PSF vs WDIV

Comparison between Cohen & Steers Select Preferred and Income Fund Inc (PSF, ETF) and STATE STREET(R) SPDR(R) S&P(R) GLOBAL DIVIDEND ETF (WDIV, ETF).

5-Year PerformanceWDIV has outperformed PSF, delivering a return of +9.2% compared to -1.4%

PSF vs WDIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSF(ETF)	WDIV(ETF)
Net Assets	$263M	$262M
Expense Ratio	N/A	0.40%
Max Drawdown	55.40%	44.46%
Sharpe Ratio	0.27	1.61
5Y Beta	0.36	0.42
5Y Dividends CAGR	-4.30%	3.52%

Net Assets

Winner

PSF

$263M

WDIV

$262M

Expense Ratio

PSF

N/A

WDIV

0.40%

Max Drawdown

PSF

55.40%

Winner

WDIV

44.46%

Sharpe Ratio

PSF

0.27

Winner

WDIV

1.61

5Y Beta

Winner

PSF

0.36

WDIV

0.42

5Y Dividends CAGR

PSF

-4.30%

Winner

WDIV

3.52%

PSF vs WDIV - Historical Returns

Returns include dividend reinvestment.

Period	PSF	WDIV
1 month	+1.60%	+3.73%
3 months	+2.16%	+5.95%
6 months	+1.12%	+9.18%
1 year	+6.69%	+21.18%
5 years(CAGR)	-1.42%	+9.17%
10 years(CAGR)	+4.73%	+7.52%
Max(CAGR)	+7.03%	+7.16%

PSF

+1.60%

Winner

WDIV

+3.73%

PSF

+2.16%

Winner

WDIV

+5.95%

PSF

+1.12%

Winner

WDIV

+9.18%

PSF

+6.69%

Winner

WDIV

+21.18%

5Y(CAGR)

PSF

-1.42%

Winner

WDIV

+9.17%

10Y(CAGR)

PSF

+4.73%

Winner

WDIV

+7.52%

Max(CAGR)

PSF

+7.03%

Winner

WDIV

+7.16%

PSF vs WDIV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	PSF	WDIV
2026	+2.05%	+11.00%
2025	+9.51%	+27.76%
2024	+12.03%	+8.02%
2023	+8.82%	+7.72%
2022	-24.31%	-7.95%
2021	+4.83%	+14.56%
2020	-2.38%	-10.27%
2019	+40.77%	+20.45%
2018	-9.17%	-8.95%
2017	+15.24%	+18.36%
2016	+15.20%	+14.90%
2015	+5.05%	-7.16%
2014	+16.11%	+6.35%
2013	-1.04%	+10.16%
2012	+32.88%	N/A
2011	-6.08%	N/A
2010	-0.04%	N/A

PSF vs WDIV Drawdown Comparison

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

The maximum drawdown for WDIV was -42.31%, occurring on Mar 23, 2020. Recovery took 312 trading sessions.

The current PSF drawdown is -6.91%. The current WDIV drawdown is -0.44%.

Rank	PSF	WDIV
#1	-55.02% Feb 20, 2020 - Apr 26, 2021	-42.31% Jan 17, 2020 - Apr 15, 2021
#2	-40.82% Aug 4, 2021 - May 16, 2023	-22.34% May 15, 2015 - Aug 15, 2016
#3	-18.02% Aug 20, 2018 - Feb 11, 2019	-22.15% Jan 14, 2022 - May 17, 2024
#4	-17.12% May 14, 2013 - Aug 20, 2014	-15.39% Jan 26, 2018 - Oct 21, 2019
#5	-15.20% Jul 12, 2011 - Jan 26, 2012	-9.27% Jul 1, 2014 - Feb 24, 2015
#6	-10.83% Apr 16, 2015 - Jan 6, 2016	-9.21% Sep 26, 2024 - Apr 22, 2025
#7	-10.60% Jan 11, 2018 - Jul 25, 2018	-8.81% Aug 18, 2016 - Jan 25, 2017
#8	-10.44% Sep 8, 2016 - Jan 10, 2017	-8.62% Jun 10, 2021 - Jan 14, 2022
#9	-7.34% May 4, 2021 - Jun 14, 2021	-8.61% Feb 20, 2026 - Jun 11, 2026
#10	-6.97% Oct 17, 2012 - Jan 7, 2013	-5.90% Oct 22, 2013 - Feb 24, 2014
#11	-6.62% Jan 29, 2016 - Mar 16, 2016	-5.90% May 30, 2013 - Jul 11, 2013
#12	-6.08% Jun 12, 2019 - Jul 12, 2019	-5.39% Feb 25, 2015 - Apr 16, 2015
#13	-5.76% Aug 2, 2017 - Dec 13, 2017	-4.23% Jul 31, 2024 - Aug 15, 2024
#14	-5.25% Oct 15, 2019 - Dec 9, 2019	-4.19% May 17, 2024 - Jul 12, 2024
#15	-5.22% Jan 6, 2016 - Jan 29, 2016	-3.83% Aug 8, 2013 - Sep 10, 2013

Correlation

Correlation between PSF and WDIV 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 WDIV dividend yield comparison.

Year	PSF	WDIV
2026	4.44%	2.29%
2025	7.46%	4.27%
2024	7.65%	4.63%
2023	8.29%	4.73%
2022	8.65%	5.12%
2021	9.08%	4.15%
2020	7.02%	5.55%
2019	6.55%	3.99%
2018	8.68%	4.42%
2017	7.70%	3.62%
2016	9.35%	4.32%
2015	8.81%	5.03%
2014	9.98%	4.74%
2013	9.25%	2.17%
2012	8.60%	0.00%
2011	8.73%	0.00%
2010	0.69%	0.00%