OPTZ vs PSF

Comparison between OPTIMIZE STRATEGY INDEX ETF (OPTZ, ETF) and Cohen & Steers Select Preferred and Income Fund Inc (PSF, ETF).

OPTZ vs PSF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OPTZ(ETF)	PSF(ETF)
Net Assets	$259M	$260M
Expense Ratio	0.25%	N/A
Max Drawdown	25.98%	55.40%
Sharpe Ratio	1.44	-0.12
5Y Beta	1.20	0.36
P/E Ratio	31.98	N/A
Forward P/E	14.24	N/A
5Y Dividends CAGR	N/A	-2.76%
5Y EPS CAGR	24.50%	N/A
Debt to Equity	37.69%	N/A
P/S Ratio	1.57	N/A
P/B Ratio	3.98	N/A

Net Assets

OPTZ

$259M

Winner

PSF

$260M

Expense Ratio

OPTZ

0.25%

PSF

N/A

Max Drawdown

Winner

OPTZ

25.98%

PSF

55.40%

Sharpe Ratio

Winner

OPTZ

1.44

PSF

-0.12

5Y Beta

OPTZ

1.20

Winner

PSF

0.36

P/E Ratio

OPTZ

31.98

PSF

N/A

Forward P/E

OPTZ

14.24

PSF

N/A

5Y Dividends CAGR

OPTZ

N/A

PSF

-2.76%

5Y EPS CAGR

OPTZ

24.50%

PSF

N/A

Debt to Equity

OPTZ

37.69%

PSF

N/A

P/S Ratio

OPTZ

1.57

PSF

N/A

P/B Ratio

OPTZ

3.98

PSF

N/A

OPTZ vs PSF - Historical Returns

Returns include dividend reinvestment.

Period	OPTZ	PSF
1 month	+1.30%	-0.59%
3 months	+2.19%	+0.68%
6 months	+17.82%	-2.52%
1 year	+36.86%	+1.42%
5 years(CAGR)	N/A	-1.23%
10 years(CAGR)	N/A	+4.41%
Max(CAGR)	+29.11%	+6.81%

Winner

OPTZ

+1.30%

PSF

-0.59%

Winner

OPTZ

+2.19%

PSF

+0.68%

Winner

OPTZ

+17.82%

PSF

-2.52%

Winner

OPTZ

+36.86%

PSF

+1.42%

5Y(CAGR)

OPTZ

N/A

PSF

-1.23%

10Y(CAGR)

OPTZ

N/A

PSF

+4.41%

Max(CAGR)

Winner

OPTZ

+29.11%

PSF

+6.81%

OPTZ vs PSF - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	OPTZ	PSF
2026	+25.68%	-0.50%
2025	+22.56%	+9.51%
2024	+16.81%	+12.03%
2023	N/A	+8.82%
2022	N/A	-24.31%
2021	N/A	+4.83%
2020	N/A	-2.38%
2019	N/A	+40.77%
2018	N/A	-9.17%
2017	N/A	+15.24%
2016	N/A	+15.20%
2015	N/A	+5.05%
2014	N/A	+16.11%
2013	N/A	-1.04%
2012	N/A	+32.88%
2011	N/A	-6.08%
2010	N/A	-0.04%

OPTZ vs PSF Drawdown Comparison

The maximum drawdown for OPTZ was -25.75%, occurring on Apr 8, 2025. Recovery took 152 trading sessions.

The maximum drawdown for PSF was -55.02%, occurring on Mar 18, 2020. Recovery took 297 trading sessions.

The current OPTZ drawdown is -8.31%. The current PSF drawdown is -9.23%.

Rank	OPTZ	PSF
#1	-25.75% Dec 4, 2024 - Jul 17, 2025	-55.02% Feb 20, 2020 - Apr 26, 2021
#2	-13.39% Jun 30, 2026 - Jul 29, 2026	-40.82% Aug 4, 2021 - May 16, 2023
#3	-10.63% Mar 2, 2026 - Apr 9, 2026	-18.02% Aug 20, 2018 - Feb 11, 2019
#4	-9.01% Jul 16, 2024 - Sep 19, 2024	-17.12% May 14, 2013 - Aug 20, 2014
#5	-7.35% Oct 27, 2025 - Dec 3, 2025	-15.20% Jul 12, 2011 - Jan 26, 2012
#6	-5.62% Jun 3, 2026 - Jun 12, 2026	-10.83% Apr 16, 2015 - Jan 6, 2016
#7	-4.32% Nov 11, 2024 - Nov 25, 2024	-10.60% Jan 11, 2018 - Jul 25, 2018
#8	-4.25% May 11, 2026 - May 22, 2026	-10.44% Sep 8, 2016 - Jan 10, 2017
#9	-4.08% Oct 6, 2025 - Oct 24, 2025	-7.34% May 4, 2021 - Jun 14, 2021
#10	-3.46% Jun 22, 2026 - Jun 30, 2026	-6.97% Oct 17, 2012 - Jan 7, 2013
#11	-3.40% Jul 28, 2025 - Aug 8, 2025	-6.62% Jan 29, 2016 - Mar 16, 2016
#12	-2.97% Dec 11, 2025 - Jan 6, 2026	-6.08% Jun 12, 2019 - Jul 12, 2019
#13	-2.64% Aug 13, 2025 - Aug 26, 2025	-5.76% Aug 2, 2017 - Dec 13, 2017
#14	-2.42% Aug 28, 2025 - Sep 11, 2025	-5.25% Oct 15, 2019 - Dec 9, 2019
#15	-2.25% Apr 24, 2026 - Apr 30, 2026	-5.22% Jan 6, 2016 - Jan 29, 2016

Correlation

Correlation between OPTZ and PSF is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2010 - 2026)

OPTZ vs PSF dividend yield comparison.

Year	OPTZ	PSF
2026	0.00%	5.23%
2025	0.58%	7.46%
2024	0.32%	7.65%
2023	0.00%	8.29%
2022	0.00%	8.65%
2021	0.00%	9.08%
2020	0.00%	7.02%
2019	0.00%	6.55%
2018	0.00%	8.68%
2017	0.00%	7.70%
2016	0.00%	9.35%
2015	0.00%	8.81%
2014	0.00%	9.98%
2013	0.00%	9.25%
2012	0.00%	8.60%
2011	0.00%	8.73%
2010	0.00%	0.69%