IXJ vs PGX
Comparison between ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF) and INVESCO PREFERRED ETF (PGX, ETF).
5-Year PerformanceIXJ has outperformed PGX, delivering a return of +4.8% compared to -1.2%
IXJ vs PGX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IXJ vs PGX - Historical Returns
Returns include dividend reinvestment.
IXJ vs PGX - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXJ | PGX |
|---|---|---|
| 2026 | +5.59% | -1.96% |
| 2025 | +14.95% | +1.97% |
| 2024 | -0.69% | +6.62% |
| 2023 | +3.59% | +7.97% |
| 2022 | -3.93% | -20.67% |
| 2021 | +19.74% | +3.97% |
| 2020 | +12.39% | +6.27% |
| 2019 | +24.67% | +15.88% |
| 2018 | +1.74% | -3.22% |
| 2017 | +19.02% | +9.93% |
| 2016 | -4.37% | +0.32% |
| 2015 | +5.69% | +7.55% |
| 2014 | +18.07% | +15.54% |
| 2013 | +33.83% | -2.72% |
| 2012 | +15.83% | +13.74% |
| 2011 | +9.85% | +3.33% |
| 2010 | +0.65% | +11.31% |
| 2009 | +16.29% | +13.85% |
| 2008 | -19.96% | -33.77% |
| 2007 | +2.96% | N/A |
| 2006 | +8.49% | N/A |
| 2005 | +7.27% | N/A |
| 2004 | +3.72% | N/A |
| 2003 | +16.34% | N/A |
| 2002 | -17.01% | N/A |
| 2001 | -2.47% | N/A |
IXJ vs PGX Drawdown Comparison
The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.
The maximum drawdown for PGX was -66.38%, occurring on Mar 6, 2009. Recovery took 1134 trading sessions.
The current IXJ drawdown is -0.55%. The current PGX drawdown is -6.22%.
| Rank | IXJ | PGX |
|---|---|---|
| #1 | -40.60% May 7, 2007 - Apr 26, 2011 | -66.38% Feb 6, 2008 - Aug 6, 2012 |
| #2 | -31.87% Nov 26, 2001 - Apr 13, 2005 | -34.09% Feb 11, 2020 - Aug 17, 2020 |
| #3 | -27.35% Feb 12, 2020 - Jul 14, 2020 | -24.65% Nov 5, 2021 - Oct 19, 2023 |
| #4 | -18.80% Aug 5, 2015 - Jun 19, 2017 | -9.56% May 8, 2013 - Mar 31, 2014 |
| #5 | -18.14% Aug 30, 2024 - Jan 6, 2026 | -8.05% Aug 31, 2018 - Feb 12, 2019 |
| #6 | -17.48% Apr 8, 2022 - Jan 8, 2024 | -7.58% Sep 7, 2016 - Apr 3, 2017 |
| #7 | -16.52% May 31, 2011 - Mar 13, 2012 | -6.12% Jan 5, 2016 - Mar 24, 2016 |
| #8 | -14.45% Oct 1, 2018 - Jul 2, 2019 | -4.23% Dec 8, 2017 - Jul 2, 2018 |
| #9 | -11.65% Jan 26, 2018 - Aug 21, 2018 | -4.12% Dec 31, 2020 - Apr 5, 2021 |
| #10 | -10.78% Feb 27, 2026 - Jul 2, 2026 | -3.13% Aug 14, 2015 - Sep 24, 2015 |
| #11 | -10.59% Dec 29, 2021 - Apr 7, 2022 | -2.68% Dec 1, 2015 - Dec 28, 2015 |
| #12 | -8.47% Sep 24, 2014 - Oct 30, 2014 | -2.42% Apr 15, 2015 - Jul 17, 2015 |
| #13 | -7.78% Sep 3, 2021 - Dec 23, 2021 | -2.17% Sep 22, 2021 - Nov 4, 2021 |
| #14 | -7.77% Jan 25, 2021 - Apr 16, 2021 | -2.07% Aug 26, 2020 - Oct 5, 2020 |
| #15 | -7.76% Sep 2, 2020 - Nov 5, 2020 | -2.02% Nov 6, 2012 - Jan 3, 2013 |
Correlation
Correlation between IXJ and PGX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2001 - 2026)
IXJ vs PGX dividend yield comparison.
| Year | IXJ | PGX |
|---|---|---|
| 2026 | 0.83% | 3.68% |
| 2025 | 1.40% | 6.03% |
| 2024 | 1.50% | 5.95% |
| 2023 | 1.38% | 6.42% |
| 2022 | 1.17% | 6.29% |
| 2021 | 1.12% | 4.82% |
| 2020 | 1.27% | 4.89% |
| 2019 | 1.42% | 4.85% |
| 2018 | 2.11% | 6.09% |
| 2017 | 1.46% | 5.66% |
| 2016 | 1.73% | 6.02% |
| 2015 | 2.85% | 5.84% |
| 2014 | 1.38% | 5.97% |
| 2013 | 1.51% | 6.78% |
| 2012 | 2.28% | 6.47% |
| 2011 | 2.17% | 6.77% |
| 2010 | 2.20% | 6.75% |
| 2009 | 1.97% | 8.04% |
| 2008 | 2.25% | 10.00% |
| 2007 | 1.72% | 0.00% |
| 2006 | 0.85% | 0.00% |
| 2005 | 0.70% | 0.00% |
| 2004 | 0.74% | 0.00% |
| 2003 | 0.63% | 0.00% |
| 2002 | 0.61% | 0.00% |
| 2001 | 0.03% | 0.00% |
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