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PGX vs PFF

Comparison between INVESCO PREFERRED ETF (PGX, ETF) and ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF, ETF).

5-Year PerformancePFF has outperformed PGX, delivering a return of +1.3% compared to -0.8%

PGX vs PFF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PGX
$3.90B
Winner
PFF
$14B
Expense Ratio
PGX
0.50%
Winner
PFF
0.45%
Max Drawdown
Winner
PGX
69.54%
PFF
70.19%
Sharpe Ratio
PGX
0.23
Winner
PFF
0.61
5Y Beta
Winner
PGX
0.22
PFF
0.32
5Y Dividends CAGR
Winner
PGX
-0.25%
PFF
-0.62%

PGX vs PFF - Historical Returns

Returns include dividend reinvestment.

1M
PGX
-1.35%
Winner
PFF
-1.28%
3M
PGX
-2.34%
Winner
PFF
+0.13%
6M
PGX
+0.12%
Winner
PFF
+2.38%
1Y
PGX
+4.77%
Winner
PFF
+7.72%
5Y(CAGR)
PGX
-0.79%
Winner
PFF
+1.28%
10Y(CAGR)
PGX
+2.33%
Winner
PFF
+3.20%
Max(CAGR)
PGX
+2.87%
Winner
PFF
+3.82%

PGX vs PFF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPGXPFF
2026-1.24%+0.86%
2025+1.97%+3.62%
2024+6.62%+7.38%
2023+7.97%+8.66%
2022-20.67%-17.58%
2021+3.97%+8.17%
2020+6.27%+7.28%
2019+15.88%+14.86%
2018-3.22%-4.10%
2017+9.93%+7.26%
2016+0.32%+0.84%
2015+7.55%+3.82%
2014+15.54%+13.42%
2013-2.72%-1.29%
2012+13.74%+17.15%
2011+3.33%-2.15%
2010+11.31%+13.19%
2009+13.85%+33.55%
2008-33.77%-26.08%
2007N/A-12.60%

PGX vs PFF Drawdown Comparison

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

The maximum drawdown for PFF was -65.49%, occurring on Mar 6, 2009. Recovery took 806 trading sessions.

The current PGX drawdown is -5.53%. The current PFF drawdown is -2.12%.

RankPGXPFF
#1-66.38%
Feb 6, 2008 - Aug 6, 2012
-65.49%
May 14, 2007 - Jul 26, 2010
#2-34.09%
Feb 11, 2020 - Aug 17, 2020
-34.11%
Feb 11, 2020 - Oct 7, 2020
#3-24.65%
Nov 5, 2021 - Oct 19, 2023
-21.05%
Dec 31, 2021 - Sep 24, 2024
#4-9.56%
May 8, 2013 - Mar 31, 2014
-15.19%
May 19, 2011 - Feb 3, 2012
#5-8.05%
Aug 31, 2018 - Feb 12, 2019
-10.61%
Oct 16, 2024 - Sep 5, 2025
#6-7.58%
Sep 7, 2016 - Apr 3, 2017
-9.72%
Aug 31, 2018 - Apr 1, 2019
#7-6.12%
Jan 5, 2016 - Mar 24, 2016
-8.67%
May 8, 2013 - Mar 17, 2014
#8-4.23%
Dec 8, 2017 - Jul 2, 2018
-7.48%
Aug 9, 2016 - Apr 10, 2017
#9-4.12%
Dec 31, 2020 - Apr 5, 2021
-6.77%
Jan 5, 2016 - Mar 22, 2016
#10-3.13%
Aug 14, 2015 - Sep 24, 2015
-5.28%
Feb 17, 2026 - May 6, 2026
#11-2.68%
Dec 1, 2015 - Dec 28, 2015
-4.64%
Sep 19, 2025 - Jan 9, 2026
#12-2.42%
Apr 15, 2015 - Jul 17, 2015
-4.17%
May 7, 2012 - Jun 19, 2012
#13-2.17%
Sep 22, 2021 - Nov 4, 2021
-3.81%
Nov 27, 2015 - Jan 4, 2016
#14-2.07%
Aug 26, 2020 - Oct 5, 2020
-3.81%
Dec 7, 2017 - Jun 14, 2018
#15-2.02%
Nov 6, 2012 - Jan 3, 2013
-3.15%
Dec 31, 2020 - Mar 26, 2021

Correlation

Correlation between PGX and PFF is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2007 - 2026)

PGX vs PFF dividend yield comparison.

YearPGXPFF
20262.60%2.04%
20256.03%6.30%
20245.95%6.32%
20236.42%6.63%
20226.29%6.01%
20214.82%4.45%
20204.89%4.79%
20194.85%5.31%
20186.09%6.32%
20175.66%5.59%
20166.02%5.85%
20155.84%5.76%
20145.97%6.32%
20136.78%6.60%
20126.47%6.01%
20116.77%6.98%
20106.75%7.33%
20098.04%7.87%
200810.00%9.45%
20070.00%6.01%

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