CSRE vs SCHD
CSRE vs SCHD
Cohen & Steers Real Estate Active ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | CSRE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.06% | |
| AUM | $507M | $103.7B | |
| Dividend Yield | 0.63% | 3.31% | |
| Holdings | 49 | 104 | |
| YTD Return | +14.50% | +24.26% | |
| 1Y Return | +15.08% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 12.5% | 13.6% | |
| Max Drawdown | -13.0% | -33.4% | |
| Fund Family | Cohen & Steers Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Feb 3, 2025 | Oct 20, 2011 |
CSRE vs SCHD Performance
Cohen & Steers Real Estate Active ETF (CSRE) is a ETF from Cohen & Steers Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CSRE returned +15.08% while SCHD returned +31.38%. Year to date, CSRE is up 14.50% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.5% 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 -33.4% for SCHD. 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CSRE charges 0.70% per year while SCHD charges 0.06%. On a $10,000 position that is $70 vs $6 annually, a gap of $64 per year that compounds over a long holding period. On income, CSRE currently yields 0.63% against 3.31% for SCHD.
Holdings Overlap
CSRE and SCHD share 0 holdings out of 148 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 SCHD?
CSRE has an expense ratio of 0.70% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $64 per year of difference.
Which performed better, CSRE or SCHD?
Over the past year CSRE returned +15.08% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), CSRE annualized +11.98% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, CSRE or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.5% for CSRE. Worst drawdown: CSRE -13.0% vs SCHD -33.4%.
Should I hold both CSRE and SCHD?
CSRE and SCHD have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CSRE and SCHD?
CSRE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 148 unique securities.
Which pays a higher dividend, CSRE or SCHD?
CSRE yields 0.63% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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