AUGP vs PBFR
PGIM S&P 500 Buffer 12 ETF - August vs PGIM Laddered S&P 500 Buffer 20 ETF
Which is better, AUGP or PBFR?
AUGP has been ahead.
AUGP led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98.
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 | AUGP | PBFR |
|---|---|---|
| Expense Ratio | 0.50%Tie | 0.50%Tie |
| AUM | $32M | $233M |
| Dividend Yield | 0.00% | 0.01% |
| Holdings | 14 | 28 |
| YTD Return | +9.70%Best | +7.53% |
| 1Y Return | +12.75%Best | +10.04% |
| Volatility (annualized) | 6.5% | 4.2%Best |
| Max Drawdown | -12.0% | -8.5%Best |
| $10,000 over 2.3 years | $13,373Best | $12,490 |
| Fund Family | PGIM Investments | PGIM Investments |
| Category | Alternative | Alternative |
| Style | Option Writing | Option Writing |
| Inception | May 10, 2024 | Jun 11, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jun 13, 2024 to Oct 14, 2026 (2.3 years).
AUGP vs PBFR 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.
AUGP vs PBFR Performance
PGIM S&P 500 Buffer 12 ETF - August (AUGP) is an ETF from PGIM Investments and PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) is an ETF from PGIM Investments. Over the past year AUGP returned +12.75% while PBFR returned +10.04%. Year to date, AUGP is up 9.70% versus a gain of 7.53% for PBFR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AUGP has been the more volatile fund, with annualized monthly volatility of 6.5% compared with 4.2% for PBFR. 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 -12.0% for AUGP and -8.5% for PBFR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AUGP charges 0.50% per year while PBFR charges 0.50%. On a $10,000 position that is $50 vs $50 annually. On income, AUGP currently yields 0.00% against 0.01% for PBFR.
You are not choosing between two funds in isolation.
Whichever of AUGP and PBFR 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, AUGP or PBFR?
AUGP has an expense ratio of 0.50% while PBFR charges 0.50%. At the precision these are quoted to, they cost the same.
Which performed better, AUGP or PBFR?
Over the past year AUGP returned +12.75% vs +10.04% for PBFR, so AUGP leads on 1-year performance. Over the longest common window we track (2 years), AUGP annualized +13.47% vs +10.15% for PBFR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AUGP or PBFR?
AUGP has been the more volatile fund at 6.5% annualized versus 4.2% for PBFR. Worst drawdown: AUGP -12.0% vs PBFR -8.5%.
Should I hold both AUGP and PBFR?
AUGP and PBFR have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, AUGP or PBFR?
AUGP yields 0.00% while PBFR yields 0.01%, so PBFR currently pays the higher dividend yield.
Is PBFR better than AUGP?
AUGP led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.