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PSK vs IXG

Comparison between STATE STREET(R) SPDR(R) ICE PREFERRED SECURITIES ETF (PSK, ETF) and ISHARES GLOBAL FINANCIALS ETF (IXG, ETF).

5-Year PerformanceIXG has outperformed PSK, delivering a return of +14.2% compared to -1.4%

PSK vs IXG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PSK
$693M
IXG
$691M
Expense Ratio
PSK
0.45%
Winner
IXG
0.38%
Max Drawdown
Winner
PSK
37.44%
IXG
79.98%
Sharpe Ratio
PSK
-1.04
Winner
IXG
1.11
5Y Beta
Winner
PSK
0.22
IXG
0.78
P/E Ratio
PSK
N/A
IXG
15.90
Forward P/E
PSK
N/A
IXG
14.86
PEG Ratio
PSK
N/A
IXG
0.43
5Y Dividends CAGR
PSK
-2.22%
Winner
IXG
20.46%
5Y EPS CAGR
PSK
N/A
IXG
12.34%
Debt to Equity
PSK
N/A
IXG
100.96%
P/S Ratio
PSK
N/A
IXG
3.23
P/B Ratio
PSK
N/A
IXG
2.31

PSK vs IXG - Historical Returns

Returns include dividend reinvestment.

1M
PSK
-0.90%
Winner
IXG
+2.43%
3M
PSK
-2.23%
Winner
IXG
+11.34%
6M
PSK
-4.87%
Winner
IXG
+14.18%
1Y
PSK
-3.17%
Winner
IXG
+19.45%
5Y(CAGR)
PSK
-1.37%
Winner
IXG
+14.20%
10Y(CAGR)
PSK
+1.72%
Winner
IXG
+13.01%
Max(CAGR)
PSK
+4.42%
Winner
IXG
+6.45%

PSK vs IXG - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearPSKIXG
2026-3.26%+11.77%
2025+0.95%+29.11%
2024+4.75%+26.01%
2023+7.50%+14.46%
2022-18.47%-9.85%
2021+2.35%+26.24%
2020+5.68%-4.14%
2019+16.20%+24.34%
2018-3.55%-16.61%
2017+11.71%+22.14%
2016-0.96%+14.49%
2015+7.35%-3.56%
2014+16.56%+3.80%
2013-5.81%+23.48%
2012+12.71%+27.53%
2011+1.10%-21.35%
2010+13.49%+1.42%
2009+5.69%+30.94%
2008N/A-53.36%
2007N/A-8.55%
2006N/A+23.04%
2005N/A+11.86%
2004N/A+16.01%
2003N/A+34.91%
2002N/A-16.87%
2001N/A-0.05%

PSK vs IXG Drawdown Comparison

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

The maximum drawdown for IXG was -78.41%, occurring on Mar 9, 2009. Recovery took 2667 trading sessions.

The current PSK drawdown is -7.56%. The current IXG drawdown is -0.69%.

RankPSKIXG
#1-30.10%
Feb 12, 2020 - Aug 17, 2020
-78.41%
Jun 4, 2007 - Jan 4, 2018
#2-22.22%
Nov 5, 2021 - Oct 19, 2023
-43.47%
Jan 26, 2018 - Feb 16, 2021
#3-13.52%
May 13, 2011 - Jan 27, 2012
-33.08%
Apr 19, 2002 - Oct 6, 2003
#4-12.05%
May 8, 2013 - May 1, 2014
-27.16%
Feb 9, 2022 - Feb 15, 2024
#5-9.56%
Jul 22, 2016 - Apr 10, 2017
-13.54%
Feb 18, 2025 - May 8, 2025
#6-9.36%
Mar 17, 2010 - Jul 14, 2010
-13.48%
May 9, 2006 - Oct 3, 2006
#7-8.75%
Jul 6, 2018 - Feb 15, 2019
-11.75%
Feb 17, 2004 - Nov 3, 2004
#8-5.09%
Jan 5, 2016 - Mar 11, 2016
-11.33%
Feb 9, 2026 - Jun 12, 2026
#9-5.02%
Sep 25, 2009 - Dec 7, 2009
-9.59%
Jan 4, 2002 - Mar 8, 2002
#10-4.83%
Dec 7, 2017 - Jun 6, 2018
-9.00%
Jun 4, 2021 - Oct 15, 2021
#11-4.67%
Dec 31, 2020 - Jun 1, 2021
-8.30%
Feb 20, 2007 - Apr 17, 2007
#12-3.38%
May 7, 2012 - Jun 15, 2012
-8.02%
Nov 3, 2021 - Jan 4, 2022
#13-3.20%
Nov 27, 2015 - Dec 28, 2015
-7.74%
Mar 8, 2005 - Aug 3, 2005
#14-3.04%
Sep 29, 2010 - Feb 10, 2011
-7.33%
Jul 31, 2024 - Aug 19, 2024
#15-2.91%
Apr 15, 2015 - Sep 25, 2015
-6.13%
Jan 13, 2022 - Feb 9, 2022

Correlation

Correlation between PSK and IXG is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (2001 - 2026)

PSK vs IXG dividend yield comparison.

YearPSKIXG
20264.24%1.31%
20256.82%2.04%
20246.55%2.64%
20236.44%2.62%
20226.55%3.71%
20215.03%1.69%
20205.08%2.13%
20195.44%2.87%
20186.47%3.14%
20176.91%2.12%
20165.92%2.21%
20155.35%2.79%
20145.65%2.38%
20137.73%2.14%
20126.29%2.48%
20117.05%3.38%
20106.02%2.11%
20092.10%1.83%
20080.00%5.73%
20070.00%3.48%
20060.00%1.34%
20050.00%1.63%
20040.00%1.34%
20030.00%2.25%
20020.00%1.33%
20010.00%0.08%

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