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XME vs PGX

Comparison between STATE STREET(R) SPDR(R) S&P(R) METALS & MINING ETF (XME, ETF) and INVESCO PREFERRED ETF (PGX, ETF).

5-Year PerformanceXME has outperformed PGX, delivering a return of +22.9% compared to -1.2%

XME vs PGX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XME
$3.80B
PGX
$3.80B
Expense Ratio
Winner
XME
0.35%
PGX
0.50%
Max Drawdown
XME
87.34%
Winner
PGX
69.54%
Sharpe Ratio
Winner
XME
1.21
PGX
-0.86
5Y Beta
XME
1.27
Winner
PGX
0.22
P/E Ratio
XME
58.61
PGX
N/A
Forward P/E
XME
15.70
PGX
N/A
5Y Dividends CAGR
Winner
XME
2.31%
PGX
-3.01%
5Y EPS CAGR
XME
18.13%
PGX
N/A
Debt to Equity
XME
31.62%
PGX
N/A
P/S Ratio
XME
1.74
PGX
N/A
P/B Ratio
XME
2.50
PGX
N/A

XME vs PGX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XME
+15.85%
PGX
-0.39%
3M
Winner
XME
+0.75%
PGX
-1.57%
6M
Winner
XME
-1.13%
PGX
-4.28%
1Y
Winner
XME
+46.68%
PGX
-2.05%
5Y(CAGR)
Winner
XME
+22.86%
PGX
-1.15%
10Y(CAGR)
Winner
XME
+17.85%
PGX
+1.98%
Max(CAGR)
Winner
XME
+6.21%
PGX
+2.77%

XME vs PGX - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearXMEPGX
2026+9.76%-2.43%
2025+80.66%+1.97%
2024-3.73%+6.62%
2023+23.21%+7.97%
2022+11.23%-20.67%
2021+34.10%+3.97%
2020+16.49%+6.27%
2019+12.72%+15.88%
2018-29.34%-3.22%
2017+18.51%+9.93%
2016+105.61%+0.32%
2015-50.54%+7.55%
2014-26.28%+15.54%
2013-7.92%-2.72%
2012-11.48%+13.74%
2011-29.56%+3.33%
2010+28.14%+11.31%
2009+73.23%+13.85%
2008-59.53%-33.77%
2007+45.96%N/A
2006+9.79%N/A

XME vs PGX Drawdown Comparison

The maximum drawdown for XME was -85.89%, occurring on Jan 19, 2016. Recovery took 4288 trading sessions.

The maximum drawdown for PGX was -66.38%, occurring on Mar 6, 2009. Recovery took 1134 trading sessions.

The current XME drawdown is -11.20%. The current PGX drawdown is -6.67%.

RankXMEPGX
#1-85.89%
Jun 30, 2008 - Jul 17, 2025
-66.38%
Feb 6, 2008 - Aug 6, 2012
#2-26.49%
Jun 2, 2026 - Jul 29, 2026
-34.09%
Feb 11, 2020 - Aug 17, 2020
#3-22.60%
Jan 23, 2026 - Jun 2, 2026
-24.65%
Nov 5, 2021 - Oct 19, 2023
#4-21.82%
Jul 13, 2007 - Oct 26, 2007
-9.56%
May 8, 2013 - Mar 31, 2014
#5-21.79%
Jul 3, 2006 - Nov 29, 2006
-8.05%
Aug 31, 2018 - Feb 12, 2019
#6-19.74%
Oct 14, 2025 - Jan 5, 2026
-7.58%
Sep 7, 2016 - Apr 3, 2017
#7-18.81%
Dec 10, 2007 - Feb 19, 2008
-6.12%
Jan 5, 2016 - Mar 24, 2016
#8-14.81%
Feb 28, 2008 - Apr 4, 2008
-4.23%
Dec 8, 2017 - Jul 2, 2018
#9-12.14%
Oct 26, 2007 - Dec 7, 2007
-4.12%
Dec 31, 2020 - Apr 5, 2021
#10-11.61%
Dec 7, 2006 - Feb 1, 2007
-3.13%
Aug 14, 2015 - Sep 24, 2015
#11-10.16%
Feb 26, 2007 - Mar 22, 2007
-2.68%
Dec 1, 2015 - Dec 28, 2015
#12-9.49%
Jun 1, 2007 - Jul 13, 2007
-2.42%
Apr 15, 2015 - Jul 17, 2015
#13-8.28%
Apr 16, 2008 - May 8, 2008
-2.17%
Sep 22, 2021 - Nov 4, 2021
#14-7.64%
Jul 23, 2025 - Aug 8, 2025
-2.07%
Aug 26, 2020 - Oct 5, 2020
#15-5.53%
Jun 9, 2008 - Jun 18, 2008
-2.02%
Nov 6, 2012 - Jan 3, 2013

Correlation

Correlation between XME and PGX is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

0.28
-101

Dividend Comparison (2006 - 2026)

XME vs PGX dividend yield comparison.

YearXMEPGX
20260.12%4.27%
20250.38%6.03%
20240.65%5.95%
20231.00%6.42%
20221.64%6.29%
20210.70%4.82%
20200.99%4.89%
20192.43%4.85%
20182.23%6.09%
20171.15%5.66%
20161.02%6.02%
20152.61%5.84%
20142.21%5.97%
20131.32%6.78%
20121.36%6.47%
20110.94%6.77%
20100.89%6.75%
20090.89%8.04%
20081.81%10.00%
20070.59%0.00%
20060.40%0.00%

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