PFRL vs. CLOZ

In the year-to-date period, PFRL achieves a 0.56% return, which is significantly lower than CLOZ's 1.12% return.

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PFRL has a 0.72% expense ratio, which is higher than CLOZ's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PGIM Floating Rate Income ETF (PFRL) and Panagram Bbb-B Clo ETF (CLOZ). 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.

The current PFRL Sharpe Ratio is 0.71, which is lower than the CLOZ Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of PFRL and CLOZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PFRL has not paid dividends to shareholders, while CLOZ's dividend yield for the trailing twelve months is around 0.75%.

The maximum PFRL drawdown since its inception was -8.83%, which is greater than CLOZ's maximum drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for PFRL and CLOZ. For additional features, visit the drawdowns tool.

The current volatility for PGIM Floating Rate Income ETF (PFRL) is 0.80%, while Panagram Bbb-B Clo ETF (CLOZ) has a volatility of 2.21%. This indicates that PFRL experiences smaller price fluctuations and is considered to be less risky than CLOZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.