Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with CSPF. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CSPF
CSPF charges 0.59% annually. There are 19 ETFs in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.20%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Convertible Bond ETF | 0.20% | 7.46B | Jun 2015 | CSPF vs ICVT | |
| Global X U.S. Preferred ETF | 0.23% | 2.17B | Sep 2017 | CSPF vs PFFD | |
| Global X Variable Rate Preferred ETF | 0.25% | 305.93M | Jun 2020 | CSPF vs PFFV | |
| Eaton Vance Preferred Securities and Income ETF | 0.39% | 35.16M | Mar 2026 | CSPF vs EVPF | |
| SPDR Bloomberg Barclays Convertible Securities ETF | 0.40% | 6.40B | Apr 2009 | CSPF vs CWB |
Best Risk-Adjusted Alternatives to CSPF
CSPF has a PortfoliosLab risk / return rank of 70. There are 4 ETFs in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Convertible Bond ETF | 84 | 7.46B | Jun 2015 | CSPF vs ICVT | |
| First Trust SSI Strategic Convertible Securities E... | 84 | 122.72M | Nov 2015 | CSPF vs FCVT | |
| SPDR Bloomberg Barclays Convertible Securities ETF | 80 | 6.40B | Apr 2009 | CSPF vs CWB | |
| Nuveen Preferred And Income ETF | 74 | 169.20M | Mar 2024 | CSPF vs NPFI | |
| First Trust Institutional Preferred Securities & I... | 69 | 1.89B | Aug 2017 | CSPF vs FPEI |
Top Performing CSPF Alternatives (YTD)
CSPF is at 3.08% YTD. There are 5 ETFs in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 24.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust SSI Strategic Convertible Securities E... | 24.74% | 122.72M | Nov 2015 | CSPF vs FCVT | |
| iShares Convertible Bond ETF | 24.42% | 7.46B | Jun 2015 | CSPF vs ICVT | |
| SPDR Bloomberg Barclays Convertible Securities ETF | 22.11% | 6.40B | Apr 2009 | CSPF vs CWB | |
| VanEck Vectors Preferred Securities ex Financials ... | 5.24% | 2.50B | Jul 2012 | CSPF vs PFXF | |
| Global X SuperIncome Preferred ETF | 4.37% | 143.01M | Jul 2012 | CSPF vs SPFF |
Lowest Volatility Alternatives to CSPF
CSPF has 4.15% 1-year volatility. There are 14 ETFs in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 2.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Variable Rate Preferred ETF | 2.90% | 2.97B | May 2014 | CSPF vs VRP | |
| Nuveen Preferred And Income ETF | 2.95% | 169.20M | Mar 2024 | CSPF vs NPFI | |
| Fidelity Preferred Securities & Income ETF | 2.98% | 83.02M | Jun 2021 | CSPF vs FPFD | |
| Cohen & Steers Short Duration Preferred and Income... | 3.08% | 17.00M | Dec 2025 | CSPF vs CSSD | |
| Principal Spectrum Preferred Secs Active ETF | 3.11% | 1.70B | Jul 2017 | CSPF vs PREF |
Lowest Drawdown Alternatives to CSPF
CSPF has a 1-year max drawdown of -3.06%. There are 5 ETFs in the Preferred Stock/Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -2.11%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square RCIM Tax-Advantaged Preferred and Inc... | -2.11% | 74.29M | Dec 2024 | CSPF vs QTPI | |
| AAM Low Duration Preferred and Income Securities E... | -2.23% | 487.73M | Nov 2019 | CSPF vs PFLD | |
| Fidelity Preferred Securities & Income ETF | -2.75% | 83.02M | Jun 2021 | CSPF vs FPFD | |
| Principal Spectrum Preferred Secs Active ETF | -2.88% | 1.70B | Jul 2017 | CSPF vs PREF | |
| Invesco Variable Rate Preferred ETF | -2.89% | 2.97B | May 2014 | CSPF vs VRP |
Other ETFs from Cohen & Steers
The 3 most viewed Cohen & Steers ETFs shown here include CSRE, CSNR, CSIO and span 3 categories. AUM among these funds goes as high as $105M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Real Estate Active ETF | REIT | 28 | 13.41% | 104.94M | Feb 2025 | CSPF vs CSRE | |
| Cohen & Steers Natural Resources Active ETF | Natural Resources | 60 | 11.05% | 60.88M | Feb 2025 | CSPF vs CSNR | |
| Cohen & Steers Infrastructure Opportunities Active... | Global Equities | — | 15.68% | 19.02M | Dec 2025 | CSPF vs CSIO |
Often Compared With CSPF
Investors most often compare CSPF with PFFA, JHPI, FPE. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare CSPF with Any Fund or Stock
Compare CSPF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSPF with funds that move differently
Cohen & Steers Preferred and Income Opportunities Active ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSPF.
Explore CSPF Diversifiers