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PGF vs VUSE

Comparison between INVESCO FINANCIAL PREFERRED ETF (PGF, ETF) and VIDENT U.S. EQUITY STRATEGY ETF (VUSE, ETF).

5-Year PerformanceVUSE has outperformed PGF, delivering a return of +11.8% compared to -0.8%

PGF vs VUSE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PGF
$689M
Winner
VUSE
$690M
Expense Ratio
PGF
0.55%
Winner
VUSE
0.50%
Max Drawdown
PGF
79.19%
Winner
VUSE
45.51%
Sharpe Ratio
PGF
-0.14
Winner
VUSE
0.79
5Y Beta
Winner
PGF
0.22
VUSE
0.94
P/E Ratio
PGF
N/A
VUSE
26.80
Forward P/E
PGF
N/A
VUSE
20.17
5Y Dividends CAGR
Winner
PGF
-0.71%
VUSE
-7.60%
5Y EPS CAGR
PGF
N/A
VUSE
27.13%
Debt to Equity
PGF
N/A
VUSE
86.55%
P/S Ratio
PGF
N/A
VUSE
4.44
P/B Ratio
PGF
N/A
VUSE
7.87

PGF vs VUSE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PGF
+0.36%
VUSE
-0.33%
3M
PGF
-1.14%
Winner
VUSE
+5.70%
6M
PGF
-1.93%
Winner
VUSE
+8.46%
1Y
PGF
+2.66%
Winner
VUSE
+14.43%
5Y(CAGR)
PGF
-0.79%
Winner
VUSE
+11.77%
10Y(CAGR)
PGF
+2.14%
Winner
VUSE
+11.97%
Max(CAGR)
PGF
+3.26%
Winner
VUSE
+10.15%

PGF vs VUSE - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearPGFVUSE
2026-1.02%+8.93%
2025+1.58%+13.18%
2024+6.01%+17.02%
2023+6.71%+24.78%
2022-18.78%-9.94%
2021+3.30%+37.02%
2020+6.59%+6.32%
2019+13.38%+19.64%
2018-1.78%-16.11%
2017+10.02%+15.59%
2016+0.61%+20.66%
2015+8.65%-5.69%
2014+13.82%+8.33%
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 VUSE Drawdown Comparison

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

The maximum drawdown for VUSE was -43.92%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.

The current PGF drawdown is -5.04%. The current VUSE drawdown is -1.46%.

RankPGFVUSE
#1-75.63%
Feb 1, 2008 - Mar 31, 2011
-43.92%
Aug 29, 2018 - Dec 4, 2020
#2-28.91%
Feb 10, 2020 - Jul 29, 2020
-21.34%
Jan 4, 2022 - Jun 13, 2023
#3-23.39%
Jul 7, 2021 - Oct 19, 2023
-20.42%
Jun 23, 2015 - Nov 14, 2016
#4-17.90%
May 15, 2007 - Feb 1, 2008
-18.92%
Feb 13, 2025 - Jun 30, 2025
#5-17.46%
May 20, 2011 - Feb 3, 2012
-10.13%
Jan 26, 2018 - Aug 21, 2018
#6-9.19%
May 7, 2013 - Mar 31, 2014
-9.28%
Jan 12, 2026 - Apr 17, 2026
#7-7.48%
Aug 9, 2016 - Apr 4, 2017
-9.19%
Jun 8, 2021 - Nov 3, 2021
#8-6.72%
Jan 5, 2016 - Mar 28, 2016
-9.04%
Jul 31, 2023 - Dec 11, 2023
#9-6.26%
Jul 6, 2018 - Jan 31, 2019
-8.96%
Sep 2, 2014 - Nov 21, 2014
#10-4.72%
May 7, 2012 - Jun 19, 2012
-8.09%
Jul 16, 2024 - Sep 19, 2024
#11-4.39%
Dec 17, 2020 - Apr 6, 2021
-7.63%
Nov 15, 2021 - Jan 4, 2022
#12-3.96%
Dec 8, 2017 - Jul 2, 2018
-6.76%
Oct 27, 2025 - Jan 12, 2026
#13-2.78%
Nov 27, 2015 - Dec 28, 2015
-6.25%
Jan 22, 2014 - Feb 27, 2014
#14-2.39%
Oct 13, 2020 - Nov 16, 2020
-6.06%
Dec 6, 2024 - Feb 6, 2025
#15-2.32%
Apr 15, 2015 - Jul 16, 2015
-5.70%
Mar 28, 2024 - Jul 2, 2024

Correlation

Correlation between PGF and VUSE is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (2006 - 2026)

PGF vs VUSE dividend yield comparison.

YearPGFVUSE
20263.64%0.20%
20256.30%0.47%
20246.24%0.84%
20236.15%1.15%
20225.95%1.57%
20214.68%1.16%
20204.91%1.33%
20195.14%1.61%
20185.73%1.55%
20175.32%1.16%
20165.92%1.25%
20155.68%1.73%
20145.92%1.29%
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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