XC vs PBL
Comparison between WISDOMTREE TRUE EMERGING MARKETS FUND (XC, ETF) and PGIM PORTFOLIO BALLAST ETF (PBL, ETF).
XC vs PBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XC
$79M
PBL
$79M
Expense Ratio
Winner
XC
0.32%
PBL
0.45%
Max Drawdown
XC
21.68%
Winner
PBL
17.27%
Sharpe Ratio
XC
0.12
Winner
PBL
1.15
5Y Beta
XC
0.73
Winner
PBL
0.60
XC vs PBL - Historical Returns
Returns include dividend reinvestment.
1M
XC
-0.40%
Winner
PBL
+0.40%
3M
XC
-2.41%
Winner
PBL
+4.93%
6M
XC
-3.59%
Winner
PBL
+7.21%
1Y
XC
+4.16%
Winner
PBL
+14.99%
Max(CAGR)
XC
+11.51%
Winner
PBL
+13.07%
XC vs PBL - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | XC | PBL |
|---|---|---|
| 2026 | -1.96% | +7.62% |
| 2025 | +17.78% | +12.58% |
| 2024 | +6.65% | +17.42% |
| 2023 | +21.55% | +14.10% |
| 2022 | +1.49% | -3.52% |
XC vs PBL Drawdown Comparison
The maximum drawdown for XC was -20.97%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The maximum drawdown for PBL was -11.62%, occurring on Apr 8, 2025. Recovery took 136 trading sessions.
The current XC drawdown is -7.14%. The current PBL drawdown is -0.76%.
| Rank | XC | PBL |
|---|---|---|
| #1 | -20.97% Sep 26, 2024 - Jun 24, 2025 | -11.62% Dec 6, 2024 - Jun 26, 2025 |
| #2 | -12.47% Feb 11, 2026 - Mar 20, 2026 | -7.88% Aug 1, 2023 - Dec 12, 2023 |
| #3 | -12.29% Jul 28, 2023 - Dec 14, 2023 | -5.82% Jan 28, 2026 - Apr 15, 2026 |
| #4 | -11.46% Jul 8, 2024 - Sep 26, 2024 | -5.70% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -9.54% Jan 26, 2023 - Jun 2, 2023 | -4.95% Feb 2, 2023 - May 22, 2023 |
| #6 | -6.73% Sep 22, 2022 - Nov 4, 2022 | -4.22% Mar 28, 2024 - May 15, 2024 |
| #7 | -6.01% Nov 30, 2022 - Jan 12, 2023 | -4.18% Dec 14, 2022 - Feb 1, 2023 |
| #8 | -5.91% Apr 9, 2024 - May 15, 2024 | -3.95% Oct 28, 2025 - Dec 24, 2025 |
| #9 | -5.02% Dec 28, 2023 - Feb 6, 2024 | -3.36% Jun 4, 2026 - Jul 10, 2026 |
| #10 | -4.31% Jul 3, 2025 - Oct 20, 2025 | -2.29% May 14, 2026 - May 28, 2026 |
| #11 | -3.75% Jun 15, 2023 - Jul 12, 2023 | -2.27% Oct 7, 2025 - Oct 23, 2025 |
| #12 | -3.64% May 17, 2024 - Jun 12, 2024 | -2.22% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -2.82% Nov 15, 2022 - Nov 30, 2022 | -1.89% Jan 12, 2026 - Jan 27, 2026 |
| #14 | -2.63% Jan 27, 2026 - Feb 9, 2026 | -1.68% Feb 12, 2024 - Feb 22, 2024 |
| #15 | -2.03% Nov 12, 2025 - Nov 28, 2025 | -1.59% Dec 27, 2023 - Jan 19, 2024 |
Correlation
Correlation between XC and PBL is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2026)
XC vs PBL dividend yield comparison.
| Year | XC | PBL |
|---|---|---|
| 2026 | 0.86% | 0.00% |
| 2025 | 11.74% | 2.21% |
| 2024 | 1.49% | 6.89% |
| 2023 | 1.42% | 7.92% |
| 2022 | 0.57% | 0.16% |
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