CSPF vs HEQT
Comparison between COHEN & STEERS PREFERRED AND INCOME OPPORTUNITIES ACTIVE ETF (CSPF, ETF) and SIMPLIFY HEDGED EQUITY ETF (HEQT, ETF).
CSPF vs HEQT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CSPF
$297M
HEQT
$296M
Expense Ratio
CSPF
0.59%
Winner
HEQT
0.43%
Max Drawdown
Winner
CSPF
3.79%
HEQT
13.07%
Sharpe Ratio
CSPF
0.64
Winner
HEQT
1.26
5Y Beta
Winner
CSPF
0.11
HEQT
0.46
CSPF vs HEQT - Historical Returns
Returns include dividend reinvestment.
1M
CSPF
+0.71%
Winner
HEQT
+2.86%
3M
CSPF
+0.75%
Winner
HEQT
+3.32%
6M
CSPF
+1.58%
Winner
HEQT
+6.78%
1Y
CSPF
+6.39%
Winner
HEQT
+13.09%
5Y(CAGR)
CSPF
N/A
HEQT
+9.38%
Max(CAGR)
CSPF
+7.53%
Winner
HEQT
+9.38%
CSPF vs HEQT - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | CSPF | HEQT |
|---|---|---|
| 2026 | +3.30% | +8.28% |
| 2025 | +8.03% | +10.19% |
| 2024 | N/A | +18.25% |
| 2023 | N/A | +16.76% |
| 2022 | N/A | -8.51% |
| 2021 | N/A | +2.16% |
CSPF vs HEQT Drawdown Comparison
The maximum drawdown for CSPF was -3.06%, occurring on Mar 27, 2026. Recovery took 52 trading sessions.
The maximum drawdown for HEQT was -11.51%, occurring on Jun 16, 2022. Recovery took 356 trading sessions.
The current CSPF drawdown is -0.34%. The current HEQT drawdown is -0.50%.
| Rank | CSPF | HEQT |
|---|---|---|
| #1 | -3.06% Feb 20, 2026 - May 6, 2026 | -11.51% Jan 4, 2022 - Jun 6, 2023 |
| #2 | -3.00% Feb 28, 2025 - May 12, 2025 | -10.56% Feb 19, 2025 - Jul 22, 2025 |
| #3 | -1.09% Oct 27, 2025 - Dec 15, 2025 | -5.87% Aug 30, 2023 - Nov 20, 2023 |
| #4 | -1.04% Jul 6, 2026 - Jul 28, 2026 | -5.09% Feb 25, 2026 - Apr 16, 2026 |
| #5 | -0.93% Sep 2, 2025 - Sep 8, 2025 | -5.04% Jul 16, 2024 - Aug 19, 2024 |
| #6 | -0.83% Jul 2, 2025 - Jul 28, 2025 | -2.99% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -0.81% May 8, 2026 - May 26, 2026 | -2.90% Dec 11, 2024 - Jan 22, 2025 |
| #8 | -0.78% Oct 3, 2025 - Oct 23, 2025 | -2.68% Mar 28, 2024 - May 6, 2024 |
| #9 | -0.61% May 29, 2026 - Jun 11, 2026 | -2.57% Nov 11, 2025 - Nov 28, 2025 |
| #10 | -0.54% Dec 26, 2025 - Jan 2, 2026 | -2.26% Jul 31, 2023 - Aug 30, 2023 |
| #11 | -0.46% Sep 8, 2025 - Sep 11, 2025 | -2.03% Nov 18, 2021 - Dec 8, 2021 |
| #12 | -0.44% Jan 16, 2026 - Jan 23, 2026 | -1.84% Jul 15, 2026 - Aug 3, 2026 |
| #13 | -0.42% Sep 16, 2025 - Oct 2, 2025 | -1.61% Jun 2, 2026 - Jun 16, 2026 |
| #14 | -0.42% Jul 28, 2025 - Aug 8, 2025 | -1.51% Feb 2, 2026 - Feb 9, 2026 |
| #15 | -0.40% May 19, 2025 - May 27, 2025 | -1.48% Dec 15, 2021 - Dec 23, 2021 |
Correlation
Correlation between CSPF and HEQT is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2021 - 2026)
CSPF vs HEQT dividend yield comparison.
| Year | CSPF | HEQT |
|---|---|---|
| 2026 | 3.64% | 0.58% |
| 2025 | 4.63% | 1.19% |
| 2024 | 0.00% | 1.29% |
| 2023 | 0.00% | 4.10% |
| 2022 | 0.00% | 3.94% |
| 2021 | 0.00% | 0.27% |
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