NACP vs PGZ

Comparison between IMPACT SHARES NAACP MINORITY EMPOWERMENT ETF (NACP, ETF) and Principal Real Estate Income Fund (PGZ, ETF).

5-Year PerformanceNACP has outperformed PGZ, delivering a return of +16.1% compared to +2.2%

NACP vs PGZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NACP(ETF)	PGZ(ETF)
Net Assets	$75M	$75M
Expense Ratio	0.49%	N/A
Max Drawdown	30.96%	61.11%
Sharpe Ratio	2.07	0.48
5Y Beta	1.01	0.31
P/E Ratio	28.72	N/A
Forward P/E	21.06	N/A
PEG Ratio	0.27	N/A
5Y Dividends CAGR	-5.52%	1.06%
5Y EPS CAGR	22.81%	N/A
Debt to Equity	41.87%	N/A
P/S Ratio	3.59	N/A
P/B Ratio	5.32	N/A

Net Assets

NACP

$75M

Winner

PGZ

$75M

Expense Ratio

NACP

0.49%

PGZ

N/A

Max Drawdown

Winner

NACP

30.96%

PGZ

61.11%

Sharpe Ratio

Winner

NACP

2.07

PGZ

0.48

5Y Beta

NACP

1.01

Winner

PGZ

0.31

P/E Ratio

NACP

28.72

PGZ

N/A

Forward P/E

NACP

21.06

PGZ

N/A

PEG Ratio

NACP

0.27

PGZ

N/A

5Y Dividends CAGR

NACP

-5.52%

Winner

PGZ

1.06%

5Y EPS CAGR

NACP

22.81%

PGZ

N/A

Debt to Equity

NACP

41.87%

PGZ

N/A

P/S Ratio

NACP

3.59

PGZ

N/A

P/B Ratio

NACP

5.32

PGZ

N/A

NACP vs PGZ - Historical Returns

Returns include dividend reinvestment.

Period	NACP	PGZ
1 month	+6.01%	+4.38%
3 months	+22.00%	+4.03%
6 months	+22.24%	+7.18%
1 year	+42.50%	+7.99%
5 years(CAGR)	+16.06%	+2.17%
10 years(CAGR)	N/A	+4.05%
Max(CAGR)	+17.34%	+4.49%

Winner

NACP

+6.01%

PGZ

+4.38%

Winner

NACP

+22.00%

PGZ

+4.03%

Winner

NACP

+22.24%

PGZ

+7.18%

Winner

NACP

+42.50%

PGZ

+7.99%

5Y(CAGR)

Winner

NACP

+16.06%

PGZ

+2.17%

10Y(CAGR)

NACP

N/A

PGZ

+4.05%

Max(CAGR)

Winner

NACP

+17.34%

PGZ

+4.49%

NACP vs PGZ - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	NACP	PGZ
2026	+20.97%	+6.58%
2025	+21.38%	+14.11%
2024	+24.70%	+17.42%
2023	+30.17%	+2.50%
2022	-23.79%	-28.14%
2021	+29.00%	+39.70%
2020	+24.78%	-36.20%
2019	+29.84%	+40.88%
2018	-8.78%	+3.84%
2017	N/A	+17.19%
2016	N/A	+6.97%
2015	N/A	-2.54%
2014	N/A	+18.84%
2013	N/A	-11.41%

NACP vs PGZ Drawdown Comparison

The maximum drawdown for NACP was -30.96%, occurring on Mar 23, 2020. Recovery took 104 trading sessions.

The maximum drawdown for PGZ was -53.48%, occurring on Oct 30, 2020. This drawdown has not yet recovered.

The current PGZ drawdown is -9.16%.

Rank	NACP	PGZ
#1	-30.96% Feb 20, 2020 - Jul 20, 2020	-53.48% Feb 18, 2020 - Oct 30, 2020
#2	-27.89% Jan 3, 2022 - Jan 18, 2024	-22.12% Jun 12, 2015 - Jun 10, 2016
#3	-19.65% Feb 19, 2025 - Jul 2, 2025	-15.75% Aug 24, 2018 - Mar 14, 2019
#4	-17.52% Sep 21, 2018 - Mar 21, 2019	-15.70% Jul 24, 2013 - Apr 28, 2014
#5	-9.86% Sep 2, 2020 - Nov 9, 2020	-12.40% Sep 7, 2016 - Mar 31, 2017
#6	-9.65% Jan 29, 2026 - Apr 14, 2026	-11.76% Sep 12, 2017 - Jul 3, 2018
#7	-8.73% Jul 16, 2024 - Sep 19, 2024	-5.22% Sep 8, 2014 - Nov 3, 2014
#8	-7.18% Apr 30, 2019 - Jun 20, 2019	-4.50% Jun 14, 2017 - Jul 17, 2017
#9	-6.91% Jul 26, 2019 - Oct 30, 2019	-4.46% Aug 7, 2019 - Aug 20, 2019
#10	-5.83% Oct 28, 2025 - Dec 5, 2025	-4.22% Jul 17, 2017 - Sep 6, 2017
#11	-5.73% Sep 3, 2021 - Oct 21, 2021	-4.20% Aug 23, 2019 - Sep 25, 2019
#12	-5.49% Feb 12, 2021 - Mar 15, 2021	-3.74% Oct 31, 2019 - Nov 29, 2019
#13	-5.36% Mar 28, 2024 - May 15, 2024	-3.66% Dec 17, 2019 - Jan 15, 2020
#14	-4.86% Jun 4, 2026 - Jun 15, 2026	-3.66% Jun 12, 2014 - Jul 14, 2014
#15	-4.85% Nov 19, 2021 - Dec 27, 2021	-3.61% Jun 17, 2016 - Sep 6, 2016

Correlation

Correlation between NACP and PGZ is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2013 - 2026)

NACP vs PGZ dividend yield comparison.

Year	NACP	PGZ
2026	0.21%	6.29%
2025	0.62%	12.59%
2024	2.96%	12.75%
2023	1.28%	13.33%
2022	3.48%	11.86%
2021	3.06%	6.32%
2020	1.48%	10.34%
2019	1.22%	6.25%
2018	0.71%	7.98%
2017	0.00%	9.51%
2016	0.00%	10.90%
2015	0.00%	10.40%
2014	0.00%	8.98%
2013	0.00%	3.96%