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PGX vs XT

Comparison between INVESCO PREFERRED ETF (PGX, ETF) and ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF (XT, ETF).

5-Year PerformanceXT has outperformed PGX, delivering a return of +7.5% compared to -1.3%

PGX vs XT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PGX
$3.80B
XT
$3.80B
Expense Ratio
PGX
0.50%
Winner
XT
0.46%
Max Drawdown
PGX
69.54%
Winner
XT
34.97%
Sharpe Ratio
PGX
-1.02
Winner
XT
1.55
5Y Beta
Winner
PGX
0.22
XT
1.06
P/E Ratio
PGX
N/A
XT
39.88
Forward P/E
PGX
N/A
XT
24.39
PEG Ratio
PGX
N/A
XT
0.37
5Y Dividends CAGR
PGX
-1.65%
Winner
XT
52.63%
5Y EPS CAGR
PGX
N/A
XT
21.91%
Debt to Equity
PGX
N/A
XT
50.25%
P/S Ratio
PGX
N/A
XT
7.23
P/B Ratio
PGX
N/A
XT
6.67

PGX vs XT - Historical Returns

Returns include dividend reinvestment.

1M
PGX
-1.76%
Winner
XT
+2.85%
3M
PGX
-2.20%
Winner
XT
+4.02%
6M
PGX
-4.94%
Winner
XT
+14.99%
1Y
PGX
-2.08%
Winner
XT
+35.34%
5Y(CAGR)
PGX
-1.28%
Winner
XT
+7.47%
10Y(CAGR)
PGX
+1.92%
Winner
XT
+14.00%
Max(CAGR)
PGX
+2.74%
Winner
XT
+12.61%

PGX vs XT - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearPGXXT
2026-3.06%+18.59%
2025+1.97%+26.40%
2024+6.62%+2.22%
2023+7.97%+26.79%
2022-20.67%-28.20%
2021+3.97%+16.59%
2020+6.27%+33.53%
2019+15.88%+30.61%
2018-3.22%-6.17%
2017+9.93%+32.97%
2016+0.32%+11.61%
2015+7.55%-2.29%
2014+15.54%N/A
2013-2.72%N/A
2012+13.74%N/A
2011+3.33%N/A
2010+11.31%N/A
2009+13.85%N/A
2008-33.77%N/A

PGX vs XT Drawdown Comparison

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

The maximum drawdown for XT was -34.40%, occurring on Oct 14, 2022. Recovery took 908 trading sessions.

The current PGX drawdown is -7.26%. The current XT drawdown is -1.15%.

RankPGXXT
#1-66.38%
Feb 6, 2008 - Aug 6, 2012
-34.40%
Nov 16, 2021 - Jul 2, 2025
#2-34.09%
Feb 11, 2020 - Aug 17, 2020
-32.21%
Feb 19, 2020 - Jul 2, 2020
#3-24.65%
Nov 5, 2021 - Oct 19, 2023
-19.47%
Jun 22, 2015 - Aug 5, 2016
#4-9.56%
May 8, 2013 - Mar 31, 2014
-18.90%
Aug 29, 2018 - Apr 3, 2019
#5-8.05%
Aug 31, 2018 - Feb 12, 2019
-10.45%
Jan 28, 2026 - Apr 16, 2026
#6-7.58%
Sep 7, 2016 - Apr 3, 2017
-9.55%
Jan 26, 2018 - Aug 7, 2018
#7-6.12%
Jan 5, 2016 - Mar 24, 2016
-9.31%
Feb 12, 2021 - Apr 26, 2021
#8-4.23%
Dec 8, 2017 - Jul 2, 2018
-8.11%
Apr 8, 2019 - Jul 1, 2019
#9-4.12%
Dec 31, 2020 - Apr 5, 2021
-7.92%
Jun 2, 2026 - Jul 29, 2026
#10-3.13%
Aug 14, 2015 - Sep 24, 2015
-7.30%
Sep 3, 2021 - Nov 4, 2021
#11-2.68%
Dec 1, 2015 - Dec 28, 2015
-7.29%
Oct 12, 2020 - Nov 5, 2020
#12-2.42%
Apr 15, 2015 - Jul 17, 2015
-7.16%
Sep 2, 2020 - Oct 9, 2020
#13-2.17%
Sep 22, 2021 - Nov 4, 2021
-7.03%
Jul 24, 2019 - Oct 25, 2019
#14-2.07%
Aug 26, 2020 - Oct 5, 2020
-6.52%
Sep 22, 2016 - Dec 7, 2016
#15-2.02%
Nov 6, 2012 - Jan 3, 2013
-6.46%
Nov 3, 2025 - Dec 10, 2025

Correlation

Correlation between PGX and XT is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2008 - 2026)

PGX vs XT dividend yield comparison.

YearPGXXT
20263.73%0.43%
20256.03%7.95%
20245.95%0.66%
20236.42%0.41%
20226.29%0.78%
20214.82%0.84%
20204.89%0.77%
20194.85%1.55%
20186.09%1.40%
20175.66%0.97%
20166.02%1.37%
20155.84%1.34%
20145.97%0.00%
20136.78%0.00%
20126.47%0.00%
20116.77%0.00%
20106.75%0.00%
20098.04%0.00%
200810.00%0.00%

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