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 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CPXIX vs. PFF - Performance Comparison
Key characteristics
CPXIX:
3.35
PFF:
0.72
CPXIX:
4.91
PFF:
1.06
CPXIX:
1.77
PFF:
1.13
CPXIX:
1.47
PFF:
0.53
CPXIX:
17.23
PFF:
2.58
CPXIX:
0.54%
PFF:
2.31%
CPXIX:
2.80%
PFF:
8.28%
CPXIX:
-25.56%
PFF:
-65.55%
CPXIX:
-0.48%
PFF:
-2.93%
Returns By Period
In the year-to-date period, CPXIX achieves a 1.28% return, which is significantly lower than PFF's 1.86% return. Over the past 10 years, CPXIX has outperformed PFF with an annualized return of 4.42%, while PFF has yielded a comparatively lower 3.32% annualized return.
CPXIX
1.28%
0.38%
3.07%
9.31%
2.71%
4.42%
PFF
1.86%
-0.23%
1.54%
5.55%
2.68%
3.32%
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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.
Dividends
CPXIX vs. PFF - Dividend Comparison
CPXIX's dividend yield for the trailing twelve months is around 5.06%, less than PFF's 5.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.06% | 5.56% | 5.81% | 5.45% | 4.90% | 5.21% | 5.29% | 5.92% | 4.89% | 5.77% | 5.91% | 5.98% |
PFF iShares Preferred and Income Securities ETF | 5.70% | 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.
Volatility
CPXIX vs. PFF - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) is 0.78%, while iShares Preferred and Income Securities ETF (PFF) has a volatility of 2.01%. 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.