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PAB vs. IXC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PAB vs. IXC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PGIM Active Aggregate Bond ETF (PAB) and iShares Global Energy ETF (IXC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PAB achieves a 0.22% return, which is significantly lower than IXC's 23.35% return.


PAB

1D
-0.05%
1M
-0.21%
6M
-0.02%
YTD
0.22%
1Y
4.42%
3Y*
4.75%
5Y*
-0.02%
10Y*

IXC

1D
0.51%
1M
-4.50%
6M
20.68%
YTD
23.35%
1Y
29.02%
3Y*
14.69%
5Y*
18.91%
10Y*
8.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PAB vs. IXC - Yearly Performance Comparison


2026 (YTD)20252024202320222021
PAB
PGIM Active Aggregate Bond ETF
0.22%7.55%1.89%6.37%-14.24%0.90%
IXC
iShares Global Energy ETF
23.35%13.98%1.95%3.92%48.51%15.23%

Correlation

The correlation between PAB and IXC is -0.25, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.25

Correlation (3Y)
Calculated over the trailing 3-year period

-0.07

Correlation (5Y)
Calculated over the trailing 5-year period

-0.08

Correlation (All Time)
Calculated using the full available price history since Apr 15, 2021

-0.09

The correlation between PAB and IXC shifts across timeframes, from -0.25 (1 year) to -0.07 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

PAB vs. IXC — Risk / Return Rank

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

PAB
PAB Risk / Return Rank: 3434
Overall Rank
PAB Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
PAB Sortino Ratio Rank: 3636
Sortino Ratio Rank
PAB Omega Ratio Rank: 3333
Omega Ratio Rank
PAB Calmar Ratio Rank: 3434
Calmar Ratio Rank
PAB Martin Ratio Rank: 3333
Martin Ratio Rank

IXC
IXC Risk / Return Rank: 5151
Overall Rank
IXC Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
IXC Sortino Ratio Rank: 5353
Sortino Ratio Rank
IXC Omega Ratio Rank: 5151
Omega Ratio Rank
IXC Calmar Ratio Rank: 4848
Calmar Ratio Rank
IXC Martin Ratio Rank: 4747
Martin Ratio Rank
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.

PAB vs. IXC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PGIM Active Aggregate Bond ETF (PAB) and iShares Global Energy ETF (IXC). 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.


PABIXCDifference
Sharpe ratioReturn per unit of total volatility

-0.51

Sortino ratioReturn per unit of downside risk

-0.53

Omega ratioGain probability vs. loss probability

1.18

1.26

-0.08

Calmar ratioReturn relative to maximum drawdown

1.41

1.95

-0.55

Martin ratioReturn relative to average drawdown

3.92

6.26

-2.34

PAB vs. IXC - Sharpe Ratio Comparison

The current PAB Sharpe Ratio is 1.05, which is lower than the IXC Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of PAB and IXC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PAB vs. IXC - Drawdown Comparison

The maximum PAB drawdown since its inception was -19.27%, smaller than the maximum IXC drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for PAB and IXC.


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Drawdown Indicators


PABIXCDifference

Max Drawdown

Largest peak-to-trough decline

-19.27%

-67.88%

+48.61%

Max Drawdown (1Y)

Largest decline over 1 year

-2.86%

-15.36%

+12.50%

Max Drawdown (3Y)

Largest decline over 3 years

-5.95%

-19.06%

+13.11%

Max Drawdown (5Y)

Largest decline over 5 years

-19.27%

-24.93%

+5.66%

Max Drawdown (10Y)

Largest decline over 10 years

-64.16%

Current Drawdown

Current decline from peak

-1.65%

-11.22%

+9.57%

Average Drawdown

Average peak-to-trough decline

-7.70%

-17.45%

+9.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.03%

4.78%

-3.75%

Volatility

PAB vs. IXC - Volatility Comparison

The current volatility for PGIM Active Aggregate Bond ETF (PAB) is 1.24%, while iShares Global Energy ETF (IXC) has a volatility of 6.59%. This indicates that PAB experiences smaller price fluctuations and is considered to be less risky than IXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PABIXCDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.24%

6.59%

-5.35%

Volatility (6M)

Calculated over the trailing 6-month period

2.98%

15.86%

-12.88%

Volatility (1Y)

Calculated over the trailing 1-year period

3.83%

19.18%

-15.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.22%

23.45%

-17.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.12%

26.81%

-20.69%

PAB vs. IXC - Expense Ratio Comparison

PAB has a 0.19% expense ratio, which is lower than IXC's 0.40% expense ratio.


Dividends

PAB vs. IXC - Dividend Comparison

PAB's dividend yield for the trailing twelve months is around 4.61%, more than IXC's 3.08% yield.


PositionTTM20252024202320222021202020192018201720162015
IXC
iShares Global Energy ETF
3.08%3.68%4.56%3.45%4.76%3.98%4.86%7.00%3.51%3.05%2.86%3.77%
PAB
PGIM Active Aggregate Bond ETF
4.61%4.28%4.25%3.70%2.81%2.34%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


PAB and IXC have a correlation of -0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IXC has higher volatility (6.59%) compared to PAB (1.24%). In terms of maximum drawdown, PAB dropped -19.27% vs IXC's -67.88%.

On 5-year performance, IXC leads with 18.91% vs -0.02% for PAB. On fees, PAB is cheaper at 0.19% per year. On volatility, PAB has been the lower-risk option at 1.24%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, IXC has performed better with a 18.91% return vs -0.02%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PAB is cheaper with a 0.19% expense ratio, compared with 0.40% for IXC.

PAB has the higher dividend yield at 4.61%, compared with 3.08% for IXC.

PAB is categorized as Intermediate Core Bond, while IXC is Energy Equities. They also come from different issuers: PGIM and iShares. Their fees differ too: 0.19% for PAB and 0.40% for IXC.

IXC currently has the higher Sharpe Ratio (1.56 vs 1.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for PAB and IXC

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