PGX vs JEPI
Comparison between INVESCO PREFERRED ETF (PGX, ETF) and JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI, ETF).
5-Year PerformanceJEPI has outperformed PGX, delivering a return of +7.3% compared to -0.9%
PGX vs JEPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PGX vs JEPI - Historical Returns
Returns include dividend reinvestment.
PGX vs JEPI - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | PGX | JEPI |
|---|---|---|
| 2026 | -1.32% | +2.91% |
| 2025 | +1.97% | +8.18% |
| 2024 | +6.62% | +12.29% |
| 2023 | +7.97% | +9.85% |
| 2022 | -20.67% | -3.09% |
| 2021 | +3.97% | +22.85% |
| 2020 | +6.27% | +18.59% |
| 2019 | +15.88% | N/A |
| 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 JEPI Drawdown Comparison
The maximum drawdown for PGX was -66.38%, occurring on Mar 6, 2009. Recovery took 1134 trading sessions.
The maximum drawdown for JEPI was -13.72%, occurring on Sep 30, 2022. Recovery took 291 trading sessions.
The current PGX drawdown is -5.60%. The current JEPI drawdown is -2.07%.
| Rank | PGX | JEPI |
|---|---|---|
| #1 | -66.38% Feb 6, 2008 - Aug 6, 2012 | -13.72% Apr 20, 2022 - Jun 16, 2023 |
| #2 | -34.09% Feb 11, 2020 - Aug 17, 2020 | -13.26% Feb 19, 2025 - Aug 22, 2025 |
| #3 | -24.65% Nov 5, 2021 - Oct 19, 2023 | -7.11% Dec 31, 2021 - Apr 8, 2022 |
| #4 | -9.56% May 8, 2013 - Mar 31, 2014 | -6.70% Sep 14, 2023 - Dec 1, 2023 |
| #5 | -8.05% Aug 31, 2018 - Feb 12, 2019 | -6.68% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -7.58% Sep 7, 2016 - Apr 3, 2017 | -4.92% Nov 29, 2024 - Feb 19, 2025 |
| #7 | -6.12% Jan 5, 2016 - Mar 24, 2016 | -4.52% Sep 2, 2021 - Oct 26, 2021 |
| #8 | -4.23% Dec 8, 2017 - Jul 2, 2018 | -4.15% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -4.12% Dec 31, 2020 - Apr 5, 2021 | -3.86% Jul 31, 2024 - Aug 15, 2024 |
| #10 | -3.13% Aug 14, 2015 - Sep 24, 2015 | -3.59% Mar 28, 2024 - May 15, 2024 |
| #11 | -2.68% Dec 1, 2015 - Dec 28, 2015 | -3.58% Sep 2, 2020 - Oct 7, 2020 |
| #12 | -2.42% Apr 15, 2015 - Jul 17, 2015 | -3.37% Jun 3, 2020 - Jul 6, 2020 |
| #13 | -2.17% Sep 22, 2021 - Nov 4, 2021 | -3.23% Nov 16, 2021 - Dec 7, 2021 |
| #14 | -2.07% Aug 26, 2020 - Oct 5, 2020 | -2.83% Jan 25, 2021 - Feb 18, 2021 |
| #15 | -2.02% Nov 6, 2012 - Jan 3, 2013 | -2.57% Feb 18, 2021 - Mar 9, 2021 |
Correlation
Correlation between PGX and JEPI is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2008 - 2026)
PGX vs JEPI dividend yield comparison.
| Year | PGX | JEPI |
|---|---|---|
| 2026 | 3.66% | 4.13% |
| 2025 | 6.03% | 8.25% |
| 2024 | 5.95% | 7.33% |
| 2023 | 6.42% | 8.40% |
| 2022 | 6.29% | 11.68% |
| 2021 | 4.82% | 6.59% |
| 2020 | 4.89% | 5.79% |
| 2019 | 4.85% | 0.00% |
| 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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