STXV vs PBL
Comparison between STRIVE 1000 VALUE ETF (STXV, ETF) and PGIM PORTFOLIO BALLAST ETF (PBL, ETF).
STXV vs PBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
STXV
$79M
Winner
PBL
$81M
Expense Ratio
Winner
STXV
0.18%
PBL
0.45%
Max Drawdown
Winner
STXV
15.80%
PBL
17.27%
Sharpe Ratio
Winner
STXV
2.17
PBL
1.34
5Y Beta
STXV
0.63
Winner
PBL
0.60
P/E Ratio
STXV
20.06
PBL
N/A
Forward P/E
STXV
14.31
PBL
N/A
5Y EPS CAGR
STXV
9.21%
PBL
N/A
P/S Ratio
STXV
1.67
PBL
N/A
P/B Ratio
STXV
2.46
PBL
N/A
STXV vs PBL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
STXV
+4.10%
PBL
-0.14%
3M
Winner
STXV
+9.65%
PBL
+7.86%
6M
Winner
STXV
+14.74%
PBL
+6.18%
1Y
Winner
STXV
+28.17%
PBL
+16.53%
Max(CAGR)
Winner
STXV
+14.60%
PBL
+13.08%
STXV vs PBL - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | STXV | PBL |
|---|---|---|
| 2026 | +13.73% | +6.26% |
| 2025 | +16.48% | +12.58% |
| 2024 | +12.42% | +17.42% |
| 2023 | +9.44% | +14.10% |
| 2022 | -1.47% | -3.52% |
STXV vs PBL Drawdown Comparison
The maximum drawdown for STXV was -14.80%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.
The maximum drawdown for PBL was -11.62%, occurring on Apr 8, 2025. Recovery took 136 trading sessions.
The current PBL drawdown is -1.76%.
| Rank | STXV | PBL |
|---|---|---|
| #1 | -14.80% Nov 29, 2024 - Jul 3, 2025 | -11.62% Dec 6, 2024 - Jun 26, 2025 |
| #2 | -10.81% Feb 2, 2023 - Jul 24, 2023 | -7.88% Aug 1, 2023 - Dec 12, 2023 |
| #3 | -10.33% Jul 31, 2023 - Dec 13, 2023 | -5.82% Jan 28, 2026 - Apr 15, 2026 |
| #4 | -5.81% Feb 11, 2026 - Apr 30, 2026 | -5.70% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -5.64% Nov 30, 2022 - Jan 12, 2023 | -4.95% Feb 2, 2023 - May 22, 2023 |
| #6 | -5.35% Mar 28, 2024 - Jul 15, 2024 | -4.22% Mar 28, 2024 - May 15, 2024 |
| #7 | -5.19% Jul 30, 2024 - Aug 23, 2024 | -4.18% Dec 14, 2022 - Feb 1, 2023 |
| #8 | -3.85% Jan 13, 2023 - Feb 2, 2023 | -3.95% Oct 28, 2025 - Dec 24, 2025 |
| #9 | -3.40% Jul 23, 2025 - Aug 20, 2025 | -3.36% Jun 4, 2026 - Jun 10, 2026 |
| #10 | -3.34% Nov 12, 2025 - Nov 26, 2025 | -2.29% May 14, 2026 - May 28, 2026 |
| #11 | -3.02% Oct 3, 2025 - Oct 24, 2025 | -2.27% Oct 7, 2025 - Oct 23, 2025 |
| #12 | -3.02% Aug 30, 2024 - Sep 19, 2024 | -2.22% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -2.94% Oct 16, 2024 - Nov 6, 2024 | -1.89% Jan 12, 2026 - Jan 27, 2026 |
| #14 | -2.62% Jan 2, 2024 - Jan 30, 2024 | -1.68% Feb 12, 2024 - Feb 22, 2024 |
| #15 | -2.19% Oct 27, 2025 - Nov 11, 2025 | -1.59% Dec 27, 2023 - Jan 19, 2024 |
Correlation
Correlation between STXV and PBL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2022 - 2026)
STXV vs PBL dividend yield comparison.
| Year | STXV | PBL |
|---|---|---|
| 2026 | 0.48% | 0.00% |
| 2025 | 2.37% | 2.21% |
| 2024 | 2.36% | 6.89% |
| 2023 | 2.05% | 7.92% |
| 2022 | 0.47% | 0.16% |
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