PBJN vs VOO
PGIM S&P 500 Buffer 20 ETF - June vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | PBJN | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $57M | $997.4B | |
| Dividend Yield | 0.00% | 1.08% | |
| Holdings | 8 | 509 | |
| YTD Return | +4.30% | +12.25% | |
| 1Y Return | +7.90% | +20.92% | |
| 3Y Return (annualized) | - | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 4.9% | 14.1% | |
| Max Drawdown | -8.7% | -34.3% | |
| Fund Family | PGIM Investments | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | May 31, 2024 | Sep 7, 2010 |
PBJN vs VOO Performance
PGIM S&P 500 Buffer 20 ETF - June (PBJN) is a ETF from PGIM Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year PBJN returned +7.90% while VOO returned +20.92%. Year to date, PBJN is up 4.30% versus a gain of 12.25% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.9% for PBJN. 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 PBJN and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
PBJN charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, PBJN currently yields 0.00% against 1.08% for VOO.
Frequently Asked Questions
Which is cheaper, PBJN or VOO?
PBJN has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, PBJN or VOO?
Over the past year PBJN returned +7.90% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), PBJN annualized +10.51% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, PBJN or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 4.9% for PBJN. Worst drawdown: PBJN -8.7% vs VOO -34.3%.
Should I hold both PBJN and VOO?
PBJN and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, PBJN or VOO?
PBJN yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.