PGX vs IXJ
Comparison between INVESCO PREFERRED ETF (PGX, ETF) and ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF).
5-Year PerformanceIXJ has outperformed PGX, delivering a return of +4.8% compared to -1.2%
PGX vs IXJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PGX vs IXJ - Historical Returns
Returns include dividend reinvestment.
PGX vs IXJ - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | PGX | IXJ |
|---|---|---|
| 2026 | -1.96% | +5.59% |
| 2025 | +1.97% | +14.95% |
| 2024 | +6.62% | -0.69% |
| 2023 | +7.97% | +3.59% |
| 2022 | -20.67% | -3.93% |
| 2021 | +3.97% | +19.74% |
| 2020 | +6.27% | +12.39% |
| 2019 | +15.88% | +24.67% |
| 2018 | -3.22% | +1.74% |
| 2017 | +9.93% | +19.02% |
| 2016 | +0.32% | -4.37% |
| 2015 | +7.55% | +5.69% |
| 2014 | +15.54% | +18.07% |
| 2013 | -2.72% | +33.83% |
| 2012 | +13.74% | +15.83% |
| 2011 | +3.33% | +9.85% |
| 2010 | +11.31% | +0.65% |
| 2009 | +13.85% | +16.29% |
| 2008 | -33.77% | -19.96% |
| 2007 | N/A | +2.96% |
| 2006 | N/A | +8.49% |
| 2005 | N/A | +7.27% |
| 2004 | N/A | +3.72% |
| 2003 | N/A | +16.34% |
| 2002 | N/A | -17.01% |
| 2001 | N/A | -2.47% |
PGX vs IXJ Drawdown Comparison
The maximum drawdown for PGX was -66.38%, occurring on Mar 6, 2009. Recovery took 1134 trading sessions.
The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.
The current PGX drawdown is -6.22%. The current IXJ drawdown is -0.55%.
| Rank | PGX | IXJ |
|---|---|---|
| #1 | -66.38% Feb 6, 2008 - Aug 6, 2012 | -40.60% May 7, 2007 - Apr 26, 2011 |
| #2 | -34.09% Feb 11, 2020 - Aug 17, 2020 | -31.87% Nov 26, 2001 - Apr 13, 2005 |
| #3 | -24.65% Nov 5, 2021 - Oct 19, 2023 | -27.35% Feb 12, 2020 - Jul 14, 2020 |
| #4 | -9.56% May 8, 2013 - Mar 31, 2014 | -18.80% Aug 5, 2015 - Jun 19, 2017 |
| #5 | -8.05% Aug 31, 2018 - Feb 12, 2019 | -18.14% Aug 30, 2024 - Jan 6, 2026 |
| #6 | -7.58% Sep 7, 2016 - Apr 3, 2017 | -17.48% Apr 8, 2022 - Jan 8, 2024 |
| #7 | -6.12% Jan 5, 2016 - Mar 24, 2016 | -16.52% May 31, 2011 - Mar 13, 2012 |
| #8 | -4.23% Dec 8, 2017 - Jul 2, 2018 | -14.45% Oct 1, 2018 - Jul 2, 2019 |
| #9 | -4.12% Dec 31, 2020 - Apr 5, 2021 | -11.65% Jan 26, 2018 - Aug 21, 2018 |
| #10 | -3.13% Aug 14, 2015 - Sep 24, 2015 | -10.78% Feb 27, 2026 - Jul 2, 2026 |
| #11 | -2.68% Dec 1, 2015 - Dec 28, 2015 | -10.59% Dec 29, 2021 - Apr 7, 2022 |
| #12 | -2.42% Apr 15, 2015 - Jul 17, 2015 | -8.47% Sep 24, 2014 - Oct 30, 2014 |
| #13 | -2.17% Sep 22, 2021 - Nov 4, 2021 | -7.78% Sep 3, 2021 - Dec 23, 2021 |
| #14 | -2.07% Aug 26, 2020 - Oct 5, 2020 | -7.77% Jan 25, 2021 - Apr 16, 2021 |
| #15 | -2.02% Nov 6, 2012 - Jan 3, 2013 | -7.76% Sep 2, 2020 - Nov 5, 2020 |
Correlation
Correlation between PGX and IXJ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2001 - 2026)
PGX vs IXJ dividend yield comparison.
| Year | PGX | IXJ |
|---|---|---|
| 2026 | 3.68% | 0.83% |
| 2025 | 6.03% | 1.40% |
| 2024 | 5.95% | 1.50% |
| 2023 | 6.42% | 1.38% |
| 2022 | 6.29% | 1.17% |
| 2021 | 4.82% | 1.12% |
| 2020 | 4.89% | 1.27% |
| 2019 | 4.85% | 1.42% |
| 2018 | 6.09% | 2.11% |
| 2017 | 5.66% | 1.46% |
| 2016 | 6.02% | 1.73% |
| 2015 | 5.84% | 2.85% |
| 2014 | 5.97% | 1.38% |
| 2013 | 6.78% | 1.51% |
| 2012 | 6.47% | 2.28% |
| 2011 | 6.77% | 2.17% |
| 2010 | 6.75% | 2.20% |
| 2009 | 8.04% | 1.97% |
| 2008 | 10.00% | 2.25% |
| 2007 | 0.00% | 1.72% |
| 2006 | 0.00% | 0.85% |
| 2005 | 0.00% | 0.70% |
| 2004 | 0.00% | 0.74% |
| 2003 | 0.00% | 0.63% |
| 2002 | 0.00% | 0.61% |
| 2001 | 0.00% | 0.03% |
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