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LEMB vs PSK

Comparison between ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF (LEMB, ETF) and STATE STREET(R) SPDR(R) ICE PREFERRED SECURITIES ETF (PSK, ETF).

5-Year PerformanceLEMB has outperformed PSK, delivering a return of +0.4% compared to -1.0%

LEMB vs PSK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
LEMB
$727M
PSK
$725M
Expense Ratio
Winner
LEMB
0.30%
PSK
0.45%
Max Drawdown
LEMB
41.45%
Winner
PSK
36.08%
Sharpe Ratio
Winner
LEMB
0.70
PSK
-0.04
5Y Beta
Winner
LEMB
0.15
PSK
0.22
5Y Dividends CAGR
LEMB
-12.03%
Winner
PSK
-0.64%

LEMB vs PSK - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LEMB
+0.02%
PSK
-1.95%
3M
Winner
LEMB
-0.05%
PSK
-2.85%
6M
Winner
LEMB
+1.63%
PSK
-0.68%
1Y
Winner
LEMB
+8.35%
PSK
+3.24%
5Y(CAGR)
Winner
LEMB
+0.42%
PSK
-0.95%
10Y(CAGR)
LEMB
+1.24%
Winner
PSK
+2.06%
Max(CAGR)
LEMB
+0.38%
Winner
PSK
+4.57%

LEMB vs PSK - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearLEMBPSK
2026+0.24%-1.76%
2025+17.92%+0.95%
2024-1.21%+4.75%
2023+7.40%+7.50%
2022-10.56%-18.47%
2021-10.11%+2.35%
2020+2.84%+5.68%
2019+6.12%+16.20%
2018-8.37%-3.55%
2017+13.07%+11.71%
2016+7.66%-0.96%
2015-11.28%+7.35%
2014-2.17%+16.56%
2013-6.86%-5.81%
2012+10.99%+12.71%
2011-2.15%+1.10%
2010N/A+13.49%
2009N/A+5.69%

LEMB vs PSK Drawdown Comparison

The maximum drawdown for LEMB was -30.82%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

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

The current LEMB drawdown is -5.67%. The current PSK drawdown is -6.13%.

RankLEMBPSK
#1-30.82%
May 8, 2013 - Oct 20, 2022
-30.10%
Feb 12, 2020 - Aug 17, 2020
#2-7.80%
Mar 22, 2012 - Aug 3, 2012
-22.22%
Nov 5, 2021 - Oct 19, 2023
#3-5.18%
Oct 28, 2011 - Jan 24, 2012
-13.52%
May 13, 2011 - Jan 27, 2012
#4-2.40%
Oct 20, 2011 - Oct 28, 2011
-12.05%
May 8, 2013 - May 1, 2014
#5-2.18%
Feb 9, 2012 - Mar 22, 2012
-9.56%
Jul 22, 2016 - Apr 10, 2017
#6-1.88%
Aug 3, 2012 - Sep 7, 2012
-9.36%
Mar 17, 2010 - Jul 14, 2010
#7-1.79%
Feb 19, 2013 - Apr 24, 2013
-8.75%
Jul 6, 2018 - Feb 15, 2019
#8-1.25%
Oct 17, 2012 - Nov 29, 2012
-5.09%
Jan 5, 2016 - Mar 11, 2016
#9-1.15%
Jan 17, 2013 - Feb 5, 2013
-5.02%
Sep 25, 2009 - Dec 7, 2009
#10-1.07%
Oct 4, 2012 - Oct 16, 2012
-4.83%
Dec 7, 2017 - Jun 6, 2018
#11-1.06%
Sep 14, 2012 - Oct 4, 2012
-4.67%
Dec 31, 2020 - Jun 1, 2021
#12-0.65%
Jan 2, 2013 - Jan 10, 2013
-3.38%
May 7, 2012 - Jun 15, 2012
#13-0.58%
Nov 29, 2012 - Dec 4, 2012
-3.20%
Nov 27, 2015 - Dec 28, 2015
#14-0.56%
Sep 7, 2012 - Sep 13, 2012
-3.04%
Sep 29, 2010 - Feb 10, 2011
#15-0.46%
Dec 20, 2012 - Dec 27, 2012
-2.91%
Apr 15, 2015 - Sep 25, 2015

Correlation

Correlation between LEMB and PSK is -0.23 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.23
-101

Dividend Comparison (2009 - 2026)

LEMB vs PSK dividend yield comparison.

YearLEMBPSK
20260.00%2.94%
20252.44%6.82%
20240.00%6.55%
20231.34%6.44%
20220.86%6.55%
20213.89%5.03%
20200.00%5.08%
20194.39%5.44%
20183.46%6.47%
20170.00%6.91%
20160.00%5.92%
20150.64%5.35%
20142.85%5.65%
20132.99%7.73%
20123.44%6.29%
20110.78%7.05%
20100.00%6.02%
20090.00%2.10%

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