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PGX vs ARTY

Comparison between INVESCO PREFERRED ETF (PGX, ETF) and ISHARES FUTURE AI & TECH ETF (ARTY, ETF).

5-Year PerformanceARTY has outperformed PGX, delivering a return of +10.6% compared to -0.9%

PGX vs ARTY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PGX
$3.90B
ARTY
$3.90B
Expense Ratio
PGX
0.50%
Winner
ARTY
0.47%
Max Drawdown
PGX
69.54%
Winner
ARTY
55.76%
Sharpe Ratio
PGX
-0.19
Winner
ARTY
1.44
5Y Beta
Winner
PGX
0.22
ARTY
1.66
P/E Ratio
PGX
N/A
ARTY
51.31
Forward P/E
PGX
N/A
ARTY
20.77
PEG Ratio
PGX
N/A
ARTY
0.22
5Y Dividends CAGR
Winner
PGX
-1.65%
ARTY
-31.91%
Debt to Equity
PGX
N/A
ARTY
70.72%
P/S Ratio
PGX
N/A
ARTY
5.48
P/B Ratio
PGX
N/A
ARTY
9.38

PGX vs ARTY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PGX
+0.02%
ARTY
-13.43%
3M
PGX
-1.43%
Winner
ARTY
+16.26%
6M
PGX
-2.30%
Winner
ARTY
+33.93%
1Y
PGX
+2.67%
Winner
ARTY
+62.70%
5Y(CAGR)
PGX
-0.91%
Winner
ARTY
+10.60%
10Y(CAGR)
PGX
+2.17%
Winner
ARTY
+15.05%
Max(CAGR)
PGX
+2.85%
Winner
ARTY
+15.05%

PGX vs ARTY - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearPGXARTY
2026-1.32%+38.63%
2025+1.97%+29.45%
2024+6.62%+10.75%
2023+7.97%+35.02%
2022-20.67%-38.41%
2021+3.97%+6.59%
2020+6.27%+45.71%
2019+15.88%+33.74%
2018-3.22%-14.31%
2017+9.93%N/A
2016+0.32%N/A
2015+7.55%N/A
2014+15.54%N/A
2013-2.72%N/A
2012+13.74%N/A
2011+3.33%N/A
2010+11.31%N/A
2009+13.85%N/A
2008-33.77%N/A

PGX vs ARTY Drawdown Comparison

The maximum drawdown for PGX was -66.38%, occurring on Mar 6, 2009. Recovery took 1134 trading sessions.

The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.

The current PGX drawdown is -5.60%. The current ARTY drawdown is -14.81%.

RankPGXARTY
#1-66.38%
Feb 6, 2008 - Aug 6, 2012
-54.49%
Feb 16, 2021 - Oct 8, 2025
#2-34.09%
Feb 11, 2020 - Aug 17, 2020
-32.23%
Feb 12, 2020 - Jun 5, 2020
#3-24.65%
Nov 5, 2021 - Oct 19, 2023
-24.26%
Sep 26, 2018 - Apr 3, 2019
#4-9.56%
May 8, 2013 - Mar 31, 2014
-18.93%
Jun 2, 2026 - Jul 17, 2026
#5-8.05%
Aug 31, 2018 - Feb 12, 2019
-18.81%
Jan 28, 2026 - Apr 14, 2026
#6-7.58%
Sep 7, 2016 - Apr 3, 2017
-14.10%
Oct 29, 2025 - Jan 16, 2026
#7-6.12%
Jan 5, 2016 - Mar 24, 2016
-13.00%
Apr 23, 2019 - Nov 5, 2019
#8-4.23%
Dec 8, 2017 - Jul 2, 2018
-8.95%
Sep 2, 2020 - Nov 4, 2020
#9-4.12%
Dec 31, 2020 - Apr 5, 2021
-7.96%
May 11, 2026 - May 26, 2026
#10-3.13%
Aug 14, 2015 - Sep 24, 2015
-6.09%
Jan 17, 2020 - Feb 12, 2020
#11-2.68%
Dec 1, 2015 - Dec 28, 2015
-5.05%
Jun 8, 2020 - Jun 17, 2020
#12-2.42%
Apr 15, 2015 - Jul 17, 2015
-4.78%
Oct 9, 2025 - Oct 27, 2025
#13-2.17%
Sep 22, 2021 - Nov 4, 2021
-4.58%
Jul 25, 2018 - Aug 24, 2018
#14-2.07%
Aug 26, 2020 - Oct 5, 2020
-3.62%
Apr 24, 2026 - May 1, 2026
#15-2.02%
Nov 6, 2012 - Jan 3, 2013
-3.51%
Jan 26, 2021 - Feb 2, 2021

Correlation

Correlation between PGX and ARTY is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69
-101

Dividend Comparison (2008 - 2026)

PGX vs ARTY dividend yield comparison.

YearPGXARTY
20263.66%0.06%
20256.03%0.00%
20245.95%0.50%
20236.42%0.88%
20226.29%0.75%
20214.82%2.41%
20204.89%0.53%
20194.85%0.69%
20186.09%0.34%
20175.66%0.00%
20166.02%0.00%
20155.84%0.00%
20145.97%0.00%
20136.78%0.00%
20126.47%0.00%
20116.77%0.00%
20106.75%0.00%
20098.04%0.00%
200810.00%0.00%

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