IVLU vs PGX

Comparison between ISHARES MSCI INTL VALUE FACTOR ETF (IVLU, ETF) and INVESCO PREFERRED ETF (PGX, ETF).

5-Year PerformanceIVLU has outperformed PGX, delivering a return of +14.2% compared to -0.2%

IVLU vs PGX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVLU(ETF)	PGX(ETF)
Net Assets	$3.80B	$3.80B
Expense Ratio	0.31%	0.50%
Max Drawdown	45.37%	69.54%
Sharpe Ratio	2.07	0.56
5Y Beta	0.69	0.22
5Y Dividends CAGR	18.76%	-1.72%

Net Assets

IVLU

$3.80B

PGX

$3.80B

Expense Ratio

Winner

IVLU

0.31%

PGX

0.50%

Max Drawdown

Winner

IVLU

45.37%

PGX

69.54%

Sharpe Ratio

Winner

IVLU

2.07

PGX

0.56

5Y Beta

IVLU

0.69

Winner

PGX

0.22

5Y Dividends CAGR

Winner

IVLU

18.76%

PGX

-1.72%

IVLU vs PGX - Historical Returns

Returns include dividend reinvestment.

Period	IVLU	PGX
1 month	+1.20%	+1.35%
3 months	-0.40%	+0.10%
6 months	+18.69%	+0.96%
1 year	+39.66%	+7.50%
5 years(CAGR)	+14.21%	-0.19%
10 years(CAGR)	+11.10%	+2.68%
Max(CAGR)	+8.52%	+3.00%

IVLU

+1.20%

Winner

PGX

+1.35%

IVLU

-0.40%

Winner

PGX

+0.10%

Winner

IVLU

+18.69%

PGX

+0.96%

Winner

IVLU

+39.66%

PGX

+7.50%

5Y(CAGR)

Winner

IVLU

+14.21%

PGX

-0.19%

10Y(CAGR)

Winner

IVLU

+11.10%

PGX

+2.68%

Max(CAGR)

Winner

IVLU

+8.52%

PGX

+3.00%

IVLU vs PGX - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	IVLU	PGX
2026	+9.61%	+0.84%
2025	+46.91%	+1.97%
2024	+7.34%	+6.62%
2023	+18.89%	+7.97%
2022	-6.63%	-20.68%
2021	+15.17%	+3.97%
2020	-5.66%	+6.27%
2019	+15.74%	+15.88%
2018	-15.89%	-3.22%
2017	+21.93%	+9.93%
2016	+5.31%	+0.31%
2015	-10.18%	+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%

IVLU vs PGX Drawdown Comparison

The maximum drawdown for IVLU was -41.86%, occurring on Mar 23, 2020. Recovery took 824 trading sessions.

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

The current IVLU drawdown is -1.86%. The current PGX drawdown is -3.54%.

Rank	IVLU	PGX
#1	-41.86% Jan 26, 2018 - May 6, 2021	-66.38% Feb 6, 2008 - Aug 6, 2012
#2	-26.01% Feb 9, 2022 - Jun 15, 2023	-34.09% Feb 11, 2020 - Aug 17, 2020
#3	-24.85% Aug 5, 2015 - May 5, 2017	-24.65% Nov 5, 2021 - Oct 19, 2023
#4	-15.48% Mar 19, 2025 - May 9, 2025	-9.56% May 8, 2013 - Mar 31, 2014
#5	-11.69% Feb 25, 2026 - Mar 20, 2026	-8.05% Aug 31, 2018 - Feb 12, 2019
#6	-9.66% Jul 31, 2023 - Dec 13, 2023	-7.58% Sep 7, 2016 - Apr 3, 2017
#7	-9.13% Jun 7, 2021 - Jan 7, 2022	-6.12% Jan 5, 2016 - Mar 24, 2016
#8	-8.95% Sep 26, 2024 - Feb 14, 2025	-4.23% Dec 8, 2017 - Jul 2, 2018
#9	-8.04% Jul 17, 2024 - Aug 23, 2024	-4.12% Dec 31, 2020 - Apr 5, 2021
#10	-5.41% Nov 12, 2025 - Dec 2, 2025	-3.13% Aug 14, 2015 - Sep 24, 2015
#11	-5.00% May 15, 2024 - Jul 12, 2024	-2.68% Dec 1, 2015 - Dec 28, 2015
#12	-4.82% Jan 14, 2022 - Feb 9, 2022	-2.42% Apr 15, 2015 - Jul 17, 2015
#13	-4.22% Apr 9, 2024 - May 6, 2024	-2.17% Sep 22, 2021 - Nov 4, 2021
#14	-3.86% Jul 23, 2025 - Aug 8, 2025	-2.07% Aug 26, 2020 - Oct 5, 2020
#15	-3.56% Oct 3, 2025 - Oct 27, 2025	-2.02% Nov 6, 2012 - Jan 3, 2013

Correlation

Correlation between IVLU and PGX is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (2008 - 2026)

IVLU vs PGX dividend yield comparison.

Year	IVLU	PGX
2026	0.00%	2.09%
2025	3.71%	6.03%
2024	4.46%	5.95%
2023	4.69%	6.42%
2022	3.59%	6.29%
2021	3.47%	4.82%
2020	2.05%	4.89%
2019	3.53%	4.85%
2018	2.82%	6.09%
2017	2.87%	5.66%
2016	2.53%	6.02%
2015	0.93%	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%