IAT vs PGF
Comparison between ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF) and INVESCO FINANCIAL PREFERRED ETF (PGF, ETF).
5-Year PerformanceIAT has outperformed PGF, delivering a return of +4.4% compared to -0.9%
IAT vs PGF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IAT vs PGF - Historical Returns
Returns include dividend reinvestment.
IAT vs PGF - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IAT | PGF |
|---|---|---|
| 2026 | +12.95% | -1.57% |
| 2025 | +13.83% | +1.58% |
| 2024 | +23.07% | +6.01% |
| 2023 | -8.57% | +6.71% |
| 2022 | -22.25% | -18.78% |
| 2021 | +39.74% | +3.30% |
| 2020 | -7.86% | +6.59% |
| 2019 | +29.03% | +13.38% |
| 2018 | -17.78% | -1.78% |
| 2017 | +10.25% | +10.02% |
| 2016 | +35.82% | +0.61% |
| 2015 | +2.41% | +8.65% |
| 2014 | +8.94% | +13.82% |
| 2013 | +33.18% | -1.77% |
| 2012 | +15.22% | +19.63% |
| 2011 | -13.91% | -1.84% |
| 2010 | +18.93% | +14.78% |
| 2009 | -11.04% | +30.43% |
| 2008 | -31.81% | -29.91% |
| 2007 | -25.73% | -15.99% |
| 2006 | +6.02% | -0.53% |
IAT vs PGF Drawdown Comparison
The maximum drawdown for IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 2465 trading sessions.
The maximum drawdown for PGF was -75.63%, occurring on Mar 9, 2009. Recovery took 797 trading sessions.
The current IAT drawdown is -5.16%. The current PGF drawdown is -5.57%.
| Rank | IAT | PGF |
|---|---|---|
| #1 | -77.21% Feb 20, 2007 - Dec 1, 2016 | -75.63% Feb 1, 2008 - Mar 31, 2011 |
| #2 | -55.53% Jan 14, 2022 - Feb 4, 2026 | -28.91% Feb 10, 2020 - Jul 29, 2020 |
| #3 | -52.03% Mar 9, 2018 - Jan 12, 2021 | -23.39% Jul 7, 2021 - Oct 19, 2023 |
| #4 | -17.49% Feb 6, 2026 - Jun 25, 2026 | -17.90% May 15, 2007 - Feb 1, 2008 |
| #5 | -13.86% May 17, 2021 - Oct 5, 2021 | -17.46% May 20, 2011 - Feb 3, 2012 |
| #6 | -13.59% Mar 1, 2017 - Nov 29, 2017 | -9.19% May 7, 2013 - Mar 31, 2014 |
| #7 | -10.68% Oct 22, 2021 - Jan 6, 2022 | -7.48% Aug 9, 2016 - Apr 4, 2017 |
| #8 | -9.71% Jan 14, 2021 - Feb 9, 2021 | -6.72% Jan 5, 2016 - Mar 28, 2016 |
| #9 | -7.34% Feb 1, 2018 - Mar 7, 2018 | -6.26% Jul 6, 2018 - Jan 31, 2019 |
| #10 | -7.19% Mar 12, 2021 - Apr 27, 2021 | -4.72% May 7, 2012 - Jun 19, 2012 |
| #11 | -5.42% Feb 24, 2021 - Mar 8, 2021 | -4.39% Dec 17, 2020 - Apr 6, 2021 |
| #12 | -5.40% Aug 14, 2026 - Aug 20, 2026 | -3.96% Dec 8, 2017 - Jul 2, 2018 |
| #13 | -5.30% May 8, 2006 - Sep 20, 2006 | -2.78% Nov 27, 2015 - Dec 28, 2015 |
| #14 | -4.22% Jan 4, 2017 - Jan 25, 2017 | -2.39% Oct 13, 2020 - Nov 16, 2020 |
| #15 | -3.93% May 7, 2021 - May 14, 2021 | -2.32% Apr 15, 2015 - Jul 16, 2015 |
Correlation
Correlation between IAT and PGF is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2006 - 2026)
IAT vs PGF dividend yield comparison.
| Year | IAT | PGF |
|---|---|---|
| 2026 | 1.03% | 4.23% |
| 2025 | 2.94% | 6.30% |
| 2024 | 2.95% | 6.24% |
| 2023 | 3.56% | 6.15% |
| 2022 | 3.12% | 5.95% |
| 2021 | 1.88% | 4.68% |
| 2020 | 2.87% | 4.91% |
| 2019 | 2.49% | 5.14% |
| 2018 | 2.48% | 5.73% |
| 2017 | 1.55% | 5.32% |
| 2016 | 1.52% | 5.92% |
| 2015 | 1.78% | 5.68% |
| 2014 | 1.68% | 5.92% |
| 2013 | 1.56% | 6.64% |
| 2012 | 1.96% | 6.35% |
| 2011 | 1.95% | 7.64% |
| 2010 | 1.11% | 7.09% |
| 2009 | 2.03% | 8.78% |
| 2008 | 5.21% | 11.42% |
| 2007 | 3.41% | 7.11% |
| 2006 | 2.30% | 0.74% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks