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PSK vs LEMB

Comparison between STATE STREET(R) SPDR(R) ICE PREFERRED SECURITIES ETF (PSK, ETF) and ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF (LEMB, ETF).

5-Year PerformanceLEMB has outperformed PSK, delivering a return of +0.4% compared to -1.0%

PSK vs LEMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PSK
$725M
Winner
LEMB
$727M
Expense Ratio
PSK
0.45%
Winner
LEMB
0.30%
Max Drawdown
Winner
PSK
36.08%
LEMB
41.45%
Sharpe Ratio
PSK
-0.04
Winner
LEMB
0.70
5Y Beta
PSK
0.22
Winner
LEMB
0.15
5Y Dividends CAGR
Winner
PSK
-0.64%
LEMB
-12.03%

PSK vs LEMB - Historical Returns

Returns include dividend reinvestment.

1M
PSK
-1.95%
Winner
LEMB
+0.02%
3M
PSK
-2.85%
Winner
LEMB
-0.05%
6M
PSK
-0.68%
Winner
LEMB
+1.63%
1Y
PSK
+3.24%
Winner
LEMB
+8.35%
5Y(CAGR)
PSK
-0.95%
Winner
LEMB
+0.42%
10Y(CAGR)
Winner
PSK
+2.06%
LEMB
+1.24%
Max(CAGR)
Winner
PSK
+4.57%
LEMB
+0.38%

PSK vs LEMB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearPSKLEMB
2026-1.76%+0.24%
2025+0.95%+17.92%
2024+4.75%-1.21%
2023+7.50%+7.40%
2022-18.47%-10.56%
2021+2.35%-10.11%
2020+5.68%+2.84%
2019+16.20%+6.12%
2018-3.55%-8.37%
2017+11.71%+13.07%
2016-0.96%+7.66%
2015+7.35%-11.28%
2014+16.56%-2.17%
2013-5.81%-6.86%
2012+12.71%+10.99%
2011+1.10%-2.15%
2010+13.49%N/A
2009+5.69%N/A

PSK vs LEMB Drawdown Comparison

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

The maximum drawdown for LEMB was -30.82%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current PSK drawdown is -6.13%. The current LEMB drawdown is -5.67%.

RankPSKLEMB
#1-30.10%
Feb 12, 2020 - Aug 17, 2020
-30.82%
May 8, 2013 - Oct 20, 2022
#2-22.22%
Nov 5, 2021 - Oct 19, 2023
-7.80%
Mar 22, 2012 - Aug 3, 2012
#3-13.52%
May 13, 2011 - Jan 27, 2012
-5.18%
Oct 28, 2011 - Jan 24, 2012
#4-12.05%
May 8, 2013 - May 1, 2014
-2.40%
Oct 20, 2011 - Oct 28, 2011
#5-9.56%
Jul 22, 2016 - Apr 10, 2017
-2.18%
Feb 9, 2012 - Mar 22, 2012
#6-9.36%
Mar 17, 2010 - Jul 14, 2010
-1.88%
Aug 3, 2012 - Sep 7, 2012
#7-8.75%
Jul 6, 2018 - Feb 15, 2019
-1.79%
Feb 19, 2013 - Apr 24, 2013
#8-5.09%
Jan 5, 2016 - Mar 11, 2016
-1.25%
Oct 17, 2012 - Nov 29, 2012
#9-5.02%
Sep 25, 2009 - Dec 7, 2009
-1.15%
Jan 17, 2013 - Feb 5, 2013
#10-4.83%
Dec 7, 2017 - Jun 6, 2018
-1.07%
Oct 4, 2012 - Oct 16, 2012
#11-4.67%
Dec 31, 2020 - Jun 1, 2021
-1.06%
Sep 14, 2012 - Oct 4, 2012
#12-3.38%
May 7, 2012 - Jun 15, 2012
-0.65%
Jan 2, 2013 - Jan 10, 2013
#13-3.20%
Nov 27, 2015 - Dec 28, 2015
-0.58%
Nov 29, 2012 - Dec 4, 2012
#14-3.04%
Sep 29, 2010 - Feb 10, 2011
-0.56%
Sep 7, 2012 - Sep 13, 2012
#15-2.91%
Apr 15, 2015 - Sep 25, 2015
-0.46%
Dec 20, 2012 - Dec 27, 2012

Correlation

Correlation between PSK and LEMB is -0.23 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.23
-101

Dividend Comparison (2009 - 2026)

PSK vs LEMB dividend yield comparison.

YearPSKLEMB
20262.94%0.00%
20256.82%2.44%
20246.55%0.00%
20236.44%1.34%
20226.55%0.86%
20215.03%3.89%
20205.08%0.00%
20195.44%4.39%
20186.47%3.46%
20176.91%0.00%
20165.92%0.00%
20155.35%0.64%
20145.65%2.85%
20137.73%2.99%
20126.29%3.44%
20117.05%0.78%
20106.02%0.00%
20092.10%0.00%

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