StockComparison Logo
vs

PGX vs KRE

Comparison between INVESCO PREFERRED ETF (PGX, ETF) and STATE STREET(R) SPDR(R) S&P REGIONAL BANKING(SM) ETF (KRE, ETF).

5-Year PerformanceKRE has outperformed PGX, delivering a return of +3.9% compared to -0.7%

PGX vs KRE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PGX
$3.80B
KRE
$3.80B
Expense Ratio
PGX
0.50%
Winner
KRE
0.35%
Max Drawdown
Winner
PGX
69.54%
KRE
71.21%
Sharpe Ratio
PGX
0.23
Winner
KRE
1.07
5Y Beta
Winner
PGX
0.22
KRE
1.03
P/E Ratio
PGX
N/A
KRE
13.69
Forward P/E
PGX
N/A
KRE
11.56
5Y Dividends CAGR
PGX
-0.25%
Winner
KRE
1.83%
5Y EPS CAGR
PGX
N/A
KRE
7.60%
Debt to Equity
PGX
N/A
KRE
18.43%
P/S Ratio
PGX
N/A
KRE
3.89
P/B Ratio
PGX
N/A
KRE
1.24

PGX vs KRE - Historical Returns

Returns include dividend reinvestment.

1M
PGX
-0.09%
Winner
KRE
+7.85%
3M
PGX
-0.13%
Winner
KRE
+14.47%
6M
PGX
+0.14%
Winner
KRE
+8.68%
1Y
PGX
+6.02%
Winner
KRE
+31.08%
5Y(CAGR)
PGX
-0.74%
Winner
KRE
+3.89%
10Y(CAGR)
PGX
+2.44%
Winner
KRE
+8.98%
Max(CAGR)
PGX
+2.90%
Winner
KRE
+4.58%

PGX vs KRE - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearPGXKRE
2026-0.61%+11.35%
2025+1.97%+11.41%
2024+6.62%+18.19%
2023+7.97%-6.93%
2022-20.67%-16.65%
2021+3.97%+39.97%
2020+6.27%-7.56%
2019+15.88%+25.36%
2018-3.22%-19.01%
2017+9.93%+7.48%
2016+0.32%+38.38%
2015+7.55%+6.12%
2014+15.54%+3.42%
2013-2.72%+42.21%
2012+13.74%+14.15%
2011+3.33%-7.79%
2010+11.31%+18.25%
2009+13.85%-21.82%
2008-33.77%-16.59%
2007N/A-22.74%
2006N/A+6.01%

PGX vs KRE Drawdown Comparison

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

The maximum drawdown for KRE was -68.58%, occurring on Mar 9, 2009. Recovery took 2106 trading sessions.

The current PGX drawdown is -4.92%. The current KRE drawdown is -1.61%.

RankPGXKRE
#1-66.38%
Feb 6, 2008 - Aug 6, 2012
-68.58%
Dec 27, 2006 - May 12, 2015
#2-34.09%
Feb 11, 2020 - Aug 17, 2020
-54.87%
Jun 8, 2018 - Feb 9, 2021
#3-24.65%
Nov 5, 2021 - Oct 19, 2023
-52.71%
Jan 14, 2022 - Feb 3, 2026
#4-9.56%
May 8, 2013 - Mar 31, 2014
-27.99%
Nov 6, 2015 - Nov 9, 2016
#5-8.05%
Aug 31, 2018 - Feb 12, 2019
-15.90%
Mar 1, 2017 - Nov 29, 2017
#6-7.58%
Sep 7, 2016 - Apr 3, 2017
-15.65%
Jun 1, 2021 - Oct 8, 2021
#7-6.12%
Jan 5, 2016 - Mar 24, 2016
-15.01%
Jun 23, 2015 - Nov 6, 2015
#8-4.23%
Dec 8, 2017 - Jul 2, 2018
-14.95%
Feb 6, 2026 - Jun 12, 2026
#9-4.12%
Dec 31, 2020 - Apr 5, 2021
-10.93%
Nov 23, 2021 - Jan 6, 2022
#10-3.13%
Aug 14, 2015 - Sep 24, 2015
-9.12%
Mar 9, 2018 - May 22, 2018
#11-2.68%
Dec 1, 2015 - Dec 28, 2015
-8.99%
Mar 12, 2021 - May 7, 2021
#12-2.42%
Apr 15, 2015 - Jul 17, 2015
-6.96%
Jan 23, 2018 - Mar 6, 2018
#13-2.17%
Sep 22, 2021 - Nov 4, 2021
-5.19%
Feb 24, 2021 - Mar 8, 2021
#14-2.07%
Aug 26, 2020 - Oct 5, 2020
-4.73%
Dec 27, 2016 - Jan 26, 2017
#15-2.02%
Nov 6, 2012 - Jan 3, 2013
-4.38%
May 7, 2021 - May 14, 2021

Correlation

Correlation between PGX and KRE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2006 - 2026)

PGX vs KRE dividend yield comparison.

YearPGXKRE
20262.58%0.50%
20256.03%2.45%
20245.95%2.59%
20236.42%2.99%
20226.29%2.51%
20214.82%1.97%
20204.89%2.78%
20194.85%2.21%
20186.09%2.48%
20175.66%1.40%
20166.02%1.40%
20155.84%1.80%
20145.97%1.60%
20136.78%1.37%
20126.47%2.02%
20116.77%1.80%
20106.75%1.37%
20098.04%2.06%
200810.00%3.71%
20070.00%6.08%
20060.00%1.23%

Select Stocks to Compare

More Comparisons

Compare with similar stocks