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PGF vs PGX

Comparison between INVESCO FINANCIAL PREFERRED ETF (PGF, ETF) and INVESCO PREFERRED ETF (PGX, ETF).

5-Year PerformancePGX has outperformed PGF, delivering a return of -0.8% compared to -0.9%

PGF vs PGX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PGF
$719M
Winner
PGX
$3.90B
Expense Ratio
PGF
0.55%
Winner
PGX
0.50%
Max Drawdown
PGF
79.19%
Winner
PGX
69.54%
Sharpe Ratio
PGF
0.04
Winner
PGX
0.23
5Y Beta
PGF
0.22
Winner
PGX
0.22
5Y Dividends CAGR
Winner
PGF
0.47%
PGX
-0.25%

PGF vs PGX - Historical Returns

Returns include dividend reinvestment.

1M
PGF
-1.71%
Winner
PGX
-1.35%
3M
PGF
-2.51%
Winner
PGX
-2.34%
6M
Winner
PGF
+0.19%
PGX
+0.12%
1Y
PGF
+3.50%
Winner
PGX
+4.77%
5Y(CAGR)
PGF
-0.86%
Winner
PGX
-0.79%
10Y(CAGR)
PGF
+2.27%
Winner
PGX
+2.33%
Max(CAGR)
Winner
PGF
+3.25%
PGX
+2.87%

PGF vs PGX - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearPGFPGX
2026-1.64%-1.24%
2025+1.58%+1.97%
2024+6.01%+6.62%
2023+6.71%+7.97%
2022-18.78%-20.67%
2021+3.30%+3.97%
2020+6.59%+6.27%
2019+13.38%+15.88%
2018-1.78%-3.22%
2017+10.02%+9.93%
2016+0.61%+0.32%
2015+8.65%+7.55%
2014+13.82%+15.54%
2013-1.77%-2.72%
2012+19.63%+13.74%
2011-1.84%+3.33%
2010+14.78%+11.31%
2009+30.43%+13.85%
2008-29.91%-33.77%
2007-15.99%N/A
2006-0.53%N/A

PGF vs PGX Drawdown Comparison

The maximum drawdown for PGF was -75.63%, occurring on Mar 9, 2009. Recovery took 797 trading sessions.

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

The current PGF drawdown is -5.64%. The current PGX drawdown is -5.53%.

RankPGFPGX
#1-75.63%
Feb 1, 2008 - Mar 31, 2011
-66.38%
Feb 6, 2008 - Aug 6, 2012
#2-28.91%
Feb 10, 2020 - Jul 29, 2020
-34.09%
Feb 11, 2020 - Aug 17, 2020
#3-23.39%
Jul 7, 2021 - Oct 19, 2023
-24.65%
Nov 5, 2021 - Oct 19, 2023
#4-17.90%
May 15, 2007 - Feb 1, 2008
-9.56%
May 8, 2013 - Mar 31, 2014
#5-17.46%
May 20, 2011 - Feb 3, 2012
-8.05%
Aug 31, 2018 - Feb 12, 2019
#6-9.19%
May 7, 2013 - Mar 31, 2014
-7.58%
Sep 7, 2016 - Apr 3, 2017
#7-7.48%
Aug 9, 2016 - Apr 4, 2017
-6.12%
Jan 5, 2016 - Mar 24, 2016
#8-6.72%
Jan 5, 2016 - Mar 28, 2016
-4.23%
Dec 8, 2017 - Jul 2, 2018
#9-6.26%
Jul 6, 2018 - Jan 31, 2019
-4.12%
Dec 31, 2020 - Apr 5, 2021
#10-4.72%
May 7, 2012 - Jun 19, 2012
-3.13%
Aug 14, 2015 - Sep 24, 2015
#11-4.39%
Dec 17, 2020 - Apr 6, 2021
-2.68%
Dec 1, 2015 - Dec 28, 2015
#12-3.96%
Dec 8, 2017 - Jul 2, 2018
-2.42%
Apr 15, 2015 - Jul 17, 2015
#13-2.78%
Nov 27, 2015 - Dec 28, 2015
-2.17%
Sep 22, 2021 - Nov 4, 2021
#14-2.39%
Oct 13, 2020 - Nov 16, 2020
-2.07%
Aug 26, 2020 - Oct 5, 2020
#15-2.32%
Apr 15, 2015 - Jul 16, 2015
-2.02%
Nov 6, 2012 - Jan 3, 2013

Correlation

Correlation between PGF and PGX is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2006 - 2026)

PGF vs PGX dividend yield comparison.

YearPGFPGX
20262.48%2.60%
20256.30%6.03%
20246.24%5.95%
20236.15%6.42%
20225.95%6.29%
20214.68%4.82%
20204.91%4.89%
20195.14%4.85%
20185.73%6.09%
20175.32%5.66%
20165.92%6.02%
20155.68%5.84%
20145.92%5.97%
20136.64%6.78%
20126.35%6.47%
20117.64%6.77%
20107.09%6.75%
20098.78%8.04%
200811.42%10.00%
20077.11%0.00%
20060.74%0.00%

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