PSET vs NVBT
Comparison between PRINCIPAL QUALITY ETF (PSET, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF (NVBT, ETF).
PSET vs NVBT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSET
$33M
NVBT
$33M
Expense Ratio
Winner
PSET
0.15%
NVBT
0.74%
Max Drawdown
PSET
34.74%
Winner
NVBT
12.90%
Sharpe Ratio
PSET
0.26
Winner
NVBT
1.58
5Y Beta
PSET
1.03
Winner
NVBT
0.59
P/E Ratio
PSET
25.86
NVBT
N/A
Forward P/E
PSET
21.69
NVBT
N/A
PEG Ratio
PSET
0.86
NVBT
N/A
5Y Dividends CAGR
PSET
-1.59%
NVBT
N/A
5Y EPS CAGR
PSET
26.88%
NVBT
N/A
Debt to Equity
PSET
5.19%
NVBT
N/A
P/S Ratio
PSET
4.37
NVBT
N/A
P/B Ratio
PSET
5.75
NVBT
N/A
PSET vs NVBT - Historical Returns
Returns include dividend reinvestment.
1M
PSET
+1.14%
Winner
NVBT
+1.45%
3M
PSET
+1.23%
Winner
NVBT
+6.20%
6M
PSET
-1.97%
Winner
NVBT
+6.38%
1Y
PSET
+6.38%
Winner
NVBT
+17.62%
5Y(CAGR)
PSET
+8.63%
NVBT
N/A
10Y(CAGR)
PSET
+12.62%
NVBT
N/A
Max(CAGR)
PSET
+12.63%
Winner
NVBT
+13.29%
PSET vs NVBT - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | PSET | NVBT |
|---|---|---|
| 2026 | -1.29% | +6.22% |
| 2025 | +7.74% | +12.92% |
| 2024 | +19.06% | +12.31% |
| 2023 | +24.21% | +16.66% |
| 2022 | -15.17% | +0.24% |
| 2021 | +31.75% | N/A |
| 2020 | +15.73% | N/A |
| 2019 | +34.98% | N/A |
| 2018 | -2.29% | N/A |
| 2017 | +24.21% | N/A |
| 2016 | +5.66% | N/A |
PSET vs NVBT Drawdown Comparison
The maximum drawdown for PSET was -34.74%, occurring on Mar 23, 2020. Recovery took 131 trading sessions.
The maximum drawdown for NVBT was -12.90%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.
The current PSET drawdown is -3.57%. The current NVBT drawdown is -1.50%.
| Rank | PSET | NVBT |
|---|---|---|
| #1 | -34.74% Feb 19, 2020 - Aug 25, 2020 | -12.90% Feb 19, 2025 - Jun 12, 2025 |
| #2 | -25.61% Dec 31, 2021 - Dec 11, 2023 | -9.98% Jul 31, 2023 - Jan 12, 2024 |
| #3 | -21.96% Jan 23, 2025 - Jul 24, 2025 | -6.21% Jan 27, 2026 - Apr 14, 2026 |
| #4 | -13.62% Sep 18, 2018 - Feb 25, 2019 | -5.76% Feb 2, 2023 - Apr 18, 2023 |
| #5 | -12.94% Jan 9, 2026 - Mar 30, 2026 | -4.83% Dec 1, 2022 - Jan 26, 2023 |
| #6 | -10.12% Jul 16, 2024 - Sep 24, 2024 | -3.00% Nov 1, 2022 - Nov 10, 2022 |
| #7 | -8.04% Jan 26, 2018 - Aug 6, 2018 | -2.94% Nov 12, 2025 - Nov 28, 2025 |
| #8 | -7.59% Sep 3, 2021 - Nov 4, 2021 | -2.47% Jul 31, 2024 - Aug 14, 2024 |
| #9 | -7.55% Sep 2, 2020 - Oct 13, 2020 | -2.21% Dec 6, 2024 - Jan 21, 2025 |
| #10 | -7.43% Mar 22, 2024 - Jun 12, 2024 | -2.11% May 1, 2023 - May 18, 2023 |
| #11 | -6.73% Oct 14, 2020 - Nov 5, 2020 | -1.89% Apr 18, 2023 - Apr 28, 2023 |
| #12 | -5.98% Aug 23, 2016 - Jan 19, 2017 | -1.78% Jun 15, 2023 - Jun 30, 2023 |
| #13 | -5.85% Jul 26, 2019 - Sep 19, 2019 | -1.78% Jan 12, 2026 - Jan 27, 2026 |
| #14 | -5.80% Oct 27, 2025 - Jan 6, 2026 | -1.66% May 18, 2023 - May 26, 2023 |
| #15 | -5.29% Apr 30, 2019 - Jun 13, 2019 | -1.60% Dec 11, 2025 - Dec 23, 2025 |
Correlation
Correlation between PSET and NVBT is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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