CSRA vs SPY

CSRA vs SPY

Which is better, CSRA or SPY?

Allocation/Balanced against Large Cap Blend.

SPY has a lower expense ratio. SPY is less concentrated, with 38.2% of the fund in its ten largest positions against 50.5%.

Lower Fees: SPYLess Concentrated: SPY

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

MetricCSRASPY
Expense Ratio0.80%0.09%Best
AUM$19M$811.2B
Dividend Yield0.00%0.98%
Holdings1901,515
YTD Return-2.35%+13.54%Best
1Y Return-+16.25%
3Y Return (annualized)-+23.72%
5Y Return (annualized)-+13.95%
Top 10 Weight50.5%38.2%Best
Fund FamilyCohen & Steers FundsState Street Investment Management
CategoryAllocation/BalancedEquity
StyleAllocation/BalancedLarge Cap Blend
InceptionAug 11, 2026Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

CSRA 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

CSRA vs SPY Performance

Cohen & Steers Real Assets Active ETF (CSRA) 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. Year to date, CSRA is down 2.35% versus a gain of 13.54% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

CSRA charges 0.80% per year while SPY charges 0.09%. On a $10,000 position that is $80 vs $9 annually, a gap of $71 per year that compounds over a long holding period. On income, CSRA currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

CSRA already in SPY24.7%
SPY already in CSRA5.4%

24.7% of CSRA's money is in holdings SPY also owns. 5.4% of SPY's money is in holdings CSRA also owns.

CSRA and SPY share little of their money.

52 positions in common, counted across the 190 positions we hold weights for in CSRA and 504 in SPY, against full books of 190 and 1,515.

What only one of them owns

Our book lists 445 positions for SPY that do not appear in our book for CSRA (93.9% of the fund), and 36 for CSRA that do not appear in SPY (49.5%).

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 CSRAWeight in SPYDifference
WELLWelltower, Inc.2.83%0.25%2.58%
XOMExxonmobil Holdings Corp Common Stock Usd1.07%1.04%0.03%
WMBWilliams Cos. Inc.1.46%0.13%1.33%
DLRDigital Realty Trust Inc.1.49%0.09%1.40%
PLDPrologis Inc1.26%0.19%1.07%
TRGPTarga Resources Corp Preferred1.06%0.09%0.97%
EQIXEquinix Inc. Real Estate Investment Trust1.00%0.15%0.85%
AMTAmerican Tower Corporation0.96%0.13%0.83%
ESSEssex Property0.82%0.03%0.79%
BGBunge Global Sa Common Shares0.80%0.03%0.77%

24.7% of CSRA 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.

CSRASPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CSRA or SPY?

CSRA has an expense ratio of 0.80% while SPY charges 0.09%. SPY is the cheaper option, by $71 a year on a $10,000 investment.

What is the holdings overlap between CSRA and SPY?

24.7% of CSRA's money is in holdings SPY also owns. 5.4% of SPY's is in holdings CSRA also owns. They hold 52 positions in common, counted across the 190 positions we hold weights for in CSRA and 504 in SPY.

Which pays a higher dividend, CSRA or SPY?

CSRA yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than CSRA?

SPY has a lower expense ratio. SPY is less concentrated, with 38.2% of the fund in its ten largest positions against 50.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.