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DIG vs PGZ

Comparison between PROSHARES ULTRA ENERGY (DIG, ETF) and Principal Real Estate Income Fund (PGZ, ETF).

5-Year PerformanceDIG has outperformed PGZ, delivering a return of +27.3% compared to +2.2%

DIG vs PGZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DIG
$75M
PGZ
$75M
Max Drawdown
DIG
97.36%
Winner
PGZ
61.11%
Sharpe Ratio
Winner
DIG
1.46
PGZ
0.51
5Y Beta
DIG
1.07
Winner
PGZ
0.31
P/E Ratio
DIG
22.77
PGZ
N/A
Forward P/E
DIG
12.67
PGZ
N/A
PEG Ratio
DIG
1.06
PGZ
N/A
5Y Dividends CAGR
Winner
DIG
23.66%
PGZ
2.23%
Debt to Equity
DIG
39.72%
PGZ
N/A
P/S Ratio
DIG
1.65
PGZ
N/A
P/B Ratio
DIG
2.51
PGZ
N/A

DIG vs PGZ - Historical Returns

Returns include dividend reinvestment.

1M
DIG
-1.58%
Winner
PGZ
+2.04%
3M
DIG
-1.87%
Winner
PGZ
+4.99%
6M
Winner
DIG
+55.13%
PGZ
+7.52%
1Y
Winner
DIG
+69.41%
PGZ
+8.38%
5Y(CAGR)
Winner
DIG
+27.28%
PGZ
+2.15%
10Y(CAGR)
Winner
DIG
+4.64%
PGZ
+4.07%
Max(CAGR)
DIG
-0.28%
Winner
PGZ
+4.51%

DIG vs PGZ - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearDIGPGZ
2026+53.10%+6.81%
2025+0.55%+14.11%
2024-1.38%+17.42%
2023-5.81%+2.50%
2022+112.77%-28.14%
2021+114.34%+39.70%
2020-70.87%-36.20%
2019+8.10%+40.88%
2018-42.08%+3.84%
2017-9.44%+17.19%
2016+48.01%+6.97%
2015-44.45%-2.54%
2014-19.74%+18.84%
2013+46.44%-11.41%
2012-0.95%N/A
2011-5.49%N/A
2010+26.10%N/A
2009+10.39%N/A
2008-72.79%N/A
2007+66.35%N/A

DIG vs PGZ Drawdown Comparison

The maximum drawdown for DIG was -97.04%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The maximum drawdown for PGZ was -53.48%, occurring on Oct 30, 2020. This drawdown has not yet recovered.

The current DIG drawdown is -53.40%. The current PGZ drawdown is -8.97%.

RankDIGPGZ
#1-97.04%
May 20, 2008 - Mar 23, 2020
-53.48%
Feb 18, 2020 - Oct 30, 2020
#2-30.73%
Jan 3, 2008 - Apr 17, 2008
-22.12%
Jun 12, 2015 - Jun 10, 2016
#3-24.48%
Jul 19, 2007 - Sep 20, 2007
-15.75%
Aug 24, 2018 - Mar 14, 2019
#4-19.20%
Oct 18, 2007 - Dec 26, 2007
-15.70%
Jul 24, 2013 - Apr 28, 2014
#5-12.38%
Feb 26, 2007 - Mar 22, 2007
-12.40%
Sep 7, 2016 - Mar 31, 2017
#6-10.12%
Apr 22, 2008 - May 13, 2008
-11.76%
Sep 12, 2017 - Jul 3, 2018
#7-8.95%
Jun 18, 2007 - Jul 6, 2007
-5.22%
Sep 8, 2014 - Nov 3, 2014
#8-6.83%
Jun 4, 2007 - Jun 14, 2007
-4.50%
Jun 14, 2017 - Jul 17, 2017
#9-4.71%
May 21, 2007 - May 30, 2007
-4.46%
Aug 7, 2019 - Aug 20, 2019
#10-4.31%
Oct 1, 2007 - Oct 10, 2007
-4.22%
Jul 17, 2017 - Sep 6, 2017
#11-4.22%
Apr 16, 2007 - Apr 25, 2007
-4.20%
Aug 23, 2019 - Sep 25, 2019
#12-4.16%
Jul 13, 2007 - Jul 19, 2007
-3.74%
Oct 31, 2019 - Nov 29, 2019
#13-4.10%
Feb 7, 2007 - Feb 23, 2007
-3.66%
Dec 17, 2019 - Jan 15, 2020
#14-3.65%
May 8, 2007 - May 11, 2007
-3.66%
Jun 12, 2014 - Jul 14, 2014
#15-3.40%
Sep 21, 2007 - Oct 1, 2007
-3.61%
Jun 17, 2016 - Sep 6, 2016

Correlation

Correlation between DIG and PGZ is -0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.28
-101

Dividend Comparison (2007 - 2026)

DIG vs PGZ dividend yield comparison.

YearDIGPGZ
20260.36%5.17%
20252.62%12.59%
20243.13%12.75%
20230.61%13.33%
20221.33%11.86%
20212.24%6.32%
20203.18%10.34%
20192.72%6.25%
20182.30%7.98%
20171.76%9.51%
20161.09%10.90%
20151.56%10.40%
20140.87%8.98%
20130.43%3.96%
20120.22%0.00%
20110.15%0.00%
20100.51%0.00%
20090.66%0.00%
200814.87%0.00%
20077.46%0.00%

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