THRV vs. PBL
THRV (Prospera Income ETF) and PBL (PGIM Portfolio Ballast ETF) are both Diversified Portfolio funds. Both are actively managed. Their 0.56 correlation means they have sometimes moved together and sometimes differently. THRV charges 1.80%/yr vs 0.45%/yr for PBL.
Performance
THRV vs. PBL - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, THRV achieves a 2.02% return, which is significantly lower than PBL's 7.12% return.
THRV
- 1D
- 0.12%
- 1M
- 0.00%
- 6M
- 1.11%
- YTD
- 2.02%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
PBL
- 1D
- 0.29%
- 1M
- -0.13%
- 6M
- 6.16%
- YTD
- 7.12%
- 1Y
- 14.76%
- 3Y*
- 12.88%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 12.65%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $12.25K | $21.73K | $132.25K | |
| $158.10K | $111.61K | $97.25K |
THRV vs. PBL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
THRV Prospera Income ETF | 2.02% | 0.15% |
PBL PGIM Portfolio Ballast ETF | 7.12% | 2.26% |
Correlation
The correlation between THRV and PBL is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.56 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
THRV vs. PBL — Risk / Return Rank
THRV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PBL
THRV vs. PBL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Prospera Income ETF (THRV) and PGIM Portfolio Ballast ETF (PBL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| THRV | PBL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.25 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.33 | — |
| Martin ratioReturn relative to average drawdown | — | 8.81 | — |
Loading charts...
Drawdowns
THRV vs. PBL - Drawdown Comparison
The maximum THRV drawdown since its inception was -1.50%, smaller than the maximum PBL drawdown of -11.69%. Use the drawdown chart below to compare losses from any high point for THRV and PBL.
Loading charts...
Drawdown Indicators
| THRV | PBL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.50% | -11.69% | +10.19% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.82% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.69% | — |
Current DrawdownCurrent decline from peak | -0.39% | -1.18% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -0.42% | -1.64% | +1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.54% | — |
Volatility
THRV vs. PBL - Volatility Comparison
Loading charts...
Volatility by Period
| THRV | PBL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.82% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.32% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 2.88% | 9.66% | -6.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.88% | 9.91% | -7.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.88% | 9.91% | -7.03% |
THRV vs. PBL - Expense Ratio Comparison
THRV has a 1.80% expense ratio, which is higher than PBL's 0.45% expense ratio.
Dividends
THRV vs. PBL - Dividend Comparison
THRV's dividend yield for the trailing twelve months is around 6.09%, more than PBL's 2.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
PBL PGIM Portfolio Ballast ETF | 2.07% | 2.21% | 6.89% | 7.92% | 0.16% |
THRV Prospera Income ETF | 6.09% | 1.67% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
THRV and PBL have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PBL is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PBL is cheaper with a 0.45% expense ratio, compared with 1.80% for THRV.
THRV has the higher dividend yield at 6.09%, compared with 2.07% for PBL.
They also come from different issuers: Prospera and PGIM. Their fees differ too: 1.80% for THRV and 0.45% for PBL.
Find the right allocation for THRV and PBL
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer