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PBFR vs. GSG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PBFR vs. GSG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) and iShares S&P GSCI Commodity-Indexed Trust (GSG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PBFR achieves a 4.52% return, which is significantly lower than GSG's 42.58% return.


PBFR

1D
-0.16%
1M
1.58%
YTD
4.52%
6M
5.34%
1Y
12.83%
3Y*
5Y*
10Y*

GSG

1D
0.77%
1M
-4.83%
YTD
42.58%
6M
41.06%
1Y
51.52%
3Y*
19.31%
5Y*
15.74%
10Y*
7.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PBFR vs. GSG - Yearly Performance Comparison


2026 (YTD)20252024
PBFR
PGIM Laddered S&P 500 Buffer 20 ETF
4.52%10.44%5.53%
GSG
iShares S&P GSCI Commodity-Indexed Trust
42.58%5.93%-1.05%

Correlation

The correlation between PBFR and GSG is -0.22, 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

-0.22

Correlation (All Time)
Calculated using the full available price history since Jun 14, 2024

-0.01

Over the past year, the inverse relationship between PBFR and GSG has strengthened: their correlation has moved from -0.01 to -0.22, meaning they now move in opposite directions more often than their long-term average.

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Return for Risk

PBFR vs. GSG — Risk / Return Rank

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

PBFR
PBFR Risk / Return Rank: 9090
Overall Rank
PBFR Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
PBFR Sortino Ratio Rank: 9191
Sortino Ratio Rank
PBFR Omega Ratio Rank: 9393
Omega Ratio Rank
PBFR Calmar Ratio Rank: 8484
Calmar Ratio Rank
PBFR Martin Ratio Rank: 9393
Martin Ratio Rank

GSG
GSG Risk / Return Rank: 7171
Overall Rank
GSG Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
GSG Sortino Ratio Rank: 6060
Sortino Ratio Rank
GSG Omega Ratio Rank: 6565
Omega Ratio Rank
GSG Calmar Ratio Rank: 8989
Calmar Ratio Rank
GSG Martin Ratio Rank: 7575
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.

PBFR vs. GSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) and iShares S&P GSCI Commodity-Indexed Trust (GSG). 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.


PBFRGSGDifference
Sharpe ratioReturn per unit of total volatility

+0.73

Sortino ratioReturn per unit of downside risk

+1.48

Omega ratioGain probability vs. loss probability

1.66

1.40

+0.25

Calmar ratioReturn relative to maximum drawdown

4.57

5.47

-0.90

Martin ratioReturn relative to average drawdown

24.09

14.39

+9.69

PBFR vs. GSG - Sharpe Ratio Comparison

The current PBFR Sharpe Ratio is 2.99, which is higher than the GSG Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of PBFR and GSG, 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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Sharpe Ratios by Period


PBFRGSGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.99

2.26

+0.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

1.54

-0.09

+1.63

Drawdowns

PBFR vs. GSG - Drawdown Comparison

The maximum PBFR drawdown since its inception was -8.50%, smaller than the maximum GSG drawdown of -89.62%. Use the drawdown chart below to compare losses from any high point for PBFR and GSG.


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Drawdown Indicators


PBFRGSGDifference

Max Drawdown

Largest peak-to-trough decline

-8.50%

-89.62%

+81.12%

Max Drawdown (1Y)

Largest decline over 1 year

-2.82%

-9.46%

+6.64%

Max Drawdown (3Y)

Largest decline over 3 years

-14.94%

Max Drawdown (5Y)

Largest decline over 5 years

-29.12%

Max Drawdown (10Y)

Largest decline over 10 years

-57.64%

Current Drawdown

Current decline from peak

-0.16%

-56.95%

+56.79%

Average Drawdown

Average peak-to-trough decline

-0.63%

-63.71%

+63.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.53%

3.59%

-3.06%

Volatility

PBFR vs. GSG - Volatility Comparison

The current volatility for PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) is 0.64%, while iShares S&P GSCI Commodity-Indexed Trust (GSG) has a volatility of 7.65%. This indicates that PBFR experiences smaller price fluctuations and is considered to be less risky than GSG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PBFRGSGDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.64%

7.65%

-7.01%

Volatility (6M)

Calculated over the trailing 6-month period

3.34%

20.42%

-17.08%

Volatility (1Y)

Calculated over the trailing 1-year period

4.33%

22.95%

-18.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.89%

22.61%

-15.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.89%

22.03%

-15.14%

PBFR vs. GSG - Expense Ratio Comparison

PBFR has a 0.50% expense ratio, which is lower than GSG's 0.75% expense ratio.


Dividends

PBFR vs. GSG - Dividend Comparison

PBFR's dividend yield for the trailing twelve months is around 0.01%, while GSG has not paid dividends to shareholders.


PositionTTM20252024
GSG
iShares S&P GSCI Commodity-Indexed Trust
0.00%0.00%0.00%
PBFR
PGIM Laddered S&P 500 Buffer 20 ETF
0.01%0.01%0.01%

Frequently Asked Questions


PBFR and GSG have a correlation of -0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GSG has higher volatility (7.65%) compared to PBFR (0.64%). In terms of maximum drawdown, PBFR dropped -8.50% vs GSG's -89.62%.

On 1-year performance, GSG leads with 51.52% vs 12.83% for PBFR. On fees, PBFR is cheaper at 0.50% per year. On volatility, PBFR has been the lower-risk option at 0.64%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, GSG has performed better with a 51.52% return vs 12.83%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PBFR is cheaper with a 0.50% expense ratio, compared with 0.75% for GSG.

PBFR has the higher dividend yield at 0.01%, compared with 0.00% for GSG.

PBFR is categorized as Defined Outcome, while GSG is Commodities. They also come from different issuers: PGIM and iShares. Their fees differ too: 0.50% for PBFR and 0.75% for GSG.

PBFR currently has the higher Sharpe Ratio (2.99 vs 2.26), 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

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