PGZ vs GOP

Comparison between Principal Real Estate Income Fund (PGZ, ETF) and UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF (GOP, ETF).

5-Year PerformanceGOP has outperformed PGZ, delivering a return of +8.3% compared to +1.9%

PGZ vs GOP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PGZ(ETF)	GOP(ETF)
Net Assets	$75M	$75M
Expense Ratio	N/A	0.73%
Max Drawdown	61.11%	16.02%
Sharpe Ratio	0.34	1.73
5Y Beta	0.31	0.73
P/E Ratio	N/A	22.37
Forward P/E	N/A	17.76
PEG Ratio	N/A	0.06
5Y Dividends CAGR	2.23%	N/A
5Y EPS CAGR	N/A	23.16%
P/S Ratio	N/A	2.34
P/B Ratio	N/A	3.57

Net Assets

PGZ

$75M

Winner

GOP

$75M

Expense Ratio

PGZ

N/A

GOP

0.73%

Max Drawdown

PGZ

61.11%

Winner

GOP

16.02%

Sharpe Ratio

PGZ

0.34

Winner

GOP

1.73

5Y Beta

Winner

PGZ

0.31

GOP

0.73

P/E Ratio

PGZ

N/A

GOP

22.37

Forward P/E

PGZ

N/A

GOP

17.76

PEG Ratio

PGZ

N/A

GOP

0.06

5Y Dividends CAGR

PGZ

2.23%

GOP

N/A

5Y EPS CAGR

PGZ

N/A

GOP

23.16%

P/S Ratio

PGZ

N/A

GOP

2.34

P/B Ratio

PGZ

N/A

GOP

3.57

PGZ vs GOP - Historical Returns

Returns include dividend reinvestment.

Period	PGZ	GOP
1 month	-0.54%	-1.97%
3 months	-0.27%	+10.79%
6 months	+4.19%	+15.51%
1 year	+6.55%	+32.72%
5 years(CAGR)	+1.91%	+8.30%
10 years(CAGR)	+3.87%	+9.21%
Max(CAGR)	+4.31%	+9.21%

Winner

PGZ

-0.54%

GOP

-1.97%

PGZ

-0.27%

Winner

GOP

+10.79%

PGZ

+4.19%

Winner

GOP

+15.51%

PGZ

+6.55%

Winner

GOP

+32.72%

5Y(CAGR)

PGZ

+1.91%

Winner

GOP

+8.30%

10Y(CAGR)

PGZ

+3.87%

Winner

GOP

+9.21%

Max(CAGR)

PGZ

+4.31%

Winner

GOP

+9.21%

PGZ vs GOP - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	PGZ	GOP
2026	+4.21%	+15.11%
2025	+14.11%	+19.24%
2024	+17.42%	N/A
2023	+2.50%	N/A
2022	-28.14%	N/A
2021	+39.70%	N/A
2020	-36.20%	N/A
2019	+40.88%	N/A
2018	+3.84%	+4.40%
2017	+17.19%	+7.32%
2016	+6.97%	N/A
2015	-2.54%	N/A
2014	+18.84%	N/A
2013	-11.41%	N/A

PGZ vs GOP 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 GOP was -16.02%, occurring on Apr 8, 2025. Recovery took 34 trading sessions.

The current PGZ drawdown is -11.18%. The current GOP drawdown is -4.93%.

Rank	PGZ	GOP
#1	-53.48% Feb 18, 2020 - Oct 30, 2020	-16.02% Mar 24, 2025 - May 12, 2025
#2	-22.12% Jun 12, 2015 - Jun 10, 2016	-9.87% Jan 24, 2018 - Mar 12, 2018
#3	-15.75% Aug 24, 2018 - Mar 14, 2019	-6.88% Mar 2, 2026 - Apr 8, 2026
#4	-15.70% Jul 24, 2013 - Apr 28, 2014	-6.16% Mar 12, 2018 - Mar 21, 2025
#5	-12.40% Sep 7, 2016 - Mar 31, 2017	-6.14% Oct 28, 2025 - Dec 11, 2025
#6	-11.76% Sep 12, 2017 - Jul 3, 2018	-4.93% May 26, 2026 - Jun 5, 2026
#7	-5.22% Sep 8, 2014 - Nov 3, 2014	-3.18% Nov 3, 2017 - Nov 30, 2017
#8	-4.50% Jun 14, 2017 - Jul 17, 2017	-3.13% Dec 11, 2025 - Jan 5, 2026
#9	-4.46% Aug 7, 2019 - Aug 20, 2019	-3.10% Oct 8, 2025 - Oct 27, 2025
#10	-4.22% Jul 17, 2017 - Sep 6, 2017	-2.94% Jan 29, 2026 - Feb 6, 2026
#11	-4.20% Aug 23, 2019 - Sep 25, 2019	-2.85% May 11, 2026 - May 26, 2026
#12	-3.74% Oct 31, 2019 - Nov 29, 2019	-2.39% Jul 28, 2025 - Aug 12, 2025
#13	-3.66% Dec 17, 2019 - Jan 15, 2020	-2.39% May 19, 2025 - Jun 3, 2025
#14	-3.66% Jun 12, 2014 - Jul 14, 2014	-2.32% Feb 11, 2026 - Feb 25, 2026
#15	-3.61% Jun 17, 2016 - Sep 6, 2016	-2.02% Nov 30, 2017 - Dec 8, 2017

Correlation

Correlation between PGZ and GOP is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2013 - 2026)

PGZ vs GOP dividend yield comparison.

Year	PGZ	GOP
2026	5.30%	0.00%
2025	12.59%	0.69%
2024	12.75%	0.00%
2023	13.33%	0.00%
2022	11.86%	0.00%
2021	6.32%	0.00%
2020	10.34%	0.00%
2019	6.25%	0.00%
2018	7.98%	0.04%
2017	9.51%	0.18%
2016	10.90%	0.00%
2015	10.40%	0.00%
2014	8.98%	0.00%
2013	3.96%	0.00%