PGF vs XSVM
Comparison between INVESCO FINANCIAL PREFERRED ETF (PGF, ETF) and INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF).
5-Year PerformanceXSVM has outperformed PGF, delivering a return of +8.6% compared to -0.9%
PGF vs XSVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PGF vs XSVM - Historical Returns
Returns include dividend reinvestment.
PGF vs XSVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PGF | XSVM |
|---|---|---|
| 2026 | -1.57% | +22.25% |
| 2025 | +1.58% | +8.44% |
| 2024 | +6.01% | +2.66% |
| 2023 | +6.71% | +21.36% |
| 2022 | -18.78% | -14.95% |
| 2021 | +3.30% | +57.25% |
| 2020 | +6.59% | +5.22% |
| 2019 | +13.38% | +28.56% |
| 2018 | -1.78% | -12.72% |
| 2017 | +10.02% | +2.33% |
| 2016 | +0.61% | +38.71% |
| 2015 | +8.65% | -8.23% |
| 2014 | +13.82% | +7.12% |
| 2013 | -1.77% | +39.94% |
| 2012 | +19.63% | +19.01% |
| 2011 | -1.84% | -3.14% |
| 2010 | +14.78% | +16.35% |
| 2009 | +30.43% | +16.81% |
| 2008 | -29.91% | -30.67% |
| 2007 | -15.99% | -8.82% |
| 2006 | -0.53% | +15.68% |
| 2005 | N/A | +3.39% |
PGF vs XSVM Drawdown Comparison
The maximum drawdown for PGF was -75.63%, occurring on Mar 9, 2009. Recovery took 797 trading sessions.
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The current PGF drawdown is -5.57%. The current XSVM drawdown is -4.08%.
| Rank | PGF | XSVM |
|---|---|---|
| #1 | -75.63% Feb 1, 2008 - Mar 31, 2011 | -62.59% Jun 4, 2007 - Jan 4, 2013 |
| #2 | -28.91% Feb 10, 2020 - Jul 29, 2020 | -49.01% Dec 18, 2019 - Nov 24, 2020 |
| #3 | -23.39% Jul 7, 2021 - Oct 19, 2023 | -26.22% Nov 25, 2024 - Dec 11, 2025 |
| #4 | -17.90% May 15, 2007 - Feb 1, 2008 | -25.98% Nov 8, 2021 - Dec 26, 2023 |
| #5 | -17.46% May 20, 2011 - Feb 3, 2012 | -24.40% Jun 23, 2015 - Aug 23, 2016 |
| #6 | -9.19% May 7, 2013 - Mar 31, 2014 | -23.63% Aug 21, 2018 - Nov 25, 2019 |
| #7 | -7.48% Aug 9, 2016 - Apr 4, 2017 | -15.60% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -6.72% Jan 5, 2016 - Mar 28, 2016 | -14.08% Mar 12, 2021 - May 26, 2021 |
| #9 | -6.26% Jul 6, 2018 - Jan 31, 2019 | -13.52% Jul 3, 2014 - Dec 29, 2014 |
| #10 | -4.72% May 7, 2012 - Jun 19, 2012 | -12.04% Jul 31, 2024 - Nov 6, 2024 |
| #11 | -4.39% Dec 17, 2020 - Apr 6, 2021 | -11.70% Jan 27, 2021 - Mar 3, 2021 |
| #12 | -3.96% Dec 8, 2017 - Jul 2, 2018 | -11.61% Jan 4, 2017 - Dec 4, 2017 |
| #13 | -2.78% Nov 27, 2015 - Dec 28, 2015 | -10.65% Mar 4, 2005 - Jun 16, 2005 |
| #14 | -2.39% Oct 13, 2020 - Nov 16, 2020 | -10.47% Jan 12, 2018 - May 18, 2018 |
| #15 | -2.32% Apr 15, 2015 - Jul 16, 2015 | -10.35% May 9, 2006 - Oct 13, 2006 |
Correlation
Correlation between PGF and XSVM is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
PGF vs XSVM dividend yield comparison.
| Year | PGF | XSVM |
|---|---|---|
| 2026 | 4.23% | 0.86% |
| 2025 | 6.30% | 2.29% |
| 2024 | 6.24% | 1.69% |
| 2023 | 6.15% | 1.31% |
| 2022 | 5.95% | 1.79% |
| 2021 | 4.68% | 1.23% |
| 2020 | 4.91% | 1.21% |
| 2019 | 5.14% | 1.22% |
| 2018 | 5.73% | 2.54% |
| 2017 | 5.32% | 1.90% |
| 2016 | 5.92% | 2.29% |
| 2015 | 5.68% | 2.68% |
| 2014 | 5.92% | 1.32% |
| 2013 | 6.64% | 1.15% |
| 2012 | 6.35% | 2.10% |
| 2011 | 7.64% | 1.04% |
| 2010 | 7.09% | 1.18% |
| 2009 | 8.78% | 0.74% |
| 2008 | 11.42% | 1.07% |
| 2007 | 7.11% | 3.70% |
| 2006 | 0.74% | 0.63% |
| 2005 | 0.00% | 0.59% |
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