PortfoliosLab logoPortfoliosLab logo
OAKG vs. PJBF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

OAKG vs. PJBF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Oakmark Global Large Cap ETF (OAKG) and PGIM Jennison Better Future ETF (PJBF). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


OAKG

1D
-0.76%
1M
2.86%
6M
-3.64%
YTD
-0.63%
1Y
3Y*
5Y*
10Y*

PJBF

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

OAKG vs. PJBF - Yearly Performance Comparison


Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

OAKG vs. PJBF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Oakmark Global Large Cap ETF (OAKG) 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.


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

OAKG vs. PJBF - Sharpe Ratio Comparison


Loading charts...

Drawdowns

OAKG vs. PJBF - Drawdown Comparison

The maximum OAKG drawdown since its inception was -11.52%, which is greater than PJBF's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for OAKG and PJBF.


Loading charts...

Drawdown Indicators


OAKGPJBFDifference

Max Drawdown

Largest peak-to-trough decline

-11.52%

0.00%

-11.52%

Current Drawdown

Current decline from peak

-4.30%

0.00%

-4.30%

Average Drawdown

Average peak-to-trough decline

-4.36%

0.00%

-4.36%

Volatility

OAKG vs. PJBF - Volatility Comparison


Loading charts...

Volatility by Period


OAKGPJBFDifference

Volatility (1Y)

Calculated over the trailing 1-year period

14.77%

0.00%

+14.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.77%

0.00%

+14.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.77%

0.00%

+14.77%

OAKG vs. PJBF - Expense Ratio Comparison

OAKG has a 0.62% expense ratio, which is higher than PJBF's 0.59% expense ratio.


Dividends

OAKG vs. PJBF - Dividend Comparison

OAKG's dividend yield for the trailing twelve months is around 0.04%, while PJBF has not paid dividends to shareholders.


PositionTTM2025
OAKG
Oakmark Global Large Cap ETF
0.04%0.04%
PJBF
PGIM Jennison Better Future ETF
0.00%0.00%

Frequently Asked Questions


On fees, PJBF is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PJBF is cheaper with a 0.59% expense ratio, compared with 0.62% for OAKG.

OAKG has the higher dividend yield at 0.04%, compared with 0.00% for PJBF.

They also come from different issuers: Oakmark and PGIM. Their fees differ too: 0.62% for OAKG and 0.59% for PJBF.

Portfolio Optimizer

Find the right allocation for OAKG and PJBF

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

Open Portfolio Optimizer