CSRE vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricCSREVOOWinner
Expense Ratio0.70%0.03%
AUM$507M$979.0B
Dividend Yield0.63%1.09%
Holdings49509
YTD Return+14.50%+13.80%
1Y Return+15.08%+23.71%
3Y Return (annualized)-+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)12.5%14.1%
Max Drawdown-13.0%-34.3%
Fund FamilyCohen & Steers FundsVanguard (US)
CategoryEquityEquity
InceptionFeb 3, 2025Sep 7, 2010

CSRE vs VOO Performance

Cohen & Steers Real Estate Active ETF (CSRE) is a ETF from Cohen & Steers Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CSRE returned +15.08% while VOO returned +23.71%. Year to date, CSRE is up 14.50% versus a gain of 13.80% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -34.3% for VOO. 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.

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 0.63% against 1.09% for VOO.

Holdings Overlap

1.2%overlap

CSRE and VOO share 13 holdings out of 540 unique holdings combined, representing a 1.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CSREWeight in VOODifference
WELL13.72%0.25%13.47%
DLR8.38%0.09%8.29%
CCI7.79%0.05%7.74%
EQIXProProPro
PLDProProPro
AMTProProPro
PSAProProPro
SBACProProPro
ESSProProPro
SPGProProPro
See all 10 holdings CSRE shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$99/yr Pro · 7-day refund

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. On a $10,000 investment, that is $67 per year of difference.

Which performed better, CSRE or VOO?

Over the past year CSRE returned +15.08% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), CSRE annualized +11.98% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, CSRE or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 12.5% for CSRE. Worst drawdown: CSRE -13.0% vs VOO -34.3%.

Should I hold both CSRE and VOO?

CSRE and VOO have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CSRE and VOO?

CSRE and VOO share 13 common holdings with a 1.2% weight overlap. Combined, they hold 540 unique securities.

Which pays a higher dividend, CSRE or VOO?

CSRE yields 0.63% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

X-ray your whole portfolio
$99/yr7-day refund. ETFs, mutual funds, 401(k)s.
Get Pro →