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XMLV vs PSK

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

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

XMLV vs PSK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

XMLV vs PSK - Historical Returns

Returns include dividend reinvestment.

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

XMLV vs PSK - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

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

XMLV vs PSK Drawdown Comparison

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

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

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

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

Correlation

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

0.88
-101

Dividend Comparison (2009 - 2026)

XMLV vs PSK dividend yield comparison.

YearXMLVPSK
20260.87%2.92%
20252.87%6.82%
20242.23%6.55%
20232.34%6.44%
20222.05%6.55%
20211.14%5.03%
20201.93%5.08%
20192.02%5.44%
20182.13%6.47%
20171.74%6.91%
20161.72%5.92%
20151.85%5.35%
20142.00%5.65%
20131.63%7.73%
20120.00%6.29%
20110.00%7.05%
20100.00%6.02%
20090.00%2.10%

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