CSNR vs SPY

CSNR vs SPY

Which is better, CSNR or SPY?

CSNR has been ahead.

SPY has a lower expense ratio. CSNR led over 1Y and the full window. CSNR is less concentrated, with 37.1% of the fund in its ten largest positions against 38.0%.

Lower Fees: SPYHigher Returns: CSNRLess Concentrated: CSNR

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

MetricCSNRSPY
Expense Ratio0.50%0.09%Best
AUM$109M$814.4B
Dividend Yield1.87%1.01%
Holdings61505
YTD Return+26.42%Best+12.71%
1Y Return+42.88%Best+19.36%
3Y Return (annualized)-+21.09%
5Y Return (annualized)-+12.69%
Volatility (annualized)16.4%13.1%Best
Max Drawdown-15.3%Best-18.8%
$10,000 over 1.6 years$16,302Best$12,919
Top 10 Weight37.1%Best38.0%
Fund FamilyCohen & Steers FundsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 3, 2025Jan 22, 1993

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 8, 2026 (1.6 years).

CSNR vs SPY 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.

CSNR vs SPY Performance

Cohen & Steers Natural Resources Active ETF (CSNR) is an ETF from Cohen & Steers Funds and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year CSNR returned +42.88% while SPY returned +19.36%. Year to date, CSNR is up 26.42% versus a gain of 12.71% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CSNR has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 13.1% for SPY. 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 -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.05. They move largely independently of each other.

Fees and Cost Over Time

CSNR charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, CSNR currently yields 1.87% against 1.01% for SPY.

Holdings Overlap

CSNR already in SPY31.4%
SPY already in CSNR2.3%

31.4% of CSNR's money is in holdings SPY also owns. 2.3% of SPY's money is in holdings CSNR also owns.

The two portfolios partly overlap.

15 positions in common, counted across the 58 positions we hold weights for in CSNR and 503 in SPY, against full books of 61 and 505.

What only one of them owns

Our book lists 478 positions for SPY that do not appear in our book for CSNR (97.1% of the fund), and 13 for CSNR that do not appear in SPY (12.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in CSNRWeight in SPYDifference
XOMExxon Mobil Corp6.22%0.96%5.26%
BGBunge Global Sa Common Shares4.52%0.02%4.50%
CTVACorteva Inc.2.94%0.08%2.86%
NEMNewmont Corp.2.58%0.16%2.42%
COPConocophillips Co2.25%0.22%2.03%
PSXPhillips 662.24%0.12%2.12%
DEDeere & Co.1.91%0.23%1.68%
SLBSlb Ltd.1.63%0.11%1.52%
VLOValero Energy Corp1.11%0.14%0.97%
NUENucor Corp.1.12%0.09%1.03%

31.4% of CSNR is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CSNRSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CSNR or SPY?

CSNR has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option, by $41 a year on a $10,000 investment.

Which performed better, CSNR or SPY?

Over the past year CSNR returned +42.88% vs +19.36% for SPY, so CSNR leads on 1-year performance. Over the longest common window we track (2 years), CSNR annualized +35.72% vs +17.36% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CSNR or SPY?

CSNR has been the more volatile fund at 16.4% annualized versus 13.1% for SPY. Worst drawdown: CSNR -15.3% vs SPY -18.8%.

Should I hold both CSNR and SPY?

CSNR and SPY have a monthly-return correlation of 0.05, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between CSNR and SPY?

31.4% of CSNR's money is in holdings SPY also owns. 2.3% of SPY's is in holdings CSNR also owns. They hold 15 positions in common, counted across the 58 positions we hold weights for in CSNR and 503 in SPY.

Which pays a higher dividend, CSNR or SPY?

CSNR yields 1.87% while SPY yields 1.01%, so CSNR currently pays the higher dividend yield.

Is SPY better than CSNR?

SPY has a lower expense ratio. CSNR led over 1Y and the full window. CSNR is less concentrated, with 37.1% of the fund in its ten largest positions against 38.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.