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PGP vs PYZ

Comparison between Pimco Global StocksPLUS & Income Fund (PGP, ETF) and INVESCO DORSEY WRIGHT BASIC MATERIALS MOMENTUM ETF (PYZ, ETF).

5-Year PerformancePYZ has outperformed PGP, delivering a return of +7.1% compared to +5.1%

PGP vs PYZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PGP
$103M
PYZ
$103M
Expense Ratio
PGP
N/A
PYZ
0.60%
Max Drawdown
PGP
81.29%
Winner
PYZ
65.67%
Sharpe Ratio
PGP
0.95
Winner
PYZ
1.25
5Y Beta
Winner
PGP
0.40
PYZ
1.06
P/E Ratio
PGP
N/A
PYZ
84.03
Forward P/E
PGP
N/A
PYZ
16.03
PEG Ratio
PGP
N/A
PYZ
0.09
5Y Dividends CAGR
Winner
PGP
3.40%
PYZ
2.16%
Debt to Equity
PGP
N/A
PYZ
76.22%
P/S Ratio
PGP
N/A
PYZ
1.94
P/B Ratio
PGP
N/A
PYZ
3.21

PGP vs PYZ - Historical Returns

Returns include dividend reinvestment.

1M
PGP
-5.12%
Winner
PYZ
-3.40%
3M
PGP
-2.42%
Winner
PYZ
+1.26%
6M
PGP
+0.27%
Winner
PYZ
+17.23%
1Y
PGP
+16.12%
Winner
PYZ
+38.25%
5Y(CAGR)
PGP
+5.11%
Winner
PYZ
+7.05%
10Y(CAGR)
PGP
+1.59%
Winner
PYZ
+9.78%
Max(CAGR)
PGP
+6.99%
Winner
PYZ
+9.75%

PGP vs PYZ - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearPGPPYZ
2026-3.85%+11.36%
2025+29.88%+28.37%
2024+15.62%+3.10%
2023+18.79%+10.11%
2022-29.54%-15.55%
2021+16.43%+33.79%
2020-8.61%+16.13%
2019+12.08%+18.70%
2018-17.35%-25.94%
2017+17.01%+18.98%
2016-12.00%+25.19%
2015+3.96%-5.85%
2014-7.91%+4.79%
2013+39.05%+23.58%
2012+5.41%+24.72%
2011-6.01%-10.08%
2010+33.54%+25.27%
2009+113.57%+42.85%
2008-38.33%-42.83%
2007-11.87%+27.16%
2006+32.65%+9.29%
2005-3.17%N/A

PGP vs PYZ Drawdown Comparison

The maximum drawdown for PGP was -64.84%, occurring on Nov 21, 2008. Recovery took 569 trading sessions.

The maximum drawdown for PYZ was -65.15%, occurring on Mar 9, 2009. Recovery took 674 trading sessions.

The current PGP drawdown is -6.99%. The current PYZ drawdown is -6.01%.

RankPGPPYZ
#1-64.84%
Jun 4, 2007 - Sep 3, 2009
-65.15%
Jun 5, 2008 - Feb 7, 2011
#2-64.50%
May 26, 2017 - Sep 12, 2025
-52.45%
Jan 11, 2018 - Jan 5, 2021
#3-42.32%
Jul 28, 2014 - May 24, 2017
-34.94%
Apr 29, 2011 - Dec 18, 2012
#4-34.07%
May 12, 2011 - Mar 4, 2013
-32.98%
Apr 19, 2022 - Jul 17, 2025
#5-19.88%
Apr 14, 2010 - Jul 28, 2010
-26.34%
Sep 2, 2014 - Jul 11, 2016
#6-18.53%
May 22, 2013 - Oct 11, 2013
-18.04%
Oct 29, 2007 - Apr 8, 2008
#7-13.18%
Aug 9, 2010 - Sep 21, 2010
-17.75%
Mar 2, 2026 - Jun 2, 2026
#8-13.04%
Feb 27, 2026 - Mar 27, 2026
-16.35%
Jul 19, 2007 - Oct 5, 2007
#9-11.14%
Oct 12, 2010 - Feb 14, 2011
-15.76%
Jun 1, 2021 - Nov 8, 2021
#10-10.40%
Sep 9, 2009 - Nov 4, 2009
-14.56%
Oct 14, 2025 - Dec 23, 2025
#11-10.09%
Sep 7, 2005 - Jan 6, 2006
-13.04%
Nov 12, 2021 - Mar 21, 2022
#12-7.95%
Dec 29, 2009 - Mar 31, 2010
-11.97%
Jan 12, 2021 - Feb 22, 2021
#13-7.50%
Mar 9, 2011 - Mar 25, 2011
-10.71%
Aug 8, 2016 - Dec 5, 2016
#14-6.89%
Nov 11, 2009 - Dec 2, 2009
-8.85%
Feb 21, 2017 - Sep 18, 2017
#15-6.14%
May 10, 2006 - Aug 2, 2006
-8.75%
Mar 12, 2021 - Apr 16, 2021

Correlation

Correlation between PGP and PYZ is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2005 - 2026)

PGP vs PYZ dividend yield comparison.

YearPGPPYZ
20264.04%0.10%
20259.07%0.72%
202410.64%1.13%
202311.04%1.19%
202211.95%1.18%
20217.65%0.33%
20209.49%1.04%
201910.13%1.38%
201812.53%1.20%
201711.45%0.53%
201614.86%1.07%
201512.15%1.25%
201411.33%1.02%
20139.52%0.95%
201212.34%1.76%
201111.74%1.06%
201010.19%2.39%
200912.21%1.15%
200851.03%2.11%
200713.67%0.79%
20068.62%0.57%
20056.88%0.00%

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