ISCV vs PSK
Comparison between ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV, ETF) and STATE STREET(R) SPDR(R) ICE PREFERRED SECURITIES ETF (PSK, ETF).
5-Year PerformanceISCV has outperformed PSK, delivering a return of +9.5% compared to -1.4%
ISCV vs PSK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ISCV vs PSK - Historical Returns
Returns include dividend reinvestment.
ISCV vs PSK - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ISCV | PSK |
|---|---|---|
| 2026 | +18.09% | -3.26% |
| 2025 | +10.92% | +0.95% |
| 2024 | +9.68% | +4.75% |
| 2023 | +16.86% | +7.50% |
| 2022 | -11.52% | -18.47% |
| 2021 | +31.66% | +2.35% |
| 2020 | +1.05% | +5.68% |
| 2019 | +18.86% | +16.20% |
| 2018 | -17.59% | -3.55% |
| 2017 | +7.48% | +11.71% |
| 2016 | +29.41% | -0.96% |
| 2015 | -8.38% | +7.35% |
| 2014 | +11.06% | +16.56% |
| 2013 | +31.87% | -5.81% |
| 2012 | +16.54% | +12.71% |
| 2011 | -3.89% | +1.10% |
| 2010 | +23.12% | +13.49% |
| 2009 | +36.70% | +5.69% |
| 2008 | -30.60% | N/A |
| 2007 | -8.58% | N/A |
| 2006 | +17.67% | N/A |
| 2005 | +6.37% | N/A |
| 2004 | +17.35% | N/A |
ISCV vs PSK Drawdown Comparison
The maximum drawdown for ISCV was -63.12%, occurring on Mar 9, 2009. Recovery took 895 trading sessions.
The maximum drawdown for PSK was -30.10%, occurring on Mar 18, 2020. Recovery took 129 trading sessions.
The current ISCV drawdown is -1.11%. The current PSK drawdown is -7.56%.
| Rank | ISCV | PSK |
|---|---|---|
| #1 | -63.12% Jun 4, 2007 - Dec 20, 2010 | -30.10% Feb 12, 2020 - Aug 17, 2020 |
| #2 | -51.55% Aug 21, 2018 - Jan 7, 2021 | -22.22% Nov 5, 2021 - Oct 19, 2023 |
| #3 | -26.79% Apr 29, 2011 - Mar 13, 2012 | -13.52% May 13, 2011 - Jan 27, 2012 |
| #4 | -25.34% Nov 25, 2024 - Nov 26, 2025 | -12.05% May 8, 2013 - May 1, 2014 |
| #5 | -23.40% Apr 15, 2015 - Aug 8, 2016 | -9.56% Jul 22, 2016 - Apr 10, 2017 |
| #6 | -22.03% Nov 5, 2021 - Dec 19, 2023 | -9.36% Mar 17, 2010 - Jul 14, 2010 |
| #7 | -12.07% Jun 8, 2021 - Nov 3, 2021 | -8.75% Jul 6, 2018 - Feb 15, 2019 |
| #8 | -11.53% Mar 19, 2012 - Sep 6, 2012 | -5.09% Jan 5, 2016 - Mar 11, 2016 |
| #9 | -11.32% Jan 23, 2018 - Jul 9, 2018 | -5.02% Sep 25, 2009 - Dec 7, 2009 |
| #10 | -10.73% Jul 1, 2014 - Nov 24, 2014 | -4.83% Dec 7, 2017 - Jun 6, 2018 |
| #11 | -10.37% May 9, 2006 - Oct 12, 2006 | -4.67% Dec 31, 2020 - Jun 1, 2021 |
| #12 | -10.33% Aug 2, 2005 - Jan 6, 2006 | -3.38% May 7, 2012 - Jun 15, 2012 |
| #13 | -9.91% Dec 29, 2004 - Jun 14, 2005 | -3.20% Nov 27, 2015 - Dec 28, 2015 |
| #14 | -9.26% Feb 10, 2026 - Apr 17, 2026 | -3.04% Sep 29, 2010 - Feb 10, 2011 |
| #15 | -8.89% Sep 14, 2012 - Dec 18, 2012 | -2.91% Apr 15, 2015 - Sep 25, 2015 |
Correlation
Correlation between ISCV and PSK is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
ISCV vs PSK dividend yield comparison.
| Year | ISCV | PSK |
|---|---|---|
| 2026 | 0.75% | 4.24% |
| 2025 | 2.04% | 6.82% |
| 2024 | 2.01% | 6.55% |
| 2023 | 2.21% | 6.44% |
| 2022 | 2.12% | 6.55% |
| 2021 | 1.95% | 5.03% |
| 2020 | 2.01% | 5.08% |
| 2019 | 2.36% | 5.44% |
| 2018 | 2.48% | 6.47% |
| 2017 | 1.74% | 6.91% |
| 2016 | 2.49% | 5.92% |
| 2015 | 2.60% | 5.35% |
| 2014 | 2.40% | 5.65% |
| 2013 | 1.81% | 7.73% |
| 2012 | 2.65% | 6.29% |
| 2011 | 2.49% | 7.05% |
| 2010 | 1.80% | 6.02% |
| 2009 | 1.95% | 2.10% |
| 2008 | 3.30% | 0.00% |
| 2007 | 2.58% | 0.00% |
| 2006 | 2.00% | 0.00% |
| 2005 | 2.12% | 0.00% |
| 2004 | 1.09% | 0.00% |
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