PGX vs RSPT

Comparison between INVESCO PREFERRED ETF (PGX, ETF) and INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF (RSPT, ETF).

5-Year PerformanceRSPT has outperformed PGX, delivering a return of +16.6% compared to -0.2%

PGX vs RSPT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PGX(ETF)	RSPT(ETF)
Net Assets	$3.80B	$3.80B
Expense Ratio	0.50%	0.40%
Max Drawdown	69.54%	58.97%
Sharpe Ratio	0.56	2.28
5Y Beta	0.22	1.34
P/E Ratio	N/A	31.79
Forward P/E	N/A	19.72
PEG Ratio	N/A	0.68
5Y Dividends CAGR	-1.72%	-10.47%
5Y EPS CAGR	N/A	17.98%
Debt to Equity	N/A	111.44%
P/S Ratio	N/A	3.29
P/B Ratio	N/A	4.93

Net Assets

PGX

$3.80B

RSPT

$3.80B

Expense Ratio

PGX

0.50%

Winner

RSPT

0.40%

Max Drawdown

PGX

69.54%

Winner

RSPT

58.97%

Sharpe Ratio

PGX

0.56

Winner

RSPT

2.28

5Y Beta

Winner

PGX

0.22

RSPT

1.34

P/E Ratio

PGX

N/A

RSPT

31.79

Forward P/E

PGX

N/A

RSPT

19.72

PEG Ratio

PGX

N/A

RSPT

0.68

5Y Dividends CAGR

Winner

PGX

-1.72%

RSPT

-10.47%

5Y EPS CAGR

PGX

N/A

RSPT

17.98%

Debt to Equity

PGX

N/A

RSPT

111.44%

P/S Ratio

PGX

N/A

RSPT

3.29

P/B Ratio

PGX

N/A

RSPT

4.93

PGX vs RSPT - Historical Returns

Returns include dividend reinvestment.

Period	PGX	RSPT
1 month	+1.35%	+20.22%
3 months	+0.10%	+22.86%
6 months	+0.96%	+28.58%
1 year	+7.50%	+62.52%
5 years(CAGR)	-0.19%	+16.65%
10 years(CAGR)	+2.68%	+21.57%
Max(CAGR)	+3.00%	+14.40%

PGX

+1.35%

Winner

RSPT

+20.22%

PGX

+0.10%

Winner

RSPT

+22.86%

PGX

+0.96%

Winner

RSPT

+28.58%

PGX

+7.50%

Winner

RSPT

+62.52%

5Y(CAGR)

PGX

-0.19%

Winner

RSPT

+16.65%

10Y(CAGR)

PGX

+2.68%

Winner

RSPT

+21.57%

Max(CAGR)

PGX

+3.00%

Winner

RSPT

+14.40%

PGX vs RSPT - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PGX	RSPT
2026	+0.84%	+27.18%
2025	+1.97%	+22.30%
2024	+6.62%	+17.94%
2023	+7.97%	+35.50%
2022	-20.68%	-24.88%
2021	+3.97%	+30.18%
2020	+6.27%	+28.40%
2019	+15.88%	+41.75%
2018	-3.22%	-1.79%
2017	+9.93%	+31.76%
2016	+0.31%	+20.94%
2015	+7.55%	+2.89%
2014	+15.54%	+20.37%
2013	-2.72%	+35.76%
2012	+13.74%	+10.47%
2011	+3.33%	-7.81%
2010	+11.31%	+16.56%
2009	+13.85%	+69.08%
2008	-33.77%	-44.46%
2007	N/A	+1.69%
2006	N/A	+1.64%

PGX vs RSPT Drawdown Comparison

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

The maximum drawdown for RSPT was -58.91%, occurring on Nov 21, 2008. Recovery took 879 trading sessions.

The current PGX drawdown is -3.54%.

Rank	PGX	RSPT
#1	-66.38% Feb 6, 2008 - Aug 6, 2012	-58.91% Jul 19, 2007 - Jan 12, 2011
#2	-34.09% Feb 11, 2020 - Aug 17, 2020	-33.67% Feb 19, 2020 - Aug 3, 2020
#3	-24.65% Nov 5, 2021 - Oct 19, 2023	-32.49% Dec 27, 2021 - Dec 19, 2023
#4	-9.56% May 8, 2013 - Mar 31, 2014	-26.73% Feb 17, 2011 - Jan 25, 2013
#5	-8.05% Aug 31, 2018 - Feb 12, 2019	-26.62% Feb 19, 2025 - Jun 26, 2025
#6	-7.58% Sep 7, 2016 - Apr 3, 2017	-22.41% Aug 29, 2018 - Mar 19, 2019
#7	-6.12% Jan 5, 2016 - Mar 24, 2016	-16.92% Dec 1, 2015 - May 27, 2016
#8	-4.23% Dec 8, 2017 - Jul 2, 2018	-14.71% May 27, 2015 - Dec 1, 2015
#9	-4.12% Dec 31, 2020 - Apr 5, 2021	-12.86% Jul 16, 2024 - Oct 14, 2024
#10	-3.13% Aug 14, 2015 - Sep 24, 2015	-11.71% Apr 24, 2019 - Jul 3, 2019
#11	-2.68% Dec 1, 2015 - Dec 28, 2015	-11.01% Sep 18, 2014 - Nov 3, 2014
#12	-2.42% Apr 15, 2015 - Jul 17, 2015	-10.67% Jan 28, 2026 - Apr 13, 2026
#13	-2.17% Sep 22, 2021 - Nov 4, 2021	-10.36% Nov 3, 2025 - Dec 9, 2025
#14	-2.07% Aug 26, 2020 - Oct 5, 2020	-10.12% Mar 7, 2024 - May 22, 2024
#15	-2.02% Nov 6, 2012 - Jan 3, 2013	-9.90% Jul 24, 2019 - Nov 7, 2019

Correlation

Correlation between PGX and RSPT is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2007 - 2026)

PGX vs RSPT dividend yield comparison.

Year	PGX	RSPT
2026	2.09%	0.07%
2025	6.03%	0.39%
2024	5.95%	0.44%
2023	6.42%	0.56%
2022	6.29%	0.71%
2021	4.82%	0.50%
2020	4.89%	1.29%
2019	4.85%	0.92%
2018	6.09%	0.98%
2017	5.66%	0.84%
2016	6.02%	1.16%
2015	5.84%	1.18%
2014	5.97%	1.16%
2013	6.78%	0.80%
2012	6.47%	1.03%
2011	6.77%	0.74%
2010	6.75%	0.27%
2009	8.04%	0.25%
2008	10.00%	0.35%
2007	0.00%	0.03%