YLDW vs PBMR
Comparison between Westwood Enhanced Income Opportunity ETF (YLDW, ETF) and PGIM S&P 500 BUFFER 20 ETF - MARCH (PBMR, ETF).
YLDW vs PBMR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
YLDW
$33M
PBMR
$33M
Expense Ratio
YLDW
0.79%
Winner
PBMR
0.50%
Max Drawdown
Winner
YLDW
6.79%
PBMR
7.64%
Sharpe Ratio
YLDW
0.69
Winner
PBMR
1.39
5Y Beta
YLDW
0.52
Winner
PBMR
0.38
YLDW vs PBMR - Historical Returns
Returns include dividend reinvestment.
1M
YLDW
-0.78%
Winner
PBMR
+0.52%
3M
YLDW
+1.63%
Winner
PBMR
+2.15%
6M
YLDW
+2.73%
Winner
PBMR
+4.65%
1Y
YLDW
N/A
PBMR
+10.04%
Max(CAGR)
YLDW
+9.50%
Winner
PBMR
+10.71%
YLDW vs PBMR - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | YLDW | PBMR |
|---|---|---|
| 2026 | +4.40% | +5.22% |
| 2025 | +1.00% | +10.97% |
| 2024 | N/A | +9.41% |
YLDW vs PBMR Drawdown Comparison
The maximum drawdown for YLDW was -5.69%, occurring on Mar 30, 2026. Recovery took 47 trading sessions.
The maximum drawdown for PBMR was -7.64%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.
The current YLDW drawdown is -2.46%. The current PBMR drawdown is -0.55%.
| Rank | YLDW | PBMR |
|---|---|---|
| #1 | -5.69% Feb 9, 2026 - Apr 17, 2026 | -7.64% Feb 28, 2025 - May 13, 2025 |
| #2 | -3.14% Jun 4, 2026 - Jun 29, 2026 | -3.43% Jul 16, 2024 - Aug 19, 2024 |
| #3 | -1.15% Apr 17, 2026 - May 6, 2026 | -3.33% Mar 2, 2026 - Apr 9, 2026 |
| #4 | -1.07% Jan 27, 2026 - Feb 6, 2026 | -2.31% Mar 28, 2024 - May 8, 2024 |
| #5 | -1.00% Jan 16, 2026 - Jan 26, 2026 | -1.65% Aug 30, 2024 - Sep 13, 2024 |
| #6 | -0.92% May 14, 2026 - May 21, 2026 | -1.17% Jun 1, 2026 - Jun 15, 2026 |
| #7 | -0.75% Jan 6, 2026 - Jan 12, 2026 | -1.17% Nov 12, 2025 - Nov 25, 2025 |
| #8 | -0.55% May 6, 2026 - May 8, 2026 | -1.13% May 19, 2025 - Jun 3, 2025 |
| #9 | -0.53% Dec 24, 2025 - Jan 5, 2026 | -0.88% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -0.36% Jun 2, 2026 - Jun 4, 2026 | -0.86% Dec 16, 2024 - Jan 6, 2025 |
| #11 | -0.30% Dec 15, 2025 - Dec 19, 2025 | -0.85% Oct 8, 2025 - Oct 20, 2025 |
| #12 | -0.27% May 8, 2026 - May 14, 2026 | -0.65% Jun 16, 2026 - Jul 7, 2026 |
| #13 | -0.09% May 26, 2026 - May 28, 2026 | -0.65% Mar 12, 2024 - Mar 20, 2024 |
| #14 | -0.04% Jan 12, 2026 - Jan 14, 2026 | -0.63% Jan 6, 2025 - Jan 16, 2025 |
| #15 | N/A | -0.61% Mar 1, 2024 - Mar 7, 2024 |
Correlation
Correlation between YLDW and PBMR is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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