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PSK vs BBSC

Comparison between STATE STREET(R) SPDR(R) ICE PREFERRED SECURITIES ETF (PSK, ETF) and JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY ETF (BBSC, ETF).

5-Year PerformanceBBSC has outperformed PSK, delivering a return of +8.2% compared to -1.4%

PSK vs BBSC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PSK
$693M
Winner
BBSC
$696M
Expense Ratio
PSK
0.45%
Winner
BBSC
0.09%
Max Drawdown
PSK
37.44%
Winner
BBSC
32.05%
Sharpe Ratio
PSK
-1.04
Winner
BBSC
1.39
5Y Beta
Winner
PSK
0.22
BBSC
1.11
P/E Ratio
PSK
N/A
BBSC
71.88
Forward P/E
PSK
N/A
BBSC
17.62
5Y Dividends CAGR
PSK
-2.22%
Winner
BBSC
33.43%
5Y EPS CAGR
PSK
N/A
BBSC
18.83%
Debt to Equity
PSK
N/A
BBSC
22.00%
P/S Ratio
PSK
N/A
BBSC
1.48
P/B Ratio
PSK
N/A
BBSC
2.44

PSK vs BBSC - Historical Returns

Returns include dividend reinvestment.

1M
PSK
-0.90%
Winner
BBSC
+2.19%
3M
PSK
-2.23%
Winner
BBSC
+6.88%
6M
PSK
-4.87%
Winner
BBSC
+15.83%
1Y
PSK
-3.17%
Winner
BBSC
+28.38%
5Y(CAGR)
PSK
-1.37%
Winner
BBSC
+8.25%
10Y(CAGR)
PSK
+1.72%
BBSC
N/A
Max(CAGR)
PSK
+4.42%
Winner
BBSC
+11.74%

PSK vs BBSC - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearPSKBBSC
2026-3.26%+21.71%
2025+0.95%+10.26%
2024+4.75%+13.41%
2023+7.50%+20.66%
2022-18.47%-20.61%
2021+2.35%+16.94%
2020+5.68%+11.94%
2019+16.20%N/A
2018-3.55%N/A
2017+11.71%N/A
2016-0.96%N/A
2015+7.35%N/A
2014+16.56%N/A
2013-5.81%N/A
2012+12.71%N/A
2011+1.10%N/A
2010+13.49%N/A
2009+5.69%N/A

PSK vs BBSC Drawdown Comparison

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

The maximum drawdown for BBSC was -30.97%, occurring on Jun 16, 2022. Recovery took 738 trading sessions.

The current PSK drawdown is -7.56%. The current BBSC drawdown is -2.57%.

RankPSKBBSC
#1-30.10%
Feb 12, 2020 - Aug 17, 2020
-30.97%
Nov 8, 2021 - Oct 16, 2024
#2-22.22%
Nov 5, 2021 - Oct 19, 2023
-29.32%
Nov 25, 2024 - Sep 18, 2025
#3-13.52%
May 13, 2011 - Jan 27, 2012
-9.54%
Jan 22, 2026 - Apr 14, 2026
#4-12.05%
May 8, 2013 - May 1, 2014
-9.52%
Oct 27, 2025 - Dec 10, 2025
#5-9.56%
Jul 22, 2016 - Apr 10, 2017
-9.14%
Mar 15, 2021 - Jun 8, 2021
#6-9.36%
Mar 17, 2010 - Jul 14, 2010
-8.90%
Jun 25, 2021 - Oct 25, 2021
#7-8.75%
Jul 6, 2018 - Feb 15, 2019
-6.90%
Feb 9, 2021 - Mar 11, 2021
#8-5.09%
Jan 5, 2016 - Mar 11, 2016
-5.31%
Nov 11, 2024 - Nov 25, 2024
#9-5.02%
Sep 25, 2009 - Dec 7, 2009
-4.36%
Dec 11, 2025 - Jan 8, 2026
#10-4.83%
Dec 7, 2017 - Jun 6, 2018
-4.26%
May 6, 2026 - May 26, 2026
#11-4.67%
Dec 31, 2020 - Jun 1, 2021
-4.15%
Jun 8, 2021 - Jun 25, 2021
#12-3.38%
May 7, 2012 - Jun 15, 2012
-3.93%
Oct 6, 2025 - Oct 14, 2025
#13-3.20%
Nov 27, 2015 - Dec 28, 2015
-3.61%
Jun 30, 2026 - Aug 4, 2026
#14-3.04%
Sep 29, 2010 - Feb 10, 2011
-3.54%
Oct 16, 2024 - Nov 6, 2024
#15-2.91%
Apr 15, 2015 - Sep 25, 2015
-3.32%
Jan 22, 2021 - Feb 3, 2021

Correlation

Correlation between PSK and BBSC is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54
-101

Dividend Comparison (2009 - 2026)

PSK vs BBSC dividend yield comparison.

YearPSKBBSC
20264.24%0.39%
20256.82%1.13%
20246.55%1.29%
20236.44%1.58%
20226.55%1.37%
20215.03%1.06%
20205.08%0.18%
20195.44%0.00%
20186.47%0.00%
20176.91%0.00%
20165.92%0.00%
20155.35%0.00%
20145.65%0.00%
20137.73%0.00%
20126.29%0.00%
20117.05%0.00%
20106.02%0.00%
20092.10%0.00%

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