PBFR vs. SQEW ETF Comparison

Comparison of PGIM Laddered Fund of Buffer 20 ETF (PBFR) to LeaderShares Equity Skew ETF (SQEW)
PBFR

PGIM Laddered Fund of Buffer 20 ETF

PBFR Description

The fund seeks to achieve its investment objective by providing investors with U.S. large-cap equity market exposure while attempting to limit downside risk through a "laddered portfolio" of twelve PGIM US Large-Cap Buffer 20 ETFs. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in ETFs.

Grade (RS Rating)

Last Trade

$26.39

Average Daily Volume

4,965

Number of Holdings *

10

* may have additional holdings in another (foreign) market
SQEW

LeaderShares Equity Skew ETF

SQEW Description The investment seeks to generate long-term capital growth. The fund is an actively managed exchange traded fund (ETF) that normally invests at least 80% of its net assets, including any borrowings for investment purposes, in equity securities. It employs a contrarian strategy seeking to buy underperforming asset classes and/or factors and sell outperforming asset classes and/or factors based on quantitative research. The fund may have a higher degree of portfolio turnover than funds that seek to replicate the performance of an index.

Grade (RS Rating)

Last Trade

$35.61

Average Daily Volume

8,879

Number of Holdings *

3

* may have additional holdings in another (foreign) market
Performance
Period PBFR SQEW
30 Days 0.76% 4.55%
60 Days 1.98% 6.17%
90 Days 2.85% 6.78%
12 Months 18.82%
0 Overlapping Holdings
Symbol Grade Weight in PBFR Weight in SQEW Overlap
PBFR Overweight 10 Positions Relative to SQEW
Symbol Grade Weight
PBAP A 8.35%
PBNV C 8.35%
PBJN A 8.33%
PBMR A 8.31%
PBMY B 8.3%
PBAU A 8.3%
PBJL B 8.29%
PBDE C 8.28%
PBFB B 8.27%
PBJA A 8.27%
PBFR Underweight 3 Positions Relative to SQEW
Symbol Grade Weight
SLYV B -43.14%
SLYG B -3.96%
SPYV A -2.94%
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