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PGX vs SPY

Comparison between INVESCO PREFERRED ETF (PGX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PGX, delivering a return of +13.3% compared to -0.2%

PGX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PGX
$3.80B
Winner
SPY
$652B
Expense Ratio
PGX
0.50%
Winner
SPY
0.09%
Max Drawdown
PGX
69.54%
Winner
SPY
56.47%
Sharpe Ratio
PGX
0.56
Winner
SPY
2.07
5Y Beta
Winner
PGX
0.22
SPY
1.00
P/E Ratio
PGX
N/A
SPY
28.24
Forward P/E
PGX
N/A
SPY
21.85
5Y Dividends CAGR
PGX
-1.72%
Winner
SPY
5.43%
5Y EPS CAGR
PGX
N/A
SPY
25.79%
Debt to Equity
PGX
N/A
SPY
22.35%
P/S Ratio
PGX
N/A
SPY
3.55
P/B Ratio
PGX
N/A
SPY
5.29

PGX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PGX
+1.35%
Winner
SPY
+9.11%
3M
PGX
+0.10%
Winner
SPY
+6.59%
6M
PGX
+0.96%
Winner
SPY
+10.56%
1Y
PGX
+7.50%
Winner
SPY
+32.04%
5Y(CAGR)
PGX
-0.19%
Winner
SPY
+13.35%
10Y(CAGR)
PGX
+2.68%
Winner
SPY
+15.49%
Max(CAGR)
PGX
+3.00%
Winner
SPY
+8.50%

PGX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPGXSPY
2026+0.84%+8.27%
2025+1.97%+18.00%
2024+6.62%+25.59%
2023+7.97%+26.72%
2022-20.68%-18.64%
2021+3.97%+30.52%
2020+6.27%+17.28%
2019+15.88%+31.09%
2018-3.22%-5.24%
2017+9.93%+20.78%
2016+0.31%+13.59%
2015+7.55%+1.31%
2014+15.54%+14.56%
2013-2.72%+29.00%
2012+13.74%+14.17%
2011+3.33%+0.85%
2010+11.31%+13.14%
2009+13.85%+22.67%
2008-33.77%-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

PGX vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PGX drawdown is -3.54%.

RankPGXSPY
#1-66.38%
Feb 6, 2008 - Aug 6, 2012		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-34.09%
Feb 11, 2020 - Aug 17, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.65%
Nov 5, 2021 - Oct 19, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.56%
May 8, 2013 - Mar 31, 2014		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.05%
Aug 31, 2018 - Feb 12, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.58%
Sep 7, 2016 - Apr 3, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.12%
Jan 5, 2016 - Mar 24, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.23%
Dec 8, 2017 - Jul 2, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.12%
Dec 31, 2020 - Apr 5, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.13%
Aug 14, 2015 - Sep 24, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.68%
Dec 1, 2015 - Dec 28, 2015		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.42%
Apr 15, 2015 - Jul 17, 2015		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.17%
Sep 22, 2021 - Nov 4, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.07%
Aug 26, 2020 - Oct 5, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.02%
Nov 6, 2012 - Jan 3, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.84
-101

Dividend Comparison (1999 - 2026)

PGX vs SPY dividend yield comparison.

YearPGXSPY
20262.09%0.24%
20256.03%1.07%
20245.95%1.21%
20236.42%1.40%
20226.29%1.65%
20214.82%1.20%
20204.89%1.52%
20194.85%1.75%
20186.09%2.04%
20175.66%1.80%
20166.02%2.03%
20155.84%2.06%
20145.97%1.87%
20136.78%1.81%
20126.47%2.18%
20116.77%2.05%
20106.75%1.80%
20098.04%1.95%
200810.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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