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XOP vs PGX

Comparison between STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF (XOP, ETF) and INVESCO PREFERRED ETF (PGX, ETF).

5-Year PerformanceXOP has outperformed PGX, delivering a return of +17.9% compared to -1.2%

XOP vs PGX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XOP
$3.80B
PGX
$3.80B
Expense Ratio
Winner
XOP
0.35%
PGX
0.50%
Max Drawdown
XOP
90.96%
Winner
PGX
69.54%
Sharpe Ratio
Winner
XOP
1.13
PGX
-0.52
5Y Beta
XOP
0.68
Winner
PGX
0.22
P/E Ratio
XOP
20.36
PGX
N/A
Forward P/E
XOP
10.09
PGX
N/A
5Y Dividends CAGR
Winner
XOP
18.70%
PGX
-1.65%
Debt to Equity
XOP
69.39%
PGX
N/A
P/S Ratio
XOP
0.80
PGX
N/A
P/B Ratio
XOP
1.77
PGX
N/A

XOP vs PGX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XOP
+5.74%
PGX
-0.91%
3M
Winner
XOP
+0.69%
PGX
-2.51%
6M
Winner
XOP
+14.67%
PGX
-2.60%
1Y
Winner
XOP
+38.93%
PGX
+0.74%
5Y(CAGR)
Winner
XOP
+17.95%
PGX
-1.21%
10Y(CAGR)
Winner
XOP
+3.50%
PGX
+1.99%
Max(CAGR)
XOP
+2.34%
Winner
PGX
+2.81%

XOP vs PGX - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearXOPPGX
2026+30.18%-1.96%
2025-3.93%+1.97%
2024-1.78%+6.62%
2023+9.68%+7.97%
2022+38.75%-20.67%
2021+65.27%+3.97%
2020-36.21%+6.27%
2019-11.96%+15.88%
2018-30.05%-3.22%
2017-10.74%+9.93%
2016+37.60%+0.32%
2015-36.41%+7.55%
2014-27.94%+15.54%
2013+25.14%-2.72%
2012+0.14%+13.74%
2011-0.10%+3.33%
2010+22.81%+11.31%
2009+31.81%+13.85%
2008-43.66%-33.77%
2007+42.25%N/A
2006+10.70%N/A

XOP vs PGX Drawdown Comparison

The maximum drawdown for XOP was -90.26%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

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

The current XOP drawdown is -37.79%. The current PGX drawdown is -6.22%.

RankXOPPGX
#1-90.26%
Jun 23, 2014 - Mar 23, 2020
-66.38%
Feb 6, 2008 - Aug 6, 2012
#2-67.72%
Jun 23, 2008 - Oct 4, 2013
-34.09%
Feb 11, 2020 - Aug 17, 2020
#3-17.36%
Aug 9, 2006 - Nov 29, 2006
-24.65%
Nov 5, 2021 - Oct 19, 2023
#4-15.34%
Nov 6, 2007 - Feb 19, 2008
-9.56%
May 8, 2013 - Mar 31, 2014
#5-15.17%
Jun 18, 2007 - Oct 9, 2007
-8.05%
Aug 31, 2018 - Feb 12, 2019
#6-14.31%
Dec 1, 2006 - Apr 4, 2007
-7.58%
Sep 7, 2016 - Apr 3, 2017
#7-11.83%
Oct 18, 2013 - Apr 2, 2014
-6.12%
Jan 5, 2016 - Mar 24, 2016
#8-10.18%
Feb 28, 2008 - Apr 4, 2008
-4.23%
Dec 8, 2017 - Jul 2, 2018
#9-7.88%
Jul 3, 2006 - Jul 26, 2006
-4.12%
Dec 31, 2020 - Apr 5, 2021
#10-6.46%
May 20, 2008 - Jun 5, 2008
-3.13%
Aug 14, 2015 - Sep 24, 2015
#11-5.70%
Apr 21, 2008 - May 6, 2008
-2.68%
Dec 1, 2015 - Dec 28, 2015
#12-4.79%
Apr 24, 2014 - Jun 6, 2014
-2.42%
Apr 15, 2015 - Jul 17, 2015
#13-4.42%
Oct 4, 2013 - Oct 11, 2013
-2.17%
Sep 22, 2021 - Nov 4, 2021
#14-4.35%
Jun 4, 2007 - Jun 14, 2007
-2.07%
Aug 26, 2020 - Oct 5, 2020
#15-4.33%
Oct 18, 2007 - Oct 26, 2007
-2.02%
Nov 6, 2012 - Jan 3, 2013

Correlation

Correlation between XOP and PGX is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40
-101

Dividend Comparison (2006 - 2026)

XOP vs PGX dividend yield comparison.

YearXOPPGX
20260.88%3.68%
20252.62%6.03%
20242.45%5.95%
20232.63%6.42%
20222.47%6.29%
20211.61%4.82%
20202.34%4.89%
20191.47%4.85%
20180.99%6.09%
20170.76%5.66%
20160.76%6.02%
20152.21%5.84%
20141.40%5.97%
20130.84%6.78%
20121.21%6.47%
20111.12%6.77%
20100.37%6.75%
20090.69%8.04%
20080.77%10.00%
20070.21%0.00%
20060.11%0.00%

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