PGX vs IVLU

Comparison between INVESCO PREFERRED ETF (PGX, ETF) and ISHARES MSCI INTL VALUE FACTOR ETF (IVLU, ETF).

5-Year PerformanceIVLU has outperformed PGX, delivering a return of +14.2% compared to -0.2%

PGX vs IVLU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PGX(ETF)	IVLU(ETF)
Net Assets	$3.80B	$3.80B
Expense Ratio	0.50%	0.31%
Max Drawdown	69.54%	45.37%
Sharpe Ratio	0.56	2.07
5Y Beta	0.22	0.69
5Y Dividends CAGR	-1.72%	18.76%

Net Assets

PGX

$3.80B

IVLU

$3.80B

Expense Ratio

PGX

0.50%

Winner

IVLU

0.31%

Max Drawdown

PGX

69.54%

Winner

IVLU

45.37%

Sharpe Ratio

PGX

0.56

Winner

IVLU

2.07

5Y Beta

Winner

PGX

0.22

IVLU

0.69

5Y Dividends CAGR

PGX

-1.72%

Winner

IVLU

18.76%

PGX vs IVLU - Historical Returns

Returns include dividend reinvestment.

Period	PGX	IVLU
1 month	+1.35%	+1.20%
3 months	+0.10%	-0.40%
6 months	+0.96%	+18.69%
1 year	+7.50%	+39.66%
5 years(CAGR)	-0.19%	+14.21%
10 years(CAGR)	+2.68%	+11.10%
Max(CAGR)	+3.00%	+8.52%

Winner

PGX

+1.35%

IVLU

+1.20%

Winner

PGX

+0.10%

IVLU

-0.40%

PGX

+0.96%

Winner

IVLU

+18.69%

PGX

+7.50%

Winner

IVLU

+39.66%

5Y(CAGR)

PGX

-0.19%

Winner

IVLU

+14.21%

10Y(CAGR)

PGX

+2.68%

Winner

IVLU

+11.10%

Max(CAGR)

PGX

+3.00%

Winner

IVLU

+8.52%

PGX vs IVLU - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	PGX	IVLU
2026	+0.84%	+9.61%
2025	+1.97%	+46.91%
2024	+6.62%	+7.34%
2023	+7.97%	+18.89%
2022	-20.68%	-6.63%
2021	+3.97%	+15.17%
2020	+6.27%	-5.66%
2019	+15.88%	+15.74%
2018	-3.22%	-15.89%
2017	+9.93%	+21.93%
2016	+0.31%	+5.31%
2015	+7.55%	-10.18%
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 IVLU Drawdown Comparison

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

The maximum drawdown for IVLU was -41.86%, occurring on Mar 23, 2020. Recovery took 824 trading sessions.

The current PGX drawdown is -3.54%. The current IVLU drawdown is -1.86%.

Rank	PGX	IVLU
#1	-66.38% Feb 6, 2008 - Aug 6, 2012	-41.86% Jan 26, 2018 - May 6, 2021
#2	-34.09% Feb 11, 2020 - Aug 17, 2020	-26.01% Feb 9, 2022 - Jun 15, 2023
#3	-24.65% Nov 5, 2021 - Oct 19, 2023	-24.85% Aug 5, 2015 - May 5, 2017
#4	-9.56% May 8, 2013 - Mar 31, 2014	-15.48% Mar 19, 2025 - May 9, 2025
#5	-8.05% Aug 31, 2018 - Feb 12, 2019	-11.69% Feb 25, 2026 - Mar 20, 2026
#6	-7.58% Sep 7, 2016 - Apr 3, 2017	-9.66% Jul 31, 2023 - Dec 13, 2023
#7	-6.12% Jan 5, 2016 - Mar 24, 2016	-9.13% Jun 7, 2021 - Jan 7, 2022
#8	-4.23% Dec 8, 2017 - Jul 2, 2018	-8.95% Sep 26, 2024 - Feb 14, 2025
#9	-4.12% Dec 31, 2020 - Apr 5, 2021	-8.04% Jul 17, 2024 - Aug 23, 2024
#10	-3.13% Aug 14, 2015 - Sep 24, 2015	-5.41% Nov 12, 2025 - Dec 2, 2025
#11	-2.68% Dec 1, 2015 - Dec 28, 2015	-5.00% May 15, 2024 - Jul 12, 2024
#12	-2.42% Apr 15, 2015 - Jul 17, 2015	-4.82% Jan 14, 2022 - Feb 9, 2022
#13	-2.17% Sep 22, 2021 - Nov 4, 2021	-4.22% Apr 9, 2024 - May 6, 2024
#14	-2.07% Aug 26, 2020 - Oct 5, 2020	-3.86% Jul 23, 2025 - Aug 8, 2025
#15	-2.02% Nov 6, 2012 - Jan 3, 2013	-3.56% Oct 3, 2025 - Oct 27, 2025

Correlation

Correlation between PGX and IVLU is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (2008 - 2026)

PGX vs IVLU dividend yield comparison.

Year	PGX	IVLU
2026	2.09%	0.00%
2025	6.03%	3.71%
2024	5.95%	4.46%
2023	6.42%	4.69%
2022	6.29%	3.59%
2021	4.82%	3.47%
2020	4.89%	2.05%
2019	4.85%	3.53%
2018	6.09%	2.82%
2017	5.66%	2.87%
2016	6.02%	2.53%
2015	5.84%	0.93%
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%