CSPF vs RZV
Comparison between COHEN & STEERS PREFERRED AND INCOME OPPORTUNITIES ACTIVE ETF (CSPF, ETF) and INVESCO S&P SMALLCAP 600 PURE VALUE ETF (RZV, ETF).
CSPF vs RZV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CSPF
$268M
RZV
$268M
Expense Ratio
CSPF
0.59%
Winner
RZV
0.35%
Max Drawdown
Winner
CSPF
3.79%
RZV
77.94%
Sharpe Ratio
CSPF
1.06
Winner
RZV
1.70
5Y Beta
Winner
CSPF
0.11
RZV
1.02
P/E Ratio
CSPF
N/A
RZV
-46.57
Forward P/E
CSPF
N/A
RZV
11.62
5Y Dividends CAGR
CSPF
N/A
RZV
31.12%
5Y EPS CAGR
CSPF
N/A
RZV
-6.67%
Debt to Equity
CSPF
N/A
RZV
94.63%
P/S Ratio
CSPF
N/A
RZV
0.40
P/B Ratio
CSPF
N/A
RZV
1.12
CSPF vs RZV - Historical Returns
Returns include dividend reinvestment.
1M
CSPF
+0.56%
Winner
RZV
+10.52%
3M
CSPF
+2.55%
Winner
RZV
+20.20%
6M
CSPF
+3.07%
Winner
RZV
+19.83%
1Y
CSPF
+8.51%
Winner
RZV
+42.89%
5Y(CAGR)
CSPF
N/A
RZV
+9.62%
10Y(CAGR)
CSPF
N/A
RZV
+11.18%
Max(CAGR)
Winner
CSPF
+8.29%
RZV
+8.18%
CSPF vs RZV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CSPF | RZV |
|---|---|---|
| 2026 | +2.76% | +21.63% |
| 2025 | +8.03% | +8.49% |
| 2024 | N/A | +5.19% |
| 2023 | N/A | +22.46% |
| 2022 | N/A | -8.60% |
| 2021 | N/A | +46.94% |
| 2020 | N/A | -3.35% |
| 2019 | N/A | +19.64% |
| 2018 | N/A | -20.86% |
| 2017 | N/A | -0.15% |
| 2016 | N/A | +35.54% |
| 2015 | N/A | -12.12% |
| 2014 | N/A | +3.66% |
| 2013 | N/A | +40.74% |
| 2012 | N/A | +18.42% |
| 2011 | N/A | -9.75% |
| 2010 | N/A | +24.94% |
| 2009 | N/A | +59.92% |
| 2008 | N/A | -40.34% |
| 2007 | N/A | -19.53% |
| 2006 | N/A | +13.09% |
CSPF vs RZV Drawdown Comparison
The maximum drawdown for CSPF was -3.06%, occurring on Mar 27, 2026. Recovery took 52 trading sessions.
The maximum drawdown for RZV was -77.13%, occurring on Mar 9, 2009. Recovery took 1332 trading sessions.
The current CSPF drawdown is -0.08%. The current RZV drawdown is -0.86%.
| Rank | CSPF | RZV |
|---|---|---|
| #1 | -3.06% Feb 20, 2026 - May 6, 2026 | -77.13% Jun 4, 2007 - Sep 13, 2012 |
| #2 | -3.00% Feb 28, 2025 - May 12, 2025 | -60.41% Aug 22, 2018 - Feb 16, 2021 |
| #3 | -1.09% Oct 27, 2025 - Dec 15, 2025 | -30.99% Jun 23, 2015 - Nov 10, 2016 |
| #4 | -0.93% Sep 2, 2025 - Sep 8, 2025 | -29.82% Dec 2, 2024 - Aug 27, 2025 |
| #5 | -0.83% Jul 2, 2025 - Jul 28, 2025 | -26.46% Nov 8, 2021 - Feb 1, 2023 |
| #6 | -0.81% May 8, 2026 - May 26, 2026 | -21.44% Feb 2, 2023 - Dec 19, 2023 |
| #7 | -0.78% Oct 3, 2025 - Oct 23, 2025 | -21.10% Dec 9, 2016 - Jan 22, 2018 |
| #8 | -0.61% May 29, 2026 - Jun 11, 2026 | -14.82% Jul 3, 2014 - Mar 24, 2015 |
| #9 | -0.54% Dec 26, 2025 - Jan 2, 2026 | -14.11% Jun 8, 2021 - Oct 25, 2021 |
| #10 | -0.46% Sep 8, 2025 - Sep 11, 2025 | -13.00% May 5, 2006 - Oct 26, 2006 |
| #11 | -0.44% Jan 16, 2026 - Jan 23, 2026 | -12.56% Feb 6, 2026 - Apr 20, 2026 |
| #12 | -0.42% Sep 16, 2025 - Oct 2, 2025 | -11.01% Mar 12, 2021 - May 17, 2021 |
| #13 | -0.42% Jul 28, 2025 - Aug 8, 2025 | -10.92% Sep 14, 2012 - Dec 18, 2012 |
| #14 | -0.40% May 19, 2025 - May 27, 2025 | -10.70% Jan 22, 2018 - May 21, 2018 |
| #15 | -0.40% May 27, 2025 - Jun 4, 2025 | -10.57% Jul 31, 2024 - Nov 6, 2024 |
Correlation
Correlation between CSPF and RZV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
CSPF vs RZV dividend yield comparison.
| Year | CSPF | RZV |
|---|---|---|
| 2026 | 2.18% | 0.35% |
| 2025 | 4.63% | 1.59% |
| 2024 | 0.00% | 1.14% |
| 2023 | 0.00% | 1.13% |
| 2022 | 0.00% | 1.43% |
| 2021 | 0.00% | 0.86% |
| 2020 | 0.00% | 0.63% |
| 2019 | 0.00% | 1.03% |
| 2018 | 0.00% | 2.03% |
| 2017 | 0.00% | 1.02% |
| 2016 | 0.00% | 0.46% |
| 2015 | 0.00% | 1.24% |
| 2014 | 0.00% | 0.68% |
| 2013 | 0.00% | 0.64% |
| 2012 | 0.00% | 1.34% |
| 2011 | 0.00% | 0.82% |
| 2010 | 0.00% | 0.45% |
| 2009 | 0.00% | 0.90% |
| 2008 | 0.00% | 3.51% |
| 2007 | 0.00% | 1.95% |
| 2006 | 0.00% | 1.03% |
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