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PYZ vs PGP

Comparison between INVESCO DORSEY WRIGHT BASIC MATERIALS MOMENTUM ETF (PYZ, ETF) and Pimco Global StocksPLUS & Income Fund (PGP, ETF).

5-Year PerformancePYZ has outperformed PGP, delivering a return of +7.1% compared to +5.1%

PYZ vs PGP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PYZ
$103M
Winner
PGP
$103M
Expense Ratio
PYZ
0.60%
PGP
N/A
Max Drawdown
Winner
PYZ
65.67%
PGP
81.29%
Sharpe Ratio
Winner
PYZ
1.25
PGP
0.95
5Y Beta
PYZ
1.06
Winner
PGP
0.40
P/E Ratio
PYZ
84.03
PGP
N/A
Forward P/E
PYZ
16.03
PGP
N/A
PEG Ratio
PYZ
0.09
PGP
N/A
5Y Dividends CAGR
PYZ
2.16%
Winner
PGP
3.40%
Debt to Equity
PYZ
76.22%
PGP
N/A
P/S Ratio
PYZ
1.94
PGP
N/A
P/B Ratio
PYZ
3.21
PGP
N/A

PYZ vs PGP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PYZ
-3.40%
PGP
-5.12%
3M
Winner
PYZ
+1.26%
PGP
-2.42%
6M
Winner
PYZ
+17.23%
PGP
+0.27%
1Y
Winner
PYZ
+38.25%
PGP
+16.12%
5Y(CAGR)
Winner
PYZ
+7.05%
PGP
+5.11%
10Y(CAGR)
Winner
PYZ
+9.78%
PGP
+1.59%
Max(CAGR)
Winner
PYZ
+9.75%
PGP
+6.99%

PYZ vs PGP - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearPYZPGP
2026+11.36%-3.85%
2025+28.37%+29.88%
2024+3.10%+15.62%
2023+10.11%+18.79%
2022-15.55%-29.54%
2021+33.79%+16.43%
2020+16.13%-8.61%
2019+18.70%+12.08%
2018-25.94%-17.35%
2017+18.98%+17.01%
2016+25.19%-12.00%
2015-5.85%+3.96%
2014+4.79%-7.91%
2013+23.58%+39.05%
2012+24.72%+5.41%
2011-10.08%-6.01%
2010+25.27%+33.54%
2009+42.85%+113.57%
2008-42.83%-38.33%
2007+27.16%-11.87%
2006+9.29%+32.65%
2005N/A-3.17%

PYZ vs PGP Drawdown Comparison

The maximum drawdown for PYZ was -65.15%, occurring on Mar 9, 2009. Recovery took 674 trading sessions.

The maximum drawdown for PGP was -64.84%, occurring on Nov 21, 2008. Recovery took 569 trading sessions.

The current PYZ drawdown is -6.01%. The current PGP drawdown is -6.99%.

RankPYZPGP
#1-65.15%
Jun 5, 2008 - Feb 7, 2011
-64.84%
Jun 4, 2007 - Sep 3, 2009
#2-52.45%
Jan 11, 2018 - Jan 5, 2021
-64.50%
May 26, 2017 - Sep 12, 2025
#3-34.94%
Apr 29, 2011 - Dec 18, 2012
-42.32%
Jul 28, 2014 - May 24, 2017
#4-32.98%
Apr 19, 2022 - Jul 17, 2025
-34.07%
May 12, 2011 - Mar 4, 2013
#5-26.34%
Sep 2, 2014 - Jul 11, 2016
-19.88%
Apr 14, 2010 - Jul 28, 2010
#6-18.04%
Oct 29, 2007 - Apr 8, 2008
-18.53%
May 22, 2013 - Oct 11, 2013
#7-17.75%
Mar 2, 2026 - Jun 2, 2026
-13.18%
Aug 9, 2010 - Sep 21, 2010
#8-16.35%
Jul 19, 2007 - Oct 5, 2007
-13.04%
Feb 27, 2026 - Mar 27, 2026
#9-15.76%
Jun 1, 2021 - Nov 8, 2021
-11.14%
Oct 12, 2010 - Feb 14, 2011
#10-14.56%
Oct 14, 2025 - Dec 23, 2025
-10.40%
Sep 9, 2009 - Nov 4, 2009
#11-13.04%
Nov 12, 2021 - Mar 21, 2022
-10.09%
Sep 7, 2005 - Jan 6, 2006
#12-11.97%
Jan 12, 2021 - Feb 22, 2021
-7.95%
Dec 29, 2009 - Mar 31, 2010
#13-10.71%
Aug 8, 2016 - Dec 5, 2016
-7.50%
Mar 9, 2011 - Mar 25, 2011
#14-8.85%
Feb 21, 2017 - Sep 18, 2017
-6.89%
Nov 11, 2009 - Dec 2, 2009
#15-8.75%
Mar 12, 2021 - Apr 16, 2021
-6.14%
May 10, 2006 - Aug 2, 2006

Correlation

Correlation between PYZ and PGP is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2005 - 2026)

PYZ vs PGP dividend yield comparison.

YearPYZPGP
20260.10%4.04%
20250.72%9.07%
20241.13%10.64%
20231.19%11.04%
20221.18%11.95%
20210.33%7.65%
20201.04%9.49%
20191.38%10.13%
20181.20%12.53%
20170.53%11.45%
20161.07%14.86%
20151.25%12.15%
20141.02%11.33%
20130.95%9.52%
20121.76%12.34%
20111.06%11.74%
20102.39%10.19%
20091.15%12.21%
20082.11%51.03%
20070.79%13.67%
20060.57%8.62%
20050.00%6.88%

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