PGF vs SPY
Comparison between INVESCO FINANCIAL PREFERRED ETF (PGF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PGF, delivering a return of +13.3% compared to -0.9%
PGF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PGF
$719M
Winner
SPY
$735B
Expense Ratio
PGF
0.55%
Winner
SPY
0.09%
Max Drawdown
PGF
79.19%
Winner
SPY
56.47%
Sharpe Ratio
PGF
0.04
Winner
SPY
1.62
5Y Beta
Winner
PGF
0.22
SPY
1.00
P/E Ratio
PGF
N/A
SPY
28.99
Forward P/E
PGF
N/A
SPY
22.37
5Y Dividends CAGR
PGF
0.47%
Winner
SPY
5.43%
5Y EPS CAGR
PGF
N/A
SPY
26.05%
Debt to Equity
PGF
N/A
SPY
32.40%
P/S Ratio
PGF
N/A
SPY
3.74
P/B Ratio
PGF
N/A
SPY
5.61
PGF vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PGF
-1.71%
Winner
SPY
+1.90%
3M
PGF
-2.51%
Winner
SPY
+8.55%
6M
PGF
+0.19%
Winner
SPY
+8.18%
1Y
PGF
+3.50%
Winner
SPY
+25.79%
5Y(CAGR)
PGF
-0.86%
Winner
SPY
+13.32%
10Y(CAGR)
PGF
+2.27%
Winner
SPY
+15.19%
Max(CAGR)
PGF
+3.25%
Winner
SPY
+8.47%
PGF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PGF | SPY |
|---|---|---|
| 2026 | -1.64% | +8.26% |
| 2025 | +1.58% | +18.00% |
| 2024 | +6.01% | +25.59% |
| 2023 | +6.71% | +26.72% |
| 2022 | -18.78% | -18.64% |
| 2021 | +3.30% | +30.52% |
| 2020 | +6.59% | +17.28% |
| 2019 | +13.38% | +31.09% |
| 2018 | -1.78% | -5.24% |
| 2017 | +10.02% | +20.78% |
| 2016 | +0.61% | +13.59% |
| 2015 | +8.65% | +1.31% |
| 2014 | +13.82% | +14.56% |
| 2013 | -1.77% | +29.00% |
| 2012 | +19.63% | +14.17% |
| 2011 | -1.84% | +0.85% |
| 2010 | +14.78% | +13.14% |
| 2009 | +30.43% | +22.67% |
| 2008 | -29.91% | -36.25% |
| 2007 | -15.99% | +5.32% |
| 2006 | -0.53% | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
PGF vs SPY Drawdown Comparison
The maximum drawdown for PGF was -75.63%, occurring on Mar 9, 2009. Recovery took 797 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PGF drawdown is -5.64%. The current SPY drawdown is -2.90%.
| Rank | PGF | SPY |
|---|---|---|
| #1 | -75.63% Feb 1, 2008 - Mar 31, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -28.91% Feb 10, 2020 - Jul 29, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -23.39% Jul 7, 2021 - Oct 19, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -17.90% May 15, 2007 - Feb 1, 2008 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -17.46% May 20, 2011 - Feb 3, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.19% May 7, 2013 - Mar 31, 2014 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.48% Aug 9, 2016 - Apr 4, 2017 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.72% Jan 5, 2016 - Mar 28, 2016 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.26% Jul 6, 2018 - Jan 31, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.72% May 7, 2012 - Jun 19, 2012 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.39% Dec 17, 2020 - Apr 6, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.96% Dec 8, 2017 - Jul 2, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.78% Nov 27, 2015 - Dec 28, 2015 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.39% Oct 13, 2020 - Nov 16, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.32% Apr 15, 2015 - Jul 16, 2015 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PGF and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (1999 - 2026)
PGF vs SPY dividend yield comparison.
| Year | PGF | SPY |
|---|---|---|
| 2026 | 2.48% | 0.24% |
| 2025 | 6.30% | 1.07% |
| 2024 | 6.24% | 1.21% |
| 2023 | 6.15% | 1.40% |
| 2022 | 5.95% | 1.65% |
| 2021 | 4.68% | 1.20% |
| 2020 | 4.91% | 1.52% |
| 2019 | 5.14% | 1.75% |
| 2018 | 5.73% | 2.04% |
| 2017 | 5.32% | 1.80% |
| 2016 | 5.92% | 2.03% |
| 2015 | 5.68% | 2.06% |
| 2014 | 5.92% | 1.87% |
| 2013 | 6.64% | 1.81% |
| 2012 | 6.35% | 2.18% |
| 2011 | 7.64% | 2.05% |
| 2010 | 7.09% | 1.80% |
| 2009 | 8.78% | 1.95% |
| 2008 | 11.42% | 3.02% |
| 2007 | 7.11% | 1.85% |
| 2006 | 0.74% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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