PGX
+0.00 · +0.00%
$11.35 · NYSE ARCA

Invesco Preferred ETF (PGX) ETF Analysis | Preferred Stock

Invesco · United States
AUM:$4.0B
#– of – in Preferred Stock ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

PGX returned +3.8% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.

What is PGX?

The fund generally will invest at least 80% of its total assets in the components of the index. Strictly in accordance with its guidelines and mandated procedures, ICE Data Indices, LLC selects securities for the index, which is a market capitalization-weighted index designed to measure the performance of the fixed rate U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
PGX returned 3.8% over the past year.
Moderate Cost
Expense ratio of 0.50%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 11.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$4.0B
Expense Ratio0.50%
Dividend Yield5.99%
Holdings31
Inception DateJan 2008
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta1.01
CategoryPreferred Stock
CurrencyUSD
Portfolio Impact

How would PGX affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-6.5%
1Y
-4.4%
3Y
+11.8%
5Y
-8.4%
OpenBook InsightIf you had invested £10,000 in PGX 5 years ago, it would have fallen to £9,164 — a loss of £836.

Annual Returns

Calendar year performance

PGX delivered positive returns in 3 of the last 5 calendar years.
YearPGX
2026 YTD-5.0%
2025+2.0%
2024+6.6%
2023+7.9%
2022-20.7%
CAGR 4yr-1.8%
3/5 positive yearsAvg return: -1.8%Worst year: -20.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
5.4%
Low
Momentum
-1.9%
30-day change
Support Level
10.58
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.