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PGF vs SGVT

Comparison between INVESCO FINANCIAL PREFERRED ETF (PGF, ETF) and SCHWAB GOVERNMENT MONEY MARKET ETF (SGVT, ETF).

PGF vs SGVT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PGF
$719M
SGVT
$714M
Expense Ratio
PGF
0.55%
Winner
SGVT
0.28%
Max Drawdown
PGF
79.19%
Winner
SGVT
0.33%
Sharpe Ratio
PGF
0.04
Winner
SGVT
0.49
5Y Beta
PGF
0.22
Winner
SGVT
-0.00
5Y Dividends CAGR
PGF
0.47%
SGVT
N/A

PGF vs SGVT - Historical Returns

Returns include dividend reinvestment.

1M
PGF
-1.71%
Winner
SGVT
+0.30%
3M
PGF
-2.51%
Winner
SGVT
+0.87%
6M
PGF
+0.19%
Winner
SGVT
+1.70%
1Y
PGF
+3.50%
Winner
SGVT
+3.70%
5Y(CAGR)
PGF
-0.86%
SGVT
N/A
10Y(CAGR)
PGF
+2.27%
SGVT
N/A
Max(CAGR)
PGF
+3.25%
Winner
SGVT
+3.78%

PGF vs SGVT - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearPGFSGVT
2026-1.64%+1.42%
2025+1.58%+2.22%
2024+6.01%N/A
2023+6.71%N/A
2022-18.78%N/A
2021+3.30%N/A
2020+6.59%N/A
2019+13.38%N/A
2018-1.78%N/A
2017+10.02%N/A
2016+0.61%N/A
2015+8.65%N/A
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 SGVT Drawdown Comparison

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

The maximum drawdown for SGVT was -0.03%, occurring on Nov 12, 2025. Recovery took 3 trading sessions.

The current PGF drawdown is -5.64%.

RankPGFSGVT
#1-75.63%
Feb 1, 2008 - Mar 31, 2011
-0.03%
Nov 11, 2025 - Nov 14, 2025
#2-28.91%
Feb 10, 2020 - Jul 29, 2020
-0.01%
Oct 10, 2025 - Oct 15, 2025
#3-23.39%
Jul 7, 2021 - Oct 19, 2023
-0.01%
Feb 11, 2026 - Feb 13, 2026
#4-17.90%
May 15, 2007 - Feb 1, 2008
-0.01%
Oct 24, 2025 - Oct 28, 2025
#5-17.46%
May 20, 2011 - Feb 3, 2012
-0.01%
May 22, 2026 - May 27, 2026
#6-9.19%
May 7, 2013 - Mar 31, 2014
-0.01%
Jul 8, 2025 - Jul 10, 2025
#7-7.48%
Aug 9, 2016 - Apr 4, 2017
-0.00%
Oct 17, 2025 - Oct 21, 2025
#8-6.72%
Jan 5, 2016 - Mar 28, 2016
-0.00%
May 11, 2026 - May 14, 2026
#9-6.26%
Jul 6, 2018 - Jan 31, 2019
-0.00%
Jan 9, 2026 - Jan 13, 2026
#10-4.72%
May 7, 2012 - Jun 19, 2012
-0.00%
Aug 11, 2025 - Aug 13, 2025
#11-4.39%
Dec 17, 2020 - Apr 6, 2021
-0.00%
Sep 2, 2025 - Sep 4, 2025
#12-3.96%
Dec 8, 2017 - Jul 2, 2018
-0.00%
Jan 30, 2026 - Feb 3, 2026
#13-2.78%
Nov 27, 2015 - Dec 28, 2015
-0.00%
Oct 8, 2025 - Oct 10, 2025
#14-2.39%
Oct 13, 2020 - Nov 16, 2020
N/A
#15-2.32%
Apr 15, 2015 - Jul 16, 2015
N/A

Correlation

Correlation between PGF and SGVT is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40
-101

Dividend Comparison (2006 - 2026)

PGF vs SGVT dividend yield comparison.

YearPGFSGVT
20262.48%1.39%
20256.30%1.73%
20246.24%0.00%
20236.15%0.00%
20225.95%0.00%
20214.68%0.00%
20204.91%0.00%
20195.14%0.00%
20185.73%0.00%
20175.32%0.00%
20165.92%0.00%
20155.68%0.00%
20145.92%0.00%
20136.64%0.00%
20126.35%0.00%
20117.64%0.00%
20107.09%0.00%
20098.78%0.00%
200811.42%0.00%
20077.11%0.00%
20060.74%0.00%

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