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PSK vs LTPZ

Comparison between STATE STREET(R) SPDR(R) ICE PREFERRED SECURITIES ETF (PSK, ETF) and PIMCO 15+ YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (LTPZ, ETF).

5-Year PerformancePSK has outperformed LTPZ, delivering a return of -1.0% compared to -6.6%

PSK vs LTPZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PSK
$708M
Winner
LTPZ
$708M
Expense Ratio
PSK
0.45%
Winner
LTPZ
0.20%
Max Drawdown
Winner
PSK
36.08%
LTPZ
47.96%
Sharpe Ratio
PSK
-0.34
Winner
LTPZ
-0.27
5Y Beta
PSK
0.21
Winner
LTPZ
0.14
5Y Dividends CAGR
PSK
-0.64%
Winner
LTPZ
7.73%

PSK vs LTPZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PSK
+0.23%
LTPZ
-2.46%
3M
Winner
PSK
-1.58%
LTPZ
-2.18%
6M
Winner
PSK
-2.71%
LTPZ
-2.84%
1Y
Winner
PSK
+1.82%
LTPZ
-0.07%
5Y(CAGR)
Winner
PSK
-1.02%
LTPZ
-6.61%
10Y(CAGR)
Winner
PSK
+1.91%
LTPZ
+0.04%
Max(CAGR)
Winner
PSK
+4.54%
LTPZ
+2.82%

PSK vs LTPZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearPSKLTPZ
2026-1.76%-2.11%
2025+0.95%+4.01%
2024+4.75%-4.68%
2023+7.50%-0.38%
2022-18.47%-30.10%
2021+2.35%+6.50%
2020+5.68%+22.87%
2019+16.20%+16.97%
2018-3.55%-6.49%
2017+11.71%+8.23%
2016-0.96%+8.48%
2015+7.35%-10.16%
2014+16.56%+18.77%
2013-5.81%-18.74%
2012+12.71%+11.89%
2011+1.10%+25.70%
2010+13.49%+8.56%
2009+5.69%+3.24%

PSK vs LTPZ Drawdown Comparison

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

The maximum drawdown for LTPZ was -40.96%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current PSK drawdown is -6.13%. The current LTPZ drawdown is -34.54%.

RankPSKLTPZ
#1-30.10%
Feb 12, 2020 - Aug 17, 2020
-40.96%
Nov 9, 2021 - Oct 19, 2023
#2-22.22%
Nov 5, 2021 - Oct 19, 2023
-22.67%
Dec 10, 2012 - Jul 5, 2016
#3-13.52%
May 13, 2011 - Jan 27, 2012
-22.60%
Mar 6, 2020 - Apr 15, 2020
#4-12.05%
May 8, 2013 - May 1, 2014
-13.15%
Sep 7, 2016 - May 29, 2019
#5-9.56%
Jul 22, 2016 - Apr 10, 2017
-12.85%
Nov 2, 2010 - Jul 11, 2011
#6-9.36%
Mar 17, 2010 - Jul 14, 2010
-11.65%
Jan 4, 2021 - Jul 15, 2021
#7-8.75%
Jul 6, 2018 - Feb 15, 2019
-7.24%
Aug 29, 2019 - Jan 27, 2020
#8-5.09%
Jan 5, 2016 - Mar 11, 2016
-7.05%
Apr 28, 2020 - Jul 20, 2020
#9-5.02%
Sep 25, 2009 - Dec 7, 2009
-5.98%
Aug 10, 2011 - Nov 1, 2011
#10-4.83%
Dec 7, 2017 - Jun 6, 2018
-5.85%
Nov 30, 2009 - May 4, 2010
#11-4.67%
Dec 31, 2020 - Jun 1, 2021
-5.67%
Jul 24, 2012 - Oct 4, 2012
#12-3.38%
May 7, 2012 - Jun 15, 2012
-4.63%
Aug 4, 2020 - Dec 31, 2020
#13-3.20%
Nov 27, 2015 - Dec 28, 2015
-4.50%
Jan 31, 2012 - Apr 26, 2012
#14-3.04%
Sep 29, 2010 - Feb 10, 2011
-4.23%
Oct 27, 2021 - Nov 8, 2021
#15-2.91%
Apr 15, 2015 - Sep 25, 2015
-3.71%
Sep 14, 2021 - Oct 26, 2021

Correlation

Correlation between PSK and LTPZ is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (2009 - 2026)

PSK vs LTPZ dividend yield comparison.

YearPSKLTPZ
20263.55%3.86%
20256.82%4.64%
20246.55%3.71%
20236.44%3.71%
20226.55%8.38%
20215.03%3.56%
20205.08%1.42%
20195.44%1.74%
20186.47%3.05%
20176.91%2.25%
20165.92%2.32%
20155.35%0.71%
20145.65%1.77%
20137.73%1.28%
20126.29%1.58%
20117.05%3.62%
20106.02%2.51%
20092.10%0.80%

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