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PSK vs ISCV

Comparison between STATE STREET(R) SPDR(R) ICE PREFERRED SECURITIES ETF (PSK, ETF) and ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV, ETF).

5-Year PerformanceISCV has outperformed PSK, delivering a return of +9.5% compared to -1.4%

PSK vs ISCV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PSK
$693M
ISCV
$692M
Expense Ratio
PSK
0.45%
Winner
ISCV
0.06%
Max Drawdown
Winner
PSK
37.44%
ISCV
64.85%
Sharpe Ratio
PSK
-1.04
Winner
ISCV
1.48
5Y Beta
Winner
PSK
0.22
ISCV
0.92
P/E Ratio
PSK
N/A
ISCV
30.14
Forward P/E
PSK
N/A
ISCV
13.10
5Y Dividends CAGR
PSK
-2.22%
Winner
ISCV
9.99%
5Y EPS CAGR
PSK
N/A
ISCV
7.96%
Debt to Equity
PSK
N/A
ISCV
92.25%
P/S Ratio
PSK
N/A
ISCV
1.17
P/B Ratio
PSK
N/A
ISCV
1.95

PSK vs ISCV - Historical Returns

Returns include dividend reinvestment.

1M
PSK
-0.90%
Winner
ISCV
+2.44%
3M
PSK
-2.23%
Winner
ISCV
+8.82%
6M
PSK
-4.87%
Winner
ISCV
+11.25%
1Y
PSK
-3.17%
Winner
ISCV
+24.61%
5Y(CAGR)
PSK
-1.37%
Winner
ISCV
+9.49%
10Y(CAGR)
PSK
+1.72%
Winner
ISCV
+8.91%
Max(CAGR)
PSK
+4.42%
Winner
ISCV
+9.03%

PSK vs ISCV - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearPSKISCV
2026-3.26%+18.09%
2025+0.95%+10.92%
2024+4.75%+9.68%
2023+7.50%+16.86%
2022-18.47%-11.52%
2021+2.35%+31.66%
2020+5.68%+1.05%
2019+16.20%+18.86%
2018-3.55%-17.59%
2017+11.71%+7.48%
2016-0.96%+29.41%
2015+7.35%-8.38%
2014+16.56%+11.06%
2013-5.81%+31.87%
2012+12.71%+16.54%
2011+1.10%-3.89%
2010+13.49%+23.12%
2009+5.69%+36.70%
2008N/A-30.60%
2007N/A-8.58%
2006N/A+17.67%
2005N/A+6.37%
2004N/A+17.35%

PSK vs ISCV Drawdown Comparison

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

The maximum drawdown for ISCV was -63.12%, occurring on Mar 9, 2009. Recovery took 895 trading sessions.

The current PSK drawdown is -7.56%. The current ISCV drawdown is -1.11%.

RankPSKISCV
#1-30.10%
Feb 12, 2020 - Aug 17, 2020
-63.12%
Jun 4, 2007 - Dec 20, 2010
#2-22.22%
Nov 5, 2021 - Oct 19, 2023
-51.55%
Aug 21, 2018 - Jan 7, 2021
#3-13.52%
May 13, 2011 - Jan 27, 2012
-26.79%
Apr 29, 2011 - Mar 13, 2012
#4-12.05%
May 8, 2013 - May 1, 2014
-25.34%
Nov 25, 2024 - Nov 26, 2025
#5-9.56%
Jul 22, 2016 - Apr 10, 2017
-23.40%
Apr 15, 2015 - Aug 8, 2016
#6-9.36%
Mar 17, 2010 - Jul 14, 2010
-22.03%
Nov 5, 2021 - Dec 19, 2023
#7-8.75%
Jul 6, 2018 - Feb 15, 2019
-12.07%
Jun 8, 2021 - Nov 3, 2021
#8-5.09%
Jan 5, 2016 - Mar 11, 2016
-11.53%
Mar 19, 2012 - Sep 6, 2012
#9-5.02%
Sep 25, 2009 - Dec 7, 2009
-11.32%
Jan 23, 2018 - Jul 9, 2018
#10-4.83%
Dec 7, 2017 - Jun 6, 2018
-10.73%
Jul 1, 2014 - Nov 24, 2014
#11-4.67%
Dec 31, 2020 - Jun 1, 2021
-10.37%
May 9, 2006 - Oct 12, 2006
#12-3.38%
May 7, 2012 - Jun 15, 2012
-10.33%
Aug 2, 2005 - Jan 6, 2006
#13-3.20%
Nov 27, 2015 - Dec 28, 2015
-9.91%
Dec 29, 2004 - Jun 14, 2005
#14-3.04%
Sep 29, 2010 - Feb 10, 2011
-9.26%
Feb 10, 2026 - Apr 17, 2026
#15-2.91%
Apr 15, 2015 - Sep 25, 2015
-8.89%
Sep 14, 2012 - Dec 18, 2012

Correlation

Correlation between PSK and ISCV is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2004 - 2026)

PSK vs ISCV dividend yield comparison.

YearPSKISCV
20264.24%0.75%
20256.82%2.04%
20246.55%2.01%
20236.44%2.21%
20226.55%2.12%
20215.03%1.95%
20205.08%2.01%
20195.44%2.36%
20186.47%2.48%
20176.91%1.74%
20165.92%2.49%
20155.35%2.60%
20145.65%2.40%
20137.73%1.81%
20126.29%2.65%
20117.05%2.49%
20106.02%1.80%
20092.10%1.95%
20080.00%3.30%
20070.00%2.58%
20060.00%2.00%
20050.00%2.12%
20040.00%1.09%

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