VBF vs PSDM

Comparison between Invesco Bond Fund (VBF, ETF) and PGIM SHORT DURATION MULTI-SECTOR BOND ETF (PSDM, ETF).

VBF vs PSDM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VBF(ETF)	PSDM(ETF)
Net Assets	$186M	$185M
Expense Ratio	N/A	0.40%
Max Drawdown	38.98%	1.97%
Sharpe Ratio	-0.22	0.63
5Y Beta	0.13	0.01
5Y Dividends CAGR	-10.00%	N/A

Net Assets

Winner

VBF

$186M

PSDM

$185M

Expense Ratio

VBF

N/A

PSDM

0.40%

Max Drawdown

VBF

38.98%

Winner

PSDM

1.97%

Sharpe Ratio

VBF

-0.22

Winner

PSDM

0.63

5Y Beta

VBF

0.13

Winner

PSDM

0.01

5Y Dividends CAGR

VBF

-10.00%

PSDM

N/A

VBF vs PSDM - Historical Returns

Returns include dividend reinvestment.

Period	VBF	PSDM
1 month	-0.09%	-0.00%
3 months	-0.53%	+0.51%
6 months	-1.39%	+1.59%
1 year	+1.80%	+4.93%
5 years(CAGR)	-0.90%	N/A
10 years(CAGR)	+2.91%	N/A
Max(CAGR)	+5.48%	+5.85%

VBF

-0.09%

Winner

PSDM

-0.00%

VBF

-0.53%

Winner

PSDM

+0.51%

VBF

-1.39%

Winner

PSDM

+1.59%

VBF

+1.80%

Winner

PSDM

+4.93%

5Y(CAGR)

VBF

-0.90%

PSDM

N/A

10Y(CAGR)

VBF

+2.91%

PSDM

N/A

Max(CAGR)

VBF

+5.48%

Winner

PSDM

+5.85%

VBF vs PSDM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VBF	PSDM
2026	-1.08%	+1.09%
2025	+5.12%	+6.19%
2024	+6.40%	+5.66%
2023	+0.21%	+3.95%
2022	-16.53%	N/A
2021	-2.37%	N/A
2020	+16.93%	N/A
2019	+29.67%	N/A
2018	-11.86%	N/A
2017	+12.93%	N/A
2016	+9.62%	N/A
2015	+0.30%	N/A
2014	+11.67%	N/A
2013	-11.85%	N/A
2012	+11.03%	N/A
2011	+20.34%	N/A
2010	+2.96%	N/A
2009	+18.90%	N/A
2008	+4.13%	N/A
2007	+1.60%	N/A
2006	+9.35%	N/A
2005	+0.49%	N/A
2004	+5.93%	N/A
2003	+3.25%	N/A
2002	+1.56%	N/A
2001	+17.05%	N/A
2000	+16.14%	N/A
1999	-4.56%	N/A

VBF vs PSDM Drawdown Comparison

The maximum drawdown for VBF was -32.21%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for PSDM was -1.19%, occurring on Mar 20, 2026. Recovery took 28 trading sessions.

The current VBF drawdown is -11.81%. The current PSDM drawdown is -0.30%.

Rank	VBF	PSDM
#1	-32.21% Sep 15, 2021 - Oct 20, 2022	-1.19% Feb 27, 2026 - Apr 9, 2026
#2	-26.44% Jan 9, 2008 - Dec 22, 2008	-1.18% Apr 3, 2025 - Apr 30, 2025
#3	-24.84% Feb 6, 2020 - Jul 24, 2020	-0.84% Sep 27, 2024 - Dec 4, 2024
#4	-17.70% Sep 4, 2012 - Jan 22, 2015	-0.69% Feb 1, 2024 - Mar 7, 2024
#5	-14.06% Jul 3, 2003 - Feb 16, 2005	-0.68% Mar 27, 2024 - May 3, 2024
#6	-13.77% May 28, 2009 - Sep 2, 2009	-0.58% May 8, 2026 - May 28, 2026
#7	-13.44% Aug 17, 2010 - Sep 22, 2011	-0.50% Sep 1, 2023 - Nov 1, 2023
#8	-12.58% Feb 2, 2009 - Apr 21, 2009	-0.44% Aug 2, 2024 - Aug 19, 2024
#9	-12.08% Jan 2, 2018 - May 24, 2019	-0.41% Dec 6, 2024 - Jan 15, 2025
#10	-11.58% Dec 27, 2011 - May 21, 2012	-0.37% Apr 30, 2025 - May 19, 2025
#11	-11.01% Dec 31, 2020 - Sep 15, 2021	-0.37% Mar 4, 2025 - Mar 28, 2025
#12	-9.38% Apr 17, 2015 - Mar 17, 2016	-0.37% Sep 16, 2025 - Oct 14, 2025
#13	-8.64% Mar 10, 2010 - Jul 1, 2010	-0.35% Dec 27, 2023 - Jan 11, 2024
#14	-8.47% Nov 9, 1999 - Jul 6, 2000	-0.34% Apr 20, 2026 - May 8, 2026
#15	-8.09% Aug 7, 2001 - Sep 27, 2001	-0.32% May 15, 2024 - Jun 3, 2024

Correlation

Correlation between VBF and PSDM is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2000 - 2026)

VBF vs PSDM dividend yield comparison.

Year	VBF	PSDM
2026	2.25%	2.19%
2025	5.46%	4.57%
2024	5.51%	5.17%
2023	5.31%	2.91%
2022	4.60%	0.00%
2021	3.36%	0.00%
2020	6.89%	0.00%
2019	5.04%	0.00%
2018	5.40%	0.00%
2017	5.07%	0.00%
2016	4.56%	0.00%
2015	5.40%	0.00%
2014	7.53%	0.00%
2013	6.73%	0.00%
2012	7.10%	0.00%
2011	6.55%	0.00%
2010	5.39%	0.00%
2009	4.95%	0.00%
2008	7.09%	0.00%
2007	5.54%	0.00%
2006	5.42%	0.00%
2005	5.77%	0.00%
2004	5.93%	0.00%
2003	6.48%	0.00%
2002	6.91%	0.00%
2001	7.11%	0.00%
2000	3.90%	0.00%