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PSK vs XMLV

Comparison between STATE STREET(R) SPDR(R) ICE PREFERRED SECURITIES ETF (PSK, ETF) and INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV, ETF).

5-Year PerformanceXMLV has outperformed PSK, delivering a return of +6.7% compared to -0.9%

PSK vs XMLV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PSK
$718M
XMLV
$716M
Expense Ratio
PSK
0.45%
Winner
XMLV
0.25%
Max Drawdown
Winner
PSK
36.08%
XMLV
40.50%
Sharpe Ratio
PSK
0.23
Winner
XMLV
0.53
5Y Beta
Winner
PSK
0.21
XMLV
0.48
P/E Ratio
PSK
N/A
XMLV
16.86
Forward P/E
PSK
N/A
XMLV
15.34
PEG Ratio
PSK
N/A
XMLV
0.15
5Y Dividends CAGR
PSK
-0.64%
Winner
XMLV
17.24%
5Y EPS CAGR
PSK
N/A
XMLV
12.27%
Debt to Equity
PSK
N/A
XMLV
64.76%

PSK vs XMLV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PSK
+0.08%
XMLV
-0.36%
3M
PSK
-0.06%
Winner
XMLV
+2.03%
6M
PSK
-0.43%
Winner
XMLV
+3.69%
1Y
PSK
+4.71%
Winner
XMLV
+8.69%
5Y(CAGR)
PSK
-0.87%
Winner
XMLV
+6.67%
10Y(CAGR)
PSK
+2.15%
Winner
XMLV
+7.87%
Max(CAGR)
PSK
+4.62%
Winner
XMLV
+9.59%

PSK vs XMLV - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearPSKXMLV
2026-0.80%+4.71%
2025+0.95%+5.88%
2024+4.75%+16.72%
2023+7.50%+1.70%
2022-18.47%-6.04%
2021+2.35%+24.82%
2020+5.68%-7.56%
2019+16.20%+25.81%
2018-3.55%-0.21%
2017+11.71%+13.66%
2016-0.96%+23.26%
2015+7.35%+5.16%
2014+16.56%+19.64%
2013-5.81%+14.56%
2012+12.71%N/A
2011+1.10%N/A
2010+13.49%N/A
2009+5.69%N/A

PSK vs XMLV Drawdown Comparison

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

The maximum drawdown for XMLV was -39.83%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.

The current PSK drawdown is -5.21%. The current XMLV drawdown is -2.83%.

RankPSKXMLV
#1-30.10%
Feb 12, 2020 - Aug 17, 2020
-39.83%
Feb 18, 2020 - Apr 15, 2021
#2-22.22%
Nov 5, 2021 - Oct 19, 2023
-16.54%
Dec 29, 2021 - Mar 27, 2024
#3-13.52%
May 13, 2011 - Jan 27, 2012
-13.81%
Nov 25, 2024 - Aug 22, 2025
#4-12.05%
May 8, 2013 - May 1, 2014
-13.26%
Sep 14, 2018 - Feb 15, 2019
#5-9.56%
Jul 22, 2016 - Apr 10, 2017
-9.62%
Aug 17, 2015 - Nov 23, 2015
#6-9.36%
Mar 17, 2010 - Jul 14, 2010
-9.26%
Dec 1, 2015 - Mar 3, 2016
#7-8.75%
Jul 6, 2018 - Feb 15, 2019
-8.93%
May 21, 2013 - Jul 18, 2013
#8-5.09%
Jan 5, 2016 - Mar 11, 2016
-8.47%
Jul 23, 2013 - Oct 18, 2013
#9-5.02%
Sep 25, 2009 - Dec 7, 2009
-7.97%
Jan 26, 2018 - May 10, 2018
#10-4.83%
Dec 7, 2017 - Jun 6, 2018
-7.03%
Mar 2, 2026 - Mar 20, 2026
#11-4.67%
Dec 31, 2020 - Jun 1, 2021
-6.72%
Jul 1, 2014 - Oct 28, 2014
#12-3.38%
May 7, 2012 - Jun 15, 2012
-6.13%
Sep 7, 2016 - Nov 28, 2016
#13-3.20%
Nov 27, 2015 - Dec 28, 2015
-5.57%
Nov 15, 2021 - Dec 27, 2021
#14-3.04%
Sep 29, 2010 - Feb 10, 2011
-5.56%
Sep 2, 2021 - Nov 1, 2021
#15-2.91%
Apr 15, 2015 - Sep 25, 2015
-5.37%
Mar 28, 2024 - May 9, 2024

Correlation

Correlation between PSK and XMLV is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2009 - 2026)

PSK vs XMLV dividend yield comparison.

YearPSKXMLV
20262.92%0.87%
20256.82%2.87%
20246.55%2.23%
20236.44%2.34%
20226.55%2.05%
20215.03%1.14%
20205.08%1.93%
20195.44%2.02%
20186.47%2.13%
20176.91%1.74%
20165.92%1.72%
20155.35%1.85%
20145.65%2.00%
20137.73%1.63%
20126.29%0.00%
20117.05%0.00%
20106.02%0.00%
20092.10%0.00%

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