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:
0.62
AAPL:
1.15
PGF:
0.92
AAPL:
1.72
PGF:
1.12
AAPL:
1.22
PGF:
0.48
AAPL:
1.60
PGF:
2.17
AAPL:
4.06
PGF:
2.86%
AAPL:
6.53%
PGF:
10.00%
AAPL:
22.99%
PGF:
-75.69%
AAPL:
-81.80%
PGF:
-7.00%
AAPL:
-11.21%
Returns By Period
In the year-to-date period, PGF achieves a 1.31% return, which is significantly higher than AAPL's -8.16% return. Over the past 10 years, PGF has underperformed AAPL with an annualized return of 3.35%, while AAPL has yielded a comparatively higher 24.85% annualized return.
PGF
1.31%
0.55%
1.00%
6.51%
0.40%
3.35%
AAPL
-8.16%
-9.63%
2.92%
20.64%
24.57%
24.85%
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Risk-Adjusted Performance
PGF vs. AAPL — Risk-Adjusted Performance Rank
PGF
AAPL
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 6.15%, more than AAPL's 0.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGF Invesco Financial Preferred ETF | 6.15% | 6.23% | 6.14% | 5.97% | 4.67% | 4.90% | 5.14% | 5.74% | 5.32% | 5.92% | 5.60% | 5.92% |
AAPL Apple Inc | 0.43% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
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 4.44%, while Apple Inc (AAPL) has a volatility of 7.18%. 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.