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TBF vs PGP

Comparison between PROSHARES SHORT 20+ YEAR TREASURY (TBF, ETF) and Pimco Global StocksPLUS & Income Fund (PGP, ETF).

5-Year PerformanceTBF has outperformed PGP, delivering a return of +12.8% compared to +5.7%

TBF vs PGP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TBF
$105M
Winner
PGP
$105M
Expense Ratio
TBF
0.95%
PGP
N/A
Max Drawdown
Winner
TBF
71.19%
PGP
81.29%
Sharpe Ratio
TBF
0.35
Winner
PGP
0.69
5Y Beta
Winner
TBF
-0.06
PGP
0.43
5Y Dividends CAGR
TBF
N/A
PGP
0.00%

TBF vs PGP - Historical Returns

Returns include dividend reinvestment.

1M
TBF
+2.00%
Winner
PGP
+2.19%
3M
TBF
+2.85%
Winner
PGP
+3.25%
6M
Winner
TBF
+9.43%
PGP
-2.75%
1Y
TBF
+6.19%
Winner
PGP
+13.65%
5Y(CAGR)
Winner
TBF
+12.80%
PGP
+5.66%
10Y(CAGR)
Winner
TBF
+3.79%
PGP
+1.53%
Max(CAGR)
TBF
-2.83%
Winner
PGP
+7.14%

TBF vs PGP - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearTBFPGP
2026+6.75%+0.43%
2025+1.51%+29.88%
2024+15.60%+15.62%
2023+4.35%+18.79%
2022+38.48%-29.54%
2021+1.46%+16.43%
2020-18.48%-8.61%
2019-10.57%+12.08%
2018+2.13%-17.35%
2017-8.15%+17.01%
2016-2.77%-12.00%
2015-0.72%+3.96%
2014-23.32%-7.91%
2013+10.55%+39.05%
2012-7.14%+5.41%
2011-29.64%-6.01%
2010-12.48%+33.54%
2009+2.77%+113.57%
2008N/A-38.33%
2007N/A-11.87%
2006N/A+32.65%
2005N/A-3.17%

TBF vs PGP Drawdown Comparison

The maximum drawdown for TBF was -70.40%, occurring on Aug 4, 2020. This drawdown has not yet recovered.

The maximum drawdown for PGP was -64.84%, occurring on Nov 21, 2008. Recovery took 569 trading sessions.

The current TBF drawdown is -40.92%. The current PGP drawdown is -2.85%.

RankTBFPGP
#1-70.40%
Jan 11, 2010 - Aug 4, 2020
-64.84%
Jun 4, 2007 - Sep 3, 2009
#2-6.94%
Aug 21, 2009 - Dec 22, 2009
-64.50%
May 26, 2017 - Sep 12, 2025
#3-1.59%
Dec 28, 2009 - Jan 11, 2010
-42.32%
Jul 28, 2014 - May 24, 2017
#4N/A-34.07%
May 12, 2011 - Mar 4, 2013
#5N/A-19.88%
Apr 14, 2010 - Jul 28, 2010
#6N/A-18.53%
May 22, 2013 - Oct 11, 2013
#7N/A-13.18%
Aug 9, 2010 - Sep 21, 2010
#8N/A-13.04%
Feb 27, 2026 - Mar 27, 2026
#9N/A-11.14%
Oct 12, 2010 - Feb 14, 2011
#10N/A-10.40%
Sep 9, 2009 - Nov 4, 2009
#11N/A-10.09%
Sep 7, 2005 - Jan 6, 2006
#12N/A-7.95%
Dec 29, 2009 - Mar 31, 2010
#13N/A-7.50%
Mar 9, 2011 - Mar 25, 2011
#14N/A-6.89%
Nov 11, 2009 - Dec 2, 2009
#15N/A-6.14%
May 10, 2006 - Aug 2, 2006

Correlation

Correlation between TBF and PGP is -0.44 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.44
-101

Dividend Comparison (2005 - 2026)

TBF vs PGP dividend yield comparison.

YearTBFPGP
20260.96%6.34%
20253.39%9.07%
20244.06%10.64%
20234.99%11.04%
20220.36%11.95%
20210.00%7.65%
20200.22%9.49%
20191.68%10.13%
20180.88%12.53%
20170.00%11.45%
20160.00%14.86%
20150.00%12.15%
20140.00%11.33%
20130.00%9.52%
20120.00%12.34%
20110.00%11.74%
20100.00%10.19%
20090.00%12.21%
20080.00%51.03%
20070.00%13.67%
20060.00%8.62%
20050.00%6.88%

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