StockComparison Logo
vs

PREF vs GEM

Comparison between PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF (PREF, ETF) and GOLDMAN SACHS ACTIVEBETA(R) EMERGING MARKETS EQUITY ETF (GEM, ETF).

5-Year PerformanceGEM has outperformed PREF, delivering a return of +6.2% compared to +3.0%

PREF vs GEM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PREF
$1.50B
GEM
$1.50B
Expense Ratio
PREF
0.55%
Winner
GEM
0.35%
Max Drawdown
Winner
PREF
23.28%
GEM
40.21%
Sharpe Ratio
PREF
0.87
Winner
GEM
1.60
5Y Beta
Winner
PREF
0.08
GEM
0.80
5Y Dividends CAGR
PREF
2.28%
Winner
GEM
18.99%

PREF vs GEM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PREF
+0.23%
GEM
-0.66%
3M
PREF
+0.44%
Winner
GEM
+11.95%
6M
PREF
+2.10%
Winner
GEM
+19.74%
1Y
PREF
+6.29%
Winner
GEM
+40.67%
5Y(CAGR)
PREF
+3.03%
Winner
GEM
+6.22%
10Y(CAGR)
PREF
+4.13%
Winner
GEM
+9.06%
Max(CAGR)
PREF
+4.13%
Winner
GEM
+9.26%

PREF vs GEM - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearPREFGEM
2026+1.36%+15.16%
2025+7.58%+33.75%
2024+11.55%+7.92%
2023+6.79%+10.95%
2022-11.84%-21.72%
2021+2.13%-0.75%
2020+7.33%+11.23%
2019+17.66%+17.26%
2018-5.23%-15.62%
2017+2.04%+35.16%
2016N/A+12.61%
2015N/A+2.95%

PREF vs GEM Drawdown Comparison

The maximum drawdown for PREF was -22.99%, occurring on Mar 19, 2020. Recovery took 129 trading sessions.

The maximum drawdown for GEM was -37.01%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.

The current PREF drawdown is -0.32%. The current GEM drawdown is -8.52%.

RankPREFGEM
#1-22.99%
Feb 21, 2020 - Aug 25, 2020
-37.01%
Jan 26, 2018 - Dec 4, 2020
#2-16.99%
Sep 16, 2021 - Jul 12, 2024
-36.24%
Feb 17, 2021 - Jul 16, 2025
#3-6.42%
Jan 16, 2018 - Mar 20, 2019
-19.70%
Oct 13, 2015 - Jul 14, 2016
#4-2.88%
Feb 24, 2026 - May 27, 2026
-13.50%
Feb 25, 2026 - Apr 17, 2026
#5-2.56%
Mar 20, 2025 - May 12, 2025
-9.68%
Sep 6, 2016 - Feb 9, 2017
#6-1.98%
Feb 11, 2021 - Apr 21, 2021
-8.52%
Jun 2, 2026 - Jun 5, 2026
#7-1.50%
Dec 5, 2017 - Dec 26, 2017
-5.20%
Jan 21, 2021 - Feb 9, 2021
#8-1.18%
Sep 17, 2020 - Nov 5, 2020
-5.15%
May 11, 2026 - May 26, 2026
#9-0.98%
Oct 17, 2024 - Nov 25, 2024
-5.13%
Nov 22, 2017 - Dec 29, 2017
#10-0.97%
Oct 28, 2025 - Dec 22, 2025
-4.73%
Oct 29, 2025 - Dec 30, 2025
#11-0.91%
Jan 6, 2025 - Jan 30, 2025
-4.25%
Oct 6, 2025 - Oct 20, 2025
#12-0.90%
Aug 1, 2024 - Aug 16, 2024
-3.50%
May 16, 2017 - Jun 8, 2017
#13-0.86%
Oct 30, 2017 - Nov 28, 2017
-3.47%
Jan 28, 2026 - Feb 9, 2026
#14-0.83%
Dec 16, 2019 - Dec 19, 2019
-3.45%
Aug 15, 2016 - Sep 6, 2016
#15-0.72%
Oct 3, 2017 - Oct 30, 2017
-3.33%
Sep 19, 2017 - Oct 5, 2017

Correlation

Correlation between PREF and GEM is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2015 - 2026)

PREF vs GEM dividend yield comparison.

YearPREFGEM
20262.20%0.00%
20254.87%2.30%
20244.65%2.58%
20234.67%2.97%
20224.63%2.96%
20214.07%3.00%
20204.35%1.63%
20194.67%3.13%
20185.49%2.08%
20172.35%1.81%
20160.00%1.98%
20150.00%0.25%

Select Stocks to Compare