CSPF vs FCPI

Comparison between COHEN & STEERS PREFERRED AND INCOME OPPORTUNITIES ACTIVE ETF (CSPF, ETF) and FIDELITY STOCKS FOR INFLATION ETF (FCPI, ETF).

CSPF vs FCPI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSPF(ETF)	FCPI(ETF)
Net Assets	$276M	$276M
Expense Ratio	0.59%	0.15%
Max Drawdown	3.79%	37.71%
Sharpe Ratio	0.85	1.12
5Y Beta	0.11	0.89
P/E Ratio	N/A	18.54
Forward P/E	N/A	15.84
PEG Ratio	N/A	0.15
5Y Dividends CAGR	N/A	2.54%
5Y EPS CAGR	N/A	29.70%
Debt to Equity	N/A	49.26%
P/S Ratio	N/A	3.02
P/B Ratio	N/A	4.39

Net Assets

Winner

CSPF

$276M

FCPI

$276M

Expense Ratio

CSPF

0.59%

Winner

FCPI

0.15%

Max Drawdown

Winner

CSPF

3.79%

FCPI

37.71%

Sharpe Ratio

CSPF

0.85

Winner

FCPI

1.12

5Y Beta

Winner

CSPF

0.11

FCPI

0.89

P/E Ratio

CSPF

N/A

FCPI

18.54

Forward P/E

CSPF

N/A

FCPI

15.84

PEG Ratio

CSPF

N/A

FCPI

0.15

5Y Dividends CAGR

CSPF

N/A

FCPI

2.54%

5Y EPS CAGR

CSPF

N/A

FCPI

29.70%

Debt to Equity

CSPF

N/A

FCPI

49.26%

P/S Ratio

CSPF

N/A

FCPI

3.02

P/B Ratio

CSPF

N/A

FCPI

4.39

CSPF vs FCPI - Historical Returns

Returns include dividend reinvestment.

Period	CSPF	FCPI
1 month	+0.21%	+0.08%
3 months	+1.23%	+4.68%
6 months	+2.21%	+9.50%
1 year	+7.33%	+18.57%
5 years(CAGR)	N/A	+14.29%
Max(CAGR)	+7.84%	+14.54%

Winner

CSPF

+0.21%

FCPI

+0.08%

CSPF

+1.23%

Winner

FCPI

+4.68%

CSPF

+2.21%

Winner

FCPI

+9.50%

CSPF

+7.33%

Winner

FCPI

+18.57%

5Y(CAGR)

CSPF

N/A

FCPI

+14.29%

Max(CAGR)

CSPF

+7.84%

Winner

FCPI

+14.54%

CSPF vs FCPI - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	CSPF	FCPI
2026	+2.95%	+10.23%
2025	+8.03%	+15.44%
2024	N/A	+25.29%
2023	N/A	+16.77%
2022	N/A	-7.67%
2021	N/A	+35.59%
2020	N/A	+2.01%
2019	N/A	+4.43%

CSPF vs FCPI Drawdown Comparison

The maximum drawdown for CSPF was -3.06%, occurring on Mar 27, 2026. Recovery took 52 trading sessions.

The maximum drawdown for FCPI was -37.24%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.

The current CSPF drawdown is -0.68%. The current FCPI drawdown is -0.66%.

Rank	CSPF	FCPI
#1	-3.06% Feb 20, 2026 - May 6, 2026	-37.24% Jan 17, 2020 - Jan 6, 2021
#2	-3.00% Feb 28, 2025 - May 12, 2025	-18.25% Mar 29, 2022 - Nov 30, 2023
#3	-1.09% Oct 27, 2025 - Dec 15, 2025	-17.43% Feb 19, 2025 - Jun 26, 2025
#4	-0.93% Sep 2, 2025 - Sep 8, 2025	-7.90% Jan 4, 2022 - Mar 29, 2022
#5	-0.83% Jul 2, 2025 - Jul 28, 2025	-7.87% Feb 25, 2026 - Apr 14, 2026
#6	-0.83% Jul 6, 2026 - Jul 13, 2026	-7.48% Jul 16, 2024 - Aug 23, 2024
#7	-0.81% May 8, 2026 - May 26, 2026	-7.03% Nov 29, 2024 - Jan 23, 2025
#8	-0.78% Oct 3, 2025 - Oct 23, 2025	-5.55% Nov 24, 2021 - Dec 23, 2021
#9	-0.61% May 29, 2026 - Jun 11, 2026	-5.55% Mar 28, 2024 - May 14, 2024
#10	-0.54% Dec 26, 2025 - Jan 2, 2026	-5.42% Aug 30, 2024 - Sep 19, 2024
#11	-0.46% Sep 8, 2025 - Sep 11, 2025	-5.16% Feb 10, 2021 - Mar 11, 2021
#12	-0.44% Jan 16, 2026 - Jan 23, 2026	-4.59% Jun 30, 2021 - Aug 24, 2021
#13	-0.42% Sep 16, 2025 - Oct 2, 2025	-4.56% Jun 2, 2026 - Jun 10, 2026
#14	-0.42% Jul 28, 2025 - Aug 8, 2025	-4.50% Sep 2, 2021 - Oct 14, 2021
#15	-0.40% May 19, 2025 - May 27, 2025	-4.48% Nov 12, 2025 - Dec 11, 2025