PSK vs. AGG
Compare and contrast key facts about SPDR ICE Preferred Securities ETF (PSK) and iShares Core U.S. Aggregate Bond ETF (AGG).
PSK and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSK is a passively managed fund by State Street that tracks the performance of the PSK-US - ICE Exchange-Listed Fixed& Adjustable Rate Preferred Securities Index. It was launched on Sep 16, 2009. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003. Both PSK and AGG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSK or AGG.
Correlation
The correlation between PSK and AGG is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
PSK vs. AGG - Performance Comparison
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Key characteristics
PSK:
-0.03
AGG:
0.84
PSK:
0.13
AGG:
1.37
PSK:
1.02
AGG:
1.16
PSK:
0.04
AGG:
0.41
PSK:
0.10
AGG:
2.38
PSK:
4.34%
AGG:
2.13%
PSK:
9.20%
AGG:
5.37%
PSK:
-30.10%
AGG:
-18.43%
PSK:
-9.68%
AGG:
-7.03%
Returns By Period
In the year-to-date period, PSK achieves a -1.93% return, which is significantly lower than AGG's 2.09% return. Over the past 10 years, PSK has outperformed AGG with an annualized return of 2.61%, while AGG has yielded a comparatively lower 1.51% annualized return.
PSK
-1.93%
1.24%
-5.17%
-0.23%
0.54%
2.61%
AGG
2.09%
0.11%
1.95%
4.82%
-0.88%
1.51%
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PSK vs. AGG - Expense Ratio Comparison
PSK has a 0.45% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
PSK vs. AGG — Risk-Adjusted Performance Rank
PSK
AGG
PSK vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR ICE Preferred Securities ETF (PSK) and iShares Core U.S. Aggregate Bond ETF (AGG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
PSK vs. AGG - Dividend Comparison
PSK's dividend yield for the trailing twelve months is around 6.82%, more than AGG's 3.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSK SPDR ICE Preferred Securities ETF | 6.82% | 6.55% | 6.44% | 6.55% | 5.03% | 5.08% | 5.44% | 6.47% | 6.91% | 5.92% | 5.35% | 5.65% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.83% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
PSK vs. AGG - Drawdown Comparison
The maximum PSK drawdown since its inception was -30.10%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for PSK and AGG. For additional features, visit the drawdowns tool.
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Volatility
PSK vs. AGG - Volatility Comparison
SPDR ICE Preferred Securities ETF (PSK) has a higher volatility of 2.33% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.57%. This indicates that PSK's price experiences larger fluctuations and is considered to be riskier than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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