PGF vs CCD
Comparison between INVESCO FINANCIAL PREFERRED ETF (PGF, ETF) and Calamos Dynamic Convertible and Income Fund (CCD, ETF).
5-Year PerformanceCCD has outperformed PGF, delivering a return of +6.7% compared to -0.8%
PGF vs CCD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PGF vs CCD - Historical Returns
Returns include dividend reinvestment.
PGF vs CCD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PGF | CCD |
|---|---|---|
| 2026 | -0.60% | +26.54% |
| 2025 | +1.58% | -4.09% |
| 2024 | +6.01% | +37.39% |
| 2023 | +6.71% | +7.41% |
| 2022 | -18.78% | -27.83% |
| 2021 | +3.30% | +22.43% |
| 2020 | +6.59% | +44.67% |
| 2019 | +13.38% | +37.30% |
| 2018 | -1.78% | -9.57% |
| 2017 | +10.02% | +25.52% |
| 2016 | +0.61% | +8.14% |
| 2015 | +8.65% | -22.81% |
| 2014 | +13.82% | N/A |
| 2013 | -1.77% | N/A |
| 2012 | +19.63% | N/A |
| 2011 | -1.84% | N/A |
| 2010 | +14.78% | N/A |
| 2009 | +30.43% | N/A |
| 2008 | -29.91% | N/A |
| 2007 | -15.99% | N/A |
| 2006 | -0.53% | N/A |
PGF vs CCD Drawdown Comparison
The maximum drawdown for PGF was -75.63%, occurring on Mar 9, 2009. Recovery took 797 trading sessions.
The maximum drawdown for CCD was -55.32%, occurring on Mar 18, 2020. Recovery took 94 trading sessions.
The current PGF drawdown is -4.64%. The current CCD drawdown is -0.35%.
| Rank | PGF | CCD |
|---|---|---|
| #1 | -75.63% Feb 1, 2008 - Mar 31, 2011 | -55.32% Feb 20, 2020 - Jul 6, 2020 |
| #2 | -28.91% Feb 10, 2020 - Jul 29, 2020 | -37.54% Nov 9, 2021 - Sep 19, 2024 |
| #3 | -23.39% Jul 7, 2021 - Oct 19, 2023 | -36.95% Apr 24, 2015 - Jul 12, 2017 |
| #4 | -17.90% May 15, 2007 - Feb 1, 2008 | -26.91% Sep 12, 2018 - Jul 19, 2019 |
| #5 | -17.46% May 20, 2011 - Feb 3, 2012 | -22.28% Oct 10, 2024 - Jan 15, 2026 |
| #6 | -9.19% May 7, 2013 - Mar 31, 2014 | -11.42% Jan 24, 2018 - Apr 20, 2018 |
| #7 | -7.48% Aug 9, 2016 - Apr 4, 2017 | -11.34% Mar 2, 2021 - Oct 19, 2021 |
| #8 | -6.72% Jan 5, 2016 - Mar 28, 2016 | -11.08% Feb 20, 2026 - Apr 8, 2026 |
| #9 | -6.26% Jul 6, 2018 - Jan 31, 2019 | -9.88% Oct 12, 2020 - Nov 6, 2020 |
| #10 | -4.72% May 7, 2012 - Jun 19, 2012 | -8.30% Sep 1, 2020 - Oct 7, 2020 |
| #11 | -4.39% Dec 17, 2020 - Apr 6, 2021 | -7.38% May 6, 2026 - May 26, 2026 |
| #12 | -3.96% Dec 8, 2017 - Jul 2, 2018 | -6.29% Jun 2, 2026 - Jun 10, 2026 |
| #13 | -2.78% Nov 27, 2015 - Dec 28, 2015 | -5.92% Feb 12, 2021 - Mar 2, 2021 |
| #14 | -2.39% Oct 13, 2020 - Nov 16, 2020 | -5.65% Jul 24, 2019 - Oct 17, 2019 |
| #15 | -2.32% Apr 15, 2015 - Jul 16, 2015 | -5.56% Jul 20, 2017 - Sep 19, 2017 |
Correlation
Correlation between PGF and CCD is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2006 - 2026)
PGF vs CCD dividend yield comparison.
| Year | PGF | CCD |
|---|---|---|
| 2026 | 2.46% | 3.81% |
| 2025 | 6.30% | 11.22% |
| 2024 | 6.24% | 9.63% |
| 2023 | 6.15% | 11.83% |
| 2022 | 5.95% | 11.42% |
| 2021 | 4.68% | 7.43% |
| 2020 | 4.91% | 7.11% |
| 2019 | 5.14% | 8.93% |
| 2018 | 5.73% | 12.21% |
| 2017 | 5.32% | 9.99% |
| 2016 | 5.92% | 11.43% |
| 2015 | 5.68% | 7.40% |
| 2014 | 5.92% | 0.00% |
| 2013 | 6.64% | 0.00% |
| 2012 | 6.35% | 0.00% |
| 2011 | 7.64% | 0.00% |
| 2010 | 7.09% | 0.00% |
| 2009 | 8.78% | 0.00% |
| 2008 | 11.42% | 0.00% |
| 2007 | 7.11% | 0.00% |
| 2006 | 0.74% | 0.00% |
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