PTRB vs. VWEAX
Compare and contrast key facts about PGIM Total Return Bond ETF (PTRB) and Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX).
PTRB is an actively managed fund by PGIM. It was launched on Dec 2, 2021. VWEAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTRB or VWEAX.
Correlation
The correlation between PTRB and VWEAX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PTRB vs. VWEAX - Performance Comparison
Key characteristics
PTRB:
1.33
VWEAX:
2.48
PTRB:
1.97
VWEAX:
3.82
PTRB:
1.24
VWEAX:
1.61
PTRB:
0.67
VWEAX:
3.35
PTRB:
3.90
VWEAX:
13.65
PTRB:
1.87%
VWEAX:
0.63%
PTRB:
5.49%
VWEAX:
3.50%
PTRB:
-19.17%
VWEAX:
-30.03%
PTRB:
-3.95%
VWEAX:
-0.38%
Returns By Period
In the year-to-date period, PTRB achieves a 2.29% return, which is significantly higher than VWEAX's 1.58% return.
PTRB
2.29%
-0.13%
1.70%
7.60%
N/A
N/A
VWEAX
1.58%
0.54%
2.42%
8.87%
5.55%
4.46%
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PTRB vs. VWEAX - Expense Ratio Comparison
PTRB has a 0.49% expense ratio, which is higher than VWEAX's 0.13% expense ratio.
Risk-Adjusted Performance
PTRB vs. VWEAX — Risk-Adjusted Performance Rank
PTRB
VWEAX
PTRB vs. VWEAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Total Return Bond ETF (PTRB) and Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX). 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
PTRB vs. VWEAX - Dividend Comparison
PTRB's dividend yield for the trailing twelve months is around 4.98%, less than VWEAX's 6.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTRB PGIM Total Return Bond ETF | 4.98% | 5.10% | 4.62% | 4.07% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VWEAX Vanguard High-Yield Corporate Fund Admiral Shares | 6.25% | 6.18% | 5.79% | 5.20% | 4.24% | 4.72% | 5.32% | 6.10% | 5.42% | 5.49% | 5.99% | 5.71% |
Drawdowns
PTRB vs. VWEAX - Drawdown Comparison
The maximum PTRB drawdown since its inception was -19.17%, smaller than the maximum VWEAX drawdown of -30.03%. Use the drawdown chart below to compare losses from any high point for PTRB and VWEAX. For additional features, visit the drawdowns tool.
Volatility
PTRB vs. VWEAX - Volatility Comparison
PGIM Total Return Bond ETF (PTRB) has a higher volatility of 2.37% compared to Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX) at 1.95%. This indicates that PTRB's price experiences larger fluctuations and is considered to be riskier than VWEAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.