PGX vs IBDU
Comparison between INVESCO PREFERRED ETF (PGX, ETF) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF).
5-Year PerformanceIBDU has outperformed PGX, delivering a return of +1.2% compared to -0.7%
PGX vs IBDU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PGX vs IBDU - Historical Returns
Returns include dividend reinvestment.
PGX vs IBDU - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | PGX | IBDU |
|---|---|---|
| 2026 | -0.61% | +0.76% |
| 2025 | +1.97% | +7.50% |
| 2024 | +6.62% | +4.07% |
| 2023 | +7.97% | +8.17% |
| 2022 | -20.67% | -12.44% |
| 2021 | +3.97% | -1.87% |
| 2020 | +6.27% | +10.16% |
| 2019 | +15.88% | +2.23% |
| 2018 | -3.22% | N/A |
| 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 IBDU Drawdown Comparison
The maximum drawdown for PGX was -66.38%, occurring on Mar 6, 2009. Recovery took 1134 trading sessions.
The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.
The current PGX drawdown is -4.92%. The current IBDU drawdown is -0.30%.
| Rank | PGX | IBDU |
|---|---|---|
| #1 | -66.38% Feb 6, 2008 - Aug 6, 2012 | -19.44% Aug 4, 2021 - Jul 21, 2025 |
| #2 | -34.09% Feb 11, 2020 - Aug 17, 2020 | -18.22% Mar 5, 2020 - Jun 15, 2020 |
| #3 | -24.65% Nov 5, 2021 - Oct 19, 2023 | -5.23% Dec 31, 2020 - Aug 2, 2021 |
| #4 | -9.56% May 8, 2013 - Mar 31, 2014 | -1.79% Aug 6, 2020 - Nov 27, 2020 |
| #5 | -8.05% Aug 31, 2018 - Feb 12, 2019 | -1.65% Oct 4, 2019 - Dec 26, 2019 |
| #6 | -7.58% Sep 7, 2016 - Apr 3, 2017 | -1.58% Feb 27, 2026 - Mar 26, 2026 |
| #7 | -6.12% Jan 5, 2016 - Mar 24, 2016 | -0.81% Nov 30, 2020 - Dec 24, 2020 |
| #8 | -4.23% Dec 8, 2017 - Jul 2, 2018 | -0.78% Sep 24, 2019 - Oct 2, 2019 |
| #9 | -4.12% Dec 31, 2020 - Apr 5, 2021 | -0.67% Jun 16, 2020 - Jul 1, 2020 |
| #10 | -3.13% Aug 14, 2015 - Sep 24, 2015 | -0.55% Feb 3, 2020 - Feb 10, 2020 |
| #11 | -2.68% Dec 1, 2015 - Dec 28, 2015 | -0.52% Feb 25, 2020 - Feb 28, 2020 |
| #12 | -2.42% Apr 15, 2015 - Jul 17, 2015 | -0.51% Oct 21, 2025 - Nov 24, 2025 |
| #13 | -2.17% Sep 22, 2021 - Nov 4, 2021 | -0.47% Sep 15, 2025 - Oct 1, 2025 |
| #14 | -2.07% Aug 26, 2020 - Oct 5, 2020 | -0.37% Jul 23, 2020 - Jul 29, 2020 |
| #15 | -2.02% Nov 6, 2012 - Jan 3, 2013 | -0.35% Feb 10, 2020 - Feb 18, 2020 |
Correlation
Correlation between PGX and IBDU is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2008 - 2026)
PGX vs IBDU dividend yield comparison.
| Year | PGX | IBDU |
|---|---|---|
| 2026 | 2.58% | 1.91% |
| 2025 | 6.03% | 4.67% |
| 2024 | 5.95% | 4.75% |
| 2023 | 6.42% | 4.21% |
| 2022 | 6.29% | 3.34% |
| 2021 | 4.82% | 2.29% |
| 2020 | 4.89% | 2.42% |
| 2019 | 4.85% | 0.74% |
| 2018 | 6.09% | 0.00% |
| 2017 | 5.66% | 0.00% |
| 2016 | 6.02% | 0.00% |
| 2015 | 5.84% | 0.00% |
| 2014 | 5.97% | 0.00% |
| 2013 | 6.78% | 0.00% |
| 2012 | 6.47% | 0.00% |
| 2011 | 6.77% | 0.00% |
| 2010 | 6.75% | 0.00% |
| 2009 | 8.04% | 0.00% |
| 2008 | 10.00% | 0.00% |
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