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VUSE vs PGF

Comparison between VIDENT U.S. EQUITY STRATEGY ETF (VUSE, ETF) and INVESCO FINANCIAL PREFERRED ETF (PGF, ETF).

5-Year PerformanceVUSE has outperformed PGF, delivering a return of +11.8% compared to -0.8%

VUSE vs PGF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VUSE
$690M
PGF
$689M
Expense Ratio
Winner
VUSE
0.50%
PGF
0.55%
Max Drawdown
Winner
VUSE
45.51%
PGF
79.19%
Sharpe Ratio
Winner
VUSE
0.79
PGF
-0.14
5Y Beta
VUSE
0.94
Winner
PGF
0.22
P/E Ratio
VUSE
26.80
PGF
N/A
Forward P/E
VUSE
20.17
PGF
N/A
5Y Dividends CAGR
VUSE
-7.60%
Winner
PGF
-0.71%
5Y EPS CAGR
VUSE
27.13%
PGF
N/A
Debt to Equity
VUSE
86.55%
PGF
N/A
P/S Ratio
VUSE
4.44
PGF
N/A
P/B Ratio
VUSE
7.87
PGF
N/A

VUSE vs PGF - Historical Returns

Returns include dividend reinvestment.

1M
VUSE
-0.33%
Winner
PGF
+0.36%
3M
Winner
VUSE
+5.70%
PGF
-1.14%
6M
Winner
VUSE
+8.46%
PGF
-1.93%
1Y
Winner
VUSE
+14.43%
PGF
+2.66%
5Y(CAGR)
Winner
VUSE
+11.77%
PGF
-0.79%
10Y(CAGR)
Winner
VUSE
+11.97%
PGF
+2.14%
Max(CAGR)
Winner
VUSE
+10.15%
PGF
+3.26%

VUSE vs PGF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearVUSEPGF
2026+8.93%-1.02%
2025+13.18%+1.58%
2024+17.02%+6.01%
2023+24.78%+6.71%
2022-9.94%-18.78%
2021+37.02%+3.30%
2020+6.32%+6.59%
2019+19.64%+13.38%
2018-16.11%-1.78%
2017+15.59%+10.02%
2016+20.66%+0.61%
2015-5.69%+8.65%
2014+8.33%+13.82%
2013N/A-1.77%
2012N/A+19.63%
2011N/A-1.84%
2010N/A+14.78%
2009N/A+30.43%
2008N/A-29.91%
2007N/A-15.99%
2006N/A-0.53%

VUSE vs PGF Drawdown Comparison

The maximum drawdown for VUSE was -43.92%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.

The maximum drawdown for PGF was -75.63%, occurring on Mar 9, 2009. Recovery took 797 trading sessions.

The current VUSE drawdown is -1.46%. The current PGF drawdown is -5.04%.

RankVUSEPGF
#1-43.92%
Aug 29, 2018 - Dec 4, 2020
-75.63%
Feb 1, 2008 - Mar 31, 2011
#2-21.34%
Jan 4, 2022 - Jun 13, 2023
-28.91%
Feb 10, 2020 - Jul 29, 2020
#3-20.42%
Jun 23, 2015 - Nov 14, 2016
-23.39%
Jul 7, 2021 - Oct 19, 2023
#4-18.92%
Feb 13, 2025 - Jun 30, 2025
-17.90%
May 15, 2007 - Feb 1, 2008
#5-10.13%
Jan 26, 2018 - Aug 21, 2018
-17.46%
May 20, 2011 - Feb 3, 2012
#6-9.28%
Jan 12, 2026 - Apr 17, 2026
-9.19%
May 7, 2013 - Mar 31, 2014
#7-9.19%
Jun 8, 2021 - Nov 3, 2021
-7.48%
Aug 9, 2016 - Apr 4, 2017
#8-9.04%
Jul 31, 2023 - Dec 11, 2023
-6.72%
Jan 5, 2016 - Mar 28, 2016
#9-8.96%
Sep 2, 2014 - Nov 21, 2014
-6.26%
Jul 6, 2018 - Jan 31, 2019
#10-8.09%
Jul 16, 2024 - Sep 19, 2024
-4.72%
May 7, 2012 - Jun 19, 2012
#11-7.63%
Nov 15, 2021 - Jan 4, 2022
-4.39%
Dec 17, 2020 - Apr 6, 2021
#12-6.76%
Oct 27, 2025 - Jan 12, 2026
-3.96%
Dec 8, 2017 - Jul 2, 2018
#13-6.25%
Jan 22, 2014 - Feb 27, 2014
-2.78%
Nov 27, 2015 - Dec 28, 2015
#14-6.06%
Dec 6, 2024 - Feb 6, 2025
-2.39%
Oct 13, 2020 - Nov 16, 2020
#15-5.70%
Mar 28, 2024 - Jul 2, 2024
-2.32%
Apr 15, 2015 - Jul 16, 2015

Correlation

Correlation between VUSE and PGF is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (2006 - 2026)

VUSE vs PGF dividend yield comparison.

YearVUSEPGF
20260.20%3.64%
20250.47%6.30%
20240.84%6.24%
20231.15%6.15%
20221.57%5.95%
20211.16%4.68%
20201.33%4.91%
20191.61%5.14%
20181.55%5.73%
20171.16%5.32%
20161.25%5.92%
20151.73%5.68%
20141.29%5.92%
20130.00%6.64%
20120.00%6.35%
20110.00%7.64%
20100.00%7.09%
20090.00%8.78%
20080.00%11.42%
20070.00%7.11%
20060.00%0.74%

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