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IGHG vs. PCL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGHG vs. PCL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares Investment Grade-Interest Rate Hedged (IGHG) and PGIM Corporate Bond 10+ Year ETF (PCL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with IGHG having a 2.12% return and PCL slightly lower at 2.06%.


IGHG

1D
0.04%
1M
0.02%
YTD
2.12%
6M
1.98%
1Y
5.86%
3Y*
8.33%
5Y*
5.15%
10Y*
4.84%

PCL

1D
0.18%
1M
1.57%
YTD
2.06%
6M
1.90%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGHG vs. PCL - Yearly Performance Comparison


Correlation

The correlation between IGHG and PCL is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 1, 2025

0.21

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Return for Risk

IGHG vs. PCL — Risk / Return Rank

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

IGHG
IGHG Risk / Return Rank: 6161
Overall Rank
IGHG Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
IGHG Sortino Ratio Rank: 5959
Sortino Ratio Rank
IGHG Omega Ratio Rank: 5555
Omega Ratio Rank
IGHG Calmar Ratio Rank: 7171
Calmar Ratio Rank
IGHG Martin Ratio Rank: 6969
Martin Ratio Rank

PCL

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.

IGHG vs. PCL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares Investment Grade-Interest Rate Hedged (IGHG) and PGIM Corporate Bond 10+ Year ETF (PCL). 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.


IGHGPCLDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.33

Calmar ratioReturn relative to maximum drawdown

3.36

Martin ratioReturn relative to average drawdown

11.87

IGHG vs. PCL - Sharpe Ratio Comparison


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Drawdowns

IGHG vs. PCL - Drawdown Comparison

The maximum IGHG drawdown since its inception was -25.16%, which is greater than PCL's maximum drawdown of -5.14%. Use the drawdown chart below to compare losses from any high point for IGHG and PCL.


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Drawdown Indicators


IGHGPCLDifference

Max Drawdown

Largest peak-to-trough decline

-25.16%

-5.14%

-20.02%

Max Drawdown (1Y)

Largest decline over 1 year

-1.75%

Max Drawdown (3Y)

Largest decline over 3 years

-3.74%

Max Drawdown (5Y)

Largest decline over 5 years

-8.75%

Max Drawdown (10Y)

Largest decline over 10 years

-25.16%

Current Drawdown

Current decline from peak

-0.21%

-0.91%

+0.70%

Average Drawdown

Average peak-to-trough decline

-2.29%

-1.73%

-0.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.50%

Volatility

IGHG vs. PCL - Volatility Comparison


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Volatility by Period


IGHGPCLDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.58%

Volatility (6M)

Calculated over the trailing 6-month period

2.46%

Volatility (1Y)

Calculated over the trailing 1-year period

3.40%

7.83%

-4.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.02%

7.83%

-2.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.45%

7.83%

-0.38%

IGHG vs. PCL - Expense Ratio Comparison

IGHG has a 0.30% expense ratio, which is higher than PCL's 0.25% expense ratio.


Dividends

IGHG vs. PCL - Dividend Comparison

IGHG's dividend yield for the trailing twelve months is around 5.12%, less than PCL's 5.27% yield.


PositionTTM20252024202320222021202020192018201720162015
IGHG
ProShares Investment Grade-Interest Rate Hedged
5.12%5.14%5.06%4.99%3.55%2.50%2.79%3.48%4.13%3.36%3.37%3.65%
PCL
PGIM Corporate Bond 10+ Year ETF
5.27%2.52%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IGHG and PCL have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PCL is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PCL is cheaper with a 0.25% expense ratio, compared with 0.30% for IGHG.

PCL has the higher dividend yield at 5.27%, compared with 5.12% for IGHG.

They also come from different issuers: ProShares and PGIM. Their fees differ too: 0.30% for IGHG and 0.25% for PCL.

Portfolio Optimizer

Find the right allocation for IGHG and PCL

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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