PDBZX vs. BND
Compare and contrast key facts about PGIM Total Return Bond Fund Class Z (PDBZX) and Vanguard Total Bond Market ETF (BND).
PDBZX is managed by PGIM Investments. It was launched on Jan 14, 1997. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. 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 BND.
Correlation
The correlation between PDBZX and BND 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. BND - Performance Comparison
Key characteristics
PDBZX:
0.49
BND:
0.29
PDBZX:
0.71
BND:
0.43
PDBZX:
1.09
BND:
1.05
PDBZX:
0.22
BND:
0.12
PDBZX:
1.52
BND:
0.81
PDBZX:
1.73%
BND:
1.94%
PDBZX:
5.37%
BND:
5.44%
PDBZX:
-20.32%
BND:
-18.84%
PDBZX:
-7.89%
BND:
-9.43%
Returns By Period
In the year-to-date period, PDBZX achieves a 1.89% return, which is significantly higher than BND's 1.30% return. Over the past 10 years, PDBZX has outperformed BND with an annualized return of 1.69%, while BND has yielded a comparatively lower 1.33% annualized return.
PDBZX
1.89%
-0.92%
1.04%
2.64%
-0.04%
1.69%
BND
1.30%
-0.40%
1.12%
1.56%
-0.41%
1.33%
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PDBZX vs. BND - Expense Ratio Comparison
PDBZX has a 0.49% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
PDBZX vs. BND - 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 Total Bond Market ETF (BND). 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. BND - Dividend Comparison
PDBZX's dividend yield for the trailing twelve months is around 4.42%, more than BND's 3.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDBZX PGIM Total Return Bond Fund Class Z | 4.42% | 4.61% | 5.12% | 2.96% | 2.95% | 3.62% | 4.02% | 2.91% | 2.87% | 3.20% | 3.59% | 3.78% |
BND Vanguard Total Bond Market ETF | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% | 2.78% |
Drawdowns
PDBZX vs. BND - Drawdown Comparison
The maximum PDBZX drawdown since its inception was -20.32%, which is greater than BND's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for PDBZX and BND. For additional features, visit the drawdowns tool.
Volatility
PDBZX vs. BND - Volatility Comparison
The current volatility for PGIM Total Return Bond Fund Class Z (PDBZX) is 1.55%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.69%. This indicates that PDBZX experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.