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EZA vs PSK

Comparison between ISHARES MSCI SOUTH AFRICA ETF (EZA, ETF) and STATE STREET(R) SPDR(R) ICE PREFERRED SECURITIES ETF (PSK, ETF).

5-Year PerformanceEZA has outperformed PSK, delivering a return of +7.9% compared to -1.0%

EZA vs PSK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
EZA
$729M
PSK
$725M
Expense Ratio
EZA
0.59%
Winner
PSK
0.45%
Max Drawdown
EZA
68.15%
Winner
PSK
36.08%
Sharpe Ratio
Winner
EZA
0.84
PSK
-0.04
5Y Beta
EZA
0.95
Winner
PSK
0.22
5Y Dividends CAGR
EZA
-1.35%
Winner
PSK
-0.64%

EZA vs PSK - Historical Returns

Returns include dividend reinvestment.

1M
EZA
-5.00%
Winner
PSK
-1.95%
3M
EZA
-9.87%
Winner
PSK
-2.85%
6M
Winner
EZA
+0.04%
PSK
-0.68%
1Y
Winner
EZA
+27.17%
PSK
+3.24%
5Y(CAGR)
Winner
EZA
+7.93%
PSK
-0.95%
10Y(CAGR)
Winner
EZA
+6.84%
PSK
+2.06%
Max(CAGR)
Winner
EZA
+9.16%
PSK
+4.57%

EZA vs PSK - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearEZAPSK
2026-7.25%-1.76%
2025+73.49%+0.95%
2024+9.82%+4.75%
2023-1.59%+7.50%
2022-6.50%-18.47%
2021+7.43%+2.35%
2020-6.02%+5.68%
2019+9.97%+16.20%
2018-25.17%-3.55%
2017+34.76%+11.71%
2016+19.57%-0.96%
2015-24.50%+7.35%
2014+6.87%+16.56%
2013-7.68%-5.81%
2012+17.91%+12.71%
2011-15.89%+1.10%
2010+32.24%+13.49%
2009+47.87%+5.69%
2008-38.47%N/A
2007+18.24%N/A
2006+13.00%N/A
2005+24.77%N/A
2004+40.73%N/A
2003+47.69%N/A

EZA vs PSK Drawdown Comparison

The maximum drawdown for EZA was -64.67%, occurring on Oct 27, 2008. Recovery took 737 trading sessions.

The maximum drawdown for PSK was -30.10%, occurring on Mar 18, 2020. Recovery took 129 trading sessions.

The current EZA drawdown is -21.12%. The current PSK drawdown is -6.13%.

RankEZAPSK
#1-64.67%
Oct 31, 2007 - Oct 5, 2010
-30.10%
Feb 12, 2020 - Aug 17, 2020
#2-62.32%
Jan 26, 2018 - May 23, 2025
-22.22%
Nov 5, 2021 - Oct 19, 2023
#3-45.03%
Apr 28, 2015 - Dec 21, 2017
-13.52%
May 13, 2011 - Jan 27, 2012
#4-29.56%
May 9, 2006 - Feb 22, 2007
-12.05%
May 8, 2013 - May 1, 2014
#5-25.94%
Apr 29, 2011 - May 14, 2014
-9.56%
Jul 22, 2016 - Apr 10, 2017
#6-23.31%
Feb 27, 2026 - Mar 20, 2026
-9.36%
Mar 17, 2010 - Jul 14, 2010
#7-20.25%
Jul 23, 2007 - Oct 4, 2007
-8.75%
Jul 6, 2018 - Feb 15, 2019
#8-19.16%
Apr 6, 2004 - Sep 16, 2004
-5.09%
Jan 5, 2016 - Mar 11, 2016
#9-18.04%
Mar 9, 2005 - Aug 10, 2005
-5.02%
Sep 25, 2009 - Dec 7, 2009
#10-17.71%
Sep 5, 2014 - Apr 28, 2015
-4.83%
Dec 7, 2017 - Jun 6, 2018
#11-13.68%
Feb 1, 2006 - Apr 3, 2006
-4.67%
Dec 31, 2020 - Jun 1, 2021
#12-13.47%
Feb 23, 2007 - Apr 2, 2007
-3.38%
May 7, 2012 - Jun 15, 2012
#13-13.40%
Jan 3, 2011 - Apr 6, 2011
-3.20%
Nov 27, 2015 - Dec 28, 2015
#14-12.38%
Jan 3, 2005 - Feb 24, 2005
-3.04%
Sep 29, 2010 - Feb 10, 2011
#15-11.13%
Sep 30, 2005 - Nov 21, 2005
-2.91%
Apr 15, 2015 - Sep 25, 2015

Correlation

Correlation between EZA and PSK is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37
-101

Dividend Comparison (2003 - 2026)

EZA vs PSK dividend yield comparison.

YearEZAPSK
20260.00%2.94%
20256.16%6.82%
20247.26%6.55%
20232.84%6.44%
20223.90%6.55%
20212.05%5.03%
20205.51%5.08%
201912.27%5.44%
20183.81%6.47%
20171.55%6.91%
20164.10%5.92%
20153.03%5.35%
20142.20%5.65%
20132.44%7.73%
20123.01%6.29%
20113.15%7.05%
20102.43%6.02%
20093.70%2.10%
20086.06%0.00%
20072.01%0.00%
20062.18%0.00%
20052.00%0.00%
20041.52%0.00%
20032.42%0.00%

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