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CSSD vs. FCVT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CSSD vs. FCVT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD) and First Trust SSI Strategic Convertible Securities ETF (FCVT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CSSD achieves a 3.03% return, which is significantly lower than FCVT's 14.79% return.


CSSD

1D
0.16%
1M
-0.07%
6M
1.93%
YTD
3.03%
1Y
3Y*
5Y*
10Y*
ALL TIME*

FCVT

1D
0.19%
1M
-4.59%
6M
8.08%
YTD
14.79%
1Y
27.00%
3Y*
15.74%
5Y*
5.37%
10Y*
10.87%
ALL TIME*
10.52%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$135.14K$635.62K$292.35K
$3.38M$2.19M$1.42M

CSSD vs. FCVT - Yearly Performance Comparison


Correlation

The correlation between CSSD and FCVT is 0.32, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 10, 2025

0.32

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Return for Risk

CSSD vs. FCVT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CSSD

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


FCVT
FCVT Risk / Return Rank: 5454
Overall Rank
FCVT Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
FCVT Sortino Ratio Rank: 5151
Sortino Ratio Rank
FCVT Omega Ratio Rank: 5050
Omega Ratio Rank
FCVT Calmar Ratio Rank: 5151
Calmar Ratio Rank
FCVT Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CSSD vs. FCVT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD) and First Trust SSI Strategic Convertible Securities ETF (FCVT). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CSSDFCVTDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.23

Calmar ratioReturn relative to maximum drawdown

1.82

Martin ratioReturn relative to average drawdown

7.30

CSSD vs. FCVT - Sharpe Ratio Comparison


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Drawdowns

CSSD vs. FCVT - Drawdown Comparison

The maximum CSSD drawdown since its inception was -2.32%, smaller than the maximum FCVT drawdown of -31.79%. Use the drawdown chart below to compare losses from any high point for CSSD and FCVT.


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Drawdown Indicators


CSSDFCVTDifference

Max Drawdown

Largest peak-to-trough decline

-2.32%

-31.79%

+29.47%

Max Drawdown (1Y)

Largest decline over 1 year

-13.87%

Max Drawdown (3Y)

Largest decline over 3 years

-15.06%

Max Drawdown (5Y)

Largest decline over 5 years

-30.43%

Max Drawdown (10Y)

Largest decline over 10 years

-31.79%

Current Drawdown

Current decline from peak

-0.25%

-10.08%

+9.83%

Average Drawdown

Average peak-to-trough decline

-0.28%

-10.29%

+10.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.45%

Volatility

CSSD vs. FCVT - Volatility Comparison


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Volatility by Period


CSSDFCVTDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.70%

Volatility (6M)

Calculated over the trailing 6-month period

16.06%

Volatility (1Y)

Calculated over the trailing 1-year period

2.96%

19.11%

-16.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.96%

14.76%

-11.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.96%

14.99%

-12.03%

CSSD vs. FCVT - Expense Ratio Comparison

CSSD has a 0.49% expense ratio, which is lower than FCVT's 0.95% expense ratio.


Dividends

CSSD vs. FCVT - Dividend Comparison

CSSD's dividend yield for the trailing twelve months is around 3.63%, more than FCVT's 1.14% yield.


PositionTTM20252024202320222021202020192018201720162015
CSSD
Cohen & Steers Short Duration Preferred and Income Active ETF
3.63%0.53%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FCVT
First Trust SSI Strategic Convertible Securities ETF
1.14%1.98%1.30%1.76%3.71%23.07%1.72%1.60%1.85%2.18%1.88%0.59%

Frequently Asked Questions


CSSD and FCVT have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CSSD is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CSSD is cheaper with a 0.49% expense ratio, compared with 0.95% for FCVT.

CSSD has the higher dividend yield at 3.63%, compared with 1.14% for FCVT.

CSSD is categorized as Preferred Stock, while FCVT is Convertible Bonds. They also come from different issuers: Cohen & Steers and First Trust. Their fees differ too: 0.49% for CSSD and 0.95% for FCVT.

Portfolio Optimizer

Find the right allocation for CSSD and FCVT

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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