SAEF vs PBAU

Comparison between SCHWAB ARIEL ESG ETF (SAEF, ETF) and PGIM S&P 500 BUFFER 20 ETF - AUGUST (PBAU, ETF).

SAEF vs PBAU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAEF(ETF)	PBAU(ETF)
Net Assets	$25M	$25M
Expense Ratio	0.59%	0.50%
Max Drawdown	28.37%	8.87%
Sharpe Ratio	1.03	1.72
5Y Beta	1.03	0.42
P/E Ratio	29.98	N/A
Forward P/E	15.82	N/A
5Y EPS CAGR	8.43%	N/A
Debt to Equity	103.91%	N/A
P/S Ratio	1.56	N/A
P/B Ratio	2.72	N/A

Net Assets

SAEF

$25M

Winner

PBAU

$25M

Expense Ratio

SAEF

0.59%

Winner

PBAU

0.50%

Max Drawdown

SAEF

28.37%

Winner

PBAU

8.87%

Sharpe Ratio

SAEF

1.03

Winner

PBAU

1.72

5Y Beta

SAEF

1.03

Winner

PBAU

0.42

P/E Ratio

SAEF

29.98

PBAU

N/A

Forward P/E

SAEF

15.82

PBAU

N/A

5Y EPS CAGR

SAEF

8.43%

PBAU

N/A

Debt to Equity

SAEF

103.91%

PBAU

N/A

P/S Ratio

SAEF

1.56

PBAU

N/A

P/B Ratio

SAEF

2.72

PBAU

N/A

SAEF vs PBAU - Historical Returns

Returns include dividend reinvestment.

Period	SAEF	PBAU
1 month	+4.82%	+0.66%
3 months	+13.17%	+4.74%
6 months	+11.62%	+4.83%
1 year	+24.52%	+12.53%
5 years(CAGR)	+5.10%	N/A
Max(CAGR)	+5.10%	+11.14%

Winner

SAEF

+4.82%

PBAU

+0.66%

Winner

SAEF

+13.17%

PBAU

+4.74%

Winner

SAEF

+11.62%

PBAU

+4.83%

Winner

SAEF

+24.52%

PBAU

+12.53%

5Y(CAGR)

SAEF

+5.10%

PBAU

N/A

Max(CAGR)

SAEF

+5.10%

Winner

PBAU

+11.14%

SAEF vs PBAU - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	SAEF	PBAU
2026	+11.78%	+4.25%
2025	+2.73%	+11.68%
2024	+16.80%	+7.08%
2023	+17.29%	N/A
2022	-18.64%	N/A
2021	-2.35%	N/A

SAEF vs PBAU Drawdown Comparison

The maximum drawdown for SAEF was -28.05%, occurring on Sep 30, 2022. Recovery took 665 trading sessions.

The maximum drawdown for PBAU was -8.87%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The current PBAU drawdown is -0.19%.

Rank	SAEF	PBAU
#1	-28.05% Nov 16, 2021 - Jul 12, 2024	-8.87% Feb 19, 2025 - May 19, 2025
#2	-27.40% Nov 25, 2024 - Jan 15, 2026	-3.29% Feb 25, 2026 - Apr 9, 2026
#3	-12.63% Feb 26, 2026 - Jun 11, 2026	-2.81% Jul 31, 2024 - Aug 15, 2024
#4	-8.01% Jul 31, 2024 - Aug 23, 2024	-1.86% Oct 27, 2025 - Nov 28, 2025
#5	-4.56% Aug 30, 2024 - Sep 19, 2024	-1.73% Aug 30, 2024 - Sep 13, 2024
#6	-3.80% Nov 11, 2024 - Nov 25, 2024	-1.42% May 19, 2025 - Jun 3, 2025
#7	-3.48% Feb 10, 2026 - Feb 26, 2026	-1.30% Dec 6, 2024 - Jan 21, 2025
#8	-2.92% Jul 16, 2024 - Jul 31, 2024	-1.13% Oct 8, 2025 - Oct 20, 2025
#9	-2.77% Jan 15, 2026 - Feb 6, 2026	-1.07% Oct 29, 2024 - Nov 6, 2024
#10	-2.65% Oct 17, 2024 - Nov 5, 2024	-0.88% Feb 2, 2026 - Feb 9, 2026
#11	-2.63% Sep 19, 2024 - Oct 11, 2024	-0.82% Jan 12, 2026 - Jan 23, 2026
#12	-0.49% Nov 6, 2024 - Nov 8, 2024	-0.77% Jun 16, 2025 - Jun 24, 2025
#13	-0.30% Aug 27, 2024 - Aug 30, 2024	-0.74% Jun 4, 2026 - Jun 10, 2026
#14	N/A	-0.69% Dec 11, 2025 - Dec 22, 2025
#15	N/A	-0.68% Aug 14, 2025 - Aug 22, 2025