CSPF vs QQQ
Cohen & Steers Preferred and Income Opportunities Active ETF vs Invesco QQQ Trust, Series 1
Which is better, CSPF or QQQ?
QQQ has been ahead.
QQQ has a lower expense ratio. QQQ led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CSPF | QQQ |
|---|---|---|
| Expense Ratio | 0.59% | 0.18%Best |
| AUM | $316M | $486.1B |
| Dividend Yield | 5.78% | 0.44% |
| Holdings | 320 | 107 |
| YTD Return | +3.07% | +17.54%Best |
| 1Y Return | +5.84% | +25.59%Best |
| 3Y Return (annualized) | - | +24.63% |
| 5Y Return (annualized) | - | +14.18% |
| Volatility (annualized) | 3.2%Best | 20.3% |
| Max Drawdown | -3.1%Best | -22.8% |
| $10,000 over 1.6 years | $11,190 | $13,813Best |
| Fund Family | Cohen & Steers Funds | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Growth |
| Inception | Feb 3, 2025 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 5, 2025 to Sep 4, 2026 (1.6 years).
CSPF vs QQQ growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.6 years both funds cover.
CSPF vs QQQ Performance
Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) is an ETF from Cohen & Steers Funds and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year CSPF returned +5.84% while QQQ returned +25.59%. Year to date, CSPF is up 3.07% versus a gain of 17.54% for QQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 3.2% for CSPF. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -3.1% for CSPF and -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CSPF charges 0.59% per year while QQQ charges 0.18%. On a $10,000 position that is $59 vs $18 annually, a gap of $41 per year that compounds over a long holding period. On income, CSPF currently yields 5.78% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 138 holdings in CSPF and 102 in QQQ, totalling 37.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 138 positions we hold weights for in CSPF and 102 in QQQ, against full books of 320 and 107.
You are not choosing between two funds in isolation.
Whichever of CSPF and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CSPF or QQQ?
CSPF has an expense ratio of 0.59% while QQQ charges 0.18%. QQQ is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, CSPF or QQQ?
Over the past year CSPF returned +5.84% vs +25.59% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), CSPF annualized +7.28% vs +22.37% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CSPF or QQQ?
QQQ has been the more volatile fund at 20.3% annualized versus 3.2% for CSPF. Worst drawdown: CSPF -3.1% vs QQQ -22.8%.
Should I hold both CSPF and QQQ?
CSPF and QQQ have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, CSPF or QQQ?
CSPF yields 5.78% while QQQ yields 0.44%, so CSPF currently pays the higher dividend yield.
Is QQQ better than CSPF?
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.