CSPF vs MFUS

Comparison between COHEN & STEERS PREFERRED AND INCOME OPPORTUNITIES ACTIVE ETF (CSPF, ETF) and PIMCO RAFI DYNAMIC MULTI-FACTOR U.S. EQUITY ETF (MFUS, ETF).

CSPF vs MFUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSPF(ETF)	MFUS(ETF)
Net Assets	$268M	$268M
Expense Ratio	0.59%	0.29%
Max Drawdown	3.79%	35.21%
Sharpe Ratio	1.06	2.01
5Y Beta	0.11	0.79
P/E Ratio	N/A	26.67
Forward P/E	N/A	17.84
5Y Dividends CAGR	N/A	9.54%
5Y EPS CAGR	N/A	14.19%
Debt to Equity	N/A	29.73%
P/S Ratio	N/A	1.63
P/B Ratio	N/A	3.55

Net Assets

CSPF

$268M

Winner

MFUS

$268M

Expense Ratio

CSPF

0.59%

Winner

MFUS

0.29%

Max Drawdown

Winner

CSPF

3.79%

MFUS

35.21%

Sharpe Ratio

CSPF

1.06

Winner

MFUS

2.01

5Y Beta

Winner

CSPF

0.11

MFUS

0.79

P/E Ratio

CSPF

N/A

MFUS

26.67

Forward P/E

CSPF

N/A

MFUS

17.84

5Y Dividends CAGR

CSPF

N/A

MFUS

9.54%

5Y EPS CAGR

CSPF

N/A

MFUS

14.19%

Debt to Equity

CSPF

N/A

MFUS

29.73%

P/S Ratio

CSPF

N/A

MFUS

1.63

P/B Ratio

CSPF

N/A

MFUS

3.55

CSPF vs MFUS - Historical Returns

Returns include dividend reinvestment.

Period	CSPF	MFUS
1 month	+0.56%	+5.93%
3 months	+2.55%	+13.94%
6 months	+3.07%	+17.78%
1 year	+8.51%	+29.51%
5 years(CAGR)	N/A	+13.22%
10 years(CAGR)	N/A	+13.82%
Max(CAGR)	+8.29%	+13.82%

CSPF

+0.56%

Winner

MFUS

+5.93%

CSPF

+2.55%

Winner

MFUS

+13.94%

CSPF

+3.07%

Winner

MFUS

+17.78%

CSPF

+8.51%

Winner

MFUS

+29.51%

5Y(CAGR)

CSPF

N/A

MFUS

+13.22%

10Y(CAGR)

CSPF

N/A

MFUS

+13.82%

Max(CAGR)

CSPF

+8.29%

Winner

MFUS

+13.82%

CSPF vs MFUS - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	CSPF	MFUS
2026	+2.76%	+17.41%
2025	+8.03%	+15.97%
2024	N/A	+20.53%
2023	N/A	+12.32%
2022	N/A	-6.39%
2021	N/A	+25.38%
2020	N/A	+10.26%
2019	N/A	+26.62%
2018	N/A	-7.45%
2017	N/A	+11.20%

CSPF vs MFUS Drawdown Comparison

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

The maximum drawdown for MFUS was -35.21%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The current CSPF drawdown is -0.08%.

Rank	CSPF	MFUS
#1	-3.06% Feb 20, 2026 - May 6, 2026	-35.21% Feb 12, 2020 - Nov 9, 2020
#2	-3.00% Feb 28, 2025 - May 12, 2025	-19.63% Sep 21, 2018 - Jul 26, 2019
#3	-1.09% Oct 27, 2025 - Dec 15, 2025	-18.22% Apr 20, 2022 - Dec 13, 2023
#4	-0.93% Sep 2, 2025 - Sep 8, 2025	-15.39% Feb 19, 2025 - Jun 24, 2025
#5	-0.83% Jul 2, 2025 - Jul 28, 2025	-8.95% Jan 29, 2018 - Jul 26, 2018
#6	-0.81% May 8, 2026 - May 26, 2026	-8.23% Jan 4, 2022 - Apr 20, 2022
#7	-0.78% Oct 3, 2025 - Oct 23, 2025	-6.91% Jul 16, 2024 - Aug 23, 2024
#8	-0.61% May 29, 2026 - Jun 11, 2026	-6.39% Feb 11, 2026 - Apr 13, 2026
#9	-0.54% Dec 26, 2025 - Jan 2, 2026	-6.37% Nov 16, 2021 - Jan 4, 2022
#10	-0.46% Sep 8, 2025 - Sep 11, 2025	-5.94% Mar 28, 2024 - Jun 12, 2024
#11	-0.44% Jan 16, 2026 - Jan 23, 2026	-5.89% Nov 29, 2024 - Feb 5, 2025
#12	-0.42% Sep 16, 2025 - Oct 2, 2025	-4.81% Jul 26, 2019 - Sep 5, 2019
#13	-0.42% Jul 28, 2025 - Aug 8, 2025	-4.67% Jun 8, 2021 - Aug 10, 2021
#14	-0.40% May 19, 2025 - May 27, 2025	-4.51% Oct 27, 2025 - Nov 28, 2025
#15	-0.40% May 27, 2025 - Jun 4, 2025	-4.37% May 7, 2021 - Jun 1, 2021