PSP vs GOVZ

Comparison between INVESCO GLOBAL LISTED PRIVATE EQUITY ETF (PSP, ETF) and ISHARES 25+ YEAR TREASURY STRIPS BOND ETF (GOVZ, ETF).

5-Year PerformancePSP has outperformed GOVZ, delivering a return of +0.3% compared to -11.6%

PSP vs GOVZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSP(ETF)	GOVZ(ETF)
Net Assets	$268M	$267M
Expense Ratio	1.80%	0.10%
Max Drawdown	87.08%	66.13%
Sharpe Ratio	-0.48	0.02
5Y Beta	1.08	0.10
5Y Dividends CAGR	2.67%	17.73%

Net Assets

Winner

PSP

$268M

GOVZ

$267M

Expense Ratio

PSP

1.80%

Winner

GOVZ

0.10%

Max Drawdown

PSP

87.08%

Winner

GOVZ

66.13%

Sharpe Ratio

PSP

-0.48

Winner

GOVZ

0.02

5Y Beta

PSP

1.08

Winner

GOVZ

0.10

5Y Dividends CAGR

PSP

2.67%

Winner

GOVZ

17.73%

PSP vs GOVZ - Historical Returns

Returns include dividend reinvestment.

Period	PSP	GOVZ
1 month	-0.85%	+4.92%
3 months	+5.81%	-0.75%
6 months	-10.40%	-0.34%
1 year	-6.10%	+4.05%
5 years(CAGR)	+0.30%	-11.60%
10 years(CAGR)	+8.23%	N/A
Max(CAGR)	+2.33%	-13.41%

PSP

-0.85%

Winner

GOVZ

+4.92%

Winner

PSP

+5.81%

GOVZ

-0.75%

PSP

-10.40%

Winner

GOVZ

-0.34%

PSP

-6.10%

Winner

GOVZ

+4.05%

5Y(CAGR)

Winner

PSP

+0.30%

GOVZ

-11.60%

10Y(CAGR)

PSP

+8.23%

GOVZ

N/A

Max(CAGR)

Winner

PSP

+2.33%

GOVZ

-13.41%

PSP vs GOVZ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PSP	GOVZ
2026	-12.24%	+0.06%
2025	+6.33%	-2.00%
2024	+20.15%	-15.35%
2023	+35.90%	-1.66%
2022	-37.50%	-38.84%
2021	+27.83%	-4.48%
2020	+12.18%	-5.61%
2019	+35.73%	N/A
2018	-16.25%	N/A
2017	+23.68%	N/A
2016	+11.39%	N/A
2015	+1.60%	N/A
2014	-3.36%	N/A
2013	+35.89%	N/A
2012	+26.61%	N/A
2011	-21.99%	N/A
2010	+21.56%	N/A
2009	+25.88%	N/A
2008	-64.32%	N/A
2007	-14.55%	N/A
2006	+7.00%	N/A

PSP vs GOVZ Drawdown Comparison

The maximum drawdown for PSP was -85.44%, occurring on Mar 9, 2009. Recovery took 3392 trading sessions.

The maximum drawdown for GOVZ was -59.65%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current PSP drawdown is -15.76%. The current GOVZ drawdown is -56.14%.

Rank	PSP	GOVZ
#1	-85.44% Jun 4, 2007 - Nov 19, 2020	-59.65% Sep 24, 2020 - Oct 19, 2023
#2	-47.15% Nov 5, 2021 - Nov 8, 2024	N/A
#3	-22.95% Jan 23, 2025 - Jul 9, 2025	N/A
#4	-22.39% Jul 23, 2025 - Mar 27, 2026	N/A
#5	-7.83% Feb 22, 2007 - Apr 16, 2007	N/A
#6	-7.51% Sep 2, 2021 - Oct 21, 2021	N/A
#7	-7.30% Nov 29, 2024 - Jan 23, 2025	N/A
#8	-4.87% Apr 29, 2021 - May 27, 2021	N/A
#9	-4.39% Feb 16, 2021 - Mar 16, 2021	N/A
#10	-4.31% Aug 13, 2021 - Sep 2, 2021	N/A
#11	-3.95% Jul 12, 2021 - Jul 22, 2021	N/A
#12	-3.63% Nov 11, 2024 - Nov 22, 2024	N/A
#13	-3.47% Jun 14, 2021 - Jul 12, 2021	N/A
#14	-3.28% Mar 17, 2021 - Apr 1, 2021	N/A
#15	-2.74% Jan 21, 2021 - Feb 2, 2021	N/A

Correlation

Correlation between PSP and GOVZ is -0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.24

-101

Dividend Comparison (2006 - 2026)

PSP vs GOVZ dividend yield comparison.

Year	PSP	GOVZ
2026	0.26%	2.17%
2025	5.87%	5.00%
2024	8.62%	4.68%
2023	3.96%	3.83%
2022	2.88%	3.69%
2021	10.34%	1.76%
2020	4.66%	0.39%
2019	5.87%	0.00%
2018	6.81%	0.00%
2017	10.18%	0.00%
2016	4.12%	0.00%
2015	6.23%	0.00%
2014	4.94%	0.00%
2013	13.48%	0.00%
2012	2.88%	0.00%
2011	7.87%	0.00%
2010	5.05%	0.00%
2009	3.36%	0.00%
2008	15.19%	0.00%
2007	4.28%	0.00%
2006	1.00%	0.00%