VDIG vs PBSE

Comparison between VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF ETF SHARES (VDIG, ETF) and PGIM S&P 500 BUFFER 20 ETF - SEPTEMBER (PBSE, ETF).

VDIG vs PBSE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VDIG(ETF)	PBSE(ETF)
Net Assets	$24M	$24M
Expense Ratio	0.40%	0.50%
Max Drawdown	11.20%	8.35%
Sharpe Ratio	0.29	1.80
5Y Beta	0.70	0.39
P/E Ratio	26.38	N/A
Forward P/E	22.26	N/A
PEG Ratio	0.85	N/A
5Y EPS CAGR	19.76%	N/A
Debt to Equity	-22.51%	N/A
P/S Ratio	3.53	N/A
P/B Ratio	6.06	N/A

Net Assets

VDIG

$24M

PBSE

$24M

Expense Ratio

Winner

VDIG

0.40%

PBSE

0.50%

Max Drawdown

VDIG

11.20%

Winner

PBSE

8.35%

Sharpe Ratio

VDIG

0.29

Winner

PBSE

1.80

5Y Beta

VDIG

0.70

Winner

PBSE

0.39

P/E Ratio

VDIG

26.38

PBSE

N/A

Forward P/E

VDIG

22.26

PBSE

N/A

PEG Ratio

VDIG

0.85

PBSE

N/A

5Y EPS CAGR

VDIG

19.76%

PBSE

N/A

Debt to Equity

VDIG

-22.51%

PBSE

N/A

P/S Ratio

VDIG

3.53

PBSE

N/A

P/B Ratio

VDIG

6.06

PBSE

N/A

VDIG vs PBSE - Historical Returns

Returns include dividend reinvestment.

Period	VDIG	PBSE
1 month	+1.68%	+0.79%
3 months	+2.12%	+3.53%
6 months	+0.30%	+4.45%
1 year	N/A	+12.74%
Max(CAGR)	+6.42%	+10.11%

Winner

VDIG

+1.68%

PBSE

+0.79%

VDIG

+2.12%

Winner

PBSE

+3.53%

VDIG

+0.30%

Winner

PBSE

+4.45%

VDIG

N/A

PBSE

+12.74%

Max(CAGR)

VDIG

+6.42%

Winner

PBSE

+10.11%

VDIG vs PBSE - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	VDIG	PBSE
2026	+0.12%	+3.87%
2025	+3.68%	+10.87%
2024	N/A	+5.75%

VDIG vs PBSE Drawdown Comparison

The maximum drawdown for VDIG was -11.20%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for PBSE was -8.35%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.

The current VDIG drawdown is -2.27%. The current PBSE drawdown is -0.50%.

Rank	VDIG	PBSE
#1	-11.20% Jan 9, 2026 - Mar 27, 2026	-8.35% Feb 19, 2025 - Jun 2, 2025
#2	-1.36% Dec 24, 2025 - Jan 6, 2026	-3.15% Feb 25, 2026 - Apr 9, 2026
#3	-1.35% Nov 28, 2025 - Dec 11, 2025	-1.77% Jul 16, 2024 - Aug 15, 2024
#4	-1.16% Dec 11, 2025 - Dec 24, 2025	-1.71% Oct 27, 2025 - Nov 28, 2025
#5	-0.62% Nov 19, 2025 - Nov 21, 2025	-1.68% Aug 30, 2024 - Sep 13, 2024
#6	-0.49% Jan 6, 2026 - Jan 8, 2026	-1.18% Dec 11, 2024 - Jan 17, 2025
#7	N/A	-1.00% Oct 8, 2025 - Oct 20, 2025
#8	N/A	-0.97% Oct 18, 2024 - Nov 6, 2024
#9	N/A	-0.84% Feb 2, 2026 - Feb 25, 2026
#10	N/A	-0.81% Jan 12, 2026 - Jan 26, 2026
#11	N/A	-0.81% Jul 28, 2025 - Aug 8, 2025
#12	N/A	-0.77% Nov 8, 2024 - Nov 25, 2024
#13	N/A	-0.65% Dec 11, 2025 - Dec 22, 2025
#14	N/A	-0.60% Jun 12, 2025 - Jun 23, 2025
#15	N/A	-0.54% Sep 30, 2024 - Oct 9, 2024