Compare PTRB and PSDM

PTRB and PSDM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PGIM Short Duration Multi-SectoBonds & Cash · Short-term0.40%4.46%+1.2%+2.2%+5.5%[…]−1.2%1.7%$275M1.3

PGIM Total Return Bond ETFBonds & Cash · Core aggregate0.49%4.85%−1.0%−0.5%+6.0%[…]−4.9%4.2%$1.2B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PTRB 2021 · PSDM 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

PGIM Total Return Bond ETF · $1.2B[…]

PTRB

PSDM

PGIM Short Duration Multi-Secto · $275M[…]

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

PTRBMeasurePSDM

−1.0%Year to dateJan 1 → Nov 3+1.2%

−0.5%1 yearTotal return+2.2%

+6.0%3 years · per year$10,000 became $11,922 · $11,738+5.5%

[…]5 years · per year[…]

0.49%Expense ratio$49 · $40 a year on $10k · lower is better0.40%

4.85%Trailing 12-mo yield$485 · $446 a year on $10k4.46%

−4.9%Worst dropSmaller is better−1.2%

4.2%VolatilityLower is calmer1.7%

PTRBPSDM Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5PSDM wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PTRB vs PSDM: Top 5 Holdings

Today

PTRB

4.3%in top 5

PSDM

in top 55.5%

PTRBStockPSDM

2.5%PAAA4.1%

0.9%PCS1.3%

0.6%PCInot top 5

0.4%PHYL0.1%

0.0%ILSnot top 5

Held in common3.4%

End-of-day Nov 3, 2026 · share of each fund

PTRB vs PSDM Returns, Every Period

1Y

PGIMPTRB

−0.5%

past year

PSDMPGIM

+2.2%

past year

PTRBPSDMFaded: behind in that period

1–2PSDM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PTRB vs PSDM

YTD

PGIMPTRB

−1.0%

PSDMPGIM

+1.2%

−1.0%Year to date+1.2%

−4.9%Worst drop · 1Y−1.2%

4.2%Volatility · 1Y1.7%

4.8%Yield4.5%

$1.2BAssets$275M

3–1PSDM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PTRB, PSDM

Today

0.40%lowest, PSDM

FundExpense ratioFee$10k

PSDM0.40%$40

PTRB0.49%$49

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PTRB, PSDM

1Y

4.85%highest, PTRB

FundTrailing yieldYield$10k

PTRB4.85%$485

PSDM4.46%$446

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$436most kept, PTRB

PTRB$485 − $49 = $436

PSDM$446 − $40 = $406

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PTRB, PSDM

Today

3.4%most shared, PTRB and PSDM

PTRBPSDM

PTRB—3.4%

PSDM3.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+2.2%PSDM, at 1.7% volatility

PSDMWorst drop−1.2%1.7% vol

PTRBWorst drop−4.9%4.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PTRBPSDM

−1.0%Year to date+1.2%

4.8%Yield4.5%

−0.5%Past year+2.2%

0.49%Fee0.40%

3–1PSDM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026