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PSK vs HEGD

Comparison between STATE STREET(R) SPDR(R) ICE PREFERRED SECURITIES ETF (PSK, ETF) and SWAN HEDGED EQUITY US LARGE CAP ETF (HEGD, ETF).

5-Year PerformanceHEGD has outperformed PSK, delivering a return of +8.3% compared to -1.0%

PSK vs HEGD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PSK
$708M
HEGD
$707M
Expense Ratio
Winner
PSK
0.45%
HEGD
0.87%
Max Drawdown
PSK
36.08%
Winner
HEGD
14.56%
Sharpe Ratio
PSK
-0.34
Winner
HEGD
1.14
5Y Beta
Winner
PSK
0.21
HEGD
0.45
5Y Dividends CAGR
PSK
-0.64%
HEGD
N/A

PSK vs HEGD - Historical Returns

Returns include dividend reinvestment.

1M
PSK
+0.23%
Winner
HEGD
+0.34%
3M
PSK
-1.58%
Winner
HEGD
+3.77%
6M
PSK
-2.71%
Winner
HEGD
+5.53%
1Y
PSK
+1.82%
Winner
HEGD
+13.01%
5Y(CAGR)
PSK
-1.02%
Winner
HEGD
+8.34%
10Y(CAGR)
PSK
+1.91%
HEGD
N/A
Max(CAGR)
PSK
+4.54%
Winner
HEGD
+9.46%

PSK vs HEGD - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearPSKHEGD
2026-1.76%+5.45%
2025+0.95%+12.82%
2024+4.75%+15.60%
2023+7.50%+14.46%
2022-18.47%-11.12%
2021+2.35%+18.11%
2020+5.68%+0.99%
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 HEGD Drawdown Comparison

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

The maximum drawdown for HEGD was -14.56%, occurring on Oct 12, 2022. Recovery took 495 trading sessions.

The current PSK drawdown is -6.13%. The current HEGD drawdown is -1.46%.

RankPSKHEGD
#1-30.10%
Feb 12, 2020 - Aug 17, 2020
-14.56%
Dec 29, 2021 - Dec 18, 2023
#2-22.22%
Nov 5, 2021 - Oct 19, 2023
-8.14%
Feb 19, 2025 - Jun 24, 2025
#3-13.52%
May 13, 2011 - Jan 27, 2012
-4.58%
Jul 10, 2024 - Aug 21, 2024
#4-12.05%
May 8, 2013 - May 1, 2014
-4.39%
Jan 27, 2026 - Apr 15, 2026
#5-9.56%
Jul 22, 2016 - Apr 10, 2017
-3.57%
Mar 28, 2024 - May 15, 2024
#6-9.36%
Mar 17, 2010 - Jul 14, 2010
-3.54%
Sep 2, 2021 - Oct 26, 2021
#7-8.75%
Jul 6, 2018 - Feb 15, 2019
-3.38%
Jun 2, 2026 - Jun 10, 2026
#8-5.09%
Jan 5, 2016 - Mar 11, 2016
-3.28%
Feb 17, 2021 - Apr 5, 2021
#9-5.02%
Sep 25, 2009 - Dec 7, 2009
-2.84%
Dec 6, 2024 - Jan 23, 2025
#10-4.83%
Dec 7, 2017 - Jun 6, 2018
-2.80%
Nov 24, 2021 - Dec 23, 2021
#11-4.67%
Dec 31, 2020 - Jun 1, 2021
-2.79%
Aug 30, 2024 - Sep 12, 2024
#12-3.38%
May 7, 2012 - Jun 15, 2012
-2.62%
Oct 29, 2025 - Dec 11, 2025
#13-3.20%
Nov 27, 2015 - Dec 28, 2015
-2.50%
May 7, 2021 - Jun 24, 2021
#14-3.04%
Sep 29, 2010 - Feb 10, 2011
-2.34%
Oct 14, 2024 - Nov 6, 2024
#15-2.91%
Apr 15, 2015 - Sep 25, 2015
-2.05%
Dec 11, 2025 - Jan 9, 2026

Correlation

Correlation between PSK and HEGD is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37
-101

Dividend Comparison (2009 - 2026)

PSK vs HEGD dividend yield comparison.

YearPSKHEGD
20263.55%0.00%
20256.82%0.36%
20246.55%0.43%
20236.44%0.39%
20226.55%0.87%
20215.03%0.31%
20205.08%0.00%
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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