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HEWJ vs PGF

Comparison between ISHARES CURRENCY HEDGED MSCI JAPAN ETF (HEWJ, ETF) and INVESCO FINANCIAL PREFERRED ETF (PGF, ETF).

5-Year PerformanceHEWJ has outperformed PGF, delivering a return of +20.7% compared to -0.9%

HEWJ vs PGF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HEWJ
$715M
Winner
PGF
$719M
Expense Ratio
Winner
HEWJ
0.49%
PGF
0.55%
Max Drawdown
Winner
HEWJ
37.42%
PGF
79.19%
Sharpe Ratio
Winner
HEWJ
2.00
PGF
0.04
5Y Beta
HEWJ
1.00
Winner
PGF
0.22
5Y Dividends CAGR
Winner
HEWJ
30.82%
PGF
0.47%

HEWJ vs PGF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HEWJ
+3.49%
PGF
-1.71%
3M
Winner
HEWJ
+8.27%
PGF
-2.51%
6M
Winner
HEWJ
+18.09%
PGF
+0.19%
1Y
Winner
HEWJ
+49.43%
PGF
+3.50%
5Y(CAGR)
Winner
HEWJ
+20.66%
PGF
-0.86%
10Y(CAGR)
Winner
HEWJ
+15.90%
PGF
+2.27%
Max(CAGR)
Winner
HEWJ
+13.96%
PGF
+3.25%

HEWJ vs PGF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearHEWJPGF
2026+15.66%-1.64%
2025+30.04%+1.58%
2024+25.12%+6.01%
2023+35.83%+6.71%
2022-4.22%-18.78%
2021+14.41%+3.30%
2020+9.12%+6.59%
2019+20.80%+13.38%
2018-14.88%-1.78%
2017+19.55%+10.02%
2016+1.29%+0.61%
2015+8.29%+8.65%
2014+20.54%+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%

HEWJ vs PGF Drawdown Comparison

The maximum drawdown for HEWJ was -31.53%, occurring on Mar 16, 2020. Recovery took 192 trading sessions.

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

The current HEWJ drawdown is -3.50%. The current PGF drawdown is -5.64%.

RankHEWJPGF
#1-31.53%
Feb 6, 2020 - Nov 9, 2020
-75.63%
Feb 1, 2008 - Mar 31, 2011
#2-29.57%
Aug 10, 2015 - Oct 10, 2017
-28.91%
Feb 10, 2020 - Jul 29, 2020
#3-21.57%
Jan 23, 2018 - Feb 6, 2020
-23.39%
Jul 7, 2021 - Oct 19, 2023
#4-20.90%
Jul 10, 2024 - Jun 27, 2025
-17.90%
May 15, 2007 - Feb 1, 2008
#5-16.03%
Sep 13, 2021 - Nov 25, 2022
-17.46%
May 20, 2011 - Feb 3, 2012
#6-11.19%
Sep 26, 2014 - Oct 31, 2014
-9.19%
May 7, 2013 - Mar 31, 2014
#7-10.37%
Feb 25, 2026 - May 8, 2026
-7.48%
Aug 9, 2016 - Apr 4, 2017
#8-8.93%
Jun 1, 2015 - Aug 10, 2015
-6.72%
Jan 5, 2016 - Mar 28, 2016
#9-8.77%
Dec 5, 2014 - Feb 13, 2015
-6.26%
Jul 6, 2018 - Jan 31, 2019
#10-8.12%
Nov 25, 2022 - Mar 3, 2023
-4.72%
May 7, 2012 - Jun 19, 2012
#11-7.89%
Mar 6, 2014 - Jun 4, 2014
-4.39%
Dec 17, 2020 - Apr 6, 2021
#12-7.45%
Sep 19, 2023 - Nov 17, 2023
-3.96%
Dec 8, 2017 - Jul 2, 2018
#13-7.23%
Mar 8, 2023 - Apr 17, 2023
-2.78%
Nov 27, 2015 - Dec 28, 2015
#14-6.97%
Apr 5, 2021 - Sep 2, 2021
-2.39%
Oct 13, 2020 - Nov 16, 2020
#15-5.17%
Mar 21, 2024 - May 20, 2024
-2.32%
Apr 15, 2015 - Jul 16, 2015

Correlation

Correlation between HEWJ and PGF is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63
-101

Dividend Comparison (2006 - 2026)

HEWJ vs PGF dividend yield comparison.

YearHEWJPGF
20260.00%2.48%
20255.10%6.30%
20242.20%6.24%
20232.02%6.15%
202247.68%5.95%
20212.03%4.68%
20201.20%4.91%
20192.78%5.14%
20181.37%5.73%
20171.21%5.32%
20161.88%5.92%
20153.25%5.68%
20142.15%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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