USOY vs PGZ
Comparison between DEFIANCE OIL ENHANCED OPTIONS INCOME ETF (USOY, ETF) and Principal Real Estate Income Fund (PGZ, ETF).
USOY vs PGZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
USOY
$76M
PGZ
$75M
Expense Ratio
USOY
1.12%
PGZ
N/A
Max Drawdown
USOY
68.34%
Winner
PGZ
61.11%
Sharpe Ratio
Winner
USOY
1.41
PGZ
0.34
5Y Beta
Winner
USOY
0.15
PGZ
0.31
5Y Dividends CAGR
USOY
N/A
PGZ
2.23%
USOY vs PGZ - Historical Returns
Returns include dividend reinvestment.
1M
USOY
-5.40%
Winner
PGZ
-0.54%
3M
Winner
USOY
+23.14%
PGZ
-0.27%
6M
Winner
USOY
+52.13%
PGZ
+4.19%
1Y
Winner
USOY
+51.78%
PGZ
+6.55%
5Y(CAGR)
USOY
N/A
PGZ
+1.91%
10Y(CAGR)
USOY
N/A
PGZ
+3.87%
Max(CAGR)
Winner
USOY
+23.42%
PGZ
+4.31%
USOY vs PGZ - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | USOY | PGZ |
|---|---|---|
| 2026 | +56.20% | +4.21% |
| 2025 | -8.48% | +14.11% |
| 2024 | +7.42% | +17.42% |
| 2023 | N/A | +2.50% |
| 2022 | N/A | -28.14% |
| 2021 | N/A | +39.70% |
| 2020 | N/A | -36.20% |
| 2019 | N/A | +40.88% |
| 2018 | N/A | +3.84% |
| 2017 | N/A | +17.19% |
| 2016 | N/A | +6.97% |
| 2015 | N/A | -2.54% |
| 2014 | N/A | +18.84% |
| 2013 | N/A | -11.41% |
USOY vs PGZ Drawdown Comparison
The maximum drawdown for USOY was -17.38%, occurring on Apr 8, 2025. Recovery took 272 trading sessions.
The maximum drawdown for PGZ was -53.48%, occurring on Oct 30, 2020. This drawdown has not yet recovered.
The current USOY drawdown is -8.35%. The current PGZ drawdown is -11.18%.
| Rank | USOY | PGZ |
|---|---|---|
| #1 | -17.38% Jan 17, 2025 - Feb 19, 2026 | -53.48% Feb 18, 2020 - Oct 30, 2020 |
| #2 | -14.20% Jul 5, 2024 - Dec 30, 2024 | -22.12% Jun 12, 2015 - Jun 10, 2016 |
| #3 | -13.88% Apr 6, 2026 - Apr 29, 2026 | -15.75% Aug 24, 2018 - Mar 14, 2019 |
| #4 | -11.52% May 19, 2026 - May 29, 2026 | -15.70% Jul 24, 2013 - Apr 28, 2014 |
| #5 | -8.85% Apr 29, 2026 - May 19, 2026 | -12.40% Sep 7, 2016 - Mar 31, 2017 |
| #6 | -6.18% Mar 20, 2026 - Mar 27, 2026 | -11.76% Sep 12, 2017 - Jul 3, 2018 |
| #7 | -5.84% May 28, 2024 - Jun 20, 2024 | -5.22% Sep 8, 2014 - Nov 3, 2014 |
| #8 | -2.51% May 17, 2024 - May 28, 2024 | -4.50% Jun 14, 2017 - Jul 17, 2017 |
| #9 | -1.96% May 13, 2024 - May 17, 2024 | -4.46% Aug 7, 2019 - Aug 20, 2019 |
| #10 | -1.83% Mar 6, 2026 - Mar 10, 2026 | -4.22% Jul 17, 2017 - Sep 6, 2017 |
| #11 | -1.25% Mar 18, 2026 - Mar 20, 2026 | -4.20% Aug 23, 2019 - Sep 25, 2019 |
| #12 | -0.97% Mar 30, 2026 - Apr 2, 2026 | -3.74% Oct 31, 2019 - Nov 29, 2019 |
| #13 | -0.72% Jun 24, 2024 - Jun 27, 2024 | -3.66% Dec 17, 2019 - Jan 15, 2020 |
| #14 | -0.70% Jan 7, 2025 - Jan 10, 2025 | -3.66% Jun 12, 2014 - Jul 14, 2014 |
| #15 | -0.35% Jan 3, 2025 - Jan 7, 2025 | -3.61% Jun 17, 2016 - Sep 6, 2016 |
Correlation
Correlation between USOY and PGZ is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
Dividend Comparison (2013 - 2026)
USOY vs PGZ dividend yield comparison.
| Year | USOY | PGZ |
|---|---|---|
| 2026 | 21.36% | 5.30% |
| 2025 | 104.32% | 12.59% |
| 2024 | 48.60% | 12.75% |
| 2023 | 0.00% | 13.33% |
| 2022 | 0.00% | 11.86% |
| 2021 | 0.00% | 6.32% |
| 2020 | 0.00% | 10.34% |
| 2019 | 0.00% | 6.25% |
| 2018 | 0.00% | 7.98% |
| 2017 | 0.00% | 9.51% |
| 2016 | 0.00% | 10.90% |
| 2015 | 0.00% | 10.40% |
| 2014 | 0.00% | 8.98% |
| 2013 | 0.00% | 3.96% |
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