PQJA vs IVSS
Comparison between PGIM NASDAQ-100 BUFFER 12 ETF - JANUARY (PQJA, ETF) and APPLIED FINANCE IVS US SMID ETF (IVSS, ETF).
PQJA vs IVSS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PQJA
$24M
IVSS
$24M
Expense Ratio
Winner
PQJA
0.50%
IVSS
0.59%
Max Drawdown
PQJA
14.72%
Winner
IVSS
8.31%
Sharpe Ratio
Winner
PQJA
1.79
IVSS
1.59
5Y Beta
Winner
PQJA
0.72
IVSS
0.87
P/E Ratio
PQJA
N/A
IVSS
19.07
Forward P/E
PQJA
N/A
IVSS
12.82
5Y EPS CAGR
PQJA
N/A
IVSS
21.66%
Debt to Equity
PQJA
N/A
IVSS
291.89%
P/S Ratio
PQJA
N/A
IVSS
1.11
P/B Ratio
PQJA
N/A
IVSS
2.43
PQJA vs IVSS - Historical Returns
Returns include dividend reinvestment.
1M
PQJA
+0.54%
Winner
IVSS
+4.35%
3M
PQJA
+9.25%
Winner
IVSS
+13.88%
6M
PQJA
+8.76%
Winner
IVSS
+13.33%
1Y
PQJA
+20.66%
IVSS
N/A
Max(CAGR)
PQJA
+17.36%
Winner
IVSS
+32.44%
PQJA vs IVSS - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | PQJA | IVSS |
|---|---|---|
| 2026 | +7.71% | +15.28% |
| 2025 | +16.94% | -0.02% |
PQJA vs IVSS Drawdown Comparison
The maximum drawdown for PQJA was -14.72%, occurring on Apr 8, 2025. Recovery took 73 trading sessions.
The maximum drawdown for IVSS was -8.31%, occurring on Mar 20, 2026. Recovery took 39 trading sessions.
The current PQJA drawdown is -1.06%.
| Rank | PQJA | IVSS |
|---|---|---|
| #1 | -14.72% Feb 19, 2025 - Jun 4, 2025 | -8.31% Feb 20, 2026 - Apr 17, 2026 |
| #2 | -6.77% Jan 28, 2026 - Apr 14, 2026 | -3.50% May 8, 2026 - Jun 1, 2026 |
| #3 | -2.38% Jun 2, 2026 - Jun 10, 2026 | -2.84% Dec 11, 2025 - Jan 8, 2026 |
| #4 | -2.34% Oct 29, 2025 - Nov 26, 2025 | -2.05% Jan 22, 2026 - Feb 6, 2026 |
| #5 | -1.81% Jan 12, 2026 - Jan 27, 2026 | -1.99% Feb 6, 2026 - Feb 18, 2026 |
| #6 | -1.76% Jan 23, 2025 - Feb 6, 2025 | -1.87% Jan 15, 2026 - Jan 21, 2026 |
| #7 | -1.65% Jan 6, 2025 - Jan 17, 2025 | -1.55% Jun 4, 2026 - Jun 11, 2026 |
| #8 | -1.45% Oct 8, 2025 - Oct 20, 2025 | -1.46% Apr 27, 2026 - May 5, 2026 |
| #9 | -1.42% Aug 13, 2025 - Aug 28, 2025 | -0.96% Jun 2, 2026 - Jun 4, 2026 |
| #10 | -1.29% Jul 28, 2025 - Aug 6, 2025 | -0.82% Apr 20, 2026 - Apr 27, 2026 |
| #11 | -1.03% Aug 28, 2025 - Sep 8, 2025 | -0.64% Dec 4, 2025 - Dec 10, 2025 |
| #12 | -0.90% Dec 11, 2025 - Dec 19, 2025 | -0.27% Feb 18, 2026 - Feb 20, 2026 |
| #13 | -0.83% Jun 10, 2025 - Jun 16, 2025 | -0.02% Jan 12, 2026 - Jan 14, 2026 |
| #14 | -0.75% Jun 16, 2025 - Jun 23, 2025 | N/A |
| #15 | -0.54% May 14, 2026 - May 21, 2026 | N/A |
Correlation
Correlation between PQJA and IVSS is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2025 - 2025)
PQJA vs IVSS dividend yield comparison.
| Year | PQJA | IVSS |
|---|---|---|
| 2025 | 0.01% | 0.07% |
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