PBDE vs XTJL
PGIM S&P 500 Buffer 20 ETF - December vs Innovator US Equity Accelerated Plus ETF - July
Which is better, PBDE or XTJL?
XTJL has been ahead.
PBDE has a lower expense ratio. XTJL led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | PBDE | XTJL |
|---|---|---|
| Expense Ratio | 0.50%Best | 0.79% |
| AUM | $39M | $17M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 14 | 21 |
| YTD Return | +8.20% | +9.63%Best |
| 1Y Return | +11.42% | +13.15%Best |
| 3Y Return (annualized) | - | +16.02% |
| 5Y Return (annualized) | - | +9.94% |
| Volatility (annualized) | 4.7%Best | 6.7% |
| Max Drawdown | -8.7%Best | -16.7% |
| $10,000 over 2.4 years | $12,713 | $13,678Best |
| Fund Family | PGIM Investments | Innovator ETFs Trust |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | May 24, 2024 | Jun 30, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: May 24, 2024 to Oct 14, 2026 (2.4 years).
PBDE vs XTJL growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.4 years both funds cover.
PBDE vs XTJL Performance
PGIM S&P 500 Buffer 20 ETF - December (PBDE) is an ETF from PGIM Investments and Innovator US Equity Accelerated Plus ETF - July (XTJL) is an ETF from Innovator ETFs Trust. Over the past year PBDE returned +11.42% while XTJL returned +13.15%. Year to date, PBDE is up 8.20% versus a gain of 9.63% for XTJL.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XTJL has been the more volatile fund, with annualized monthly volatility of 6.7% compared with 4.7% for PBDE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -8.7% for PBDE and -16.7% for XTJL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
PBDE charges 0.50% per year while XTJL charges 0.79%. On a $10,000 position that is $50 vs $79 annually, a gap of $29 per year that compounds over a long holding period. On income, PBDE currently yields 0.00% against 0.00% for XTJL.
You are not choosing between two funds in isolation.
Whichever of PBDE and XTJL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PBDE or XTJL?
PBDE has an expense ratio of 0.50% while XTJL charges 0.79%. PBDE is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, PBDE or XTJL?
Over the past year PBDE returned +11.42% vs +13.15% for XTJL, so XTJL leads on 1-year performance. Over the longest common window we track (2 years), PBDE annualized +10.52% vs +13.94% for XTJL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PBDE or XTJL?
XTJL has been the more volatile fund at 6.7% annualized versus 4.7% for PBDE. Worst drawdown: PBDE -8.7% vs XTJL -16.7%.
Should I hold both PBDE and XTJL?
PBDE and XTJL have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, PBDE or XTJL?
PBDE yields 0.00% while XTJL yields 0.00%, so XTJL currently pays the higher dividend yield.
Is XTJL better than PBDE?
PBDE has a lower expense ratio. XTJL led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.