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HEGD vs PSK

Comparison between SWAN HEDGED EQUITY US LARGE CAP ETF (HEGD, ETF) and STATE STREET(R) SPDR(R) ICE PREFERRED SECURITIES ETF (PSK, ETF).

5-Year PerformanceHEGD has outperformed PSK, delivering a return of +8.3% compared to -1.0%

HEGD vs PSK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HEGD
$707M
Winner
PSK
$708M
Expense Ratio
HEGD
0.87%
Winner
PSK
0.45%
Max Drawdown
Winner
HEGD
14.56%
PSK
36.08%
Sharpe Ratio
Winner
HEGD
1.14
PSK
-0.34
5Y Beta
HEGD
0.45
Winner
PSK
0.21
5Y Dividends CAGR
HEGD
N/A
PSK
-0.64%

HEGD vs PSK - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HEGD
+0.34%
PSK
+0.23%
3M
Winner
HEGD
+3.77%
PSK
-1.58%
6M
Winner
HEGD
+5.53%
PSK
-2.71%
1Y
Winner
HEGD
+13.01%
PSK
+1.82%
5Y(CAGR)
Winner
HEGD
+8.34%
PSK
-1.02%
10Y(CAGR)
HEGD
N/A
PSK
+1.91%
Max(CAGR)
Winner
HEGD
+9.46%
PSK
+4.54%

HEGD vs PSK - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearHEGDPSK
2026+5.45%-1.76%
2025+12.82%+0.95%
2024+15.60%+4.75%
2023+14.46%+7.50%
2022-11.12%-18.47%
2021+18.11%+2.35%
2020+0.99%+5.68%
2019N/A+16.20%
2018N/A-3.55%
2017N/A+11.71%
2016N/A-0.96%
2015N/A+7.35%
2014N/A+16.56%
2013N/A-5.81%
2012N/A+12.71%
2011N/A+1.10%
2010N/A+13.49%
2009N/A+5.69%

HEGD vs PSK Drawdown Comparison

The maximum drawdown for HEGD was -14.56%, occurring on Oct 12, 2022. Recovery took 495 trading sessions.

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

The current HEGD drawdown is -1.46%. The current PSK drawdown is -6.13%.

RankHEGDPSK
#1-14.56%
Dec 29, 2021 - Dec 18, 2023
-30.10%
Feb 12, 2020 - Aug 17, 2020
#2-8.14%
Feb 19, 2025 - Jun 24, 2025
-22.22%
Nov 5, 2021 - Oct 19, 2023
#3-4.58%
Jul 10, 2024 - Aug 21, 2024
-13.52%
May 13, 2011 - Jan 27, 2012
#4-4.39%
Jan 27, 2026 - Apr 15, 2026
-12.05%
May 8, 2013 - May 1, 2014
#5-3.57%
Mar 28, 2024 - May 15, 2024
-9.56%
Jul 22, 2016 - Apr 10, 2017
#6-3.54%
Sep 2, 2021 - Oct 26, 2021
-9.36%
Mar 17, 2010 - Jul 14, 2010
#7-3.38%
Jun 2, 2026 - Jun 10, 2026
-8.75%
Jul 6, 2018 - Feb 15, 2019
#8-3.28%
Feb 17, 2021 - Apr 5, 2021
-5.09%
Jan 5, 2016 - Mar 11, 2016
#9-2.84%
Dec 6, 2024 - Jan 23, 2025
-5.02%
Sep 25, 2009 - Dec 7, 2009
#10-2.80%
Nov 24, 2021 - Dec 23, 2021
-4.83%
Dec 7, 2017 - Jun 6, 2018
#11-2.79%
Aug 30, 2024 - Sep 12, 2024
-4.67%
Dec 31, 2020 - Jun 1, 2021
#12-2.62%
Oct 29, 2025 - Dec 11, 2025
-3.38%
May 7, 2012 - Jun 15, 2012
#13-2.50%
May 7, 2021 - Jun 24, 2021
-3.20%
Nov 27, 2015 - Dec 28, 2015
#14-2.34%
Oct 14, 2024 - Nov 6, 2024
-3.04%
Sep 29, 2010 - Feb 10, 2011
#15-2.05%
Dec 11, 2025 - Jan 9, 2026
-2.91%
Apr 15, 2015 - Sep 25, 2015

Correlation

Correlation between HEGD 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 (2009 - 2026)

HEGD vs PSK dividend yield comparison.

YearHEGDPSK
20260.00%3.55%
20250.36%6.82%
20240.43%6.55%
20230.39%6.44%
20220.87%6.55%
20210.31%5.03%
20200.00%5.08%
20190.00%5.44%
20180.00%6.47%
20170.00%6.91%
20160.00%5.92%
20150.00%5.35%
20140.00%5.65%
20130.00%7.73%
20120.00%6.29%
20110.00%7.05%
20100.00%6.02%
20090.00%2.10%

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