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 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PGF vs. AAPL - Performance Comparison
Key characteristics
PGF:
0.17
AAPL:
0.80
PGF:
0.31
AAPL:
1.30
PGF:
1.04
AAPL:
1.19
PGF:
0.14
AAPL:
0.78
PGF:
0.42
AAPL:
2.94
PGF:
4.05%
AAPL:
8.85%
PGF:
10.28%
AAPL:
32.69%
PGF:
-75.69%
AAPL:
-81.80%
PGF:
-9.16%
AAPL:
-19.11%
Returns By Period
In the year-to-date period, PGF achieves a -1.05% return, which is significantly higher than AAPL's -16.34% return. Over the past 10 years, PGF has underperformed AAPL with an annualized return of 2.84%, while AAPL has yielded a comparatively higher 21.84% annualized return.
PGF
-1.05%
-2.09%
-5.80%
2.77%
0.90%
2.84%
AAPL
-16.34%
-5.53%
-9.36%
23.77%
25.03%
21.84%
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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 6.27%, more than AAPL's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGF Invesco Financial Preferred ETF | 6.27% | 6.24% | 6.15% | 5.95% | 4.68% | 4.91% | 5.14% | 5.73% | 5.32% | 5.92% | 5.60% | 5.92% |
AAPL Apple Inc | 0.48% | 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 22.62%. 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.