PMFB vs UPGR

Comparison between PGIM S&P 500 MAX BUFFER ETF - FEBRUARY (PMFB, ETF) and XTRACKERS US GREEN INFRASTRUCTURE SELECT EQUITY ETF (UPGR, ETF).

PMFB vs UPGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PMFB(ETF)	UPGR(ETF)
Net Assets	$5.90M	$5.90M
Expense Ratio	0.50%	0.35%
Max Drawdown	2.94%	47.42%
Sharpe Ratio	1.82	1.57
5Y Beta	0.13	1.24
P/E Ratio	N/A	-15.41
Forward P/E	N/A	22.45
PEG Ratio	N/A	-0.03
5Y EPS CAGR	N/A	6.40%
Debt to Equity	N/A	25.15%
P/S Ratio	N/A	2.65
P/B Ratio	N/A	2.83

Net Assets

PMFB

$5.90M

UPGR

$5.90M

Expense Ratio

PMFB

0.50%

Winner

UPGR

0.35%

Max Drawdown

Winner

PMFB

2.94%

UPGR

47.42%

Sharpe Ratio

Winner

PMFB

1.82

UPGR

1.57

5Y Beta

Winner

PMFB

0.13

UPGR

1.24

P/E Ratio

PMFB

N/A

UPGR

-15.41

Forward P/E

PMFB

N/A

UPGR

22.45

PEG Ratio

PMFB

N/A

UPGR

-0.03

5Y EPS CAGR

PMFB

N/A

UPGR

6.40%

Debt to Equity

PMFB

N/A

UPGR

25.15%

P/S Ratio

PMFB

N/A

UPGR

2.65

P/B Ratio

PMFB

N/A

UPGR

2.83

PMFB vs UPGR - Historical Returns

Returns include dividend reinvestment.

Period	PMFB	UPGR
1 month	+0.39%	+3.19%
3 months	+1.80%	+12.23%
6 months	+2.87%	+10.06%
1 year	+7.94%	+63.06%
Max(CAGR)	+6.47%	+3.88%

PMFB

+0.39%

Winner

UPGR

+3.19%

PMFB

+1.80%

Winner

UPGR

+12.23%

PMFB

+2.87%

Winner

UPGR

+10.06%

PMFB

+7.94%

Winner

UPGR

+63.06%

Max(CAGR)

Winner

PMFB

+6.47%

UPGR

+3.88%

PMFB vs UPGR - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	PMFB	UPGR
2026	+2.22%	+10.53%
2025	+6.28%	+31.56%
2024	N/A	-13.67%
2023	N/A	-15.28%

PMFB vs UPGR Drawdown Comparison

The maximum drawdown for PMFB was -2.94%, occurring on Apr 4, 2025. Recovery took 62 trading sessions.

The maximum drawdown for UPGR was -46.61%, occurring on Apr 8, 2025. Recovery took 557 trading sessions.

The current PMFB drawdown is -0.33%. The current UPGR drawdown is -8.76%.

Rank	PMFB	UPGR
#1	-2.94% Feb 19, 2025 - May 19, 2025	-46.61% Jul 18, 2023 - Oct 6, 2025
#2	-1.34% Feb 11, 2026 - Apr 13, 2026	-16.55% Oct 15, 2025 - May 8, 2026
#3	-0.76% Nov 11, 2025 - Nov 26, 2025	-8.76% Jun 2, 2026 - Jun 5, 2026
#4	-0.51% May 19, 2025 - Jun 2, 2025	-8.11% May 14, 2026 - May 26, 2026
#5	-0.50% Oct 8, 2025 - Oct 20, 2025	-5.13% Oct 6, 2025 - Oct 13, 2025
#6	-0.48% Jul 25, 2025 - Aug 8, 2025	-2.16% May 11, 2026 - May 13, 2026
#7	-0.34% Feb 5, 2025 - Feb 18, 2025	-2.05% Jul 13, 2023 - Jul 17, 2023
#8	-0.33% Jun 4, 2026 - Jun 5, 2026	-1.25% May 28, 2026 - Jun 2, 2026
#9	-0.29% Aug 13, 2025 - Aug 22, 2025	N/A
#10	-0.29% Oct 28, 2025 - Nov 10, 2025	N/A
#11	-0.28% Feb 2, 2026 - Feb 9, 2026	N/A
#12	-0.24% Jun 16, 2025 - Jun 23, 2025	N/A
#13	-0.21% Jun 12, 2025 - Jun 16, 2025	N/A
#14	-0.20% May 14, 2026 - May 22, 2026	N/A
#15	-0.20% Sep 22, 2025 - Sep 29, 2025	N/A