CSRE vs VYM
CSRE vs VYM
Cohen & Steers Real Estate Active ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | CSRE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.04% | |
| AUM | $507M | $79.0B | |
| Dividend Yield | 0.63% | 2.86% | |
| Holdings | 49 | 568 | |
| YTD Return | +14.50% | +15.80% | |
| 1Y Return | +15.08% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 12.5% | 14.6% | |
| Max Drawdown | -13.0% | -58.8% | |
| Fund Family | Cohen & Steers Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 3, 2025 | Nov 10, 2006 |
CSRE vs VYM Performance
Cohen & Steers Real Estate Active ETF (CSRE) is a ETF from Cohen & Steers Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CSRE returned +15.08% while VYM returned +26.12%. Year to date, CSRE is up 14.50% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CSRE charges 0.70% per year while VYM charges 0.04%. On a $10,000 position that is $70 vs $4 annually, a gap of $66 per year that compounds over a long holding period. On income, CSRE currently yields 0.63% against 2.86% for VYM.
Holdings Overlap
CSRE and VYM share 0 holdings out of 606 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 VYM?
CSRE has an expense ratio of 0.70% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $66 per year of difference.
Which performed better, CSRE or VYM?
Over the past year CSRE returned +15.08% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), CSRE annualized +11.98% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, CSRE or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.5% for CSRE. Worst drawdown: CSRE -13.0% vs VYM -58.8%.
Should I hold both CSRE and VYM?
CSRE and VYM have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CSRE and VYM?
CSRE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 606 unique securities.
Which pays a higher dividend, CSRE or VYM?
CSRE yields 0.63% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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