PGX vs SUSA
Comparison between INVESCO PREFERRED ETF (PGX, ETF) and ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF).
5-Year PerformanceSUSA has outperformed PGX, delivering a return of +11.0% compared to -0.9%
PGX vs SUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PGX vs SUSA - Historical Returns
Returns include dividend reinvestment.
PGX vs SUSA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PGX | SUSA |
|---|---|---|
| 2026 | -1.32% | +10.48% |
| 2025 | +1.97% | +15.98% |
| 2024 | +6.62% | +23.30% |
| 2023 | +7.97% | +24.42% |
| 2022 | -20.67% | -21.45% |
| 2021 | +3.97% | +32.05% |
| 2020 | +6.27% | +23.86% |
| 2019 | +15.88% | +32.49% |
| 2018 | -3.22% | -6.02% |
| 2017 | +9.93% | +21.51% |
| 2016 | +0.32% | +14.22% |
| 2015 | +7.55% | -1.77% |
| 2014 | +15.54% | +14.77% |
| 2013 | -2.72% | +27.63% |
| 2012 | +13.74% | +8.75% |
| 2011 | +3.33% | +0.57% |
| 2010 | +11.31% | +12.48% |
| 2009 | +13.85% | +26.93% |
| 2008 | -33.77% | -34.56% |
| 2007 | N/A | +4.65% |
| 2006 | N/A | +11.17% |
| 2005 | N/A | +7.95% |
PGX vs SUSA Drawdown Comparison
The maximum drawdown for PGX was -66.38%, occurring on Mar 6, 2009. Recovery took 1134 trading sessions.
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current PGX drawdown is -5.60%. The current SUSA drawdown is -1.35%.
| Rank | PGX | SUSA |
|---|---|---|
| #1 | -66.38% Feb 6, 2008 - Aug 6, 2012 | -53.93% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -34.09% Feb 11, 2020 - Aug 17, 2020 | -32.93% Feb 19, 2020 - Jul 20, 2020 |
| #3 | -24.65% Nov 5, 2021 - Oct 19, 2023 | -28.22% Dec 29, 2021 - Feb 7, 2024 |
| #4 | -9.56% May 8, 2013 - Mar 31, 2014 | -19.30% Dec 4, 2024 - Jun 30, 2025 |
| #5 | -8.05% Aug 31, 2018 - Feb 12, 2019 | -19.16% Sep 21, 2018 - Apr 1, 2019 |
| #6 | -7.58% Sep 7, 2016 - Apr 3, 2017 | -13.73% May 20, 2015 - Apr 19, 2016 |
| #7 | -6.12% Jan 5, 2016 - Mar 24, 2016 | -11.53% Apr 2, 2012 - Jan 3, 2013 |
| #8 | -4.23% Dec 8, 2017 - Jul 2, 2018 | -9.71% Jan 28, 2026 - Apr 17, 2026 |
| #9 | -4.12% Dec 31, 2020 - Apr 5, 2021 | -9.67% Jan 26, 2018 - Aug 24, 2018 |
| #10 | -3.13% Aug 14, 2015 - Sep 24, 2015 | -9.60% Sep 2, 2020 - Nov 13, 2020 |
| #11 | -2.68% Dec 1, 2015 - Dec 28, 2015 | -8.32% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -2.42% Apr 15, 2015 - Jul 17, 2015 | -7.53% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -2.17% Sep 22, 2021 - Nov 4, 2021 | -7.23% Apr 23, 2019 - Jun 20, 2019 |
| #14 | -2.07% Aug 26, 2020 - Oct 5, 2020 | -6.92% Sep 2, 2014 - Oct 30, 2014 |
| #15 | -2.02% Nov 6, 2012 - Jan 3, 2013 | -6.72% May 8, 2006 - Sep 20, 2006 |
Correlation
Correlation between PGX and SUSA is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
PGX vs SUSA dividend yield comparison.
| Year | PGX | SUSA |
|---|---|---|
| 2026 | 3.66% | 0.40% |
| 2025 | 6.03% | 0.89% |
| 2024 | 5.95% | 1.15% |
| 2023 | 6.42% | 1.32% |
| 2022 | 6.29% | 1.52% |
| 2021 | 4.82% | 0.98% |
| 2020 | 4.89% | 1.17% |
| 2019 | 4.85% | 1.52% |
| 2018 | 6.09% | 1.73% |
| 2017 | 5.66% | 1.40% |
| 2016 | 6.02% | 1.56% |
| 2015 | 5.84% | 1.42% |
| 2014 | 5.97% | 1.21% |
| 2013 | 6.78% | 1.30% |
| 2012 | 6.47% | 1.77% |
| 2011 | 6.77% | 1.45% |
| 2010 | 6.75% | 1.48% |
| 2009 | 8.04% | 1.64% |
| 2008 | 10.00% | 2.30% |
| 2007 | 0.00% | 1.28% |
| 2006 | 0.00% | 1.51% |
| 2005 | 0.00% | 1.15% |
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