PWB vs PFXF
Comparison between INVESCO LARGE CAP GROWTH ETF (PWB, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).
5-Year PerformancePWB has outperformed PFXF, delivering a return of +15.9% compared to +3.3%
PWB vs PFXF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PWB vs PFXF - Historical Returns
Returns include dividend reinvestment.
PWB vs PFXF - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PWB | PFXF |
|---|---|---|
| 2026 | +23.98% | +4.05% |
| 2025 | +24.92% | +8.88% |
| 2024 | +33.11% | +8.29% |
| 2023 | +32.25% | +10.52% |
| 2022 | -25.87% | -18.62% |
| 2021 | +20.63% | +12.47% |
| 2020 | +31.03% | +7.34% |
| 2019 | +24.71% | +19.71% |
| 2018 | +0.24% | -3.18% |
| 2017 | +29.93% | +7.69% |
| 2016 | +5.00% | +5.79% |
| 2015 | +7.96% | -2.03% |
| 2014 | +14.05% | +15.44% |
| 2013 | +33.83% | -2.29% |
| 2012 | +17.97% | +4.44% |
| 2011 | -0.70% | N/A |
| 2010 | +12.60% | N/A |
| 2009 | +30.14% | N/A |
| 2008 | -41.42% | N/A |
| 2007 | +12.42% | N/A |
| 2006 | +3.53% | N/A |
| 2005 | +6.67% | N/A |
PWB vs PFXF Drawdown Comparison
The maximum drawdown for PWB was -52.58%, occurring on Mar 9, 2009. Recovery took 1121 trading sessions.
The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.
The current PWB drawdown is -5.23%. The current PFXF drawdown is -3.80%.
| Rank | PWB | PFXF |
|---|---|---|
| #1 | -52.58% Oct 12, 2007 - Mar 26, 2012 | -35.50% Feb 5, 2020 - Nov 9, 2020 |
| #2 | -32.36% Feb 19, 2020 - Jul 2, 2020 | -21.80% Dec 31, 2021 - Sep 17, 2024 |
| #3 | -31.41% Dec 27, 2021 - Jan 24, 2024 | -11.89% Oct 16, 2024 - Jul 3, 2025 |
| #4 | -22.10% Feb 18, 2025 - Jun 2, 2025 | -10.73% Aug 29, 2018 - Feb 22, 2019 |
| #5 | -20.50% Oct 1, 2018 - Apr 5, 2019 | -9.71% May 21, 2013 - Feb 28, 2014 |
| #6 | -13.94% Jul 20, 2015 - Jul 8, 2016 | -8.39% Jul 29, 2016 - May 2, 2017 |
| #7 | -13.73% Jun 22, 2026 - Jul 29, 2026 | -8.08% May 18, 2015 - Mar 17, 2016 |
| #8 | -13.46% Feb 12, 2021 - Apr 15, 2021 | -8.04% Jun 2, 2026 - Jul 29, 2026 |
| #9 | -12.18% Apr 6, 2006 - Dec 11, 2006 | -5.83% Feb 25, 2026 - Apr 16, 2026 |
| #10 | -12.11% Jan 29, 2026 - Apr 13, 2026 | -5.05% Dec 11, 2017 - Jun 11, 2018 |
| #11 | -10.04% Jul 16, 2024 - Sep 19, 2024 | -4.93% Oct 27, 2025 - Dec 18, 2025 |
| #12 | -9.98% Jan 26, 2018 - May 21, 2018 | -3.70% Oct 18, 2012 - Dec 31, 2012 |
| #13 | -9.63% Sep 2, 2020 - Nov 5, 2020 | -3.44% May 11, 2026 - May 29, 2026 |
| #14 | -9.53% May 2, 2012 - Sep 6, 2012 | -3.04% Jan 20, 2021 - Mar 12, 2021 |
| #15 | -9.16% Jul 17, 2007 - Sep 21, 2007 | -3.03% Nov 5, 2021 - Dec 17, 2021 |
Correlation
Correlation between PWB and PFXF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
PWB vs PFXF dividend yield comparison.
| Year | PWB | PFXF |
|---|---|---|
| 2026 | 0.00% | 3.21% |
| 2025 | 0.00% | 6.72% |
| 2024 | 0.08% | 7.82% |
| 2023 | 0.37% | 7.88% |
| 2022 | 0.31% | 6.74% |
| 2021 | 0.04% | 4.66% |
| 2020 | 0.21% | 5.19% |
| 2019 | 0.58% | 5.35% |
| 2018 | 0.97% | 6.56% |
| 2017 | 0.54% | 5.93% |
| 2016 | 0.82% | 5.81% |
| 2015 | 0.67% | 5.99% |
| 2014 | 0.43% | 5.91% |
| 2013 | 0.42% | 6.51% |
| 2012 | 1.12% | 2.56% |
| 2011 | 0.89% | 0.00% |
| 2010 | 0.64% | 0.00% |
| 2009 | 0.60% | 0.00% |
| 2008 | 0.71% | 0.00% |
| 2007 | 0.19% | 0.00% |
| 2006 | 0.12% | 0.00% |
| 2005 | 0.02% | 0.00% |
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