PGF vs IAT
Comparison between INVESCO FINANCIAL PREFERRED ETF (PGF, ETF) and ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF).
5-Year PerformanceIAT has outperformed PGF, delivering a return of +4.4% compared to -0.9%
PGF vs IAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PGF vs IAT - Historical Returns
Returns include dividend reinvestment.
PGF vs IAT - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PGF | IAT |
|---|---|---|
| 2026 | -1.57% | +12.95% |
| 2025 | +1.58% | +13.83% |
| 2024 | +6.01% | +23.07% |
| 2023 | +6.71% | -8.57% |
| 2022 | -18.78% | -22.25% |
| 2021 | +3.30% | +39.74% |
| 2020 | +6.59% | -7.86% |
| 2019 | +13.38% | +29.03% |
| 2018 | -1.78% | -17.78% |
| 2017 | +10.02% | +10.25% |
| 2016 | +0.61% | +35.82% |
| 2015 | +8.65% | +2.41% |
| 2014 | +13.82% | +8.94% |
| 2013 | -1.77% | +33.18% |
| 2012 | +19.63% | +15.22% |
| 2011 | -1.84% | -13.91% |
| 2010 | +14.78% | +18.93% |
| 2009 | +30.43% | -11.04% |
| 2008 | -29.91% | -31.81% |
| 2007 | -15.99% | -25.73% |
| 2006 | -0.53% | +6.02% |
PGF vs IAT Drawdown Comparison
The maximum drawdown for PGF was -75.63%, occurring on Mar 9, 2009. Recovery took 797 trading sessions.
The maximum drawdown for IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 2465 trading sessions.
The current PGF drawdown is -5.57%. The current IAT drawdown is -5.16%.
| Rank | PGF | IAT |
|---|---|---|
| #1 | -75.63% Feb 1, 2008 - Mar 31, 2011 | -77.21% Feb 20, 2007 - Dec 1, 2016 |
| #2 | -28.91% Feb 10, 2020 - Jul 29, 2020 | -55.53% Jan 14, 2022 - Feb 4, 2026 |
| #3 | -23.39% Jul 7, 2021 - Oct 19, 2023 | -52.03% Mar 9, 2018 - Jan 12, 2021 |
| #4 | -17.90% May 15, 2007 - Feb 1, 2008 | -17.49% Feb 6, 2026 - Jun 25, 2026 |
| #5 | -17.46% May 20, 2011 - Feb 3, 2012 | -13.86% May 17, 2021 - Oct 5, 2021 |
| #6 | -9.19% May 7, 2013 - Mar 31, 2014 | -13.59% Mar 1, 2017 - Nov 29, 2017 |
| #7 | -7.48% Aug 9, 2016 - Apr 4, 2017 | -10.68% Oct 22, 2021 - Jan 6, 2022 |
| #8 | -6.72% Jan 5, 2016 - Mar 28, 2016 | -9.71% Jan 14, 2021 - Feb 9, 2021 |
| #9 | -6.26% Jul 6, 2018 - Jan 31, 2019 | -7.34% Feb 1, 2018 - Mar 7, 2018 |
| #10 | -4.72% May 7, 2012 - Jun 19, 2012 | -7.19% Mar 12, 2021 - Apr 27, 2021 |
| #11 | -4.39% Dec 17, 2020 - Apr 6, 2021 | -5.42% Feb 24, 2021 - Mar 8, 2021 |
| #12 | -3.96% Dec 8, 2017 - Jul 2, 2018 | -5.40% Aug 14, 2026 - Aug 20, 2026 |
| #13 | -2.78% Nov 27, 2015 - Dec 28, 2015 | -5.30% May 8, 2006 - Sep 20, 2006 |
| #14 | -2.39% Oct 13, 2020 - Nov 16, 2020 | -4.22% Jan 4, 2017 - Jan 25, 2017 |
| #15 | -2.32% Apr 15, 2015 - Jul 16, 2015 | -3.93% May 7, 2021 - May 14, 2021 |
Correlation
Correlation between PGF and IAT is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2006 - 2026)
PGF vs IAT dividend yield comparison.
| Year | PGF | IAT |
|---|---|---|
| 2026 | 4.23% | 1.03% |
| 2025 | 6.30% | 2.94% |
| 2024 | 6.24% | 2.95% |
| 2023 | 6.15% | 3.56% |
| 2022 | 5.95% | 3.12% |
| 2021 | 4.68% | 1.88% |
| 2020 | 4.91% | 2.87% |
| 2019 | 5.14% | 2.49% |
| 2018 | 5.73% | 2.48% |
| 2017 | 5.32% | 1.55% |
| 2016 | 5.92% | 1.52% |
| 2015 | 5.68% | 1.78% |
| 2014 | 5.92% | 1.68% |
| 2013 | 6.64% | 1.56% |
| 2012 | 6.35% | 1.96% |
| 2011 | 7.64% | 1.95% |
| 2010 | 7.09% | 1.11% |
| 2009 | 8.78% | 2.03% |
| 2008 | 11.42% | 5.21% |
| 2007 | 7.11% | 3.41% |
| 2006 | 0.74% | 2.30% |
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