PGZ vs PHDG

Comparison between Principal Real Estate Income Fund (PGZ, ETF) and INVESCO S&P 500 DOWNSIDE HEDGED ETF (PHDG, ETF).

5-Year PerformancePHDG has outperformed PGZ, delivering a return of +4.4% compared to +3.2%

PGZ vs PHDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PGZ(ETF)	PHDG(ETF)
Net Assets	$74M	$74M
Expense Ratio	N/A	0.39%
Max Drawdown	61.11%	23.59%
Sharpe Ratio	0.69	1.10
5Y Beta	0.31	0.31
P/E Ratio	N/A	28.77
Forward P/E	N/A	21.26
5Y Dividends CAGR	5.24%	31.27%
5Y EPS CAGR	N/A	25.61%
Debt to Equity	N/A	31.66%
P/S Ratio	N/A	3.76
P/B Ratio	N/A	5.65

Net Assets

Winner

PGZ

$74M

PHDG

$74M

Expense Ratio

PGZ

N/A

PHDG

0.39%

Max Drawdown

PGZ

61.11%

Winner

PHDG

23.59%

Sharpe Ratio

PGZ

0.69

Winner

PHDG

1.10

5Y Beta

PGZ

0.31

Winner

PHDG

0.31

P/E Ratio

PGZ

N/A

PHDG

28.77

Forward P/E

PGZ

N/A

PHDG

21.26

5Y Dividends CAGR

PGZ

5.24%

Winner

PHDG

31.27%

5Y EPS CAGR

PGZ

N/A

PHDG

25.61%

Debt to Equity

PGZ

N/A

PHDG

31.66%

P/S Ratio

PGZ

N/A

PHDG

3.76

P/B Ratio

PGZ

N/A

PHDG

5.65

PGZ vs PHDG - Historical Returns

Returns include dividend reinvestment.

Period	PGZ	PHDG
1 month	+3.34%	-0.31%
3 months	+3.17%	+2.79%
6 months	+7.73%	+9.73%
1 year	+10.59%	+16.69%
5 years(CAGR)	+3.24%	+4.44%
10 years(CAGR)	+4.49%	+7.24%
Max(CAGR)	+4.70%	+5.62%

Winner

PGZ

+3.34%

PHDG

-0.31%

Winner

PGZ

+3.17%

PHDG

+2.79%

PGZ

+7.73%

Winner

PHDG

+9.73%

PGZ

+10.59%

Winner

PHDG

+16.69%

5Y(CAGR)

PGZ

+3.24%

Winner

PHDG

+4.44%

10Y(CAGR)

PGZ

+4.49%

Winner

PHDG

+7.24%

Max(CAGR)

PGZ

+4.70%

Winner

PHDG

+5.62%

PGZ vs PHDG - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	PGZ	PHDG
2026	+9.93%	+10.45%
2025	+14.11%	+2.46%
2024	+17.42%	+11.96%
2023	+2.50%	+8.79%
2022	-28.14%	-14.38%
2021	+39.70%	+16.13%
2020	-36.20%	+18.15%
2019	+40.88%	+8.89%
2018	+3.84%	-3.39%
2017	+17.19%	+15.36%
2016	+6.97%	-0.25%
2015	-2.54%	-9.72%
2014	+18.84%	+6.86%
2013	-11.41%	+12.19%
2012	N/A	-0.01%

PGZ vs PHDG 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 PHDG was -17.69%, occurring on Nov 3, 2016. Recovery took 759 trading sessions.

The current PGZ drawdown is -6.31%. The current PHDG drawdown is -5.30%.

Rank	PGZ	PHDG
#1	-53.48% Feb 18, 2020 - Oct 30, 2020	-17.69% Dec 5, 2014 - Dec 11, 2017
#2	-22.12% Jun 12, 2015 - Jun 10, 2016	-17.06% Dec 27, 2021 - Jun 12, 2024
#3	-15.75% Aug 24, 2018 - Mar 14, 2019	-15.87% Mar 18, 2020 - Aug 24, 2020
#4	-15.70% Jul 24, 2013 - Apr 28, 2014	-14.79% Dec 4, 2024 - Mar 2, 2026
#5	-12.40% Sep 7, 2016 - Mar 31, 2017	-12.79% Feb 6, 2018 - Mar 12, 2020
#6	-11.76% Sep 12, 2017 - Jul 3, 2018	-10.06% Sep 2, 2020 - Apr 15, 2021
#7	-5.22% Sep 8, 2014 - Nov 3, 2014	-6.36% Jun 15, 2026 - Jun 25, 2026
#8	-4.50% Jun 14, 2017 - Jul 17, 2017	-6.11% Aug 5, 2024 - Dec 4, 2024
#9	-4.46% Aug 7, 2019 - Aug 20, 2019	-5.20% Aug 2, 2013 - Dec 23, 2013
#10	-4.22% Jul 17, 2017 - Sep 6, 2017	-4.42% Sep 7, 2021 - Nov 2, 2021
#11	-4.20% Aug 23, 2019 - Sep 25, 2019	-4.37% Jul 16, 2024 - Aug 5, 2024
#12	-3.74% Oct 31, 2019 - Nov 29, 2019	-3.88% Jun 4, 2026 - Jun 15, 2026
#13	-3.66% Dec 17, 2019 - Jan 15, 2020	-3.69% Apr 2, 2014 - Jun 9, 2014
#14	-3.66% Jun 12, 2014 - Jul 14, 2014	-3.44% Dec 31, 2013 - Feb 28, 2014
#15	-3.61% Jun 17, 2016 - Sep 6, 2016	-3.37% Mar 10, 2026 - Apr 8, 2026

Correlation

Correlation between PGZ and PHDG is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (2012 - 2026)

PGZ vs PHDG dividend yield comparison.

Year	PGZ	PHDG
2026	7.18%	0.72%
2025	12.59%	2.10%
2024	12.75%	1.94%
2023	13.33%	1.93%
2022	11.86%	1.35%
2021	6.32%	0.44%
2020	10.34%	0.63%
2019	6.25%	1.80%
2018	7.98%	1.56%
2017	9.51%	1.83%
2016	10.90%	2.29%
2015	10.40%	1.64%
2014	8.98%	5.46%
2013	3.96%	1.76%
2012	0.00%	0.09%