PGX vs DON
Comparison between INVESCO PREFERRED ETF (PGX, ETF) and WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF).
5-Year PerformanceDON has outperformed PGX, delivering a return of +7.6% compared to -0.8%
PGX vs DON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PGX vs DON - Historical Returns
Returns include dividend reinvestment.
PGX vs DON - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PGX | DON |
|---|---|---|
| 2026 | -1.24% | +6.56% |
| 2025 | +1.97% | +4.48% |
| 2024 | +6.62% | +14.03% |
| 2023 | +7.97% | +14.73% |
| 2022 | -20.67% | -5.08% |
| 2021 | +3.97% | +31.98% |
| 2020 | +6.27% | -5.03% |
| 2019 | +15.88% | +23.20% |
| 2018 | -3.22% | -8.81% |
| 2017 | +9.93% | +14.00% |
| 2016 | +0.32% | +21.44% |
| 2015 | +7.55% | -1.13% |
| 2014 | +15.54% | +16.41% |
| 2013 | -2.72% | +30.22% |
| 2012 | +13.74% | +13.46% |
| 2011 | +3.33% | +3.86% |
| 2010 | +11.31% | +20.77% |
| 2009 | +13.85% | +30.04% |
| 2008 | -33.77% | -31.38% |
| 2007 | N/A | -6.02% |
| 2006 | N/A | +14.77% |
PGX vs DON Drawdown Comparison
The maximum drawdown for PGX was -66.38%, occurring on Mar 6, 2009. Recovery took 1134 trading sessions.
The maximum drawdown for DON was -61.90%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.
The current PGX drawdown is -5.53%. The current DON drawdown is -1.61%.
| Rank | PGX | DON |
|---|---|---|
| #1 | -66.38% Feb 6, 2008 - Aug 6, 2012 | -61.90% Jun 4, 2007 - Mar 30, 2011 |
| #2 | -34.09% Feb 11, 2020 - Aug 17, 2020 | -46.79% Jan 16, 2020 - Feb 8, 2021 |
| #3 | -24.65% Nov 5, 2021 - Oct 19, 2023 | -21.46% Nov 25, 2024 - Jan 15, 2026 |
| #4 | -9.56% May 8, 2013 - Mar 31, 2014 | -21.10% Jul 7, 2011 - Feb 3, 2012 |
| #5 | -8.05% Aug 31, 2018 - Feb 12, 2019 | -19.20% Aug 29, 2018 - Jul 24, 2019 |
| #6 | -7.58% Sep 7, 2016 - Apr 3, 2017 | -15.72% Apr 20, 2022 - Jan 31, 2023 |
| #7 | -6.12% Jan 5, 2016 - Mar 24, 2016 | -13.97% Feb 2, 2023 - Dec 13, 2023 |
| #8 | -4.23% Dec 8, 2017 - Jul 2, 2018 | -13.58% Apr 6, 2015 - Mar 17, 2016 |
| #9 | -4.12% Dec 31, 2020 - Apr 5, 2021 | -9.16% Jan 26, 2018 - Jun 12, 2018 |
| #10 | -3.13% Aug 14, 2015 - Sep 24, 2015 | -9.09% May 1, 2012 - Aug 16, 2012 |
| #11 | -2.68% Dec 1, 2015 - Dec 28, 2015 | -9.05% Feb 11, 2026 - Mar 20, 2026 |
| #12 | -2.42% Apr 15, 2015 - Jul 17, 2015 | -8.56% Sep 5, 2014 - Nov 3, 2014 |
| #13 | -2.17% Sep 22, 2021 - Nov 4, 2021 | -8.10% May 21, 2013 - Jul 18, 2013 |
| #14 | -2.07% Aug 26, 2020 - Oct 5, 2020 | -7.98% Jun 8, 2021 - Oct 15, 2021 |
| #15 | -2.02% Nov 6, 2012 - Jan 3, 2013 | -7.90% Jul 30, 2019 - Oct 22, 2019 |
Correlation
Correlation between PGX and DON is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2006 - 2026)
PGX vs DON dividend yield comparison.
| Year | PGX | DON |
|---|---|---|
| 2026 | 2.60% | 0.74% |
| 2025 | 6.03% | 2.53% |
| 2024 | 5.95% | 2.27% |
| 2023 | 6.42% | 2.41% |
| 2022 | 6.29% | 2.71% |
| 2021 | 4.82% | 2.12% |
| 2020 | 4.89% | 2.77% |
| 2019 | 4.85% | 2.38% |
| 2018 | 6.09% | 2.55% |
| 2017 | 5.66% | 2.25% |
| 2016 | 6.02% | 2.48% |
| 2015 | 5.84% | 2.89% |
| 2014 | 5.97% | 2.56% |
| 2013 | 6.78% | 2.28% |
| 2012 | 6.47% | 3.62% |
| 2011 | 6.77% | 2.43% |
| 2010 | 6.75% | 2.83% |
| 2009 | 8.04% | 2.72% |
| 2008 | 10.00% | 5.61% |
| 2007 | 0.00% | 3.03% |
| 2006 | 0.00% | 1.30% |
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