CSRE vs QQQ
Cohen & Steers Real Estate Active ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | CSRE | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.18% | |
| AUM | $507M | $455.8B | |
| Dividend Yield | 0.63% | 0.41% | |
| Holdings | 49 | 108 | |
| YTD Return | +13.14% | +17.85% | |
| 1Y Return | +15.61% | +26.45% | |
| 3Y Return (annualized) | - | +26.07% | |
| 5Y Return (annualized) | - | +15.16% | |
| Volatility (annualized) | 12.7% | 30.6% | |
| Max Drawdown | -13.0% | -83.0% | |
| Fund Family | Cohen & Steers Funds | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Feb 3, 2025 | Mar 10, 1999 |
CSRE vs QQQ Performance
Cohen & Steers Real Estate Active ETF (CSRE) is a ETF from Cohen & Steers Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year CSRE returned +15.61% while QQQ returned +26.45%. Year to date, CSRE is up 13.14% versus a gain of 17.85% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 12.7% for CSRE. 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 -13.0% for CSRE 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 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CSRE charges 0.70% per year while QQQ charges 0.18%. On a $10,000 position that is $70 vs $18 annually, a gap of $52 per year that compounds over a long holding period. On income, CSRE currently yields 0.63% against 0.41% for QQQ.
Holdings Overlap
CSRE and QQQ share 0 holdings out of 151 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, CSRE or QQQ?
CSRE has an expense ratio of 0.70% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, CSRE or QQQ?
Over the past year CSRE returned +15.61% vs +26.45% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), CSRE annualized +11.03% vs +13.09% for QQQ. Past performance does not guarantee future results.
Which is riskier, CSRE or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 12.7% for CSRE. Worst drawdown: CSRE -13.0% vs QQQ -83.0%.
Should I hold both CSRE and QQQ?
CSRE and QQQ have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CSRE and QQQ?
CSRE and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 151 unique securities.
Which pays a higher dividend, CSRE or QQQ?
CSRE yields 0.63% while QQQ yields 0.41%, so CSRE currently pays the higher dividend yield.
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