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BRES vs PGF

Comparison between BURNEY U.S. EQUITY SELECT ETF (BRES, ETF) and INVESCO FINANCIAL PREFERRED ETF (PGF, ETF).

BRES vs PGF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BRES
$673M
Winner
PGF
$674M
Expense Ratio
BRES
0.79%
Winner
PGF
0.55%
Max Drawdown
Winner
BRES
9.31%
PGF
79.19%
Sharpe Ratio
Winner
BRES
1.03
PGF
-0.87
5Y Beta
BRES
1.04
Winner
PGF
0.22
P/E Ratio
BRES
24.91
PGF
N/A
Forward P/E
BRES
19.59
PGF
N/A
PEG Ratio
BRES
0.31
PGF
N/A
5Y Dividends CAGR
BRES
N/A
PGF
-2.26%
5Y EPS CAGR
BRES
24.41%
PGF
N/A
P/S Ratio
BRES
2.03
PGF
N/A
P/B Ratio
BRES
4.79
PGF
N/A

BRES vs PGF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BRES
+3.11%
PGF
+0.25%
3M
Winner
BRES
+2.92%
PGF
-0.76%
6M
Winner
BRES
+8.38%
PGF
-3.11%
1Y
BRES
N/A
PGF
-1.27%
5Y(CAGR)
BRES
N/A
PGF
-0.94%
10Y(CAGR)
BRES
N/A
PGF
+2.03%
Max(CAGR)
Winner
BRES
+20.54%
PGF
+3.22%

BRES vs PGF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearBRESPGF
2026+10.83%-1.57%
2025N/A+1.58%
2024N/A+6.01%
2023N/A+6.71%
2022N/A-18.78%
2021N/A+3.30%
2020N/A+6.59%
2019N/A+13.38%
2018N/A-1.78%
2017N/A+10.02%
2016N/A+0.61%
2015N/A+8.65%
2014N/A+13.82%
2013N/A-1.77%
2012N/A+19.63%
2011N/A-1.84%
2010N/A+14.78%
2009N/A+30.43%
2008N/A-29.91%
2007N/A-15.99%
2006N/A-0.53%

BRES vs PGF Drawdown Comparison

The maximum drawdown for BRES was -9.14%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.

The maximum drawdown for PGF was -75.63%, occurring on Mar 9, 2009. Recovery took 797 trading sessions.

The current BRES drawdown is -1.55%. The current PGF drawdown is -5.57%.

RankBRESPGF
#1-9.14%
Feb 9, 2026 - Apr 14, 2026
-75.63%
Feb 1, 2008 - Mar 31, 2011
#2-4.73%
Jul 10, 2026 - Aug 4, 2026
-28.91%
Feb 10, 2020 - Jul 29, 2020
#3-4.30%
Jun 4, 2026 - Jun 15, 2026
-23.39%
Jul 7, 2021 - Oct 19, 2023
#4-2.89%
May 14, 2026 - May 26, 2026
-17.90%
May 15, 2007 - Feb 1, 2008
#5-2.63%
Aug 14, 2026 - Aug 20, 2026
-17.46%
May 20, 2011 - Feb 3, 2012
#6-2.18%
Jun 15, 2026 - Jul 6, 2026
-9.19%
May 7, 2013 - Mar 31, 2014
#7-1.29%
Aug 4, 2026 - Aug 12, 2026
-7.48%
Aug 9, 2016 - Apr 4, 2017
#8-1.20%
Jul 6, 2026 - Jul 9, 2026
-6.72%
Jan 5, 2016 - Mar 28, 2016
#9-1.15%
Apr 17, 2026 - May 1, 2026
-6.26%
Jul 6, 2018 - Jan 31, 2019
#10-0.59%
May 6, 2026 - May 8, 2026
-4.72%
May 7, 2012 - Jun 19, 2012
#11-0.59%
May 26, 2026 - Jun 4, 2026
-4.39%
Dec 17, 2020 - Apr 6, 2021
#12-0.48%
May 1, 2026 - May 5, 2026
-3.96%
Dec 8, 2017 - Jul 2, 2018
#13-0.44%
May 8, 2026 - May 14, 2026
-2.78%
Nov 27, 2015 - Dec 28, 2015
#14N/A-2.39%
Oct 13, 2020 - Nov 16, 2020
#15N/A-2.32%
Apr 15, 2015 - Jul 16, 2015

Correlation

Correlation between BRES and PGF is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.01
-101

Dividend Comparison (2006 - 2026)

BRES vs PGF dividend yield comparison.

YearBRESPGF
20260.16%4.23%
20250.00%6.30%
20240.00%6.24%
20230.00%6.15%
20220.00%5.95%
20210.00%4.68%
20200.00%4.91%
20190.00%5.14%
20180.00%5.73%
20170.00%5.32%
20160.00%5.92%
20150.00%5.68%
20140.00%5.92%
20130.00%6.64%
20120.00%6.35%
20110.00%7.64%
20100.00%7.09%
20090.00%8.78%
20080.00%11.42%
20070.00%7.11%
20060.00%0.74%

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