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SMDV vs PSK

Comparison between PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF (SMDV, ETF) and STATE STREET(R) SPDR(R) ICE PREFERRED SECURITIES ETF (PSK, ETF).

5-Year PerformanceSMDV has outperformed PSK, delivering a return of +6.7% compared to -1.4%

SMDV vs PSK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SMDV
$694M
PSK
$693M
Expense Ratio
Winner
SMDV
0.40%
PSK
0.45%
Max Drawdown
Winner
SMDV
34.45%
PSK
37.44%
Sharpe Ratio
Winner
SMDV
0.98
PSK
-1.04
5Y Beta
SMDV
0.64
Winner
PSK
0.22
P/E Ratio
SMDV
26.66
PSK
N/A
Forward P/E
SMDV
15.81
PSK
N/A
5Y Dividends CAGR
Winner
SMDV
7.93%
PSK
-2.22%
5Y EPS CAGR
SMDV
8.40%
PSK
N/A
Debt to Equity
SMDV
70.12%
PSK
N/A
P/S Ratio
SMDV
1.55
PSK
N/A
P/B Ratio
SMDV
1.77
PSK
N/A

SMDV vs PSK - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SMDV
-0.66%
PSK
-0.90%
3M
Winner
SMDV
+7.68%
PSK
-2.23%
6M
Winner
SMDV
+7.81%
PSK
-4.87%
1Y
Winner
SMDV
+15.73%
PSK
-3.17%
5Y(CAGR)
Winner
SMDV
+6.74%
PSK
-1.37%
10Y(CAGR)
Winner
SMDV
+7.41%
PSK
+1.72%
Max(CAGR)
Winner
SMDV
+8.25%
PSK
+4.42%

SMDV vs PSK - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearSMDVPSK
2026+17.81%-3.26%
2025+1.71%+0.95%
2024+7.13%+4.75%
2023+8.64%+7.50%
2022-6.23%-18.47%
2021+20.72%+2.35%
2020-4.26%+5.68%
2019+18.00%+16.20%
2018-0.91%-3.55%
2017+5.11%+11.71%
2016+38.82%-0.96%
2015+2.43%+7.35%
2014N/A+16.56%
2013N/A-5.81%
2012N/A+12.71%
2011N/A+1.10%
2010N/A+13.49%
2009N/A+5.69%

SMDV vs PSK Drawdown Comparison

The maximum drawdown for SMDV was -34.12%, occurring on Mar 23, 2020. Recovery took 251 trading sessions.

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

The current SMDV drawdown is -2.43%. The current PSK drawdown is -7.56%.

RankSMDVPSK
#1-34.12%
Jan 16, 2020 - Jan 14, 2021
-30.10%
Feb 12, 2020 - Aug 17, 2020
#2-21.23%
Nov 25, 2024 - Feb 6, 2026
-22.22%
Nov 5, 2021 - Oct 19, 2023
#3-18.49%
Feb 3, 2023 - Dec 19, 2023
-13.52%
May 13, 2011 - Jan 27, 2012
#4-16.64%
Jan 4, 2022 - Feb 2, 2023
-12.05%
May 8, 2013 - May 1, 2014
#5-13.52%
Sep 21, 2018 - Feb 19, 2019
-9.56%
Jul 22, 2016 - Apr 10, 2017
#6-11.18%
Mar 12, 2021 - Nov 5, 2021
-9.36%
Mar 17, 2010 - Jul 14, 2010
#7-10.59%
Nov 29, 2017 - Jun 15, 2018
-8.75%
Jul 6, 2018 - Feb 15, 2019
#8-9.96%
Dec 26, 2023 - Jul 15, 2024
-5.09%
Jan 5, 2016 - Mar 11, 2016
#9-9.79%
Feb 13, 2026 - Jun 9, 2026
-5.02%
Sep 25, 2009 - Dec 7, 2009
#10-8.76%
Nov 27, 2015 - Mar 3, 2016
-4.83%
Dec 7, 2017 - Jun 6, 2018
#11-8.60%
Jun 23, 2015 - Oct 28, 2015
-4.67%
Dec 31, 2020 - Jun 1, 2021
#12-8.59%
Jul 26, 2024 - Nov 6, 2024
-3.38%
May 7, 2012 - Jun 15, 2012
#13-7.65%
Nov 11, 2021 - Jan 4, 2022
-3.20%
Nov 27, 2015 - Dec 28, 2015
#14-6.58%
Jul 30, 2019 - Sep 11, 2019
-3.04%
Sep 29, 2010 - Feb 10, 2011
#15-5.84%
Apr 26, 2017 - Jun 13, 2017
-2.91%
Apr 15, 2015 - Sep 25, 2015

Correlation

Correlation between SMDV and PSK is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (2009 - 2026)

SMDV vs PSK dividend yield comparison.

YearSMDVPSK
20261.00%4.24%
20252.67%6.82%
20242.68%6.55%
20232.69%6.44%
20222.51%6.55%
20212.02%5.03%
20202.13%5.08%
20192.03%5.44%
20181.97%6.47%
20171.84%6.91%
20161.35%5.92%
20151.81%5.35%
20140.00%5.65%
20130.00%7.73%
20120.00%6.29%
20110.00%7.05%
20100.00%6.02%
20090.00%2.10%

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