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PGJ vs SPY

Comparison between INVESCO GOLDEN DRAGON CHINA ETF (PGJ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PGJ, delivering a return of +13.3% compared to -14.4%

PGJ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PGJ
$115M
Winner
SPY
$735B
Expense Ratio
PGJ
0.70%
Winner
SPY
0.09%
Max Drawdown
PGJ
78.47%
Winner
SPY
56.47%
Sharpe Ratio
PGJ
-0.47
Winner
SPY
1.62
5Y Beta
Winner
PGJ
0.82
SPY
1.00
P/E Ratio
Winner
PGJ
-12.05
SPY
28.99
Forward P/E
Winner
PGJ
11.17
SPY
22.37
5Y Dividends CAGR
Winner
PGJ
38.30%
SPY
5.43%
5Y EPS CAGR
PGJ
-5.75%
Winner
SPY
26.05%
Debt to Equity
Winner
PGJ
29.12%
SPY
32.40%
P/S Ratio
Winner
PGJ
0.14
SPY
3.74
P/B Ratio
Winner
PGJ
1.45
SPY
5.61

PGJ vs SPY - Holdings Comparison

PGJ and SPY have 1 common holdings. Overlap is 0.00%

PGJ's top 25 holdings weight is 87.76%. SPY's top 25 holdings weight is 52.37%.

RankPGJSPY
#1
JD.COM INC ADR (JD) - 9.28%
NVIDIA CORP (NVDA) - 8.10%
#2
BAIDU INC ADR (BIDU) - 9.01%
APPLE INC (AAPL) - 7.02%
#3
ALIBABA GROUP HOLDING LTD ADR (BABA) - 7.95%
MICROSOFT CORP (MSFT) - 4.79%
#4
YUM CHINA HOLDINGS INC (YUMC) - 7.13%
AMAZON.COM INC (AMZN) - 4.02%
#5
NETEASE INC ADR (NTES) - 6.43%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
NIO INC ADR (NIO) - 4.55%
BROADCOM INC (AVGO) - 3.10%
#7
VIPSHOP HOLDINGS LTD ADR (VIPS) - 3.74%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
FULL TRUCK ALLIANCE CO LTD ADR (YMM) - 3.71%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
H WORLD GROUP LTD ADR (HTHT) - 3.48%
TESLA INC (TSLA) - 1.89%
#10
KANZHUN LTD ADR (BZ) - 3.25%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
n/a (EDU) - 3.19%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
KE HOLDINGS INC ADR (BEKE) - 3.11%
ELI LILLY AND CO (LLY) - 1.31%
#13
TENCENT MUSIC ENTERTAINMENT GROUP ADR (TME) - 2.79%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
TAL EDUCATION GROUP ADR (TAL) - 2.69%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
ZTO EXPRESS (CAYMAN) INC ADR (ZTO) - 2.44%
EXXON MOBIL CORP (XOM) - 0.97%
#16
XPENG INC ADR (XPEV) - 2.38%
INTEL CORP (INTC) - 0.90%
#17
LI AUTO INC ADR (LI) - 2.16%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
ATOUR LIFESTYLE HOLDINGS LTD ADR (ATAT) - 2.11%
VISA INC CLASS A (V) - 0.85%
#19
GDS HOLDINGS LTD ADR (GDS) - 2.03%
WALMART INC (WMT) - 0.81%
#20
BILIBILI INC ADR (BILI) - 1.39%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
WERIDE INC ADR (WRD) - 1.15%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
QFIN HOLDINGS INC ADR (QFIN) - 1.00%
CATERPILLAR INC (CAT) - 0.66%
#23
VNET GROUP INC ADR (VNET) - 0.96%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
RLX TECHNOLOGY INC ADR (RLX) - 0.95%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
DAQO NEW ENERGY CORP ADR (DQ) - 0.88%
ABBVIE INC (ABBV) - 0.58%
Total Holdings74505

PGJ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PGJ
-7.66%
Winner
SPY
+1.90%
3M
PGJ
-7.06%
Winner
SPY
+8.55%
6M
PGJ
-17.93%
Winner
SPY
+8.18%
1Y
PGJ
-11.01%
Winner
SPY
+25.79%
5Y(CAGR)
PGJ
-14.36%
Winner
SPY
+13.32%
10Y(CAGR)
PGJ
-0.17%
Winner
SPY
+15.19%
Max(CAGR)
PGJ
+3.84%
Winner
SPY
+8.47%

PGJ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPGJSPY
2026-18.23%+8.26%
2025+15.56%+18.00%
2024+9.59%+25.59%
2023-6.02%+26.72%
2022-24.43%-18.64%
2021-42.37%+30.52%
2020+45.33%+17.28%
2019+32.03%+31.09%
2018-32.36%-5.24%
2017+58.40%+20.78%
2016-7.14%+13.59%
2015+16.99%+1.31%
2014-8.01%+14.56%
2013+56.82%+29.00%
2012-3.61%+14.17%
2011-26.11%+0.85%
2010+7.70%+13.14%
2009+54.14%+22.67%
2008-55.93%-36.25%
2007+57.31%+5.32%
2006+50.07%+13.85%
2005-2.55%+5.32%
2004-0.75%+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

PGJ vs SPY Drawdown Comparison

The maximum drawdown for PGJ was -78.37%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PGJ drawdown is -67.47%. The current SPY drawdown is -2.90%.

RankPGJSPY
#1-78.37%
Feb 16, 2021 - Oct 24, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-71.38%
Oct 31, 2007 - Jun 11, 2015		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-39.54%
Jan 26, 2018 - Jul 2, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-31.73%
Jun 12, 2015 - Apr 25, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.75%
May 8, 2006 - Nov 14, 2006		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.01%
Jul 13, 2007 - Aug 27, 2007		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.90%
Jan 3, 2007 - Apr 16, 2007		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.98%
Dec 15, 2004 - Aug 3, 2005		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.52%
Aug 15, 2005 - Jan 9, 2006		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.73%
Jul 9, 2020 - Aug 26, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.64%
Sep 1, 2020 - Oct 12, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.39%
Nov 22, 2017 - Jan 2, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.31%
Oct 16, 2017 - Nov 17, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.43%
Jun 7, 2017 - Jul 18, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.34%
Oct 17, 2007 - Oct 31, 2007		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PGJ and SPY is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46
-101

Dividend Comparison (1999 - 2026)

PGJ vs SPY dividend yield comparison.

YearPGJSPY
20260.04%0.24%
20253.38%1.07%
20244.70%1.21%
20232.50%1.40%
20220.84%1.65%
20210.00%1.20%
20200.30%1.52%
20190.17%1.75%
20180.31%2.04%
20172.05%1.80%
20161.94%2.03%
20150.37%2.06%
20140.89%1.87%
20130.96%1.81%
20122.40%2.18%
20112.32%2.05%
20100.67%1.80%
20090.82%1.95%
20081.15%3.02%
20070.62%1.85%
20061.00%1.73%
20051.17%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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