PGX vs UTG
Comparison between INVESCO PREFERRED ETF (PGX, ETF) and Reaves Utility Income Fund (UTG, ETF).
5-Year PerformanceUTG has outperformed PGX, delivering a return of +11.0% compared to -0.8%
PGX vs UTG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PGX vs UTG - Historical Returns
Returns include dividend reinvestment.
PGX vs UTG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | PGX | UTG |
|---|---|---|
| 2026 | -1.24% | +12.72% |
| 2025 | +1.97% | +22.37% |
| 2024 | +6.62% | +26.78% |
| 2023 | +7.97% | +1.15% |
| 2022 | -20.67% | -13.56% |
| 2021 | +3.97% | +14.73% |
| 2020 | +6.27% | -5.97% |
| 2019 | +15.88% | +34.02% |
| 2018 | -3.22% | +2.33% |
| 2017 | +9.93% | +5.13% |
| 2016 | +0.32% | +29.83% |
| 2015 | +7.55% | -13.79% |
| 2014 | +15.54% | +39.83% |
| 2013 | -2.72% | +10.08% |
| 2012 | +13.74% | +1.56% |
| 2011 | +3.33% | +23.57% |
| 2010 | +11.31% | +24.97% |
| 2009 | +13.85% | +61.39% |
| 2008 | -33.77% | -48.71% |
| 2007 | N/A | +13.03% |
| 2006 | N/A | +31.94% |
| 2005 | N/A | +3.28% |
| 2004 | N/A | +5.01% |
PGX vs UTG Drawdown Comparison
The maximum drawdown for PGX was -66.38%, occurring on Mar 6, 2009. Recovery took 1134 trading sessions.
The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.
The current PGX drawdown is -5.53%. The current UTG drawdown is -5.63%.
| Rank | PGX | UTG |
|---|---|---|
| #1 | -66.38% Feb 6, 2008 - Aug 6, 2012 | -67.75% Jan 11, 2008 - Jul 30, 2010 |
| #2 | -34.09% Feb 11, 2020 - Aug 17, 2020 | -47.96% Feb 12, 2020 - Sep 2, 2021 |
| #3 | -24.65% Nov 5, 2021 - Oct 19, 2023 | -26.50% Apr 20, 2022 - Aug 15, 2024 |
| #4 | -9.56% May 8, 2013 - Mar 31, 2014 | -22.66% Feb 3, 2015 - May 12, 2016 |
| #5 | -8.05% Aug 31, 2018 - Feb 12, 2019 | -22.28% Aug 24, 2017 - Mar 18, 2019 |
| #6 | -7.58% Sep 7, 2016 - Apr 3, 2017 | -21.31% Jul 25, 2011 - Sep 20, 2011 |
| #7 | -6.12% Jan 5, 2016 - Mar 24, 2016 | -20.10% Mar 17, 2004 - Dec 22, 2004 |
| #8 | -4.23% Dec 8, 2017 - Jul 2, 2018 | -15.96% Jul 3, 2012 - Mar 13, 2013 |
| #9 | -4.12% Dec 31, 2020 - Apr 5, 2021 | -15.30% May 21, 2007 - Oct 31, 2007 |
| #10 | -3.13% Aug 14, 2015 - Sep 24, 2015 | -14.94% Nov 27, 2024 - May 15, 2025 |
| #11 | -2.68% Dec 1, 2015 - Dec 28, 2015 | -14.92% Sep 7, 2005 - Jul 26, 2006 |
| #12 | -2.42% Apr 15, 2015 - Jul 17, 2015 | -13.54% May 17, 2013 - Feb 11, 2014 |
| #13 | -2.17% Sep 22, 2021 - Nov 4, 2021 | -11.66% Jul 11, 2016 - Dec 27, 2016 |
| #14 | -2.07% Aug 26, 2020 - Oct 5, 2020 | -11.57% Oct 15, 2025 - Feb 17, 2026 |
| #15 | -2.02% Nov 6, 2012 - Jan 3, 2013 | -11.30% Sep 3, 2021 - Apr 20, 2022 |
Correlation
Correlation between PGX and UTG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
PGX vs UTG dividend yield comparison.
| Year | PGX | UTG |
|---|---|---|
| 2026 | 2.60% | 1.95% |
| 2025 | 6.03% | 6.42% |
| 2024 | 5.95% | 7.19% |
| 2023 | 6.42% | 8.53% |
| 2022 | 6.29% | 8.07% |
| 2021 | 4.82% | 6.35% |
| 2020 | 4.89% | 6.59% |
| 2019 | 4.85% | 5.69% |
| 2018 | 6.09% | 6.86% |
| 2017 | 5.66% | 6.21% |
| 2016 | 6.02% | 9.02% |
| 2015 | 5.84% | 6.86% |
| 2014 | 5.97% | 5.06% |
| 2013 | 6.78% | 6.31% |
| 2012 | 6.47% | 6.30% |
| 2011 | 6.77% | 6.49% |
| 2010 | 6.75% | 6.17% |
| 2009 | 8.04% | 7.78% |
| 2008 | 10.00% | 13.58% |
| 2007 | 0.00% | 8.08% |
| 2006 | 0.00% | 5.47% |
| 2005 | 0.00% | 7.65% |
| 2004 | 0.00% | 4.88% |
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