FCPI vs CSPF

Comparison between FIDELITY STOCKS FOR INFLATION ETF (FCPI, ETF) and COHEN & STEERS PREFERRED AND INCOME OPPORTUNITIES ACTIVE ETF (CSPF, ETF).

FCPI vs CSPF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FCPI(ETF)	CSPF(ETF)
Net Assets	$276M	$276M
Expense Ratio	0.15%	0.59%
Max Drawdown	37.71%	3.79%
Sharpe Ratio	1.10	0.75
5Y Beta	0.89	0.11
P/E Ratio	18.73	N/A
Forward P/E	16.08	N/A
PEG Ratio	0.15	N/A
5Y Dividends CAGR	2.54%	N/A
5Y EPS CAGR	29.67%	N/A
Debt to Equity	49.26%	N/A
P/S Ratio	3.05	N/A
P/B Ratio	4.44	N/A

Net Assets

FCPI

$276M

Winner

CSPF

$276M

Expense Ratio

Winner

FCPI

0.15%

CSPF

0.59%

Max Drawdown

FCPI

37.71%

Winner

CSPF

3.79%

Sharpe Ratio

Winner

FCPI

1.10

CSPF

0.75

5Y Beta

FCPI

0.89

Winner

CSPF

0.11

P/E Ratio

FCPI

18.73

CSPF

N/A

Forward P/E

FCPI

16.08

CSPF

N/A

PEG Ratio

FCPI

0.15

CSPF

N/A

5Y Dividends CAGR

FCPI

2.54%

CSPF

N/A

5Y EPS CAGR

FCPI

29.67%

CSPF

N/A

Debt to Equity

FCPI

49.26%

CSPF

N/A

P/S Ratio

FCPI

3.05

CSPF

N/A

P/B Ratio

FCPI

4.44

CSPF

N/A

FCPI vs CSPF - Historical Returns

Returns include dividend reinvestment.

Period	FCPI	CSPF
1 month	+1.04%	+0.02%
3 months	+3.76%	+0.88%
6 months	+7.98%	+1.86%
1 year	+17.12%	+6.83%
5 years(CAGR)	+13.97%	N/A
Max(CAGR)	+14.48%	+7.66%

Winner

FCPI

+1.04%

CSPF

+0.02%

Winner

FCPI

+3.76%

CSPF

+0.88%

Winner

FCPI

+7.98%

CSPF

+1.86%

Winner

FCPI

+17.12%

CSPF

+6.83%

5Y(CAGR)

FCPI

+13.97%

CSPF

N/A

Max(CAGR)

Winner

FCPI

+14.48%

CSPF

+7.66%

FCPI vs CSPF - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	FCPI	CSPF
2026	+9.91%	+2.74%
2025	+15.44%	+8.03%
2024	+25.29%	N/A
2023	+16.77%	N/A
2022	-7.67%	N/A
2021	+35.59%	N/A
2020	+2.01%	N/A
2019	+4.43%	N/A

FCPI vs CSPF Drawdown Comparison

The maximum drawdown for FCPI was -37.24%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.

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

The current FCPI drawdown is -0.95%. The current CSPF drawdown is -0.87%.

Rank	FCPI	CSPF
#1	-37.24% Jan 17, 2020 - Jan 6, 2021	-3.06% Feb 20, 2026 - May 6, 2026
#2	-18.25% Mar 29, 2022 - Nov 30, 2023	-3.00% Feb 28, 2025 - May 12, 2025
#3	-17.43% Feb 19, 2025 - Jun 26, 2025	-1.09% Oct 27, 2025 - Dec 15, 2025
#4	-7.90% Jan 4, 2022 - Mar 29, 2022	-0.93% Sep 2, 2025 - Sep 8, 2025
#5	-7.87% Feb 25, 2026 - Apr 14, 2026	-0.87% Jul 6, 2026 - Jul 23, 2026
#6	-7.48% Jul 16, 2024 - Aug 23, 2024	-0.83% Jul 2, 2025 - Jul 28, 2025
#7	-7.03% Nov 29, 2024 - Jan 23, 2025	-0.81% May 8, 2026 - May 26, 2026
#8	-5.55% Nov 24, 2021 - Dec 23, 2021	-0.78% Oct 3, 2025 - Oct 23, 2025
#9	-5.55% Mar 28, 2024 - May 14, 2024	-0.61% May 29, 2026 - Jun 11, 2026
#10	-5.42% Aug 30, 2024 - Sep 19, 2024	-0.54% Dec 26, 2025 - Jan 2, 2026
#11	-5.16% Feb 10, 2021 - Mar 11, 2021	-0.46% Sep 8, 2025 - Sep 11, 2025
#12	-4.59% Jun 30, 2021 - Aug 24, 2021	-0.44% Jan 16, 2026 - Jan 23, 2026
#13	-4.56% Jun 2, 2026 - Jun 10, 2026	-0.42% Sep 16, 2025 - Oct 2, 2025
#14	-4.50% Sep 2, 2021 - Oct 14, 2021	-0.42% Jul 28, 2025 - Aug 8, 2025
#15	-4.48% Nov 12, 2025 - Dec 11, 2025	-0.40% May 19, 2025 - May 27, 2025