PGF vs EWX
Comparison between INVESCO FINANCIAL PREFERRED ETF (PGF, ETF) and STATE STREET(R) SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF (EWX, ETF).
5-Year PerformanceEWX has outperformed PGF, delivering a return of +6.3% compared to -0.9%
PGF vs EWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PGF vs EWX - Historical Returns
Returns include dividend reinvestment.
PGF vs EWX - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PGF | EWX |
|---|---|---|
| 2026 | -1.64% | +8.50% |
| 2025 | +1.58% | +16.17% |
| 2024 | +6.01% | +7.64% |
| 2023 | +6.71% | +17.12% |
| 2022 | -18.78% | -15.32% |
| 2021 | +3.30% | +16.66% |
| 2020 | +6.59% | +13.04% |
| 2019 | +13.38% | +14.58% |
| 2018 | -1.78% | -19.74% |
| 2017 | +10.02% | +32.53% |
| 2016 | +0.61% | +10.04% |
| 2015 | +8.65% | -11.76% |
| 2014 | +13.82% | +0.87% |
| 2013 | -1.77% | +0.15% |
| 2012 | +19.63% | +23.85% |
| 2011 | -1.84% | -30.79% |
| 2010 | +14.78% | +19.60% |
| 2009 | +30.43% | +92.49% |
| 2008 | -29.91% | -53.20% |
| 2007 | -15.99% | N/A |
| 2006 | -0.53% | N/A |
PGF vs EWX Drawdown Comparison
The maximum drawdown for PGF was -75.63%, occurring on Mar 9, 2009. Recovery took 797 trading sessions.
The maximum drawdown for EWX was -63.90%, occurring on Nov 20, 2008. Recovery took 583 trading sessions.
The current PGF drawdown is -5.64%. The current EWX drawdown is -5.11%.
| Rank | PGF | EWX |
|---|---|---|
| #1 | -75.63% Feb 1, 2008 - Mar 31, 2011 | -63.90% May 19, 2008 - Sep 13, 2010 |
| #2 | -28.91% Feb 10, 2020 - Jul 29, 2020 | -42.99% Jan 26, 2018 - Dec 28, 2020 |
| #3 | -23.39% Jul 7, 2021 - Oct 19, 2023 | -34.12% Jan 5, 2011 - Sep 5, 2014 |
| #4 | -17.90% May 15, 2007 - Feb 1, 2008 | -31.87% Sep 5, 2014 - Jul 14, 2017 |
| #5 | -17.46% May 20, 2011 - Feb 3, 2012 | -24.67% Jul 12, 2021 - Apr 9, 2024 |
| #6 | -9.19% May 7, 2013 - Mar 31, 2014 | -21.36% Oct 7, 2024 - Jul 3, 2025 |
| #7 | -7.48% Aug 9, 2016 - Apr 4, 2017 | -9.20% Jul 12, 2024 - Sep 24, 2024 |
| #8 | -6.72% Jan 5, 2016 - Mar 28, 2016 | -7.98% Feb 25, 2026 - Apr 13, 2026 |
| #9 | -6.26% Jul 6, 2018 - Jan 31, 2019 | -6.48% Nov 4, 2010 - Jan 3, 2011 |
| #10 | -4.72% May 7, 2012 - Jun 19, 2012 | -5.85% Apr 28, 2021 - May 28, 2021 |
| #11 | -4.39% Dec 17, 2020 - Apr 6, 2021 | -5.11% May 26, 2026 - Jun 5, 2026 |
| #12 | -3.96% Dec 8, 2017 - Jul 2, 2018 | -4.99% Sep 17, 2025 - Jan 9, 2026 |
| #13 | -2.78% Nov 27, 2015 - Dec 28, 2015 | -4.85% Apr 9, 2024 - May 2, 2024 |
| #14 | -2.39% Oct 13, 2020 - Nov 16, 2020 | -4.38% May 11, 2026 - May 26, 2026 |
| #15 | -2.32% Apr 15, 2015 - Jul 16, 2015 | -3.93% May 20, 2024 - Jul 3, 2024 |
Correlation
Correlation between PGF and EWX is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2006 - 2026)
PGF vs EWX dividend yield comparison.
| Year | PGF | EWX |
|---|---|---|
| 2026 | 2.48% | 0.00% |
| 2025 | 6.30% | 2.91% |
| 2024 | 6.24% | 2.90% |
| 2023 | 6.15% | 2.32% |
| 2022 | 5.95% | 3.00% |
| 2021 | 4.68% | 2.77% |
| 2020 | 4.91% | 2.24% |
| 2019 | 5.14% | 2.73% |
| 2018 | 5.73% | 3.26% |
| 2017 | 5.32% | 2.30% |
| 2016 | 5.92% | 2.46% |
| 2015 | 5.68% | 3.04% |
| 2014 | 5.92% | 2.74% |
| 2013 | 6.64% | 2.33% |
| 2012 | 6.35% | 2.27% |
| 2011 | 7.64% | 5.58% |
| 2010 | 7.09% | 3.03% |
| 2009 | 8.78% | 1.79% |
| 2008 | 11.42% | 0.85% |
| 2007 | 7.11% | 0.00% |
| 2006 | 0.74% | 0.00% |
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