PISHX vs. LPXZX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX).
PISHX is managed by Cohen & Steers. It was launched on Feb 28, 2019. LPXZX is managed by Cohen & Steers. It was launched on Nov 29, 2015.
Performance
PISHX vs. LPXZX - Performance Comparison
Loading graphics...
PISHX vs. LPXZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | -1.14% | 9.65% | 12.50% | 7.91% | -11.73% | 4.30% | 8.57% | 12.46% |
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | -0.77% | 6.89% | 8.75% | 6.91% | -5.78% | 2.08% | 4.27% | 7.39% |
Returns By Period
In the year-to-date period, PISHX achieves a -1.14% return, which is significantly lower than LPXZX's -0.77% return.
PISHX
- 1D
- 0.00%
- 1M
- -2.56%
- YTD
- -1.14%
- 6M
- 0.08%
- 1Y
- 6.86%
- 3Y*
- 10.90%
- 5Y*
- 4.03%
- 10Y*
- —
LPXZX
- 1D
- 0.00%
- 1M
- -1.88%
- YTD
- -0.77%
- 6M
- -0.06%
- 1Y
- 4.51%
- 3Y*
- 7.62%
- 5Y*
- 3.40%
- 10Y*
- 4.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PISHX vs. LPXZX - Expense Ratio Comparison
PISHX has a 0.00% expense ratio, which is lower than LPXZX's 0.60% expense ratio.
Return for Risk
PISHX vs. LPXZX — Risk / Return Rank
PISHX
LPXZX
PISHX vs. LPXZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) and Cohen & Steers Low Duration Preferred and Income Fund (LPXZX). 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.
| PISHX | LPXZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.13 | 2.05 | +0.08 |
Sortino ratioReturn per unit of downside risk | 2.66 | 2.58 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.54 | 1.52 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.11 | -0.18 |
Martin ratioReturn relative to average drawdown | 8.68 | 8.95 | -0.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PISHX | LPXZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.13 | 2.05 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 1.28 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.10 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 1.05 | -0.28 |
Correlation
The correlation between PISHX and LPXZX is 0.79, 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.
Dividends
PISHX vs. LPXZX - Dividend Comparison
PISHX's dividend yield for the trailing twelve months is around 5.12%, more than LPXZX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | 5.12% | 5.52% | 5.89% | 5.92% | 5.45% | 4.25% | 4.59% | 3.38% | 0.00% | 0.00% | 0.00% |
LPXZX Cohen & Steers Low Duration Preferred and Income Fund | 4.59% | 4.84% | 5.10% | 4.92% | 4.45% | 4.21% | 4.36% | 4.51% | 4.71% | 3.78% | 4.10% |
Drawdowns
PISHX vs. LPXZX - Drawdown Comparison
The maximum PISHX drawdown since its inception was -27.12%, which is greater than LPXZX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for PISHX and LPXZX.
Loading graphics...
Drawdown Indicators
| PISHX | LPXZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.12% | -18.13% | -8.99% |
Max Drawdown (1Y)Largest decline over 1 year | -3.46% | -2.14% | -1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -19.14% | -9.69% | -9.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.13% | — |
Current DrawdownCurrent decline from peak | -2.83% | -2.14% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -4.03% | -1.50% | -2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 0.50% | +0.27% |
Volatility
PISHX vs. LPXZX - Volatility Comparison
Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) has a higher volatility of 1.22% compared to Cohen & Steers Low Duration Preferred and Income Fund (LPXZX) at 0.87%. This indicates that PISHX's price experiences larger fluctuations and is considered to be riskier than LPXZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PISHX | LPXZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 0.87% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 1.40% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.22% | 2.23% | +0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.54% | 2.68% | +1.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.43% | 3.77% | +3.66% |