EUSB vs PGF
Comparison between ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF (EUSB, ETF) and INVESCO FINANCIAL PREFERRED ETF (PGF, ETF).
5-Year PerformanceEUSB has outperformed PGF, delivering a return of +0.3% compared to -0.8%
EUSB vs PGF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EUSB vs PGF - Historical Returns
Returns include dividend reinvestment.
EUSB vs PGF - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | EUSB | PGF |
|---|---|---|
| 2026 | +0.60% | -0.60% |
| 2025 | +7.35% | +1.58% |
| 2024 | +2.26% | +6.01% |
| 2023 | +5.24% | +6.71% |
| 2022 | -12.12% | -18.78% |
| 2021 | -1.19% | +3.30% |
| 2020 | +1.68% | +6.59% |
| 2019 | N/A | +13.38% |
| 2018 | N/A | -1.78% |
| 2017 | N/A | +10.02% |
| 2016 | N/A | +0.61% |
| 2015 | N/A | +8.65% |
| 2014 | N/A | +13.82% |
| 2013 | N/A | -1.77% |
| 2012 | N/A | +19.63% |
| 2011 | N/A | -1.84% |
| 2010 | N/A | +14.78% |
| 2009 | N/A | +30.43% |
| 2008 | N/A | -29.91% |
| 2007 | N/A | -15.99% |
| 2006 | N/A | -0.53% |
EUSB vs PGF Drawdown Comparison
The maximum drawdown for EUSB was -17.87%, occurring on Oct 20, 2022. Recovery took 1388 trading sessions.
The maximum drawdown for PGF was -75.63%, occurring on Mar 9, 2009. Recovery took 797 trading sessions.
The current EUSB drawdown is -1.03%. The current PGF drawdown is -4.64%.
| Rank | EUSB | PGF |
|---|---|---|
| #1 | -17.87% Aug 4, 2020 - Feb 12, 2026 | -75.63% Feb 1, 2008 - Mar 31, 2011 |
| #2 | -2.48% Feb 27, 2026 - May 19, 2026 | -28.91% Feb 10, 2020 - Jul 29, 2020 |
| #3 | -0.24% Jul 23, 2020 - Jul 30, 2020 | -23.39% Jul 7, 2021 - Oct 19, 2023 |
| #4 | -0.16% Jul 9, 2020 - Jul 16, 2020 | -17.90% May 15, 2007 - Feb 1, 2008 |
| #5 | -0.11% Feb 13, 2026 - Feb 23, 2026 | -17.46% May 20, 2011 - Feb 3, 2012 |
| #6 | -0.07% Jun 26, 2020 - Jul 2, 2020 | -9.19% May 7, 2013 - Mar 31, 2014 |
| #7 | -0.05% Jul 7, 2020 - Jul 9, 2020 | -7.48% Aug 9, 2016 - Apr 4, 2017 |
| #8 | -0.04% Jul 2, 2020 - Jul 7, 2020 | -6.72% Jan 5, 2016 - Mar 28, 2016 |
| #9 | -0.03% Feb 23, 2026 - Feb 26, 2026 | -6.26% Jul 6, 2018 - Jan 31, 2019 |
| #10 | -0.01% Jul 30, 2020 - Aug 3, 2020 | -4.72% May 7, 2012 - Jun 19, 2012 |
| #11 | N/A | -4.39% Dec 17, 2020 - Apr 6, 2021 |
| #12 | N/A | -3.96% Dec 8, 2017 - Jul 2, 2018 |
| #13 | N/A | -2.78% Nov 27, 2015 - Dec 28, 2015 |
| #14 | N/A | -2.39% Oct 13, 2020 - Nov 16, 2020 |
| #15 | N/A | -2.32% Apr 15, 2015 - Jul 16, 2015 |
Correlation
Correlation between EUSB and PGF is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2006 - 2026)
EUSB vs PGF dividend yield comparison.
| Year | EUSB | PGF |
|---|---|---|
| 2026 | 1.64% | 2.46% |
| 2025 | 3.84% | 6.30% |
| 2024 | 3.67% | 6.24% |
| 2023 | 3.08% | 6.15% |
| 2022 | 2.21% | 5.95% |
| 2021 | 1.10% | 4.68% |
| 2020 | 0.57% | 4.91% |
| 2019 | 0.00% | 5.14% |
| 2018 | 0.00% | 5.73% |
| 2017 | 0.00% | 5.32% |
| 2016 | 0.00% | 5.92% |
| 2015 | 0.00% | 5.68% |
| 2014 | 0.00% | 5.92% |
| 2013 | 0.00% | 6.64% |
| 2012 | 0.00% | 6.35% |
| 2011 | 0.00% | 7.64% |
| 2010 | 0.00% | 7.09% |
| 2009 | 0.00% | 8.78% |
| 2008 | 0.00% | 11.42% |
| 2007 | 0.00% | 7.11% |
| 2006 | 0.00% | 0.74% |
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