HELO vs PGX

Comparison between JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF) and INVESCO PREFERRED ETF (PGX, ETF).

HELO vs PGX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HELO(ETF)	PGX(ETF)
Net Assets	$3.80B	$3.80B
Expense Ratio	0.50%	0.50%
Max Drawdown	11.02%	69.54%
Sharpe Ratio	1.47	0.56
5Y Beta	0.47	0.22
P/E Ratio	27.36	N/A
Forward P/E	21.18	N/A
PEG Ratio	0.60	N/A
5Y Dividends CAGR	N/A	-1.72%
5Y EPS CAGR	26.61%	N/A
Debt to Equity	-7.04%	N/A
P/S Ratio	3.99	N/A
P/B Ratio	5.43	N/A

Net Assets

HELO

$3.80B

PGX

$3.80B

Expense Ratio

HELO

0.50%

PGX

0.50%

Max Drawdown

Winner

HELO

11.02%

PGX

69.54%

Sharpe Ratio

Winner

HELO

1.47

PGX

0.56

5Y Beta

HELO

0.47

Winner

PGX

0.22

P/E Ratio

HELO

27.36

PGX

N/A

Forward P/E

HELO

21.18

PGX

N/A

PEG Ratio

HELO

0.60

PGX

N/A

5Y Dividends CAGR

HELO

N/A

PGX

-1.72%

5Y EPS CAGR

HELO

26.61%

PGX

N/A

Debt to Equity

HELO

-7.04%

PGX

N/A

P/S Ratio

HELO

3.99

PGX

N/A

P/B Ratio

HELO

5.43

PGX

N/A

HELO vs PGX - Historical Returns

Returns include dividend reinvestment.

Period	HELO	PGX
1 month	+3.93%	+1.35%
3 months	+0.72%	+0.10%
6 months	+4.00%	+0.96%
1 year	+13.81%	+7.50%
5 years(CAGR)	N/A	-0.19%
10 years(CAGR)	N/A	+2.68%
Max(CAGR)	+13.15%	+3.00%

Winner

HELO

+3.93%

PGX

+1.35%

Winner

HELO

+0.72%

PGX

+0.10%

Winner

HELO

+4.00%

PGX

+0.96%

Winner

HELO

+13.81%

PGX

+7.50%

5Y(CAGR)

HELO

N/A

PGX

-0.19%

10Y(CAGR)

HELO

N/A

PGX

+2.68%

Max(CAGR)

Winner

HELO

+13.15%

PGX

+3.00%

HELO vs PGX - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	HELO	PGX
2026	+1.98%	+0.84%
2025	+8.10%	+1.97%
2024	+18.31%	+6.62%
2023	+6.30%	+7.97%
2022	N/A	-20.68%
2021	N/A	+3.97%
2020	N/A	+6.27%
2019	N/A	+15.88%
2018	N/A	-3.22%
2017	N/A	+9.93%
2016	N/A	+0.31%
2015	N/A	+7.55%
2014	N/A	+15.54%
2013	N/A	-2.72%
2012	N/A	+13.74%
2011	N/A	+3.33%
2010	N/A	+11.31%
2009	N/A	+13.85%
2008	N/A	-33.77%

HELO vs PGX Drawdown Comparison

The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.

The maximum drawdown for PGX was -66.38%, occurring on Mar 6, 2009. Recovery took 1134 trading sessions.

The current HELO drawdown is -0.12%. The current PGX drawdown is -3.54%.

Rank	HELO	PGX
#1	-10.89% Feb 19, 2025 - Aug 12, 2025	-66.38% Feb 6, 2008 - Aug 6, 2012
#2	-5.76% Feb 9, 2026 - Apr 22, 2026	-34.09% Feb 11, 2020 - Aug 17, 2020
#3	-4.16% Jul 16, 2024 - Aug 16, 2024	-24.65% Nov 5, 2021 - Oct 19, 2023
#4	-3.60% Oct 17, 2023 - Nov 3, 2023	-9.56% May 8, 2013 - Mar 31, 2014
#5	-2.93% Mar 28, 2024 - May 6, 2024	-8.05% Aug 31, 2018 - Feb 12, 2019
#6	-2.71% Aug 30, 2024 - Sep 19, 2024	-7.58% Sep 7, 2016 - Apr 3, 2017
#7	-2.56% Dec 26, 2024 - Jan 23, 2025	-6.12% Jan 5, 2016 - Mar 24, 2016
#8	-2.38% Nov 12, 2025 - Nov 25, 2025	-4.23% Dec 8, 2017 - Jul 2, 2018
#9	-2.21% Dec 5, 2024 - Dec 26, 2024	-4.12% Dec 31, 2020 - Apr 5, 2021
#10	-2.09% Jan 12, 2026 - Jan 27, 2026	-3.13% Aug 14, 2015 - Sep 24, 2015
#11	-1.81% Dec 11, 2025 - Dec 22, 2025	-2.68% Dec 1, 2015 - Dec 28, 2015
#12	-1.50% Oct 29, 2024 - Nov 6, 2024	-2.42% Apr 15, 2015 - Jul 17, 2015
#13	-1.45% Jan 23, 2025 - Feb 19, 2025	-2.17% Sep 22, 2021 - Nov 4, 2021
#14	-1.34% Oct 6, 2025 - Oct 20, 2025	-2.07% Aug 26, 2020 - Oct 5, 2020
#15	-1.32% Jan 28, 2026 - Feb 9, 2026	-2.02% Nov 6, 2012 - Jan 3, 2013

Correlation

Correlation between HELO and PGX is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2008 - 2026)

HELO vs PGX dividend yield comparison.

Year	HELO	PGX
2026	0.10%	2.09%
2025	0.67%	6.03%
2024	0.60%	5.95%
2023	0.19%	6.42%
2022	0.00%	6.29%
2021	0.00%	4.82%
2020	0.00%	4.89%
2019	0.00%	4.85%
2018	0.00%	6.09%
2017	0.00%	5.66%
2016	0.00%	6.02%
2015	0.00%	5.84%
2014	0.00%	5.97%
2013	0.00%	6.78%
2012	0.00%	6.47%
2011	0.00%	6.77%
2010	0.00%	6.75%
2009	0.00%	8.04%
2008	0.00%	10.00%