CSNR vs QQQ

CSNR vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. CSNR delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: CSNRMore Diversified: QQQ

Side-by-Side Comparison

MetricCSNRQQQWinner
Expense Ratio0.50%0.18%
AUM$99M$496.3B
Dividend Yield1.87%0.44%
Holdings68108
YTD Return+19.54%+17.30%
1Y Return+39.97%+24.93%
3Y Return (annualized)-+26.19%
5Y Return (annualized)-+15.34%
Volatility (annualized)16.5%30.6%
Max Drawdown-15.3%-83.0%
Fund FamilyCohen & Steers FundsInvesco (US)
CategoryEquityEquity
InceptionFeb 3, 2025Mar 10, 1999

CSNR vs QQQ Performance

Cohen & Steers Natural Resources Active ETF (CSNR) is a ETF from Cohen & Steers Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year CSNR returned +39.97% while QQQ returned +24.93%. Year to date, CSNR is up 19.54% versus a gain of 17.30% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 16.5% for CSNR. 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 -15.3% for CSNR and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.18. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CSNR charges 0.50% per year while QQQ charges 0.18%. On a $10,000 position that is $50 vs $18 annually, a gap of $32 per year that compounds over a long holding period. On income, CSNR currently yields 1.87% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

CSNR and QQQ share 0 holdings out of 160 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, CSNR or QQQ?

CSNR has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, CSNR or QQQ?

Over the past year CSNR returned +39.97% vs +24.93% for QQQ, so CSNR leads on 1-year performance. Over the longest common window we track (2 years), CSNR annualized +32.35% vs +13.06% for QQQ. Past performance does not guarantee future results.

Which is riskier, CSNR or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 16.5% for CSNR. Worst drawdown: CSNR -15.3% vs QQQ -83.0%.

Should I hold both CSNR and QQQ?

CSNR and QQQ have a monthly-return correlation of -0.18, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CSNR and QQQ?

CSNR and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 160 unique securities.

Which pays a higher dividend, CSNR or QQQ?

CSNR yields 1.87% while QQQ yields 0.44%, so CSNR currently pays the higher dividend yield.

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