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CSPF vs PSP

Comparison between COHEN & STEERS PREFERRED AND INCOME OPPORTUNITIES ACTIVE ETF (CSPF, ETF) and INVESCO GLOBAL LISTED PRIVATE EQUITY ETF (PSP, ETF).

CSPF vs PSP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
CSPF
$268M
PSP
$268M
Expense Ratio
Winner
CSPF
0.59%
PSP
1.80%
Max Drawdown
Winner
CSPF
3.79%
PSP
87.08%
Sharpe Ratio
Winner
CSPF
1.06
PSP
-0.48
5Y Beta
Winner
CSPF
0.11
PSP
1.08
5Y Dividends CAGR
CSPF
N/A
PSP
2.67%

CSPF vs PSP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CSPF
+0.56%
PSP
-0.85%
3M
CSPF
+2.55%
Winner
PSP
+5.81%
6M
Winner
CSPF
+3.07%
PSP
-10.40%
1Y
Winner
CSPF
+8.51%
PSP
-6.10%
5Y(CAGR)
CSPF
N/A
PSP
+0.30%
10Y(CAGR)
CSPF
N/A
PSP
+8.23%
Max(CAGR)
Winner
CSPF
+8.29%
PSP
+2.33%

CSPF vs PSP - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearCSPFPSP
2026+2.76%-12.24%
2025+8.03%+6.33%
2024N/A+20.15%
2023N/A+35.90%
2022N/A-37.50%
2021N/A+27.83%
2020N/A+12.18%
2019N/A+35.73%
2018N/A-16.25%
2017N/A+23.68%
2016N/A+11.39%
2015N/A+1.60%
2014N/A-3.36%
2013N/A+35.89%
2012N/A+26.61%
2011N/A-21.99%
2010N/A+21.56%
2009N/A+25.88%
2008N/A-64.32%
2007N/A-14.55%
2006N/A+7.00%

CSPF vs PSP Drawdown Comparison

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

The maximum drawdown for PSP was -85.44%, occurring on Mar 9, 2009. Recovery took 3392 trading sessions.

The current CSPF drawdown is -0.08%. The current PSP drawdown is -15.76%.

RankCSPFPSP
#1-3.06%
Feb 20, 2026 - May 6, 2026
-85.44%
Jun 4, 2007 - Nov 19, 2020
#2-3.00%
Feb 28, 2025 - May 12, 2025
-47.15%
Nov 5, 2021 - Nov 8, 2024
#3-1.09%
Oct 27, 2025 - Dec 15, 2025
-22.95%
Jan 23, 2025 - Jul 9, 2025
#4-0.93%
Sep 2, 2025 - Sep 8, 2025
-22.39%
Jul 23, 2025 - Mar 27, 2026
#5-0.83%
Jul 2, 2025 - Jul 28, 2025
-7.83%
Feb 22, 2007 - Apr 16, 2007
#6-0.81%
May 8, 2026 - May 26, 2026
-7.51%
Sep 2, 2021 - Oct 21, 2021
#7-0.78%
Oct 3, 2025 - Oct 23, 2025
-7.30%
Nov 29, 2024 - Jan 23, 2025
#8-0.61%
May 29, 2026 - Jun 11, 2026
-4.87%
Apr 29, 2021 - May 27, 2021
#9-0.54%
Dec 26, 2025 - Jan 2, 2026
-4.39%
Feb 16, 2021 - Mar 16, 2021
#10-0.46%
Sep 8, 2025 - Sep 11, 2025
-4.31%
Aug 13, 2021 - Sep 2, 2021
#11-0.44%
Jan 16, 2026 - Jan 23, 2026
-3.95%
Jul 12, 2021 - Jul 22, 2021
#12-0.42%
Sep 16, 2025 - Oct 2, 2025
-3.63%
Nov 11, 2024 - Nov 22, 2024
#13-0.42%
Jul 28, 2025 - Aug 8, 2025
-3.47%
Jun 14, 2021 - Jul 12, 2021
#14-0.40%
May 19, 2025 - May 27, 2025
-3.28%
Mar 17, 2021 - Apr 1, 2021
#15-0.40%
May 27, 2025 - Jun 4, 2025
-2.74%
Jan 21, 2021 - Feb 2, 2021

Correlation

Correlation between CSPF and PSP is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.13
-101

Dividend Comparison (2006 - 2026)

CSPF vs PSP dividend yield comparison.

YearCSPFPSP
20262.18%0.26%
20254.63%5.87%
20240.00%8.62%
20230.00%3.96%
20220.00%2.88%
20210.00%10.34%
20200.00%4.66%
20190.00%5.87%
20180.00%6.81%
20170.00%10.18%
20160.00%4.12%
20150.00%6.23%
20140.00%4.94%
20130.00%13.48%
20120.00%2.88%
20110.00%7.87%
20100.00%5.05%
20090.00%3.36%
20080.00%15.19%
20070.00%4.28%
20060.00%1.00%

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