PDBZX vs. BIV
Compare and contrast key facts about PGIM Total Return Bond Fund Class Z (PDBZX) and Vanguard Intermediate-Term Bond ETF (BIV).
PDBZX is managed by PGIM Investments. It was launched on Jan 14, 1997. BIV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDBZX or BIV.
Correlation
The correlation between PDBZX and BIV is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PDBZX vs. BIV - Performance Comparison
Key characteristics
PDBZX:
0.73
BIV:
0.50
PDBZX:
1.05
BIV:
0.73
PDBZX:
1.13
BIV:
1.09
PDBZX:
0.32
BIV:
0.21
PDBZX:
1.98
BIV:
1.15
PDBZX:
1.97%
BIV:
2.40%
PDBZX:
5.31%
BIV:
5.56%
PDBZX:
-20.32%
BIV:
-18.94%
PDBZX:
-6.78%
BIV:
-8.23%
Returns By Period
In the year-to-date period, PDBZX achieves a 0.25% return, which is significantly lower than BIV's 0.62% return. Both investments have delivered pretty close results over the past 10 years, with PDBZX having a 1.54% annualized return and BIV not far behind at 1.49%.
PDBZX
0.25%
0.25%
-1.04%
2.45%
-0.32%
1.54%
BIV
0.62%
0.62%
-1.50%
1.59%
-0.35%
1.49%
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PDBZX vs. BIV - Expense Ratio Comparison
PDBZX has a 0.49% expense ratio, which is higher than BIV's 0.04% expense ratio.
Risk-Adjusted Performance
PDBZX vs. BIV — Risk-Adjusted Performance Rank
PDBZX
BIV
PDBZX vs. BIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Total Return Bond Fund Class Z (PDBZX) and Vanguard Intermediate-Term Bond ETF (BIV). 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
PDBZX vs. BIV - Dividend Comparison
PDBZX's dividend yield for the trailing twelve months is around 4.36%, more than BIV's 3.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDBZX PGIM Total Return Bond Fund Class Z | 4.36% | 4.79% | 4.61% | 5.12% | 2.96% | 2.95% | 3.62% | 4.02% | 2.91% | 2.87% | 3.20% | 3.59% |
BIV Vanguard Intermediate-Term Bond ETF | 3.47% | 3.79% | 3.10% | 2.41% | 3.42% | 2.96% | 2.75% | 2.87% | 2.69% | 2.38% | 3.02% | 3.96% |
Drawdowns
PDBZX vs. BIV - Drawdown Comparison
The maximum PDBZX drawdown since its inception was -20.32%, which is greater than BIV's maximum drawdown of -18.94%. Use the drawdown chart below to compare losses from any high point for PDBZX and BIV. For additional features, visit the drawdowns tool.
Volatility
PDBZX vs. BIV - Volatility Comparison
The current volatility for PGIM Total Return Bond Fund Class Z (PDBZX) is 1.37%, while Vanguard Intermediate-Term Bond ETF (BIV) has a volatility of 1.51%. This indicates that PDBZX experiences smaller price fluctuations and is considered to be less risky than BIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.