CSPF vs SPXT

Comparison between COHEN & STEERS PREFERRED AND INCOME OPPORTUNITIES ACTIVE ETF (CSPF, ETF) and PROSHARES S&P 500 EX-TECHNOLOGY ETF (SPXT, ETF).

CSPF vs SPXT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSPF(ETF)	SPXT(ETF)
Net Assets	$268M	$268M
Expense Ratio	0.59%	0.09%
Max Drawdown	3.79%	34.38%
Sharpe Ratio	1.06	1.10
5Y Beta	0.11	0.76
P/E Ratio	N/A	24.94
Forward P/E	N/A	20.23
5Y Dividends CAGR	N/A	7.63%
5Y EPS CAGR	N/A	16.46%
Debt to Equity	N/A	41.05%
P/S Ratio	N/A	2.46
P/B Ratio	N/A	4.10

Net Assets

CSPF

$268M

Winner

SPXT

$268M

Expense Ratio

CSPF

0.59%

Winner

SPXT

0.09%

Max Drawdown

Winner

CSPF

3.79%

SPXT

34.38%

Sharpe Ratio

CSPF

1.06

Winner

SPXT

1.10

5Y Beta

Winner

CSPF

0.11

SPXT

0.76

P/E Ratio

CSPF

N/A

SPXT

24.94

Forward P/E

CSPF

N/A

SPXT

20.23

5Y Dividends CAGR

CSPF

N/A

SPXT

7.63%

5Y EPS CAGR

CSPF

N/A

SPXT

16.46%

Debt to Equity

CSPF

N/A

SPXT

41.05%

P/S Ratio

CSPF

N/A

SPXT

2.46

P/B Ratio

CSPF

N/A

SPXT

4.10

CSPF vs SPXT - Historical Returns

Returns include dividend reinvestment.

Period	CSPF	SPXT
1 month	+0.56%	+1.09%
3 months	+2.55%	+5.33%
6 months	+3.07%	+4.89%
1 year	+8.51%	+16.83%
5 years(CAGR)	N/A	+9.63%
10 years(CAGR)	N/A	+11.51%
Max(CAGR)	+8.29%	+11.74%

CSPF

+0.56%

Winner

SPXT

+1.09%

CSPF

+2.55%

Winner

SPXT

+5.33%

CSPF

+3.07%

Winner

SPXT

+4.89%

CSPF

+8.51%

Winner

SPXT

+16.83%

5Y(CAGR)

CSPF

N/A

SPXT

+9.63%

10Y(CAGR)

CSPF

N/A

SPXT

+11.51%

Max(CAGR)

CSPF

+8.29%

Winner

SPXT

+11.74%

CSPF vs SPXT - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	CSPF	SPXT
2026	+2.76%	+4.76%
2025	+8.03%	+15.31%
2024	N/A	+19.71%
2023	N/A	+16.43%
2022	N/A	-14.39%
2021	N/A	+28.06%
2020	N/A	+9.82%
2019	N/A	+26.20%
2018	N/A	-7.09%
2017	N/A	+17.70%
2016	N/A	+14.03%
2015	N/A	+6.52%

CSPF vs SPXT Drawdown Comparison

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

The maximum drawdown for SPXT was -34.38%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current CSPF drawdown is -0.08%. The current SPXT drawdown is -0.36%.

Rank	CSPF	SPXT
#1	-3.06% Feb 20, 2026 - May 6, 2026	-34.38% Feb 19, 2020 - Sep 2, 2020
#2	-3.00% Feb 28, 2025 - May 12, 2025	-21.46% Jan 4, 2022 - Jan 26, 2024
#3	-1.09% Oct 27, 2025 - Dec 15, 2025	-18.68% Sep 24, 2018 - Jun 20, 2019
#4	-0.93% Sep 2, 2025 - Sep 8, 2025	-15.58% Jan 30, 2025 - Jul 3, 2025
#5	-0.83% Jul 2, 2025 - Jul 28, 2025	-10.46% Dec 22, 2015 - Apr 19, 2016
#6	-0.81% May 8, 2026 - May 26, 2026	-8.89% Jan 23, 2018 - Aug 24, 2018
#7	-0.78% Oct 3, 2025 - Oct 23, 2025	-8.22% Sep 2, 2020 - Nov 9, 2020
#8	-0.61% May 29, 2026 - Jun 11, 2026	-7.90% Feb 27, 2026 - Apr 17, 2026
#9	-0.54% Dec 26, 2025 - Jan 2, 2026	-5.80% Jul 26, 2019 - Sep 13, 2019
#10	-0.46% Sep 8, 2025 - Sep 11, 2025	-5.56% Jul 16, 2024 - Aug 19, 2024
#11	-0.44% Jan 16, 2026 - Jan 23, 2026	-4.96% Nov 5, 2021 - Dec 27, 2021
#12	-0.42% Sep 16, 2025 - Oct 2, 2025	-4.52% Sep 2, 2021 - Oct 20, 2021
#13	-0.42% Jul 28, 2025 - Aug 8, 2025	-4.50% Nov 29, 2024 - Jan 23, 2025
#14	-0.40% May 19, 2025 - May 27, 2025	-4.28% Mar 28, 2024 - May 15, 2024
#15	-0.40% May 27, 2025 - Jun 4, 2025	-4.11% Sep 13, 2019 - Oct 23, 2019

Correlation

Correlation between CSPF and SPXT is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2015 - 2026)

CSPF vs SPXT dividend yield comparison.

Year	CSPF	SPXT
2026	2.18%	0.34%
2025	4.63%	1.38%
2024	0.00%	1.29%
2023	0.00%	1.53%
2022	0.00%	1.86%
2021	0.00%	1.15%
2020	0.00%	1.63%
2019	0.00%	1.63%
2018	0.00%	2.03%
2017	0.00%	1.55%
2016	0.00%	2.67%
2015	0.00%	0.56%