CPXIX vs. PFF
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and iShares Preferred and Income Securities ETF (PFF).
CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010. PFF is a passively managed fund by iShares that tracks the performance of the S&P U.S. Preferred Stock Index. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPXIX or PFF.
Correlation
The correlation between CPXIX and PFF is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CPXIX vs. PFF - Performance Comparison
Loading data...
Key characteristics
CPXIX:
2.15
PFF:
0.25
CPXIX:
2.91
PFF:
0.58
CPXIX:
1.53
PFF:
1.07
CPXIX:
1.63
PFF:
0.31
CPXIX:
8.59
PFF:
0.90
CPXIX:
0.87%
PFF:
3.64%
CPXIX:
3.37%
PFF:
9.17%
CPXIX:
-25.56%
PFF:
-65.55%
CPXIX:
-0.54%
PFF:
-5.56%
Returns By Period
In the year-to-date period, CPXIX achieves a 1.27% return, which is significantly higher than PFF's -0.89% return. Over the past 10 years, CPXIX has outperformed PFF with an annualized return of 4.34%, while PFF has yielded a comparatively lower 3.02% annualized return.
CPXIX
1.27%
2.56%
1.13%
7.15%
4.21%
4.34%
PFF
-0.89%
4.60%
-3.44%
2.22%
3.82%
3.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CPXIX vs. PFF - Expense Ratio Comparison
CPXIX has a 0.84% expense ratio, which is higher than PFF's 0.46% expense ratio.
Risk-Adjusted Performance
CPXIX vs. PFF — Risk-Adjusted Performance Rank
CPXIX
PFF
CPXIX vs. PFF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) and iShares Preferred and Income Securities ETF (PFF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Loading data...
Dividends
CPXIX vs. PFF - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.54%, less than PFF's 6.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.54% | 5.51% | 5.76% | 5.40% | 4.89% | 5.17% | 5.02% | 5.87% | 5.45% | 5.75% | 5.91% | 6.04% |
PFF iShares Preferred and Income Securities ETF | 6.62% | 6.31% | 6.63% | 5.55% | 4.45% | 4.79% | 5.31% | 6.31% | 5.59% | 5.85% | 5.77% | 6.32% |
Drawdowns
CPXIX vs. PFF - Drawdown Comparison
The maximum CPXIX drawdown since its inception was -25.56%, smaller than the maximum PFF drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for CPXIX and PFF. For additional features, visit the drawdowns tool.
Loading data...
Volatility
CPXIX vs. PFF - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) is 0.81%, while iShares Preferred and Income Securities ETF (PFF) has a volatility of 2.39%. This indicates that CPXIX experiences smaller price fluctuations and is considered to be less risky than PFF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...