SPGP vs PFXF
Comparison between INVESCO S&P 500 GARP ETF (SPGP, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).
5-Year PerformanceSPGP has outperformed PFXF, delivering a return of +7.7% compared to +4.1%
SPGP vs PFXF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPGP vs PFXF - Historical Returns
Returns include dividend reinvestment.
SPGP vs PFXF - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SPGP | PFXF |
|---|---|---|
| 2026 | +4.51% | +5.36% |
| 2025 | +9.79% | +8.88% |
| 2024 | +8.64% | +8.29% |
| 2023 | +21.05% | +10.52% |
| 2022 | -13.53% | -18.62% |
| 2021 | +37.67% | +12.47% |
| 2020 | +14.92% | +7.34% |
| 2019 | +39.98% | +19.71% |
| 2018 | +0.65% | -3.18% |
| 2017 | +34.72% | +7.69% |
| 2016 | +1.84% | +5.79% |
| 2015 | +6.62% | -2.03% |
| 2014 | +17.46% | +15.44% |
| 2013 | +26.61% | -2.29% |
| 2012 | +14.10% | +4.44% |
| 2011 | +1.02% | N/A |
SPGP vs PFXF Drawdown Comparison
The maximum drawdown for SPGP was -42.07%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.
The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.
The current SPGP drawdown is -1.94%. The current PFXF drawdown is -2.59%.
| Rank | SPGP | PFXF |
|---|---|---|
| #1 | -42.07% Feb 13, 2020 - Nov 5, 2020 | -35.50% Feb 5, 2020 - Nov 9, 2020 |
| #2 | -22.88% Dec 2, 2024 - Aug 13, 2025 | -21.80% Dec 31, 2021 - Sep 17, 2024 |
| #3 | -22.80% Oct 1, 2018 - Apr 3, 2019 | -11.89% Oct 16, 2024 - Jul 3, 2025 |
| #4 | -22.65% Dec 29, 2021 - Jul 31, 2023 | -10.73% Aug 29, 2018 - Feb 22, 2019 |
| #5 | -19.36% Aug 5, 2015 - Jan 25, 2017 | -9.71% May 21, 2013 - Feb 28, 2014 |
| #6 | -16.83% Jul 25, 2011 - Jan 26, 2012 | -8.39% Jul 29, 2016 - May 2, 2017 |
| #7 | -11.16% Jan 6, 2026 - Apr 17, 2026 | -8.08% May 18, 2015 - Mar 17, 2016 |
| #8 | -10.69% Jul 24, 2019 - Oct 24, 2019 | -5.83% Feb 25, 2026 - Apr 16, 2026 |
| #9 | -9.68% Jul 31, 2023 - Dec 13, 2023 | -5.05% Dec 11, 2017 - Jun 11, 2018 |
| #10 | -9.65% Jan 26, 2018 - Mar 9, 2018 | -4.93% Oct 27, 2025 - Dec 18, 2025 |
| #11 | -9.57% Jul 16, 2024 - Oct 4, 2024 | -3.70% Oct 18, 2012 - Dec 31, 2012 |
| #12 | -8.58% Sep 19, 2014 - Nov 11, 2014 | -3.44% May 11, 2026 - May 29, 2026 |
| #13 | -8.55% Apr 2, 2012 - Aug 7, 2012 | -3.04% Jan 20, 2021 - Mar 12, 2021 |
| #14 | -8.04% May 3, 2019 - Jun 20, 2019 | -3.03% Nov 5, 2021 - Dec 17, 2021 |
| #15 | -7.95% Sep 19, 2012 - Jan 22, 2013 | -2.72% Jul 28, 2014 - Aug 20, 2014 |
Correlation
Correlation between SPGP and PFXF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2011 - 2026)
SPGP vs PFXF dividend yield comparison.
| Year | SPGP | PFXF |
|---|---|---|
| 2026 | 0.28% | 2.07% |
| 2025 | 1.04% | 6.72% |
| 2024 | 1.38% | 7.82% |
| 2023 | 1.24% | 7.88% |
| 2022 | 1.22% | 6.74% |
| 2021 | 0.69% | 4.66% |
| 2020 | 1.10% | 5.19% |
| 2019 | 0.86% | 5.35% |
| 2018 | 0.95% | 6.56% |
| 2017 | 0.68% | 5.93% |
| 2016 | 0.89% | 5.81% |
| 2015 | 1.12% | 5.99% |
| 2014 | 1.52% | 5.91% |
| 2013 | 2.11% | 6.51% |
| 2012 | 1.49% | 2.56% |
| 2011 | 1.27% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks