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FRA vs XSW

Comparison between Blackrock Floating Rate Income Strategies Fund Inc (FRA, ETF) and STATE STREET(R) SPDR(R) S&P(R) SOFTWARE & SERVICES ETF (XSW, ETF).

5-Year PerformanceFRA has outperformed XSW, delivering a return of +6.4% compared to +0.8%

FRA vs XSW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FRA
$403M
XSW
$402M
Expense Ratio
FRA
N/A
XSW
0.35%
Max Drawdown
FRA
61.81%
Winner
XSW
45.41%
Sharpe Ratio
FRA
-1.09
Winner
XSW
-0.28
5Y Beta
Winner
FRA
0.39
XSW
1.25
P/E Ratio
FRA
N/A
XSW
-113.01
Forward P/E
FRA
N/A
XSW
16.74
5Y Dividends CAGR
Winner
FRA
13.65%
XSW
-10.61%
Debt to Equity
FRA
N/A
XSW
82.02%
P/S Ratio
FRA
N/A
XSW
2.97
P/B Ratio
FRA
N/A
XSW
4.21

FRA vs XSW - Historical Returns

Returns include dividend reinvestment.

1M
FRA
+0.59%
Winner
XSW
+9.95%
3M
FRA
+1.01%
Winner
XSW
+13.30%
6M
FRA
-3.67%
Winner
XSW
-0.52%
1Y
Winner
FRA
-7.22%
XSW
-8.04%
5Y(CAGR)
Winner
FRA
+6.44%
XSW
+0.80%
10Y(CAGR)
FRA
+6.26%
Winner
XSW
+13.09%
Max(CAGR)
FRA
+5.10%
Winner
XSW
+14.92%

FRA vs XSW - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearFRAXSW
2026-0.93%-4.17%
2025-3.57%-1.16%
2024+21.71%+29.32%
2023+24.07%+38.62%
2022-10.11%-34.54%
2021+19.27%+9.73%
2020-2.72%+50.39%
2019+18.72%+35.90%
2018-9.21%+7.47%
2017+0.49%+27.51%
2016+18.78%+12.67%
2015+2.35%+10.00%
2014-2.22%+6.95%
2013+1.55%+44.43%
2012+20.31%+13.85%
2011-4.69%+13.75%
2010+11.74%N/A
2009+66.49%N/A
2008-38.85%N/A
2007-3.77%N/A
2006+14.89%N/A
2005-2.46%N/A
2004+0.22%N/A
2003-1.38%N/A

FRA vs XSW Drawdown Comparison

The maximum drawdown for FRA was -51.41%, occurring on Dec 15, 2008. Recovery took 655 trading sessions.

The maximum drawdown for XSW was -45.38%, occurring on Nov 9, 2022. Recovery took 755 trading sessions.

The current FRA drawdown is -9.46%. The current XSW drawdown is -14.20%.

RankFRAXSW
#1-51.41%
Jun 19, 2007 - Jan 25, 2010
-45.38%
Nov 9, 2021 - Nov 11, 2024
#2-42.81%
Jan 22, 2020 - Jan 14, 2021
-37.82%
Feb 19, 2020 - Jun 23, 2020
#3-21.89%
Jun 2, 2011 - Aug 30, 2012
-33.75%
Sep 22, 2025 - Apr 10, 2026
#4-20.14%
Apr 26, 2010 - May 12, 2011
-30.79%
Dec 6, 2024 - Sep 22, 2025
#5-18.78%
Dec 16, 2024 - Aug 26, 2025
-24.69%
Jun 23, 2015 - Jul 12, 2016
#6-18.63%
Feb 9, 2022 - Jul 14, 2023
-24.20%
Sep 14, 2018 - Feb 25, 2019
#7-15.86%
May 2, 2018 - Dec 9, 2019
-16.73%
Mar 5, 2014 - Dec 19, 2014
#8-15.46%
Aug 28, 2025 - Mar 27, 2026
-14.60%
Feb 12, 2021 - Aug 27, 2021
#9-14.87%
May 24, 2013 - Sep 8, 2016
-12.81%
Mar 27, 2012 - Sep 7, 2012
#10-10.36%
Mar 9, 2005 - Sep 5, 2006
-11.35%
Sep 14, 2012 - Jan 11, 2013
#11-7.92%
Sep 22, 2023 - Dec 13, 2023
-10.81%
Sep 2, 2020 - Oct 12, 2020
#12-7.28%
Jul 26, 2024 - Oct 4, 2024
-10.50%
Jul 26, 2019 - Nov 26, 2019
#13-6.18%
Mar 11, 2010 - Apr 13, 2010
-10.22%
Oct 27, 2011 - Jan 24, 2012
#14-5.84%
Oct 25, 2012 - Dec 21, 2012
-9.11%
Apr 30, 2019 - Jul 10, 2019
#15-5.65%
Mar 26, 2013 - May 22, 2013
-9.02%
Oct 13, 2020 - Nov 16, 2020

Correlation

Correlation between FRA and XSW is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2003 - 2026)

FRA vs XSW dividend yield comparison.

YearFRAXSW
20268.03%0.00%
202512.61%0.06%
202410.80%0.07%
202310.44%0.20%
20226.88%0.09%
20215.96%0.13%
20207.61%0.26%
20196.44%0.12%
20186.90%0.31%
20175.31%0.46%
20165.65%0.87%
20156.17%0.54%
20146.24%0.53%
20136.38%2.07%
20126.81%3.64%
20116.92%0.06%
20106.33%0.00%
20097.77%0.00%
200816.85%0.00%
20079.50%0.00%
20068.09%0.00%
20057.49%0.00%
20045.12%0.00%
20030.38%0.00%

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