VLU vs PSQ

Comparison between STATE STREET(R) SPDR(R) S&P(R) 1500 VALUE TILT ETF (VLU, ETF) and ProShares Short QQQ -1x Shares (PSQ, ETF).

5-Year PerformanceVLU has outperformed PSQ, delivering a return of +13.2% compared to -12.2%

VLU vs PSQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VLU(ETF)	PSQ(ETF)
Net Assets	$760M	$759M
Expense Ratio	0.12%	0.95%
Max Drawdown	37.91%	98.65%
Sharpe Ratio	1.97	-1.16
5Y Beta	0.78	-1.25
P/E Ratio	19.67	N/A
Forward P/E	15.39	N/A
5Y Dividends CAGR	9.17%	N/A
5Y EPS CAGR	14.77%	N/A
Debt to Equity	23.33%	N/A
P/S Ratio	1.42	N/A
P/B Ratio	2.74	N/A

Net Assets

Winner

VLU

$760M

PSQ

$759M

Expense Ratio

Winner

VLU

0.12%

PSQ

0.95%

Max Drawdown

Winner

VLU

37.91%

PSQ

98.65%

Sharpe Ratio

Winner

VLU

1.97

PSQ

-1.16

5Y Beta

VLU

0.78

Winner

PSQ

-1.25

P/E Ratio

VLU

19.67

PSQ

N/A

Forward P/E

VLU

15.39

PSQ

N/A

5Y Dividends CAGR

VLU

9.17%

PSQ

N/A

5Y EPS CAGR

VLU

14.77%

PSQ

N/A

Debt to Equity

VLU

23.33%

PSQ

N/A

P/S Ratio

VLU

1.42

PSQ

N/A

P/B Ratio

VLU

2.74

PSQ

N/A

VLU vs PSQ - Historical Returns

Returns include dividend reinvestment.

Period	VLU	PSQ
1 month	+2.64%	-0.46%
3 months	+6.49%	+0.15%
6 months	+11.12%	-14.33%
1 year	+27.90%	-19.07%
5 years(CAGR)	+13.21%	-12.20%
10 years(CAGR)	+14.13%	-18.32%
Max(CAGR)	+13.93%	-16.48%

Winner

VLU

+2.64%

PSQ

-0.46%

Winner

VLU

+6.49%

PSQ

+0.15%

Winner

VLU

+11.12%

PSQ

-14.33%

Winner

VLU

+27.90%

PSQ

-19.07%

5Y(CAGR)

Winner

VLU

+13.21%

PSQ

-12.20%

10Y(CAGR)

Winner

VLU

+14.13%

PSQ

-18.32%

Max(CAGR)

Winner

VLU

+13.93%

PSQ

-16.48%

VLU vs PSQ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	VLU	PSQ
2026	+17.96%	-13.23%
2025	+16.93%	-15.73%
2024	+17.18%	-16.96%
2023	+17.26%	-32.52%
2022	-9.01%	+37.79%
2021	+32.52%	-25.87%
2020	+9.22%	-40.28%
2019	+25.72%	-27.28%
2018	-7.87%	-0.56%
2017	+16.99%	-24.11%
2016	+18.60%	-11.26%
2015	-0.88%	-12.46%
2014	+14.49%	-19.05%
2013	+34.60%	-26.35%
2012	+2.14%	-16.66%
2011	N/A	-8.36%
2010	N/A	-19.47%
2009	N/A	-37.79%
2008	N/A	+43.91%
2007	N/A	-11.62%
2006	N/A	-6.89%

VLU vs PSQ Drawdown Comparison

The maximum drawdown for VLU was -37.36%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.

The maximum drawdown for PSQ was -98.26%, occurring on Jun 2, 2026. This drawdown has not yet recovered.

The current VLU drawdown is -1.04%. The current PSQ drawdown is -98.18%.

Rank	VLU	PSQ
#1	-37.36% Feb 12, 2020 - Nov 16, 2020	-98.26% Nov 20, 2008 - Jun 2, 2026
#2	-20.21% Sep 24, 2018 - Oct 25, 2019	-29.52% Jul 21, 2006 - Oct 2, 2008
#3	-19.56% Jan 11, 2022 - Jul 28, 2023	-16.58% Oct 27, 2008 - Nov 19, 2008
#4	-16.23% Feb 19, 2025 - Jul 1, 2025	-11.83% Oct 10, 2008 - Oct 15, 2008
#5	-15.95% May 19, 2015 - Jul 25, 2016	-8.47% Oct 15, 2008 - Oct 24, 2008
#6	-10.57% Jan 26, 2018 - Aug 21, 2018	-3.56% Jun 27, 2006 - Jul 10, 2006
#7	-10.55% Jul 31, 2023 - Dec 11, 2023	-1.64% Jul 14, 2006 - Jul 20, 2006
#8	-7.43% Sep 4, 2014 - Nov 5, 2014	-0.81% Jul 10, 2006 - Jul 12, 2006
#9	-6.63% Jan 15, 2014 - Feb 24, 2014	-0.32% Oct 7, 2008 - Oct 9, 2008
#10	-6.34% Feb 11, 2026 - Apr 14, 2026	-0.01% Jun 22, 2006 - Jun 27, 2006
#11	-6.21% Nov 29, 2024 - Feb 19, 2025	N/A
#12	-5.99% Jul 17, 2024 - Aug 23, 2024	N/A
#13	-5.76% Nov 8, 2021 - Dec 27, 2021	N/A
#14	-5.32% Oct 31, 2012 - Dec 11, 2012	N/A
#15	-5.16% May 31, 2013 - Jul 9, 2013	N/A

Correlation

Correlation between VLU and PSQ is -0.81 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.81

-101

Dividend Comparison (2006 - 2026)

VLU vs PSQ dividend yield comparison.

Year	VLU	PSQ
2026	0.78%	1.48%
2025	1.82%	4.97%
2024	2.00%	7.15%
2023	2.02%	6.01%
2022	2.16%	0.35%
2021	1.86%	0.00%
2020	1.98%	0.31%
2019	2.19%	1.75%
2018	2.57%	0.95%
2017	1.96%	0.02%
2016	2.14%	0.00%
2015	6.37%	0.00%
2014	5.42%	0.00%
2013	3.41%	0.00%
2012	0.55%	0.00%
2008	0.00%	6.68%
2007	0.00%	4.89%
2006	0.00%	1.56%