PGF vs XCHG
Comparison between INVESCO FINANCIAL PREFERRED ETF (PGF, ETF) and AB US EQUITY ETF (XCHG, ETF).
PGF vs XCHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PGF
$699M
Winner
XCHG
$702M
Expense Ratio
PGF
0.55%
Winner
XCHG
0.50%
Max Drawdown
PGF
79.19%
Winner
XCHG
9.84%
Sharpe Ratio
PGF
0.23
Winner
XCHG
0.77
5Y Beta
Winner
PGF
0.22
XCHG
0.95
P/E Ratio
PGF
N/A
XCHG
26.39
Forward P/E
PGF
N/A
XCHG
21.84
PEG Ratio
PGF
N/A
XCHG
0.43
5Y Dividends CAGR
PGF
0.47%
XCHG
N/A
5Y EPS CAGR
PGF
N/A
XCHG
31.41%
PGF vs XCHG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PGF
+0.25%
XCHG
+0.12%
3M
PGF
+0.21%
Winner
XCHG
+10.96%
6M
PGF
-0.17%
Winner
XCHG
+7.64%
1Y
PGF
+4.97%
XCHG
N/A
5Y(CAGR)
PGF
-0.77%
XCHG
N/A
10Y(CAGR)
PGF
+2.41%
XCHG
N/A
Max(CAGR)
PGF
+3.30%
Winner
XCHG
+14.01%
PGF vs XCHG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PGF | XCHG |
|---|---|---|
| 2026 | -0.60% | +6.46% |
| 2025 | +1.58% | +0.30% |
| 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 XCHG Drawdown Comparison
The maximum drawdown for PGF was -75.63%, occurring on Mar 9, 2009. Recovery took 797 trading sessions.
The maximum drawdown for XCHG was -9.66%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The current PGF drawdown is -4.64%. The current XCHG drawdown is -1.16%.
| Rank | PGF | XCHG |
|---|---|---|
| #1 | -75.63% Feb 1, 2008 - Mar 31, 2011 | -9.66% Jan 12, 2026 - Apr 15, 2026 |
| #2 | -28.91% Feb 10, 2020 - Jul 29, 2020 | -3.69% Jun 4, 2026 - Jun 10, 2026 |
| #3 | -23.39% Jul 7, 2021 - Oct 19, 2023 | -1.75% May 14, 2026 - May 28, 2026 |
| #4 | -17.90% May 15, 2007 - Feb 1, 2008 | -1.30% Dec 15, 2025 - Dec 22, 2025 |
| #5 | -17.46% May 20, 2011 - Feb 3, 2012 | -1.14% Dec 24, 2025 - Jan 6, 2026 |
| #6 | -9.19% May 7, 2013 - Mar 31, 2014 | -0.77% Apr 17, 2026 - Apr 22, 2026 |
| #7 | -7.48% Aug 9, 2016 - Apr 4, 2017 | -0.73% Jun 1, 2026 - Jun 4, 2026 |
| #8 | -6.72% Jan 5, 2016 - Mar 28, 2016 | -0.65% May 6, 2026 - May 14, 2026 |
| #9 | -6.26% Jul 6, 2018 - Jan 31, 2019 | -0.51% Apr 27, 2026 - Apr 30, 2026 |
| #10 | -4.72% May 7, 2012 - Jun 19, 2012 | -0.48% May 1, 2026 - May 5, 2026 |
| #11 | -4.39% Dec 17, 2020 - Apr 6, 2021 | -0.44% Jan 6, 2026 - Jan 9, 2026 |
| #12 | -3.96% Dec 8, 2017 - Jul 2, 2018 | -0.40% Apr 22, 2026 - Apr 24, 2026 |
| #13 | -2.78% Nov 27, 2015 - Dec 28, 2015 | -0.07% Apr 15, 2026 - Apr 17, 2026 |
| #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 XCHG is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
0.28
-101
Dividend Comparison (2006 - 2026)
PGF vs XCHG dividend yield comparison.
| Year | PGF | XCHG |
|---|---|---|
| 2026 | 2.46% | 0.17% |
| 2025 | 6.30% | 0.05% |
| 2024 | 6.24% | 0.00% |
| 2023 | 6.15% | 0.00% |
| 2022 | 5.95% | 0.00% |
| 2021 | 4.68% | 0.00% |
| 2020 | 4.91% | 0.00% |
| 2019 | 5.14% | 0.00% |
| 2018 | 5.73% | 0.00% |
| 2017 | 5.32% | 0.00% |
| 2016 | 5.92% | 0.00% |
| 2015 | 5.68% | 0.00% |
| 2014 | 5.92% | 0.00% |
| 2013 | 6.64% | 0.00% |
| 2012 | 6.35% | 0.00% |
| 2011 | 7.64% | 0.00% |
| 2010 | 7.09% | 0.00% |
| 2009 | 8.78% | 0.00% |
| 2008 | 11.42% | 0.00% |
| 2007 | 7.11% | 0.00% |
| 2006 | 0.74% | 0.00% |
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