USRT vs PGX
Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and INVESCO PREFERRED ETF (PGX, ETF).
5-Year PerformanceUSRT has outperformed PGX, delivering a return of +5.1% compared to -0.8%
USRT vs PGX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USRT vs PGX - Historical Returns
Returns include dividend reinvestment.
USRT vs PGX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | USRT | PGX |
|---|---|---|
| 2026 | +17.56% | -1.15% |
| 2025 | +3.39% | +1.97% |
| 2024 | +7.56% | +6.62% |
| 2023 | +14.00% | +7.97% |
| 2022 | -24.01% | -20.67% |
| 2021 | +48.36% | +3.97% |
| 2020 | -6.52% | +6.27% |
| 2019 | +28.98% | +15.88% |
| 2018 | -4.39% | -3.22% |
| 2017 | +4.73% | +9.93% |
| 2016 | +9.79% | +0.32% |
| 2015 | +3.17% | +7.55% |
| 2014 | +29.43% | +15.54% |
| 2013 | -2.53% | -2.72% |
| 2012 | +16.51% | +13.74% |
| 2011 | +7.48% | +3.33% |
| 2010 | +27.25% | +11.31% |
| 2009 | +30.21% | +13.85% |
| 2008 | -37.20% | -33.77% |
| 2007 | -18.58% | N/A |
USRT vs PGX Drawdown Comparison
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The maximum drawdown for PGX was -66.38%, occurring on Mar 6, 2009. Recovery took 1134 trading sessions.
The current PGX drawdown is -5.44%.
| Rank | USRT | PGX |
|---|---|---|
| #1 | -69.91% May 11, 2007 - May 1, 2012 | -66.38% Feb 6, 2008 - Aug 6, 2012 |
| #2 | -44.38% Feb 21, 2020 - Apr 21, 2021 | -34.09% Feb 11, 2020 - Aug 17, 2020 |
| #3 | -31.00% Dec 31, 2021 - Sep 16, 2024 | -24.65% Nov 5, 2021 - Oct 19, 2023 |
| #4 | -18.70% Nov 27, 2024 - Feb 6, 2026 | -9.56% May 8, 2013 - Mar 31, 2014 |
| #5 | -18.52% May 21, 2013 - Jul 18, 2014 | -8.05% Aug 31, 2018 - Feb 12, 2019 |
| #6 | -15.79% Jan 26, 2015 - Mar 29, 2016 | -7.58% Sep 7, 2016 - Apr 3, 2017 |
| #7 | -14.95% Aug 1, 2016 - Jul 6, 2018 | -6.12% Jan 5, 2016 - Mar 24, 2016 |
| #8 | -13.10% Dec 6, 2018 - Jan 30, 2019 | -4.23% Dec 8, 2017 - Jul 2, 2018 |
| #9 | -9.02% Sep 14, 2012 - Jan 15, 2013 | -4.12% Dec 31, 2020 - Apr 5, 2021 |
| #10 | -8.19% Aug 28, 2018 - Dec 6, 2018 | -3.13% Aug 14, 2015 - Sep 24, 2015 |
| #11 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -2.68% Dec 1, 2015 - Dec 28, 2015 |
| #12 | -7.40% May 1, 2012 - Jun 29, 2012 | -2.42% Apr 15, 2015 - Jul 17, 2015 |
| #13 | -7.23% Sep 2, 2021 - Oct 26, 2021 | -2.17% Sep 22, 2021 - Nov 4, 2021 |
| #14 | -6.81% Sep 5, 2014 - Oct 23, 2014 | -2.07% Aug 26, 2020 - Oct 5, 2020 |
| #15 | -6.13% Oct 23, 2019 - Jan 21, 2020 | -2.02% Nov 6, 2012 - Jan 3, 2013 |
Correlation
Correlation between USRT and PGX is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
USRT vs PGX dividend yield comparison.
| Year | USRT | PGX |
|---|---|---|
| 2026 | 0.32% | 2.60% |
| 2025 | 3.07% | 6.03% |
| 2024 | 2.85% | 5.95% |
| 2023 | 3.18% | 6.42% |
| 2022 | 3.46% | 6.29% |
| 2021 | 2.27% | 4.82% |
| 2020 | 3.12% | 4.89% |
| 2019 | 3.34% | 4.85% |
| 2018 | 5.66% | 6.09% |
| 2017 | 3.43% | 5.66% |
| 2016 | 3.98% | 6.02% |
| 2015 | 3.59% | 5.84% |
| 2014 | 3.46% | 5.97% |
| 2013 | 3.84% | 6.78% |
| 2012 | 3.48% | 6.47% |
| 2011 | 3.95% | 6.77% |
| 2010 | 3.56% | 6.75% |
| 2009 | 3.52% | 8.04% |
| 2008 | 9.54% | 10.00% |
| 2007 | 3.51% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks