PGF vs. AAPL
Compare and contrast key facts about Invesco Financial Preferred ETF (PGF) and Apple Inc (AAPL).
PGF is a passively managed fund by Invesco that tracks the performance of the Wachovia Hybrid & Preferred Securities Financial Index. It was launched on Dec 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGF or AAPL.
Correlation
The correlation between PGF and AAPL is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PGF vs. AAPL - Performance Comparison
Key characteristics
PGF:
0.72
AAPL:
1.38
PGF:
1.03
AAPL:
2.04
PGF:
1.13
AAPL:
1.26
PGF:
0.50
AAPL:
1.88
PGF:
2.88
AAPL:
4.89
PGF:
2.31%
AAPL:
6.39%
PGF:
9.24%
AAPL:
22.57%
PGF:
-75.69%
AAPL:
-81.80%
PGF:
-7.38%
AAPL:
0.00%
Returns By Period
In the year-to-date period, PGF achieves a 6.94% return, which is significantly lower than AAPL's 32.83% return. Over the past 10 years, PGF has underperformed AAPL with an annualized return of 3.46%, while AAPL has yielded a comparatively higher 26.14% annualized return.
PGF
6.94%
-1.07%
2.52%
6.28%
0.55%
3.46%
AAPL
32.83%
11.13%
22.93%
31.36%
30.37%
26.14%
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Risk-Adjusted Performance
PGF vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Financial Preferred ETF (PGF) and Apple Inc (AAPL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
PGF vs. AAPL - Dividend Comparison
PGF's dividend yield for the trailing twelve months is around 5.67%, more than AAPL's 0.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGF Invesco Financial Preferred ETF | 5.67% | 6.14% | 5.97% | 4.67% | 4.90% | 5.14% | 5.74% | 5.32% | 5.92% | 5.60% | 5.92% | 6.63% |
AAPL Apple Inc | 0.39% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
PGF vs. AAPL - Drawdown Comparison
The maximum PGF drawdown since its inception was -75.69%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for PGF and AAPL. For additional features, visit the drawdowns tool.
Volatility
PGF vs. AAPL - Volatility Comparison
The current volatility for Invesco Financial Preferred ETF (PGF) is 2.68%, while Apple Inc (AAPL) has a volatility of 4.04%. This indicates that PGF experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.