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EWX vs PGF

Comparison between STATE STREET(R) SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF (EWX, ETF) and INVESCO FINANCIAL PREFERRED ETF (PGF, ETF).

5-Year PerformanceEWX has outperformed PGF, delivering a return of +6.3% compared to -0.9%

EWX vs PGF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EWX
$717M
Winner
PGF
$719M
Expense Ratio
EWX
0.65%
Winner
PGF
0.55%
Max Drawdown
Winner
EWX
63.90%
PGF
79.19%
Sharpe Ratio
Winner
EWX
1.17
PGF
0.04
5Y Beta
EWX
0.62
Winner
PGF
0.22
5Y Dividends CAGR
Winner
EWX
9.64%
PGF
0.47%

EWX vs PGF - Historical Returns

Returns include dividend reinvestment.

1M
EWX
-2.83%
Winner
PGF
-1.71%
3M
Winner
EWX
+8.73%
PGF
-2.51%
6M
Winner
EWX
+11.52%
PGF
+0.19%
1Y
Winner
EWX
+22.06%
PGF
+3.50%
5Y(CAGR)
Winner
EWX
+6.30%
PGF
-0.86%
10Y(CAGR)
Winner
EWX
+9.26%
PGF
+2.27%
Max(CAGR)
Winner
EWX
+4.43%
PGF
+3.25%

EWX vs PGF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearEWXPGF
2026+8.50%-1.64%
2025+16.17%+1.58%
2024+7.64%+6.01%
2023+17.12%+6.71%
2022-15.32%-18.78%
2021+16.66%+3.30%
2020+13.04%+6.59%
2019+14.58%+13.38%
2018-19.74%-1.78%
2017+32.53%+10.02%
2016+10.04%+0.61%
2015-11.76%+8.65%
2014+0.87%+13.82%
2013+0.15%-1.77%
2012+23.85%+19.63%
2011-30.79%-1.84%
2010+19.60%+14.78%
2009+92.49%+30.43%
2008-53.20%-29.91%
2007N/A-15.99%
2006N/A-0.53%

EWX vs PGF Drawdown Comparison

The maximum drawdown for EWX was -63.90%, occurring on Nov 20, 2008. Recovery took 583 trading sessions.

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

The current EWX drawdown is -5.11%. The current PGF drawdown is -5.64%.

RankEWXPGF
#1-63.90%
May 19, 2008 - Sep 13, 2010
-75.63%
Feb 1, 2008 - Mar 31, 2011
#2-42.99%
Jan 26, 2018 - Dec 28, 2020
-28.91%
Feb 10, 2020 - Jul 29, 2020
#3-34.12%
Jan 5, 2011 - Sep 5, 2014
-23.39%
Jul 7, 2021 - Oct 19, 2023
#4-31.87%
Sep 5, 2014 - Jul 14, 2017
-17.90%
May 15, 2007 - Feb 1, 2008
#5-24.67%
Jul 12, 2021 - Apr 9, 2024
-17.46%
May 20, 2011 - Feb 3, 2012
#6-21.36%
Oct 7, 2024 - Jul 3, 2025
-9.19%
May 7, 2013 - Mar 31, 2014
#7-9.20%
Jul 12, 2024 - Sep 24, 2024
-7.48%
Aug 9, 2016 - Apr 4, 2017
#8-7.98%
Feb 25, 2026 - Apr 13, 2026
-6.72%
Jan 5, 2016 - Mar 28, 2016
#9-6.48%
Nov 4, 2010 - Jan 3, 2011
-6.26%
Jul 6, 2018 - Jan 31, 2019
#10-5.85%
Apr 28, 2021 - May 28, 2021
-4.72%
May 7, 2012 - Jun 19, 2012
#11-5.11%
May 26, 2026 - Jun 5, 2026
-4.39%
Dec 17, 2020 - Apr 6, 2021
#12-4.99%
Sep 17, 2025 - Jan 9, 2026
-3.96%
Dec 8, 2017 - Jul 2, 2018
#13-4.85%
Apr 9, 2024 - May 2, 2024
-2.78%
Nov 27, 2015 - Dec 28, 2015
#14-4.38%
May 11, 2026 - May 26, 2026
-2.39%
Oct 13, 2020 - Nov 16, 2020
#15-3.93%
May 20, 2024 - Jul 3, 2024
-2.32%
Apr 15, 2015 - Jul 16, 2015

Correlation

Correlation between EWX and PGF is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (2006 - 2026)

EWX vs PGF dividend yield comparison.

YearEWXPGF
20260.00%2.48%
20252.91%6.30%
20242.90%6.24%
20232.32%6.15%
20223.00%5.95%
20212.77%4.68%
20202.24%4.91%
20192.73%5.14%
20183.26%5.73%
20172.30%5.32%
20162.46%5.92%
20153.04%5.68%
20142.74%5.92%
20132.33%6.64%
20122.27%6.35%
20115.58%7.64%
20103.03%7.09%
20091.79%8.78%
20080.85%11.42%
20070.00%7.11%
20060.00%0.74%

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