PBJN vs PMMR

PBJN vs PMMR

Which is better, PBJN or PMMR?

PBJN has been ahead.

PBJN led over 1Y and the full window.

Lower Fees: TiedHigher Returns: PBJN

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

MetricPBJNPMMR
Expense Ratio0.50%Tie0.50%Tie
AUM$59M$6M
Dividend Yield0.00%0.00%
Holdings1414
YTD Return+5.35%Best+4.34%
1Y Return+7.56%Best+5.95%
Volatility (annualized)4.9%1.8%Best
Max Drawdown-7.4%-2.4%Best
$10,000 over 1.6 years$11,690Best$11,040
Fund FamilyPGIM InvestmentsPGIM Investments
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionMay 31, 2024Feb 28, 2025

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Mar 3, 2025 to Oct 14, 2026 (1.6 years).

PBJN vs PMMR 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 1.6 years both funds cover.

Compare PBJN against instead:PBJN vs SPYPBJN vs QQQPBJN vs VOOPBJN vs VTIPMMR against:PMMR vs VXUS

PBJN vs PMMR Performance

PGIM S&P 500 Buffer 20 ETF - June (PBJN) is an ETF from PGIM Investments and PGIM S&P 500 Max Buffer ETF - March (PMMR) is an ETF from PGIM Investments. Over the past year PBJN returned +7.56% while PMMR returned +5.95%. Year to date, PBJN is up 5.35% versus a gain of 4.34% for PMMR.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PBJN has been the more volatile fund, with annualized monthly volatility of 4.9% compared with 1.8% for PMMR. 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 -7.4% for PBJN and -2.4% for PMMR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PBJN charges 0.50% per year while PMMR charges 0.50%. On a $10,000 position that is $50 vs $50 annually. On income, PBJN currently yields 0.00% against 0.00% for PMMR.

You are not choosing between two funds in isolation.

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

PBJNPMMR

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Frequently Asked Questions

Which is cheaper, PBJN or PMMR?

PBJN has an expense ratio of 0.50% while PMMR charges 0.50%. At the precision these are quoted to, they cost the same.

Which performed better, PBJN or PMMR?

Over the past year PBJN returned +7.56% vs +5.95% for PMMR, so PBJN leads on 1-year performance. Over the longest common window we track (2 years), PBJN annualized +10.25% vs +6.38% for PMMR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PBJN or PMMR?

PBJN has been the more volatile fund at 4.9% annualized versus 1.8% for PMMR. Worst drawdown: PBJN -7.4% vs PMMR -2.4%.

Should I hold both PBJN and PMMR?

PBJN and PMMR have a monthly-return correlation of 0.75, 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, PBJN or PMMR?

PBJN yields 0.00% while PMMR yields 0.00%, so PMMR currently pays the higher dividend yield.

Is PMMR better than PBJN?

PBJN 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.