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TYG vs PEY

Comparison between Tortoise Energy Infrastructure Corp (TYG, ETF) and INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF (PEY, ETF).

5-Year PerformanceTYG has outperformed PEY, delivering a return of +19.3% compared to +5.9%

TYG vs PEY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TYG
$1.10B
PEY
$1.10B
Expense Ratio
TYG
N/A
PEY
0.54%
Max Drawdown
TYG
97.33%
Winner
PEY
75.62%
Sharpe Ratio
TYG
0.80
Winner
PEY
1.03
5Y Beta
TYG
0.62
Winner
PEY
0.58
P/E Ratio
TYG
N/A
PEY
34.22
Forward P/E
TYG
N/A
PEY
11.36
PEG Ratio
TYG
N/A
PEY
-0.05
5Y Dividends CAGR
Winner
TYG
34.99%
PEY
7.91%
5Y EPS CAGR
TYG
N/A
PEY
4.52%
Debt to Equity
TYG
N/A
PEY
-146.17%
P/S Ratio
TYG
N/A
PEY
0.77
P/B Ratio
TYG
N/A
PEY
1.69

TYG vs PEY - Historical Returns

Returns include dividend reinvestment.

1M
TYG
-11.74%
Winner
PEY
+3.18%
3M
TYG
-8.62%
Winner
PEY
+7.13%
6M
TYG
+7.73%
Winner
PEY
+14.13%
1Y
Winner
TYG
+18.99%
PEY
+18.92%
5Y(CAGR)
Winner
TYG
+19.30%
PEY
+5.92%
10Y(CAGR)
TYG
-1.30%
Winner
PEY
+8.57%
Max(CAGR)
TYG
+4.19%
Winner
PEY
+6.37%

TYG vs PEY - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearTYGPEY
2026+10.80%+12.86%
2025+8.38%+0.97%
2024+58.74%+4.01%
2023+1.65%+6.68%
2022+19.50%+1.58%
2021+45.17%+27.32%
2020-70.89%-3.45%
2019-1.81%+24.91%
2018-26.72%-7.73%
2017+0.67%+8.39%
2016+19.78%+32.58%
2015-30.70%+3.14%
2014-2.18%+19.53%
2013+26.84%+27.30%
2012-0.99%+5.91%
2011+8.51%+7.37%
2010+29.88%+19.01%
2009+94.53%+3.14%
2008-45.23%-36.98%
2007+2.46%-15.50%
2006+34.43%+12.37%
2005+5.74%+2.13%
2004+13.96%+3.49%

TYG vs PEY Drawdown Comparison

The maximum drawdown for TYG was -95.33%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The maximum drawdown for PEY was -72.77%, occurring on Mar 9, 2009. Recovery took 1816 trading sessions.

The current TYG drawdown is -35.86%.

RankTYGPEY
#1-95.33%
Jun 26, 2014 - Mar 18, 2020
-72.77%
Dec 27, 2006 - Mar 18, 2014
#2-75.57%
Jul 12, 2007 - Aug 5, 2010
-41.53%
Jan 16, 2020 - Jan 14, 2021
#3-21.58%
Mar 21, 2011 - Dec 1, 2011
-17.91%
Nov 25, 2024 - Feb 3, 2026
#4-17.61%
Jul 29, 2005 - Aug 25, 2006
-16.29%
Sep 13, 2018 - Mar 18, 2019
#5-16.59%
Dec 2, 2013 - May 16, 2014
-15.96%
Apr 20, 2022 - Dec 14, 2023
#6-15.42%
Mar 1, 2004 - Sep 15, 2004
-10.77%
Dec 1, 2015 - Mar 3, 2016
#7-15.05%
Mar 27, 2013 - Nov 21, 2013
-10.42%
Jan 26, 2018 - Sep 5, 2018
#8-11.59%
Apr 25, 2012 - Oct 26, 2012
-8.93%
May 10, 2021 - Dec 31, 2021
#9-11.57%
Jan 5, 2012 - Apr 24, 2012
-8.85%
Apr 23, 2015 - Oct 15, 2015
#10-9.90%
Nov 5, 2012 - Jan 17, 2013
-8.67%
Jan 2, 2024 - Jul 16, 2024
#11-8.53%
Feb 16, 2005 - Jun 15, 2005
-8.08%
Jul 28, 2005 - Jan 27, 2006
#12-7.79%
Dec 1, 2006 - Feb 12, 2007
-7.40%
Feb 4, 2026 - Apr 20, 2026
#13-7.33%
Sep 24, 2004 - Nov 11, 2004
-6.65%
Jul 26, 2019 - Sep 11, 2019
#14-6.84%
Aug 6, 2010 - Sep 13, 2010
-6.53%
Dec 28, 2004 - Jun 17, 2005
#15-5.81%
Nov 11, 2010 - Dec 13, 2010
-6.32%
Apr 30, 2019 - Jun 20, 2019

Correlation

Correlation between TYG and PEY is -0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.16
-101

Dividend Comparison (2004 - 2026)

TYG vs PEY dividend yield comparison.

YearTYGPEY
20266.60%1.79%
202511.25%4.85%
20247.96%4.44%
20239.87%4.58%
20228.94%4.22%
20215.27%3.83%
202010.85%4.30%
201914.61%3.78%
201813.17%4.33%
20179.01%3.21%
20168.54%3.12%
201513.95%3.44%
20145.44%3.24%
20134.79%3.28%
20125.92%4.33%
20115.50%3.70%
20105.65%3.96%
20096.96%4.54%
200813.16%7.08%
20077.26%4.90%
20066.64%3.34%
20056.62%3.28%
20043.53%0.24%

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