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IVOL vs CSPF

Comparison between QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF (IVOL, ETF) and COHEN & STEERS PREFERRED AND INCOME OPPORTUNITIES ACTIVE ETF (CSPF, ETF).

IVOL vs CSPF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IVOL
$276M
Winner
CSPF
$276M
Expense Ratio
IVOL
0.98%
Winner
CSPF
0.59%
Max Drawdown
IVOL
40.47%
Winner
CSPF
3.79%
Sharpe Ratio
IVOL
-1.99
Winner
CSPF
0.85
5Y Beta
Winner
IVOL
-0.19
CSPF
0.11
5Y Dividends CAGR
IVOL
-7.48%
CSPF
N/A

IVOL vs CSPF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVOL
+0.33%
CSPF
+0.21%
3M
IVOL
-5.66%
Winner
CSPF
+1.23%
6M
IVOL
-7.22%
Winner
CSPF
+2.21%
1Y
IVOL
-9.37%
Winner
CSPF
+7.33%
5Y(CAGR)
IVOL
-5.85%
CSPF
N/A
Max(CAGR)
IVOL
-1.60%
Winner
CSPF
+7.84%

IVOL vs CSPF - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearIVOLCSPF
2026-8.00%+2.95%
2025+12.03%+8.03%
2024-10.51%N/A
2023-4.63%N/A
2022-12.97%N/A
2021-0.69%N/A
2020+14.96%N/A
2019+3.23%N/A

IVOL vs CSPF Drawdown Comparison

The maximum drawdown for IVOL was -31.17%, occurring on Dec 18, 2024. This drawdown has not yet recovered.

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

The current IVOL drawdown is -27.97%. The current CSPF drawdown is -0.68%.

RankIVOLCSPF
#1-31.17%
May 10, 2021 - Dec 18, 2024
-3.06%
Feb 20, 2026 - May 6, 2026
#2-8.02%
Mar 6, 2020 - Mar 26, 2020
-3.00%
Feb 28, 2025 - May 12, 2025
#3-3.93%
Mar 26, 2020 - Apr 8, 2020
-1.09%
Oct 27, 2025 - Dec 15, 2025
#4-3.23%
Jun 6, 2019 - Feb 28, 2020
-0.93%
Sep 2, 2025 - Sep 8, 2025
#5-2.52%
Apr 13, 2020 - May 8, 2020
-0.83%
Jul 2, 2025 - Jul 28, 2025
#6-2.26%
Feb 16, 2021 - May 5, 2021
-0.83%
Jul 6, 2026 - Jul 13, 2026
#7-1.94%
Aug 31, 2020 - Dec 2, 2020
-0.81%
May 8, 2026 - May 26, 2026
#8-1.50%
May 16, 2019 - May 30, 2019
-0.78%
Oct 3, 2025 - Oct 23, 2025
#9-1.37%
May 8, 2020 - Jun 4, 2020
-0.61%
May 29, 2026 - Jun 11, 2026
#10-1.22%
Jun 5, 2020 - Aug 5, 2020
-0.54%
Dec 26, 2025 - Jan 2, 2026
#11-0.51%
Aug 17, 2020 - Aug 25, 2020
-0.46%
Sep 8, 2025 - Sep 11, 2025
#12-0.47%
Jan 21, 2021 - Feb 3, 2021
-0.44%
Jan 16, 2026 - Jan 23, 2026
#13-0.39%
Dec 21, 2020 - Jan 4, 2021
-0.42%
Sep 16, 2025 - Oct 2, 2025
#14-0.39%
Jan 7, 2021 - Jan 14, 2021
-0.42%
Jul 28, 2025 - Aug 8, 2025
#15-0.31%
Feb 8, 2021 - Feb 12, 2021
-0.40%
May 19, 2025 - May 27, 2025

Correlation

Correlation between IVOL and CSPF is -0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.25
-101

Dividend Comparison (2019 - 2026)

IVOL vs CSPF dividend yield comparison.

YearIVOLCSPF
20261.92%2.71%
20253.61%4.63%
20243.83%0.00%
20233.73%0.00%
20223.92%0.00%
20213.93%0.00%
20203.44%0.00%
20192.02%0.00%

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