5Y(CAGR)
PJBF
N/A
SPY
+13.75%
10Y(CAGR)
PJBF
N/A
SPY
+15.65%
Max(CAGR)
Winner
PJBF
+13.69%
SPY
+8.56%

PJBF vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPJBFSPY
2026+9.95%+10.80%
2025+5.02%+18.00%
2024+22.78%+25.59%
2023-0.80%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

PJBF vs SPY Drawdown Comparison

The maximum drawdown for PJBF was -25.66%, occurring on Apr 8, 2025. Recovery took 315 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PJBF drawdown is -0.24%. The current SPY drawdown is -0.62%.

RankPJBFSPY
#1-25.66%
Jul 8, 2024 - Oct 8, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-18.41%
Oct 29, 2025 - May 1, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.29%
Mar 7, 2024 - May 15, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-7.32%
Jun 2, 2026 - Jun 10, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.92%
May 6, 2026 - May 28, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.62%
Dec 19, 2023 - Jan 11, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.28%
Oct 8, 2025 - Oct 27, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.61%
Feb 9, 2024 - Feb 22, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.39%
Jun 18, 2024 - Jul 3, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.29%
Mar 1, 2024 - Mar 7, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.27%
May 28, 2024 - Jun 5, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.08%
Jan 29, 2024 - Feb 1, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.09%
May 15, 2024 - May 24, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.78%
Jan 12, 2024 - Jan 18, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.71%
Feb 5, 2024 - Feb 7, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PJBF and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (1999 - 2026)

PJBF vs SPY dividend yield comparison.

YearPJBFSPY
20260.00%0.24%
20250.24%1.07%
20240.16%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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