PSF vs OPTZ

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

PSF vs OPTZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

PSF

$260M

OPTZ

$259M

Expense Ratio

PSF

N/A

OPTZ

0.25%

Max Drawdown

PSF

55.40%

Winner

OPTZ

25.98%

Sharpe Ratio

PSF

-0.12

Winner

OPTZ

1.44

5Y Beta

Winner

PSF

0.36

OPTZ

1.20

P/E Ratio

PSF

N/A

OPTZ

31.98

Forward P/E

PSF

N/A

OPTZ

14.24

5Y Dividends CAGR

PSF

-2.76%

OPTZ

N/A

5Y EPS CAGR

PSF

N/A

OPTZ

24.50%

Debt to Equity

PSF

N/A

OPTZ

37.69%

P/S Ratio

PSF

N/A

OPTZ

1.57

P/B Ratio

PSF

N/A

OPTZ

3.98

PSF vs OPTZ - Historical Returns

Returns include dividend reinvestment.

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

PSF

-0.59%

Winner

OPTZ

+1.30%

PSF

+0.68%

Winner

OPTZ

+2.19%

PSF

-2.52%

Winner

OPTZ

+17.82%

PSF

+1.42%

Winner

OPTZ

+36.86%

5Y(CAGR)

PSF

-1.23%

OPTZ

N/A

10Y(CAGR)

PSF

+4.41%

OPTZ

N/A

Max(CAGR)

PSF

+6.81%

Winner

OPTZ

+29.11%

PSF vs OPTZ - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

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

PSF vs OPTZ Drawdown Comparison

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

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

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

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

Correlation

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

0.81

-101

Dividend Comparison (2010 - 2026)

PSF vs OPTZ dividend yield comparison.

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