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PEY vs TYG

Comparison between INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF (PEY, ETF) and Tortoise Energy Infrastructure Corp (TYG, ETF).

5-Year PerformanceTYG has outperformed PEY, delivering a return of +22.4% compared to +5.3%

PEY vs TYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PEY
$1B
TYG
$1B
Expense Ratio
PEY
0.54%
TYG
N/A
Max Drawdown
Winner
PEY
75.62%
TYG
97.33%
Sharpe Ratio
PEY
0.90
Winner
TYG
1.32
5Y Beta
Winner
PEY
0.59
TYG
0.64
P/E Ratio
PEY
33.59
TYG
N/A
Forward P/E
PEY
11.58
TYG
N/A
PEG Ratio
PEY
-0.05
TYG
N/A
5Y Dividends CAGR
PEY
5.87%
Winner
TYG
42.65%
5Y EPS CAGR
PEY
3.16%
TYG
N/A
Debt to Equity
PEY
-105.71%
TYG
N/A
P/S Ratio
PEY
0.74
TYG
N/A
P/B Ratio
PEY
1.66
TYG
N/A

PEY vs TYG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PEY
+3.97%
TYG
-1.24%
3M
PEY
+1.65%
Winner
TYG
+3.85%
6M
PEY
+12.19%
Winner
TYG
+15.18%
1Y
PEY
+15.79%
Winner
TYG
+30.36%
5Y(CAGR)
PEY
+5.33%
Winner
TYG
+22.40%
10Y(CAGR)
Winner
PEY
+8.84%
TYG
+0.14%
Max(CAGR)
Winner
PEY
+6.26%
TYG
+4.44%

PEY vs TYG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearPEYTYG
2026+9.93%+16.42%
2025+0.97%+8.38%
2024+4.01%+58.74%
2023+6.68%+1.65%
2022+1.58%+19.50%
2021+27.32%+45.17%
2020-3.45%-70.89%
2019+24.91%-1.81%
2018-7.73%-26.72%
2017+8.39%+0.67%
2016+32.58%+19.78%
2015+3.14%-30.70%
2014+19.53%-2.18%
2013+27.30%+26.84%
2012+5.91%-0.99%
2011+7.37%+8.51%
2010+19.01%+29.88%
2009+3.14%+94.53%
2008-36.98%-45.23%
2007-15.50%+2.46%
2006+12.37%+34.43%
2005+2.13%+5.74%
2004+3.49%+13.96%

PEY vs TYG Drawdown Comparison

The maximum drawdown for PEY was -72.77%, occurring on Mar 9, 2009. Recovery took 1816 trading sessions.

The maximum drawdown for TYG was -95.33%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current PEY drawdown is -1.30%. The current TYG drawdown is -32.61%.

RankPEYTYG
#1-72.77%
Dec 27, 2006 - Mar 18, 2014
-95.33%
Jun 26, 2014 - Mar 18, 2020
#2-41.53%
Jan 16, 2020 - Jan 14, 2021
-75.57%
Jul 12, 2007 - Aug 5, 2010
#3-17.91%
Nov 25, 2024 - Feb 3, 2026
-21.58%
Mar 21, 2011 - Dec 1, 2011
#4-16.29%
Sep 13, 2018 - Mar 18, 2019
-17.61%
Jul 29, 2005 - Aug 25, 2006
#5-15.96%
Apr 20, 2022 - Dec 14, 2023
-16.59%
Dec 2, 2013 - May 16, 2014
#6-10.77%
Dec 1, 2015 - Mar 3, 2016
-15.42%
Mar 1, 2004 - Sep 15, 2004
#7-10.42%
Jan 26, 2018 - Sep 5, 2018
-15.05%
Mar 27, 2013 - Nov 21, 2013
#8-8.93%
May 10, 2021 - Dec 31, 2021
-11.59%
Apr 25, 2012 - Oct 26, 2012
#9-8.85%
Apr 23, 2015 - Oct 15, 2015
-11.57%
Jan 5, 2012 - Apr 24, 2012
#10-8.67%
Jan 2, 2024 - Jul 16, 2024
-9.90%
Nov 5, 2012 - Jan 17, 2013
#11-8.08%
Jul 28, 2005 - Jan 27, 2006
-8.53%
Feb 16, 2005 - Jun 15, 2005
#12-7.40%
Feb 4, 2026 - Apr 20, 2026
-7.79%
Dec 1, 2006 - Feb 12, 2007
#13-6.65%
Jul 26, 2019 - Sep 11, 2019
-7.33%
Sep 24, 2004 - Nov 11, 2004
#14-6.53%
Dec 28, 2004 - Jun 17, 2005
-6.84%
Aug 6, 2010 - Sep 13, 2010
#15-6.32%
Apr 30, 2019 - Jun 20, 2019
-5.81%
Nov 11, 2010 - Dec 13, 2010

Correlation

Correlation between PEY and TYG is -0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.16
-101

Dividend Comparison (2004 - 2026)

PEY vs TYG dividend yield comparison.

YearPEYTYG
20261.42%4.10%
20254.85%11.25%
20244.44%7.96%
20234.58%9.87%
20224.22%8.94%
20213.83%5.27%
20204.30%10.85%
20193.78%14.61%
20184.33%13.17%
20173.21%9.01%
20163.12%8.54%
20153.44%13.95%
20143.23%5.44%
20133.28%4.79%
20124.33%5.92%
20113.70%5.50%
20103.96%5.65%
20094.54%6.96%
20087.07%13.16%
20074.90%7.26%
20063.34%6.64%
20053.28%6.62%
20040.24%3.53%

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