PBSE vs VXUS

PBSE vs VXUS

Which is better, PBSE or VXUS?

Option Writing against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricPBSEVXUS
Expense Ratio0.50%0.05%Best
AUM$32M$158.1B
Dividend Yield0.00%2.51%
Holdings88,747
YTD Return+5.96%+13.64%Best
1Y Return+8.37%+20.82%Best
3Y Return (annualized)-+19.58%
5Y Return (annualized)-+9.14%
Volatility (annualized)4.5%Best11.3%
Max Drawdown-8.3%Best-13.6%
$10,000 over 2.3 years$12,389$14,793Best
Fund FamilyPGIM InvestmentsVanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionMay 15, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: May 15, 2024 to Sep 17, 2026 (2.3 years).

PBSE vs VXUS 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 2.3 years both funds cover.

PBSE vs VXUS Performance

PGIM S&P 500 Buffer 20 ETF - September (PBSE) is an ETF from PGIM Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year PBSE returned +8.37% while VXUS returned +20.82%. Year to date, PBSE is up 5.96% versus a gain of 13.64% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 11.3% compared with 4.5% for PBSE. 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 -8.3% for PBSE and -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PBSE charges 0.50% per year while VXUS charges 0.05%. On a $10,000 position that is $50 vs $5 annually, a gap of $45 per year that compounds over a long holding period. On income, PBSE currently yields 0.00% against 2.51% for VXUS.

You are not choosing between two funds in isolation.

Whichever of PBSE and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PBSEVXUS

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Frequently Asked Questions

Which is cheaper, PBSE or VXUS?

PBSE has an expense ratio of 0.50% while VXUS charges 0.05%. VXUS is the cheaper option, by $45 a year on a $10,000 investment.

Which performed better, PBSE or VXUS?

Over the past year PBSE returned +8.37% vs +20.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), PBSE annualized +9.76% vs +18.56% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PBSE or VXUS?

VXUS has been the more volatile fund at 11.3% annualized versus 4.5% for PBSE. Worst drawdown: PBSE -8.3% vs VXUS -13.6%.

Should I hold both PBSE and VXUS?

PBSE and VXUS have a monthly-return correlation of 0.56, 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, PBSE or VXUS?

PBSE yields 0.00% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than PBSE?

VXUS has a lower expense ratio. VXUS 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.