PortfolioMetrics

PGX vs. IXG - ETF Comparison

PGX - Invesco Preferred ETF

The Invesco Preferred ETF (PGX) provides investors with exposure to preferred stock, offering a unique combination of relatively stable income and lower volatility compared to common stocks. The fund tracks the ICE BofA Core Plus Fixed Rate Preferred Securities index, investing in a diversified portfolio of preferred securities with a focus on broad credit and maturities. This ETF can be an attractive option for income-seeking investors or those looking to reduce risk in their equity portfolios.

IXG - iShares Global Financials ETF

The iShares Global Financials ETF provides exposure to a broad range of financial companies globally, including banks, insurance companies, and other financial institutions. The fund tracks the S&P Global 1200 / Financials index, which is a market-capitalization-weighted index of large-cap financial stocks from developed markets. The ETF offers a convenient way to gain exposure to the global financial sector, making it suitable for investors seeking to diversify their portfolios or implement a sector rotation strategy.

PGXIXG
Fund NameInvesco Preferred ETFiShares Global Financials ETF
Fund ProviderInvescoBlackRock
IndexICE BofA Core Plus Fixed Rate Preferred SecuritiesS&P Global 1200 / Financials -SEC
Asset ClassEquityEquity
ListingUS-listedUS-listed
Expense Ratio0.50%0.42%
Inception Date2008-01-312001-11-12
Number Of Holdings264210
CurrencyUSDUSD
RegionUnited StatesDeveloped Markets
Investment StyleBlendBlend
Market CapMicro-CapLarge-Cap
SectorFinancialsFinancials
Sector DetailBanks & InsuranceBanks & Insurance
LeveragedNon-leveragedNon-leveraged
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Key Metrics

Performance Metrics

Risk Metrics

Detailed Returns

Benchmark Comparison

Key Metrics

Performance Metrics

Risk Metrics

Detailed Returns

Benchmark Comparison

Performance Analysis

The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.

Cumulative Returns

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End of Year Returns Table

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End of Year Returns

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Risk Analysis

The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.

Drawdowns

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Drawdowns Table

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Monte Carlo Simulation

The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.

IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.

Monte Carlo Metrics

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Simulated Portfolio Prices

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