EVPF vs. CSPF
EVPF (Eaton Vance Preferred Securities and Income ETF) and CSPF (Cohen & Steers Preferred and Income Opportunities Active ETF) are both Preferred Stock/Convertible Bonds funds. Both are actively managed. A 0.71 correlation means they provide meaningful diversification when combined. EVPF charges 0.39%/yr vs 0.59%/yr for CSPF.
Performance
EVPF vs. CSPF - Performance Comparison
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Returns By Period
EVPF
- 1D
- 0.00%
- 1M
- 0.75%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CSPF
- 1D
- -0.21%
- 1M
- 0.65%
- YTD
- 2.65%
- 6M
- 2.72%
- 1Y
- 9.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EVPF vs. CSPF - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
EVPF Eaton Vance Preferred Securities and Income ETF | 1.16% |
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF | 0.67% |
Correlation
The correlation between EVPF and CSPF is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 6, 2026 | 0.71 |
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Return for Risk
EVPF vs. CSPF — Risk / Return Rank
EVPF
CSPF
EVPF vs. CSPF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Preferred Securities and Income ETF (EVPF) and Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| EVPF | CSPF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.26 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.13 | 1.96 | -0.84 |
Drawdowns
EVPF vs. CSPF - Drawdown Comparison
The maximum EVPF drawdown since its inception was -2.36%, smaller than the maximum CSPF drawdown of -3.06%. Use the drawdown chart below to compare losses from any high point for EVPF and CSPF.
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Drawdown Indicators
| EVPF | CSPF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.36% | -3.06% | +0.70% |
Max Drawdown (1Y)Largest decline over 1 year | — | -3.06% | — |
Current DrawdownCurrent decline from peak | -0.17% | -0.32% | +0.15% |
Average DrawdownAverage peak-to-trough decline | -0.52% | -0.44% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.67% | — |
Volatility
EVPF vs. CSPF - Volatility Comparison
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Volatility by Period
| EVPF | CSPF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.08% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 3.03% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 4.07% | +0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.31% | 4.17% | +0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.31% | 4.17% | +0.14% |
EVPF vs. CSPF - Expense Ratio Comparison
EVPF has a 0.39% expense ratio, which is lower than CSPF's 0.59% expense ratio.
Dividends
EVPF vs. CSPF - Dividend Comparison
EVPF's dividend yield for the trailing twelve months is around 1.08%, less than CSPF's 5.16% yield.
| Position | TTM | 2025 |
|---|---|---|
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF | 5.16% | 4.63% |
EVPF Eaton Vance Preferred Securities and Income ETF | 1.08% | 0.00% |
Frequently Asked Questions
EVPF and CSPF have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EVPF is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EVPF is cheaper with a 0.39% expense ratio, compared with 0.59% for CSPF.
CSPF has the higher dividend yield at 5.16%, compared with 1.08% for EVPF.
They also come from different issuers: Eaton Vance and Cohen & Steers. Their fees differ too: 0.39% for EVPF and 0.59% for CSPF.
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