PSF vs HYZD

Comparison between Cohen & Steers Select Preferred and Income Fund Inc (PSF, ETF) and WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND (HYZD, ETF).

5-Year PerformanceHYZD has outperformed PSF, delivering a return of +6.3% compared to -1.2%

PSF vs HYZD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSF(ETF)	HYZD(ETF)
Net Assets	$260M	$259M
Expense Ratio	N/A	0.43%
Max Drawdown	55.40%	33.13%
Sharpe Ratio	-0.12	1.01
5Y Beta	0.36	0.19
5Y Dividends CAGR	-2.76%	6.41%

Net Assets

Winner

PSF

$260M

HYZD

$259M

Expense Ratio

PSF

N/A

HYZD

0.43%

Max Drawdown

PSF

55.40%

Winner

HYZD

33.13%

Sharpe Ratio

PSF

-0.12

Winner

HYZD

1.01

5Y Beta

PSF

0.36

Winner

HYZD

0.19

5Y Dividends CAGR

PSF

-2.76%

Winner

HYZD

6.41%

PSF vs HYZD - Historical Returns

Returns include dividend reinvestment.

Period	PSF	HYZD
1 month	-0.59%	+0.82%
3 months	+0.68%	+1.47%
6 months	-2.52%	+3.41%
1 year	+1.42%	+6.66%
5 years(CAGR)	-1.23%	+6.34%
10 years(CAGR)	+4.41%	+5.24%
Max(CAGR)	+6.81%	+4.45%

PSF

-0.59%

Winner

HYZD

+0.82%

PSF

+0.68%

Winner

HYZD

+1.47%

PSF

-2.52%

Winner

HYZD

+3.41%

PSF

+1.42%

Winner

HYZD

+6.66%

5Y(CAGR)

PSF

-1.23%

Winner

HYZD

+6.34%

10Y(CAGR)

PSF

+4.41%

Winner

HYZD

+5.24%

Max(CAGR)

Winner

PSF

+6.81%

HYZD

+4.45%

PSF vs HYZD - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	PSF	HYZD
2026	-0.50%	+3.89%
2025	+9.51%	+7.43%
2024	+12.03%	+9.41%
2023	+8.82%	+11.33%
2022	-24.31%	-2.50%
2021	+4.83%	+6.37%
2020	-2.38%	-0.71%
2019	+40.77%	+9.12%
2018	-9.17%	-1.95%
2017	+15.24%	+6.18%
2016	+15.20%	+14.24%
2015	+5.05%	-1.04%
2014	+16.11%	-4.10%
2013	-1.04%	-0.14%
2012	+32.88%	N/A
2011	-6.08%	N/A
2010	-0.04%	N/A

PSF vs HYZD Drawdown Comparison

The maximum drawdown for PSF was -55.02%, occurring on Mar 18, 2020. Recovery took 297 trading sessions.

The maximum drawdown for HYZD was -25.66%, occurring on Mar 24, 2020. Recovery took 260 trading sessions.

The current PSF drawdown is -9.23%. The current HYZD drawdown is -0.03%.

Rank	PSF	HYZD
#1	-55.02% Feb 20, 2020 - Apr 26, 2021	-25.66% Feb 14, 2020 - Feb 26, 2021
#2	-40.82% Aug 4, 2021 - May 16, 2023	-15.99% Apr 10, 2014 - Aug 12, 2016
#3	-18.02% Aug 20, 2018 - Feb 11, 2019	-8.97% Apr 4, 2022 - Jan 12, 2023
#4	-17.12% May 14, 2013 - Aug 20, 2014	-7.18% Oct 3, 2018 - Apr 3, 2019
#5	-15.20% Jul 12, 2011 - Jan 26, 2012	-5.85% Jan 30, 2025 - May 13, 2025
#6	-10.83% Apr 16, 2015 - Jan 6, 2016	-5.00% Mar 6, 2023 - Jun 14, 2023
#7	-10.60% Jan 11, 2018 - Jul 25, 2018	-4.81% Jan 3, 2022 - Apr 4, 2022
#8	-10.44% Sep 8, 2016 - Jan 10, 2017	-3.45% Oct 25, 2016 - Dec 6, 2016
#9	-7.34% May 4, 2021 - Jun 14, 2021	-2.67% Jul 22, 2024 - Aug 20, 2024
#10	-6.97% Oct 17, 2012 - Jan 7, 2013	-2.39% Feb 2, 2023 - Mar 6, 2023
#11	-6.62% Jan 29, 2016 - Mar 16, 2016	-2.38% Jan 9, 2017 - Apr 25, 2017
#12	-6.08% Jun 12, 2019 - Jul 12, 2019	-2.22% May 3, 2019 - Sep 18, 2019
#13	-5.76% Aug 2, 2017 - Dec 13, 2017	-2.14% Jan 26, 2018 - Apr 12, 2018
#14	-5.25% Oct 15, 2019 - Dec 9, 2019	-2.13% Nov 11, 2021 - Dec 23, 2021
#15	-5.22% Jan 6, 2016 - Jan 29, 2016	-1.99% Sep 14, 2023 - Nov 3, 2023

Correlation

Correlation between PSF and HYZD is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2010 - 2026)

PSF vs HYZD dividend yield comparison.

Year	PSF	HYZD
2026	5.23%	3.38%
2025	7.46%	6.05%
2024	7.65%	6.08%
2023	8.29%	5.94%
2022	8.65%	5.14%
2021	9.08%	4.02%
2020	7.02%	5.13%
2019	6.55%	5.50%
2018	8.68%	5.58%
2017	7.70%	4.94%
2016	9.35%	5.07%
2015	8.81%	4.38%
2014	9.98%	3.82%
2013	9.25%	0.10%
2012	8.60%	0.00%
2011	8.73%	0.00%
2010	0.69%	0.00%