PISHX vs. CPXIX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX).
PISHX is managed by Cohen & Steers. It was launched on Feb 28, 2019. CPXIX is managed by Cohen & Steers. It was launched on May 2, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PISHX or CPXIX.
Correlation
The correlation between PISHX and CPXIX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PISHX vs. CPXIX - Performance Comparison
Key characteristics
PISHX:
5.37
CPXIX:
3.75
PISHX:
8.16
CPXIX:
5.61
PISHX:
2.39
CPXIX:
1.88
PISHX:
3.25
CPXIX:
1.53
PISHX:
31.81
CPXIX:
19.11
PISHX:
0.41%
CPXIX:
0.54%
PISHX:
2.41%
CPXIX:
2.77%
PISHX:
-27.12%
CPXIX:
-25.56%
PISHX:
0.00%
CPXIX:
0.00%
Returns By Period
In the year-to-date period, PISHX achieves a 1.69% return, which is significantly higher than CPXIX's 1.44% return.
PISHX
1.69%
1.59%
5.11%
12.57%
3.70%
N/A
CPXIX
1.44%
1.36%
3.88%
10.19%
2.18%
4.54%
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PISHX vs. CPXIX - Expense Ratio Comparison
PISHX has a 0.00% expense ratio, which is lower than CPXIX's 0.84% expense ratio.
Risk-Adjusted Performance
PISHX vs. CPXIX — Risk-Adjusted Performance Rank
PISHX
CPXIX
PISHX vs. CPXIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX). 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
PISHX vs. CPXIX - Dividend Comparison
PISHX's dividend yield for the trailing twelve months is around 5.87%, more than CPXIX's 5.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | 5.87% | 5.89% | 5.92% | 5.87% | 4.66% | 4.59% | 3.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.51% | 5.56% | 5.81% | 5.45% | 4.90% | 5.21% | 5.29% | 5.92% | 4.89% | 5.77% | 5.91% | 5.98% |
Drawdowns
PISHX vs. CPXIX - Drawdown Comparison
The maximum PISHX drawdown since its inception was -27.12%, which is greater than CPXIX's maximum drawdown of -25.56%. Use the drawdown chart below to compare losses from any high point for PISHX and CPXIX. For additional features, visit the drawdowns tool.
Volatility
PISHX vs. CPXIX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) is 0.55%, while Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) has a volatility of 0.64%. This indicates that PISHX experiences smaller price fluctuations and is considered to be less risky than CPXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.