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:
-0.14
AAPL:
0.42
PGF:
-0.13
AAPL:
0.72
PGF:
0.98
AAPL:
1.10
PGF:
-0.11
AAPL:
0.43
PGF:
-0.39
AAPL:
1.70
PGF:
3.63%
AAPL:
6.82%
PGF:
9.95%
AAPL:
27.32%
PGF:
-75.69%
AAPL:
-81.80%
PGF:
-9.88%
AAPL:
-27.19%
Returns By Period
In the year-to-date period, PGF achieves a -1.83% return, which is significantly higher than AAPL's -24.69% return. Over the past 10 years, PGF has underperformed AAPL with an annualized return of 2.77%, while AAPL has yielded a comparatively higher 20.99% annualized return.
PGF
-1.83%
-3.73%
-7.70%
-1.66%
2.72%
2.77%
AAPL
-24.69%
-20.09%
-16.76%
12.11%
26.38%
20.99%
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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 6.43%, more than AAPL's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGF Invesco Financial Preferred ETF | 6.43% | 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 | 0.53% | 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 1.98%, while Apple Inc (AAPL) has a volatility of 14.64%. 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.