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XT vs PGX

Comparison between ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF (XT, ETF) and INVESCO PREFERRED ETF (PGX, ETF).

5-Year PerformanceXT has outperformed PGX, delivering a return of +7.5% compared to -1.3%

XT vs PGX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XT
$3.80B
PGX
$3.80B
Expense Ratio
Winner
XT
0.46%
PGX
0.50%
Max Drawdown
Winner
XT
34.97%
PGX
69.54%
Sharpe Ratio
Winner
XT
1.55
PGX
-1.02
5Y Beta
XT
1.06
Winner
PGX
0.22
P/E Ratio
XT
39.88
PGX
N/A
Forward P/E
XT
24.39
PGX
N/A
PEG Ratio
XT
0.37
PGX
N/A
5Y Dividends CAGR
Winner
XT
52.63%
PGX
-1.65%
5Y EPS CAGR
XT
21.91%
PGX
N/A
Debt to Equity
XT
50.25%
PGX
N/A
P/S Ratio
XT
7.23
PGX
N/A
P/B Ratio
XT
6.67
PGX
N/A

XT vs PGX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XT
+2.85%
PGX
-1.76%
3M
Winner
XT
+4.02%
PGX
-2.20%
6M
Winner
XT
+14.99%
PGX
-4.94%
1Y
Winner
XT
+35.34%
PGX
-2.08%
5Y(CAGR)
Winner
XT
+7.47%
PGX
-1.28%
10Y(CAGR)
Winner
XT
+14.00%
PGX
+1.92%
Max(CAGR)
Winner
XT
+12.61%
PGX
+2.74%

XT vs PGX - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearXTPGX
2026+18.59%-3.06%
2025+26.40%+1.97%
2024+2.22%+6.62%
2023+26.79%+7.97%
2022-28.20%-20.67%
2021+16.59%+3.97%
2020+33.53%+6.27%
2019+30.61%+15.88%
2018-6.17%-3.22%
2017+32.97%+9.93%
2016+11.61%+0.32%
2015-2.29%+7.55%
2014N/A+15.54%
2013N/A-2.72%
2012N/A+13.74%
2011N/A+3.33%
2010N/A+11.31%
2009N/A+13.85%
2008N/A-33.77%

XT vs PGX Drawdown Comparison

The maximum drawdown for XT was -34.40%, occurring on Oct 14, 2022. Recovery took 908 trading sessions.

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

The current XT drawdown is -1.15%. The current PGX drawdown is -7.26%.

RankXTPGX
#1-34.40%
Nov 16, 2021 - Jul 2, 2025
-66.38%
Feb 6, 2008 - Aug 6, 2012
#2-32.21%
Feb 19, 2020 - Jul 2, 2020
-34.09%
Feb 11, 2020 - Aug 17, 2020
#3-19.47%
Jun 22, 2015 - Aug 5, 2016
-24.65%
Nov 5, 2021 - Oct 19, 2023
#4-18.90%
Aug 29, 2018 - Apr 3, 2019
-9.56%
May 8, 2013 - Mar 31, 2014
#5-10.45%
Jan 28, 2026 - Apr 16, 2026
-8.05%
Aug 31, 2018 - Feb 12, 2019
#6-9.55%
Jan 26, 2018 - Aug 7, 2018
-7.58%
Sep 7, 2016 - Apr 3, 2017
#7-9.31%
Feb 12, 2021 - Apr 26, 2021
-6.12%
Jan 5, 2016 - Mar 24, 2016
#8-8.11%
Apr 8, 2019 - Jul 1, 2019
-4.23%
Dec 8, 2017 - Jul 2, 2018
#9-7.92%
Jun 2, 2026 - Jul 29, 2026
-4.12%
Dec 31, 2020 - Apr 5, 2021
#10-7.30%
Sep 3, 2021 - Nov 4, 2021
-3.13%
Aug 14, 2015 - Sep 24, 2015
#11-7.29%
Oct 12, 2020 - Nov 5, 2020
-2.68%
Dec 1, 2015 - Dec 28, 2015
#12-7.16%
Sep 2, 2020 - Oct 9, 2020
-2.42%
Apr 15, 2015 - Jul 17, 2015
#13-7.03%
Jul 24, 2019 - Oct 25, 2019
-2.17%
Sep 22, 2021 - Nov 4, 2021
#14-6.52%
Sep 22, 2016 - Dec 7, 2016
-2.07%
Aug 26, 2020 - Oct 5, 2020
#15-6.46%
Nov 3, 2025 - Dec 10, 2025
-2.02%
Nov 6, 2012 - Jan 3, 2013

Correlation

Correlation between XT and PGX is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2008 - 2026)

XT vs PGX dividend yield comparison.

YearXTPGX
20260.43%3.73%
20257.95%6.03%
20240.66%5.95%
20230.41%6.42%
20220.78%6.29%
20210.84%4.82%
20200.77%4.89%
20191.55%4.85%
20181.40%6.09%
20170.97%5.66%
20161.37%6.02%
20151.34%5.84%
20140.00%5.97%
20130.00%6.78%
20120.00%6.47%
20110.00%6.77%
20100.00%6.75%
20090.00%8.04%
20080.00%10.00%

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