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AVGV vs. PJBF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AVGV vs. PJBF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis All Equity Markets Value ETF (AVGV) and PGIM Jennison Better Future ETF (PJBF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


AVGV

1D
0.00%
1M
-0.44%
6M
12.29%
YTD
17.85%
1Y
32.54%
3Y*
20.19%
5Y*
10Y*

PJBF

1D
0.00%
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AVGV vs. PJBF - Yearly Performance Comparison


AVGV vs. PJBF - Sectors Allocation Comparison


Sectors
AVGV
PJBF

Financial Services

21.3%
2.5%

Industrials

16.2%
16.5%

Consumer Cyclical

14.7%
13.8%

Energy

12.4%

-

Technology

12.1%
40.0%

Basic Materials

7.2%

-

Consumer Defensive

5.2%
2.3%

Communication Services

5.0%
11.5%

Healthcare

4.5%
11.5%

Real Estate

0.7%

-

Utilities

0.7%
2.0%

Financial Services

AVGV
21.3%
PJBF
2.5%

Industrials

AVGV
16.2%
PJBF
16.5%

Consumer Cyclical

AVGV
14.7%
PJBF
13.8%

Energy

AVGV
12.4%
PJBF

-

Technology

AVGV
12.1%
PJBF
40.0%

Basic Materials

AVGV
7.2%
PJBF

-

Consumer Defensive

AVGV
5.2%
PJBF
2.3%

Communication Services

AVGV
5.0%
PJBF
11.5%

Healthcare

AVGV
4.5%
PJBF
11.5%

Real Estate

AVGV
0.7%
PJBF

-

Utilities

AVGV
0.7%
PJBF
2.0%

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Return for Risk

AVGV vs. PJBF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVGV
AVGV Risk / Return Rank: 9090
Overall Rank
AVGV Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
AVGV Sortino Ratio Rank: 9191
Sortino Ratio Rank
AVGV Omega Ratio Rank: 8989
Omega Ratio Rank
AVGV Calmar Ratio Rank: 8888
Calmar Ratio Rank
AVGV Martin Ratio Rank: 8989
Martin Ratio Rank

PJBF

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVGV vs. PJBF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis All Equity Markets Value ETF (AVGV) and PGIM Jennison Better Future ETF (PJBF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AVGVPJBFDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.45

Calmar ratioReturn relative to maximum drawdown

4.03

Martin ratioReturn relative to average drawdown

15.48

AVGV vs. PJBF - Sharpe Ratio Comparison


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Drawdowns

AVGV vs. PJBF - Drawdown Comparison

The maximum AVGV drawdown since its inception was -17.03%, which is greater than PJBF's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for AVGV and PJBF.


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Drawdown Indicators


AVGVPJBFDifference

Max Drawdown

Largest peak-to-trough decline

-17.03%

0.00%

-17.03%

Max Drawdown (1Y)

Largest decline over 1 year

-8.12%

Max Drawdown (3Y)

Largest decline over 3 years

-17.03%

Current Drawdown

Current decline from peak

-0.83%

0.00%

-0.83%

Average Drawdown

Average peak-to-trough decline

-2.26%

0.00%

-2.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.11%

Volatility

AVGV vs. PJBF - Volatility Comparison


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Volatility by Period


AVGVPJBFDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.77%

Volatility (6M)

Calculated over the trailing 6-month period

10.33%

Volatility (1Y)

Calculated over the trailing 1-year period

13.21%

0.00%

+13.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.90%

0.00%

+14.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.90%

0.00%

+14.90%

AVGV vs. PJBF - Expense Ratio Comparison

AVGV has a 0.26% expense ratio, which is lower than PJBF's 0.59% expense ratio.


Dividends

AVGV vs. PJBF - Dividend Comparison

AVGV's dividend yield for the trailing twelve months is around 1.62%, while PJBF has not paid dividends to shareholders.


PositionTTM202520242023
AVGV
Avantis All Equity Markets Value ETF
1.62%1.98%2.32%1.14%
PJBF
PGIM Jennison Better Future ETF
0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, AVGV is cheaper at 0.26% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AVGV is cheaper with a 0.26% expense ratio, compared with 0.59% for PJBF.

AVGV has the higher dividend yield at 1.62%, compared with 0.00% for PJBF.

They also come from different issuers: Avantis and PGIM. Their fees differ too: 0.26% for AVGV and 0.59% for PJBF.

Portfolio Optimizer

Find the right allocation for AVGV and PJBF

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