PSF vs. PISHX
Compare and contrast key facts about Cohen & Steers Select Preferred and Income Fund (PSF) and Cohen & Steers Preferred Securities and Income SMA Shares (PISHX).
PSF is managed by Cohen & Steers. PISHX is managed by Cohen & Steers. It was launched on Feb 28, 2019.
Performance
PSF vs. PISHX - Performance Comparison
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PSF vs. PISHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PSF Cohen & Steers Select Preferred and Income Fund | -2.58% | 10.63% | 12.84% | 9.88% | -24.55% | 3.89% | -3.78% | 23.92% |
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% |
Returns By Period
In the year-to-date period, PSF achieves a -2.58% return, which is significantly lower than PISHX's -1.14% return.
PSF
- 1D
- 2.21%
- 1M
- -4.29%
- YTD
- -2.58%
- 6M
- -3.17%
- 1Y
- 4.58%
- 3Y*
- 10.65%
- 5Y*
- 0.77%
- 10Y*
- 5.44%
PISHX
- 1D
- 0.00%
- 1M
- -2.56%
- YTD
- -1.14%
- 6M
- 0.08%
- 1Y
- 6.86%
- 3Y*
- 10.90%
- 5Y*
- 4.03%
- 10Y*
- —
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PSF vs. PISHX - Expense Ratio Comparison
PSF has a 4.28% expense ratio, which is higher than PISHX's 0.00% expense ratio.
Return for Risk
PSF vs. PISHX — Risk / Return Rank
PSF
PISHX
PSF vs. PISHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Select Preferred and Income Fund (PSF) and Cohen & Steers Preferred Securities and Income SMA Shares (PISHX). 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.
| PSF | PISHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 2.13 | -1.72 |
Sortino ratioReturn per unit of downside risk | 0.59 | 2.66 | -2.08 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.54 | -0.43 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 1.93 | -1.48 |
Martin ratioReturn relative to average drawdown | 1.78 | 8.68 | -6.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PSF | PISHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 2.13 | -1.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.89 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.77 | -0.40 |
Correlation
The correlation between PSF and PISHX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PSF vs. PISHX - Dividend Comparison
PSF's dividend yield for the trailing twelve months is around 7.80%, more than PISHX's 5.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSF Cohen & Steers Select Preferred and Income Fund | 7.80% | 7.46% | 7.65% | 8.29% | 8.65% | 9.08% | 7.02% | 6.55% | 8.68% | 7.70% | 9.35% | 8.81% |
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% | 0.00% |
Drawdowns
PSF vs. PISHX - Drawdown Comparison
The maximum PSF drawdown since its inception was -55.01%, which is greater than PISHX's maximum drawdown of -27.12%. Use the drawdown chart below to compare losses from any high point for PSF and PISHX.
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Drawdown Indicators
| PSF | PISHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.01% | -27.12% | -27.89% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -3.46% | -5.96% |
Max Drawdown (5Y)Largest decline over 5 years | -40.80% | -19.14% | -21.66% |
Max Drawdown (10Y)Largest decline over 10 years | -55.01% | — | — |
Current DrawdownCurrent decline from peak | -11.45% | -2.83% | -8.62% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -4.03% | -5.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 0.77% | +1.63% |
Volatility
PSF vs. PISHX - Volatility Comparison
Cohen & Steers Select Preferred and Income Fund (PSF) has a higher volatility of 4.65% compared to Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) at 1.22%. This indicates that PSF's price experiences larger fluctuations and is considered to be riskier than PISHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSF | PISHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 1.22% | +3.43% |
Volatility (6M)Calculated over the trailing 6-month period | 6.23% | 1.76% | +4.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 3.22% | +7.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.57% | 4.54% | +10.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.11% | 7.43% | +13.68% |