StockComparison Logo
vs

PFF vs PGX

Comparison between ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF, ETF) and INVESCO PREFERRED ETF (PGX, ETF).

5-Year PerformancePFF has outperformed PGX, delivering a return of +1.3% compared to -0.8%

PFF vs PGX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PFF
$14B
PGX
$3.90B
Expense Ratio
Winner
PFF
0.45%
PGX
0.50%
Max Drawdown
PFF
70.19%
Winner
PGX
69.54%
Sharpe Ratio
Winner
PFF
0.61
PGX
0.23
5Y Beta
PFF
0.32
Winner
PGX
0.22
5Y Dividends CAGR
PFF
-0.62%
Winner
PGX
-0.25%

PFF vs PGX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PFF
-1.28%
PGX
-1.35%
3M
Winner
PFF
+0.13%
PGX
-2.34%
6M
Winner
PFF
+2.38%
PGX
+0.12%
1Y
Winner
PFF
+7.72%
PGX
+4.77%
5Y(CAGR)
Winner
PFF
+1.28%
PGX
-0.79%
10Y(CAGR)
Winner
PFF
+3.20%
PGX
+2.33%
Max(CAGR)
Winner
PFF
+3.82%
PGX
+2.87%

PFF vs PGX - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPFFPGX
2026+0.86%-1.24%
2025+3.62%+1.97%
2024+7.38%+6.62%
2023+8.66%+7.97%
2022-17.58%-20.67%
2021+8.17%+3.97%
2020+7.28%+6.27%
2019+14.86%+15.88%
2018-4.10%-3.22%
2017+7.26%+9.93%
2016+0.84%+0.32%
2015+3.82%+7.55%
2014+13.42%+15.54%
2013-1.29%-2.72%
2012+17.15%+13.74%
2011-2.15%+3.33%
2010+13.19%+11.31%
2009+33.55%+13.85%
2008-26.08%-33.77%
2007-12.60%N/A

PFF vs PGX Drawdown Comparison

The maximum drawdown for PFF was -65.49%, occurring on Mar 6, 2009. Recovery took 806 trading sessions.

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

The current PFF drawdown is -2.12%. The current PGX drawdown is -5.53%.

RankPFFPGX
#1-65.49%
May 14, 2007 - Jul 26, 2010
-66.38%
Feb 6, 2008 - Aug 6, 2012
#2-34.11%
Feb 11, 2020 - Oct 7, 2020
-34.09%
Feb 11, 2020 - Aug 17, 2020
#3-21.05%
Dec 31, 2021 - Sep 24, 2024
-24.65%
Nov 5, 2021 - Oct 19, 2023
#4-15.19%
May 19, 2011 - Feb 3, 2012
-9.56%
May 8, 2013 - Mar 31, 2014
#5-10.61%
Oct 16, 2024 - Sep 5, 2025
-8.05%
Aug 31, 2018 - Feb 12, 2019
#6-9.72%
Aug 31, 2018 - Apr 1, 2019
-7.58%
Sep 7, 2016 - Apr 3, 2017
#7-8.67%
May 8, 2013 - Mar 17, 2014
-6.12%
Jan 5, 2016 - Mar 24, 2016
#8-7.48%
Aug 9, 2016 - Apr 10, 2017
-4.23%
Dec 8, 2017 - Jul 2, 2018
#9-6.77%
Jan 5, 2016 - Mar 22, 2016
-4.12%
Dec 31, 2020 - Apr 5, 2021
#10-5.28%
Feb 17, 2026 - May 6, 2026
-3.13%
Aug 14, 2015 - Sep 24, 2015
#11-4.64%
Sep 19, 2025 - Jan 9, 2026
-2.68%
Dec 1, 2015 - Dec 28, 2015
#12-4.17%
May 7, 2012 - Jun 19, 2012
-2.42%
Apr 15, 2015 - Jul 17, 2015
#13-3.81%
Nov 27, 2015 - Jan 4, 2016
-2.17%
Sep 22, 2021 - Nov 4, 2021
#14-3.81%
Dec 7, 2017 - Jun 14, 2018
-2.07%
Aug 26, 2020 - Oct 5, 2020
#15-3.15%
Dec 31, 2020 - Mar 26, 2021
-2.02%
Nov 6, 2012 - Jan 3, 2013

Correlation

Correlation between PFF and PGX is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2007 - 2026)

PFF vs PGX dividend yield comparison.

YearPFFPGX
20262.04%2.60%
20256.30%6.03%
20246.32%5.95%
20236.63%6.42%
20226.01%6.29%
20214.45%4.82%
20204.79%4.89%
20195.31%4.85%
20186.32%6.09%
20175.59%5.66%
20165.85%6.02%
20155.76%5.84%
20146.32%5.97%
20136.60%6.78%
20126.01%6.47%
20116.98%6.77%
20107.33%6.75%
20097.87%8.04%
20089.45%10.00%
20076.01%0.00%

Select Stocks to Compare

More Comparisons

Compare with similar stocks

Popular suggestions: