CSRE vs VOO

CSRE vs VOO

Which is better, CSRE or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 54.8%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

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

MetricCSREVOO
Expense Ratio0.70%0.03%Best
AUM$572M$997.4B
Dividend Yield2.20%1.04%
Holdings51509
YTD Return+9.29%+14.14%Best
1Y Return+9.43%+17.31%Best
3Y Return (annualized)-+23.04%
5Y Return (annualized)-+13.63%
Volatility (annualized)12.7%Best13.1%
Max Drawdown-13.0%Best-18.7%
$10,000 over 1.6 years$11,289$13,009Best
Top 10 Weight54.8%37.6%Best
Fund FamilyCohen & Steers FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 3, 2025Sep 7, 2010

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 22, 2026 (1.6 years).

CSRE vs VOO 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.

CSRE vs VOO Performance

Cohen & Steers Real Estate Active ETF (CSRE) is an ETF from Cohen & Steers Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year CSRE returned +9.43% while VOO returned +17.31%. Year to date, CSRE is up 9.29% versus a gain of 14.14% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 13.1% 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 -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.45. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CSRE charges 0.70% per year while VOO charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, CSRE currently yields 2.20% against 1.04% for VOO.

Holdings Overlap

CSRE already in VOO59.7%
VOO already in CSRE1.3%

59.7% of CSRE's money is in holdings VOO also owns. 1.3% of VOO's money is in holdings CSRE also owns.

The two portfolios partly overlap.

15 positions in common, counted across the 44 positions we hold weights for in CSRE and 494 in VOO, against full books of 51 and 509.

What only one of them owns

Our book lists 472 positions for VOO that do not appear in our book for CSRE (97.8% of the fund), and 20 for CSRE that do not appear in VOO (34.0%).

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 CSREWeight in VOODifference
WELLWelltower, Inc.15.33%0.26%15.07%
DLRDigital Realty Trust Inc.7.74%0.10%7.64%
EQIXEquinix Inc. Real Estate Investment Trust6.09%0.16%5.93%
CCICrown Castle International Corp4.82%0.05%4.77%
PLDPrologis Inc4.52%0.21%4.31%
EXRExtra Space Storage Inc.3.75%0.05%3.70%
AMTAmerican Tower Corporation3.40%0.13%3.27%
INVHInvitation Homes Inc. Reit2.64%0.03%2.61%
SBACSba Communications Corp. Class A Real Estate Investment Tru2.55%0.03%2.52%
SPGSimon Property Group Inc2.44%0.12%2.32%

59.7% of CSRE is already inside VOO.

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

CSREVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CSRE or VOO?

CSRE has an expense ratio of 0.70% while VOO charges 0.03%. VOO is the cheaper option, by $67 a year on a $10,000 investment.

Which performed better, CSRE or VOO?

Over the past year CSRE returned +9.43% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), CSRE annualized +7.87% vs +17.87% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CSRE or VOO?

VOO has been the more volatile fund at 13.1% annualized versus 12.7% for CSRE. Worst drawdown: CSRE -13.0% vs VOO -18.7%.

Should I hold both CSRE and VOO?

CSRE and VOO have a monthly-return correlation of 0.45, 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 CSRE and VOO?

59.7% of CSRE's money is in holdings VOO also owns. 1.3% of VOO's is in holdings CSRE also owns. They hold 15 positions in common, counted across the 44 positions we hold weights for in CSRE and 494 in VOO.

Which pays a higher dividend, CSRE or VOO?

CSRE yields 2.20% while VOO yields 1.04%, so CSRE currently pays the higher dividend yield.

Is VOO better than CSRE?

VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 54.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.