Compare · 2 funds side by side · dividends reinvested

CSPF and SPY

CSPFCohenSteers×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

CSPF and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.78%+2.4%+2.9%[…][…]−3.2%4.1%$392M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CSPF 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Preferred and Income Opportunities Active ETF · $392M[…]

CSPF

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CSPFMeasureSPY

+2.4%Year to dateJan 1 → Nov 4+13.3%

+2.9%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.59%Expense ratio$59 · $9 a year on $10k · lower is better0.09%

5.78%Trailing 12-mo yield$578 · $99 a year on $10k0.99%

−3.2%Worst dropSmaller is better−8.9%

4.1%VolatilityLower is calmer12.9%

CSPFSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSPF vs SPY: Top 5 Holdings

Today

CSPF

1.9%in top 5

SPY

in top 527.3%

CSPFStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.5%MS-PQnot top 5

0.4%PRSnot top 5

0.4%NBS.Lnot top 5

0.3%APOSnot top 5

0.3%MET-PEnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

CSPF vs SPY Returns, Every Period

CohenSteersCSPF

+2.9%

past year

SPYSPDR

+13.4%

past year

CSPFSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Core: CSPF vs SPY

YTD

CohenSteersCSPF

+2.4%

SPYSPDR

+13.3%

+2.4%Year to date+13.3%

−3.2%Worst drop · 1Y−8.9%

4.1%Volatility · 1Y12.9%

5.8%Yield1.0%

$392MAssets$805B

3–1CSPF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSPF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CSPF0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSPF, SPY

5.78%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.78%$578

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$519most kept, CSPF

CSPF$578 − $59 = $519

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSPF, SPY

Today

0.0%most shared, CSPF and SPY

CSPFSPY

CSPF—0.0%

SPY0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

CSPFWorst drop−3.2%4.1% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CSPFSPY

+2.4%Year to date+13.3%

5.8%Yield1.0%

+2.9%Past year+13.4%

0.59%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026