PGX vs USRT
Comparison between INVESCO PREFERRED ETF (PGX, ETF) and ISHARES CORE U.S. REIT ETF (USRT, ETF).
5-Year PerformanceUSRT has outperformed PGX, delivering a return of +5.1% compared to -0.8%
PGX vs USRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PGX vs USRT - Historical Returns
Returns include dividend reinvestment.
PGX vs USRT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PGX | USRT |
|---|---|---|
| 2026 | -1.15% | +17.56% |
| 2025 | +1.97% | +3.39% |
| 2024 | +6.62% | +7.56% |
| 2023 | +7.97% | +14.00% |
| 2022 | -20.67% | -24.01% |
| 2021 | +3.97% | +48.36% |
| 2020 | +6.27% | -6.52% |
| 2019 | +15.88% | +28.98% |
| 2018 | -3.22% | -4.39% |
| 2017 | +9.93% | +4.73% |
| 2016 | +0.32% | +9.79% |
| 2015 | +7.55% | +3.17% |
| 2014 | +15.54% | +29.43% |
| 2013 | -2.72% | -2.53% |
| 2012 | +13.74% | +16.51% |
| 2011 | +3.33% | +7.48% |
| 2010 | +11.31% | +27.25% |
| 2009 | +13.85% | +30.21% |
| 2008 | -33.77% | -37.20% |
| 2007 | N/A | -18.58% |
PGX vs USRT Drawdown Comparison
The maximum drawdown for PGX was -66.38%, occurring on Mar 6, 2009. Recovery took 1134 trading sessions.
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The current PGX drawdown is -5.44%.
| Rank | PGX | USRT |
|---|---|---|
| #1 | -66.38% Feb 6, 2008 - Aug 6, 2012 | -69.91% May 11, 2007 - May 1, 2012 |
| #2 | -34.09% Feb 11, 2020 - Aug 17, 2020 | -44.38% Feb 21, 2020 - Apr 21, 2021 |
| #3 | -24.65% Nov 5, 2021 - Oct 19, 2023 | -31.00% Dec 31, 2021 - Sep 16, 2024 |
| #4 | -9.56% May 8, 2013 - Mar 31, 2014 | -18.70% Nov 27, 2024 - Feb 6, 2026 |
| #5 | -8.05% Aug 31, 2018 - Feb 12, 2019 | -18.52% May 21, 2013 - Jul 18, 2014 |
| #6 | -7.58% Sep 7, 2016 - Apr 3, 2017 | -15.79% Jan 26, 2015 - Mar 29, 2016 |
| #7 | -6.12% Jan 5, 2016 - Mar 24, 2016 | -14.95% Aug 1, 2016 - Jul 6, 2018 |
| #8 | -4.23% Dec 8, 2017 - Jul 2, 2018 | -13.10% Dec 6, 2018 - Jan 30, 2019 |
| #9 | -4.12% Dec 31, 2020 - Apr 5, 2021 | -9.02% Sep 14, 2012 - Jan 15, 2013 |
| #10 | -3.13% Aug 14, 2015 - Sep 24, 2015 | -8.19% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -2.68% Dec 1, 2015 - Dec 28, 2015 | -8.04% Mar 2, 2026 - Apr 16, 2026 |
| #12 | -2.42% Apr 15, 2015 - Jul 17, 2015 | -7.40% May 1, 2012 - Jun 29, 2012 |
| #13 | -2.17% Sep 22, 2021 - Nov 4, 2021 | -7.23% Sep 2, 2021 - Oct 26, 2021 |
| #14 | -2.07% Aug 26, 2020 - Oct 5, 2020 | -6.81% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -2.02% Nov 6, 2012 - Jan 3, 2013 | -6.13% Oct 23, 2019 - Jan 21, 2020 |
Correlation
Correlation between PGX and USRT is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
PGX vs USRT dividend yield comparison.
| Year | PGX | USRT |
|---|---|---|
| 2026 | 2.60% | 0.32% |
| 2025 | 6.03% | 3.07% |
| 2024 | 5.95% | 2.85% |
| 2023 | 6.42% | 3.18% |
| 2022 | 6.29% | 3.46% |
| 2021 | 4.82% | 2.27% |
| 2020 | 4.89% | 3.12% |
| 2019 | 4.85% | 3.34% |
| 2018 | 6.09% | 5.66% |
| 2017 | 5.66% | 3.43% |
| 2016 | 6.02% | 3.98% |
| 2015 | 5.84% | 3.59% |
| 2014 | 5.97% | 3.46% |
| 2013 | 6.78% | 3.84% |
| 2012 | 6.47% | 3.48% |
| 2011 | 6.77% | 3.95% |
| 2010 | 6.75% | 3.56% |
| 2009 | 8.04% | 3.52% |
| 2008 | 10.00% | 9.54% |
| 2007 | 0.00% | 3.51% |
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