BUL vs. PHYL
Compare and contrast key facts about Pacer US Cash Cows Growth ETF (BUL) and PGIM Active High Yield Bond ETF (PHYL).
BUL and PHYL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BUL is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Cash Cows Growth Index. It was launched on May 2, 2019. PHYL is an actively managed fund by Prudential. It was launched on Sep 24, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUL or PHYL.
Key characteristics
| BUL | PHYL | |
|---|---|---|
| YTD Return | 32.70% | 8.25% |
| 1Y Return | 41.42% | 15.18% |
| 3Y Return (Ann) | 5.06% | 2.55% |
| 5Y Return (Ann) | 15.19% | 4.42% |
| Sharpe Ratio | 2.44 | 3.40 |
| Sortino Ratio | 3.25 | 5.38 |
| Omega Ratio | 1.40 | 1.71 |
| Calmar Ratio | 2.19 | 2.05 |
| Martin Ratio | 16.51 | 23.58 |
| Ulcer Index | 2.52% | 0.64% |
| Daily Std Dev | 17.08% | 4.42% |
| Max Drawdown | -37.08% | -22.06% |
| Current Drawdown | -1.08% | -0.59% |
Correlation
The correlation between BUL and PHYL is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BUL vs. PHYL - Performance Comparison
In the year-to-date period, BUL achieves a 32.70% return, which is significantly higher than PHYL's 8.25% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BUL vs. PHYL - Expense Ratio Comparison
BUL has a 0.60% expense ratio, which is higher than PHYL's 0.53% expense ratio.
Risk-Adjusted Performance
BUL vs. PHYL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer US Cash Cows Growth ETF (BUL) and PGIM Active High Yield Bond ETF (PHYL). 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.
Dividends
BUL vs. PHYL - Dividend Comparison
BUL's dividend yield for the trailing twelve months is around 0.71%, less than PHYL's 8.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
BUL Pacer US Cash Cows Growth ETF | 0.71% | 2.11% | 0.66% | 0.08% | 0.69% | 0.81% | 0.00% |
PHYL PGIM Active High Yield Bond ETF | 8.20% | 7.62% | 6.55% | 6.13% | 7.51% | 7.30% | 1.79% |
Drawdowns
BUL vs. PHYL - Drawdown Comparison
The maximum BUL drawdown since its inception was -37.08%, which is greater than PHYL's maximum drawdown of -22.06%. Use the drawdown chart below to compare losses from any high point for BUL and PHYL. For additional features, visit the drawdowns tool.
Volatility
BUL vs. PHYL - Volatility Comparison
Pacer US Cash Cows Growth ETF (BUL) has a higher volatility of 4.48% compared to PGIM Active High Yield Bond ETF (PHYL) at 1.17%. This indicates that BUL's price experiences larger fluctuations and is considered to be riskier than PHYL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.