PGZ vs QARP

Comparison between Principal Real Estate Income Fund (PGZ, ETF) and XTRACKERS RUSSELL 1000 US QUALITY AT A REASONABLE PRICE ETF (QARP, ETF).

5-Year PerformanceQARP has outperformed PGZ, delivering a return of +11.8% compared to +3.2%

PGZ vs QARP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PGZ(ETF)	QARP(ETF)
Net Assets	$74M	$74M
Expense Ratio	N/A	0.19%
Max Drawdown	61.11%	35.86%
Sharpe Ratio	0.69	1.69
5Y Beta	0.31	0.77
P/E Ratio	N/A	25.45
Forward P/E	N/A	20.82
PEG Ratio	N/A	0.36
5Y Dividends CAGR	5.24%	9.72%
5Y EPS CAGR	N/A	20.38%
Debt to Equity	N/A	46.12%
P/S Ratio	N/A	1.99
P/B Ratio	N/A	5.03

Net Assets

PGZ

$74M

Winner

QARP

$74M

Expense Ratio

PGZ

N/A

QARP

0.19%

Max Drawdown

PGZ

61.11%

Winner

QARP

35.86%

Sharpe Ratio

PGZ

0.69

Winner

QARP

1.69

5Y Beta

Winner

PGZ

0.31

QARP

0.77

P/E Ratio

PGZ

N/A

QARP

25.45

Forward P/E

PGZ

N/A

QARP

20.82

PEG Ratio

PGZ

N/A

QARP

0.36

5Y Dividends CAGR

PGZ

5.24%

Winner

QARP

9.72%

5Y EPS CAGR

PGZ

N/A

QARP

20.38%

Debt to Equity

PGZ

N/A

QARP

46.12%

P/S Ratio

PGZ

N/A

QARP

1.99

P/B Ratio

PGZ

N/A

QARP

5.03

PGZ vs QARP - Historical Returns

Returns include dividend reinvestment.

Period	PGZ	QARP
1 month	+3.34%	+1.68%
3 months	+3.17%	+5.49%
6 months	+7.73%	+9.30%
1 year	+10.59%	+22.96%
5 years(CAGR)	+3.24%	+11.75%
10 years(CAGR)	+4.49%	+14.07%
Max(CAGR)	+4.70%	+14.07%

Winner

PGZ

+3.34%

QARP

+1.68%

PGZ

+3.17%

Winner

QARP

+5.49%

PGZ

+7.73%

Winner

QARP

+9.30%

PGZ

+10.59%

Winner

QARP

+22.96%

5Y(CAGR)

PGZ

+3.24%

Winner

QARP

+11.75%

10Y(CAGR)

PGZ

+4.49%

Winner

QARP

+14.07%

Max(CAGR)

PGZ

+4.70%

Winner

QARP

+14.07%

PGZ vs QARP - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	PGZ	QARP
2026	+9.93%	+11.71%
2025	+14.11%	+15.07%
2024	+17.42%	+19.37%
2023	+2.50%	+23.64%
2022	-28.14%	-14.81%
2021	+39.70%	+33.46%
2020	-36.20%	+13.58%
2019	+40.88%	+30.14%
2018	+3.84%	-5.52%
2017	+17.19%	N/A
2016	+6.97%	N/A
2015	-2.54%	N/A
2014	+18.84%	N/A
2013	-11.41%	N/A

PGZ vs QARP 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 QARP was -35.43%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.

The current PGZ drawdown is -6.31%. The current QARP drawdown is -0.78%.

Rank	PGZ	QARP
#1	-53.48% Feb 18, 2020 - Oct 30, 2020	-35.43% Feb 19, 2020 - Aug 24, 2020
#2	-22.12% Jun 12, 2015 - Jun 10, 2016	-22.76% Dec 29, 2021 - Jul 25, 2023
#3	-15.75% Aug 24, 2018 - Mar 14, 2019	-17.28% Sep 6, 2018 - Apr 23, 2019
#4	-15.70% Jul 24, 2013 - Apr 28, 2014	-15.65% Feb 19, 2025 - Jul 25, 2025
#5	-12.40% Sep 7, 2016 - Mar 31, 2017	-9.33% Sep 2, 2020 - Nov 10, 2020
#6	-11.76% Sep 12, 2017 - Jul 3, 2018	-9.12% Jul 31, 2023 - Dec 13, 2023
#7	-5.22% Sep 8, 2014 - Nov 3, 2014	-7.48% Apr 23, 2019 - Jul 3, 2019
#8	-4.50% Jun 14, 2017 - Jul 17, 2017	-7.26% Feb 25, 2026 - Apr 17, 2026
#9	-4.46% Aug 7, 2019 - Aug 20, 2019	-6.34% Jul 16, 2024 - Aug 23, 2024
#10	-4.22% Jul 17, 2017 - Sep 6, 2017	-6.30% Jul 29, 2019 - Sep 12, 2019
#11	-4.20% Aug 23, 2019 - Sep 25, 2019	-5.69% Sep 3, 2021 - Oct 28, 2021
#12	-3.74% Oct 31, 2019 - Nov 29, 2019	-5.17% Mar 28, 2024 - May 20, 2024
#13	-3.66% Dec 17, 2019 - Jan 15, 2020	-4.72% Dec 2, 2024 - Jan 30, 2025
#14	-3.66% Jun 12, 2014 - Jul 14, 2014	-4.60% Sep 12, 2019 - Oct 22, 2019
#15	-3.61% Jun 17, 2016 - Sep 6, 2016	-4.51% Jan 21, 2021 - Feb 5, 2021

Correlation

Correlation between PGZ and QARP is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2013 - 2026)

PGZ vs QARP dividend yield comparison.

Year	PGZ	QARP
2026	7.18%	0.49%
2025	12.59%	1.14%
2024	12.75%	1.39%
2023	13.33%	1.28%
2022	11.86%	1.68%
2021	6.32%	1.34%
2020	10.34%	1.61%
2019	6.25%	1.85%
2018	7.98%	1.39%
2017	9.51%	0.00%
2016	10.90%	0.00%
2015	10.40%	0.00%
2014	8.98%	0.00%
2013	3.96%	0.00%