PGF vs HEWJ
Comparison between INVESCO FINANCIAL PREFERRED ETF (PGF, ETF) and ISHARES CURRENCY HEDGED MSCI JAPAN ETF (HEWJ, ETF).
5-Year PerformanceHEWJ has outperformed PGF, delivering a return of +20.7% compared to -0.9%
PGF vs HEWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PGF vs HEWJ - Historical Returns
Returns include dividend reinvestment.
PGF vs HEWJ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PGF | HEWJ |
|---|---|---|
| 2026 | -1.64% | +15.66% |
| 2025 | +1.58% | +30.04% |
| 2024 | +6.01% | +25.12% |
| 2023 | +6.71% | +35.83% |
| 2022 | -18.78% | -4.22% |
| 2021 | +3.30% | +14.41% |
| 2020 | +6.59% | +9.12% |
| 2019 | +13.38% | +20.80% |
| 2018 | -1.78% | -14.88% |
| 2017 | +10.02% | +19.55% |
| 2016 | +0.61% | +1.29% |
| 2015 | +8.65% | +8.29% |
| 2014 | +13.82% | +20.54% |
| 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 HEWJ Drawdown Comparison
The maximum drawdown for PGF was -75.63%, occurring on Mar 9, 2009. Recovery took 797 trading sessions.
The maximum drawdown for HEWJ was -31.53%, occurring on Mar 16, 2020. Recovery took 192 trading sessions.
The current PGF drawdown is -5.64%. The current HEWJ drawdown is -3.50%.
| Rank | PGF | HEWJ |
|---|---|---|
| #1 | -75.63% Feb 1, 2008 - Mar 31, 2011 | -31.53% Feb 6, 2020 - Nov 9, 2020 |
| #2 | -28.91% Feb 10, 2020 - Jul 29, 2020 | -29.57% Aug 10, 2015 - Oct 10, 2017 |
| #3 | -23.39% Jul 7, 2021 - Oct 19, 2023 | -21.57% Jan 23, 2018 - Feb 6, 2020 |
| #4 | -17.90% May 15, 2007 - Feb 1, 2008 | -20.90% Jul 10, 2024 - Jun 27, 2025 |
| #5 | -17.46% May 20, 2011 - Feb 3, 2012 | -16.03% Sep 13, 2021 - Nov 25, 2022 |
| #6 | -9.19% May 7, 2013 - Mar 31, 2014 | -11.19% Sep 26, 2014 - Oct 31, 2014 |
| #7 | -7.48% Aug 9, 2016 - Apr 4, 2017 | -10.37% Feb 25, 2026 - May 8, 2026 |
| #8 | -6.72% Jan 5, 2016 - Mar 28, 2016 | -8.93% Jun 1, 2015 - Aug 10, 2015 |
| #9 | -6.26% Jul 6, 2018 - Jan 31, 2019 | -8.77% Dec 5, 2014 - Feb 13, 2015 |
| #10 | -4.72% May 7, 2012 - Jun 19, 2012 | -8.12% Nov 25, 2022 - Mar 3, 2023 |
| #11 | -4.39% Dec 17, 2020 - Apr 6, 2021 | -7.89% Mar 6, 2014 - Jun 4, 2014 |
| #12 | -3.96% Dec 8, 2017 - Jul 2, 2018 | -7.45% Sep 19, 2023 - Nov 17, 2023 |
| #13 | -2.78% Nov 27, 2015 - Dec 28, 2015 | -7.23% Mar 8, 2023 - Apr 17, 2023 |
| #14 | -2.39% Oct 13, 2020 - Nov 16, 2020 | -6.97% Apr 5, 2021 - Sep 2, 2021 |
| #15 | -2.32% Apr 15, 2015 - Jul 16, 2015 | -5.17% Mar 21, 2024 - May 20, 2024 |
Correlation
Correlation between PGF and HEWJ is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2006 - 2026)
PGF vs HEWJ dividend yield comparison.
| Year | PGF | HEWJ |
|---|---|---|
| 2026 | 2.48% | 0.00% |
| 2025 | 6.30% | 5.10% |
| 2024 | 6.24% | 2.20% |
| 2023 | 6.15% | 2.02% |
| 2022 | 5.95% | 47.68% |
| 2021 | 4.68% | 2.03% |
| 2020 | 4.91% | 1.20% |
| 2019 | 5.14% | 2.78% |
| 2018 | 5.73% | 1.37% |
| 2017 | 5.32% | 1.21% |
| 2016 | 5.92% | 1.88% |
| 2015 | 5.68% | 3.25% |
| 2014 | 5.92% | 2.15% |
| 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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