PGZ vs FCEF
Comparison between Principal Real Estate Income Fund (PGZ, ETF) and FIRST TRUST INCOME OPPORTUNITIES ETF (FCEF, ETF).
5-Year PerformanceFCEF has outperformed PGZ, delivering a return of +5.6% compared to +1.9%
PGZ vs FCEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PGZ vs FCEF - Historical Returns
Returns include dividend reinvestment.
PGZ vs FCEF - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | PGZ | FCEF |
|---|---|---|
| 2026 | +4.21% | +5.40% |
| 2025 | +14.11% | +14.75% |
| 2024 | +17.42% | +17.46% |
| 2023 | +2.50% | +9.76% |
| 2022 | -28.14% | -19.62% |
| 2021 | +39.70% | +20.61% |
| 2020 | -36.20% | +3.39% |
| 2019 | +40.88% | +27.64% |
| 2018 | +3.84% | -10.18% |
| 2017 | +17.19% | +14.94% |
| 2016 | +6.97% | +1.17% |
| 2015 | -2.54% | N/A |
| 2014 | +18.84% | N/A |
| 2013 | -11.41% | N/A |
PGZ vs FCEF Drawdown Comparison
The maximum drawdown for PGZ was -53.48%, occurring on Oct 30, 2020. This drawdown has not yet recovered.
The maximum drawdown for FCEF was -44.80%, occurring on Mar 18, 2020. Recovery took 224 trading sessions.
The current PGZ drawdown is -11.18%. The current FCEF drawdown is -2.02%.
| Rank | PGZ | FCEF |
|---|---|---|
| #1 | -53.48% Feb 18, 2020 - Oct 30, 2020 | -44.80% Feb 19, 2020 - Jan 7, 2021 |
| #2 | -22.12% Jun 12, 2015 - Jun 10, 2016 | -25.29% Sep 7, 2021 - Jul 16, 2024 |
| #3 | -15.75% Aug 24, 2018 - Mar 14, 2019 | -17.78% Aug 29, 2018 - Apr 5, 2019 |
| #4 | -15.70% Jul 24, 2013 - Apr 28, 2014 | -12.39% Feb 18, 2025 - Jun 3, 2025 |
| #5 | -12.40% Sep 7, 2016 - Mar 31, 2017 | -7.03% Mar 2, 2026 - Apr 30, 2026 |
| #6 | -11.76% Sep 12, 2017 - Jul 3, 2018 | -6.94% Oct 10, 2016 - Jan 5, 2017 |
| #7 | -5.22% Sep 8, 2014 - Nov 3, 2014 | -6.90% Jan 26, 2018 - Jul 24, 2018 |
| #8 | -4.50% Jun 14, 2017 - Jul 17, 2017 | -5.39% Dec 5, 2024 - Feb 5, 2025 |
| #9 | -4.46% Aug 7, 2019 - Aug 20, 2019 | -4.87% Jul 12, 2021 - Aug 12, 2021 |
| #10 | -4.22% Jul 17, 2017 - Sep 6, 2017 | -4.52% Jul 31, 2024 - Aug 19, 2024 |
| #11 | -4.20% Aug 23, 2019 - Sep 25, 2019 | -4.07% May 6, 2019 - Jun 18, 2019 |
| #12 | -3.74% Oct 31, 2019 - Nov 29, 2019 | -3.94% Jul 16, 2019 - Sep 13, 2019 |
| #13 | -3.66% Dec 17, 2019 - Jan 15, 2020 | -3.57% Oct 13, 2017 - Dec 28, 2017 |
| #14 | -3.66% Jun 12, 2014 - Jul 14, 2014 | -3.55% Aug 1, 2017 - Sep 18, 2017 |
| #15 | -3.61% Jun 17, 2016 - Sep 6, 2016 | -3.23% Feb 12, 2021 - Mar 15, 2021 |
Correlation
Correlation between PGZ and FCEF is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2013 - 2026)
PGZ vs FCEF dividend yield comparison.
| Year | PGZ | FCEF |
|---|---|---|
| 2026 | 5.30% | 2.90% |
| 2025 | 12.59% | 7.05% |
| 2024 | 12.75% | 7.13% |
| 2023 | 13.33% | 7.17% |
| 2022 | 11.86% | 7.26% |
| 2021 | 6.32% | 4.74% |
| 2020 | 10.34% | 5.03% |
| 2019 | 6.25% | 5.07% |
| 2018 | 7.98% | 5.96% |
| 2017 | 9.51% | 4.90% |
| 2016 | 10.90% | 1.51% |
| 2015 | 10.40% | 0.00% |
| 2014 | 8.98% | 0.00% |
| 2013 | 3.96% | 0.00% |
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