PHYL vs. BUL
Compare and contrast key facts about PGIM Active High Yield Bond ETF (PHYL) and Pacer US Cash Cows Growth ETF (BUL).
PHYL and BUL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PHYL is an actively managed fund by Prudential. It was launched on Sep 24, 2018. BUL is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Cash Cows Growth Index. It was launched on May 2, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHYL or BUL.
Key characteristics
| PHYL | BUL | |
|---|---|---|
| YTD Return | 8.83% | 34.15% |
| 1Y Return | 15.63% | 43.22% |
| 3Y Return (Ann) | 2.74% | 5.45% |
| 5Y Return (Ann) | 4.55% | 15.37% |
| Sharpe Ratio | 3.69 | 2.61 |
| Sortino Ratio | 5.91 | 3.43 |
| Omega Ratio | 1.78 | 1.43 |
| Calmar Ratio | 2.22 | 2.31 |
| Martin Ratio | 25.53 | 17.60 |
| Ulcer Index | 0.64% | 2.52% |
| Daily Std Dev | 4.38% | 17.07% |
| Max Drawdown | -22.06% | -37.08% |
| Current Drawdown | -0.06% | 0.00% |
Correlation
The correlation between PHYL and BUL is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PHYL vs. BUL - Performance Comparison
In the year-to-date period, PHYL achieves a 8.83% return, which is significantly lower than BUL's 34.15% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PHYL vs. BUL - Expense Ratio Comparison
PHYL has a 0.53% expense ratio, which is lower than BUL's 0.60% expense ratio.
Risk-Adjusted Performance
PHYL vs. BUL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Active High Yield Bond ETF (PHYL) and Pacer US Cash Cows Growth ETF (BUL). 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
PHYL vs. BUL - Dividend Comparison
PHYL's dividend yield for the trailing twelve months is around 8.16%, more than BUL's 0.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
PHYL PGIM Active High Yield Bond ETF | 8.16% | 7.62% | 6.55% | 6.13% | 7.51% | 7.30% | 1.79% |
BUL Pacer US Cash Cows Growth ETF | 0.70% | 2.11% | 0.66% | 0.08% | 0.69% | 0.81% | 0.00% |
Drawdowns
PHYL vs. BUL - Drawdown Comparison
The maximum PHYL drawdown since its inception was -22.06%, smaller than the maximum BUL drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for PHYL and BUL. For additional features, visit the drawdowns tool.
Volatility
PHYL vs. BUL - Volatility Comparison
The current volatility for PGIM Active High Yield Bond ETF (PHYL) is 1.03%, while Pacer US Cash Cows Growth ETF (BUL) has a volatility of 4.43%. This indicates that PHYL experiences smaller price fluctuations and is considered to be less risky than BUL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.