RZV vs CSPF
Comparison between INVESCO S&P SMALLCAP 600 PURE VALUE ETF (RZV, ETF) and COHEN & STEERS PREFERRED AND INCOME OPPORTUNITIES ACTIVE ETF (CSPF, ETF).
RZV vs CSPF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RZV
$268M
CSPF
$268M
Expense Ratio
Winner
RZV
0.35%
CSPF
0.59%
Max Drawdown
RZV
77.94%
Winner
CSPF
3.79%
Sharpe Ratio
Winner
RZV
1.70
CSPF
1.06
5Y Beta
RZV
1.02
Winner
CSPF
0.11
P/E Ratio
RZV
-46.57
CSPF
N/A
Forward P/E
RZV
11.62
CSPF
N/A
5Y Dividends CAGR
RZV
31.12%
CSPF
N/A
5Y EPS CAGR
RZV
-6.67%
CSPF
N/A
Debt to Equity
RZV
94.63%
CSPF
N/A
P/S Ratio
RZV
0.40
CSPF
N/A
P/B Ratio
RZV
1.12
CSPF
N/A
RZV vs CSPF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RZV
+10.52%
CSPF
+0.56%
3M
Winner
RZV
+20.20%
CSPF
+2.55%
6M
Winner
RZV
+19.83%
CSPF
+3.07%
1Y
Winner
RZV
+42.89%
CSPF
+8.51%
5Y(CAGR)
RZV
+9.62%
CSPF
N/A
10Y(CAGR)
RZV
+11.18%
CSPF
N/A
Max(CAGR)
RZV
+8.18%
Winner
CSPF
+8.29%
RZV vs CSPF - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | RZV | CSPF |
|---|---|---|
| 2026 | +21.63% | +2.76% |
| 2025 | +8.49% | +8.03% |
| 2024 | +5.19% | N/A |
| 2023 | +22.46% | N/A |
| 2022 | -8.60% | N/A |
| 2021 | +46.94% | N/A |
| 2020 | -3.35% | N/A |
| 2019 | +19.64% | N/A |
| 2018 | -20.86% | N/A |
| 2017 | -0.15% | N/A |
| 2016 | +35.54% | N/A |
| 2015 | -12.12% | N/A |
| 2014 | +3.66% | N/A |
| 2013 | +40.74% | N/A |
| 2012 | +18.42% | N/A |
| 2011 | -9.75% | N/A |
| 2010 | +24.94% | N/A |
| 2009 | +59.92% | N/A |
| 2008 | -40.34% | N/A |
| 2007 | -19.53% | N/A |
| 2006 | +13.09% | N/A |
RZV vs CSPF Drawdown Comparison
The maximum drawdown for RZV was -77.13%, occurring on Mar 9, 2009. Recovery took 1332 trading sessions.
The maximum drawdown for CSPF was -3.06%, occurring on Mar 27, 2026. Recovery took 52 trading sessions.
The current RZV drawdown is -0.86%. The current CSPF drawdown is -0.08%.
| Rank | RZV | CSPF |
|---|---|---|
| #1 | -77.13% Jun 4, 2007 - Sep 13, 2012 | -3.06% Feb 20, 2026 - May 6, 2026 |
| #2 | -60.41% Aug 22, 2018 - Feb 16, 2021 | -3.00% Feb 28, 2025 - May 12, 2025 |
| #3 | -30.99% Jun 23, 2015 - Nov 10, 2016 | -1.09% Oct 27, 2025 - Dec 15, 2025 |
| #4 | -29.82% Dec 2, 2024 - Aug 27, 2025 | -0.93% Sep 2, 2025 - Sep 8, 2025 |
| #5 | -26.46% Nov 8, 2021 - Feb 1, 2023 | -0.83% Jul 2, 2025 - Jul 28, 2025 |
| #6 | -21.44% Feb 2, 2023 - Dec 19, 2023 | -0.81% May 8, 2026 - May 26, 2026 |
| #7 | -21.10% Dec 9, 2016 - Jan 22, 2018 | -0.78% Oct 3, 2025 - Oct 23, 2025 |
| #8 | -14.82% Jul 3, 2014 - Mar 24, 2015 | -0.61% May 29, 2026 - Jun 11, 2026 |
| #9 | -14.11% Jun 8, 2021 - Oct 25, 2021 | -0.54% Dec 26, 2025 - Jan 2, 2026 |
| #10 | -13.00% May 5, 2006 - Oct 26, 2006 | -0.46% Sep 8, 2025 - Sep 11, 2025 |
| #11 | -12.56% Feb 6, 2026 - Apr 20, 2026 | -0.44% Jan 16, 2026 - Jan 23, 2026 |
| #12 | -11.01% Mar 12, 2021 - May 17, 2021 | -0.42% Sep 16, 2025 - Oct 2, 2025 |
| #13 | -10.92% Sep 14, 2012 - Dec 18, 2012 | -0.42% Jul 28, 2025 - Aug 8, 2025 |
| #14 | -10.70% Jan 22, 2018 - May 21, 2018 | -0.40% May 19, 2025 - May 27, 2025 |
| #15 | -10.57% Jul 31, 2024 - Nov 6, 2024 | -0.40% May 27, 2025 - Jun 4, 2025 |
Correlation
Correlation between RZV and CSPF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
RZV vs CSPF dividend yield comparison.
| Year | RZV | CSPF |
|---|---|---|
| 2026 | 0.35% | 2.18% |
| 2025 | 1.59% | 4.63% |
| 2024 | 1.14% | 0.00% |
| 2023 | 1.13% | 0.00% |
| 2022 | 1.43% | 0.00% |
| 2021 | 0.86% | 0.00% |
| 2020 | 0.63% | 0.00% |
| 2019 | 1.03% | 0.00% |
| 2018 | 2.03% | 0.00% |
| 2017 | 1.02% | 0.00% |
| 2016 | 0.46% | 0.00% |
| 2015 | 1.24% | 0.00% |
| 2014 | 0.68% | 0.00% |
| 2013 | 0.64% | 0.00% |
| 2012 | 1.34% | 0.00% |
| 2011 | 0.82% | 0.00% |
| 2010 | 0.45% | 0.00% |
| 2009 | 0.90% | 0.00% |
| 2008 | 3.51% | 0.00% |
| 2007 | 1.95% | 0.00% |
| 2006 | 1.03% | 0.00% |
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