Compare · 3 funds side by side · dividends reinvested

CSRE, IVV and VOO

CSRECohenSteers×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

CSRE, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.6

Cohen & Steers Real Estate Active ETFSectors · Real estate0.70%2.00%+14.4%+14.5%[…][…]−10.6%14.1%$701M2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSRE 2025 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Real Estate Active ETF · $701M[…]

CSRE

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

CSREMeasureIVV

+14.4%Year to dateJan 1 → Nov 5+8.4%

+14.5%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.70%Expense ratio$70 · $3 a year on $10k · lower is better0.03%

2.00%Trailing 12-mo yield$200 · $114 a year on $10k1.14%

−10.6%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer13.6%

CSREIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSRE vs IVV: Top 5 Holdings

Today

CSRE

40.1%in top 5

IVV

in top 527.7%

CSREStockIVV

15.4%WELLnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

6.9%DLRnot top 5

6.2%CCInot top 5

not top 5MSFT6.2%

6.0%EQIXnot top 5

5.6%PLDnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common1.4%

End-of-day Nov 5, 2026 · share of each fund

CSRE vs IVV Returns, Every Period

CohenSteersCSRE

+14.5%

past year

IVViShares

+9.7%

past year

CSREIVVFaded: behind in that period

2–0CSRE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Core: CSRE vs IVV

YTD

CohenSteersCSRE

+14.4%

IVViShares

+8.4%

+14.4%Year to date+8.4%

−10.6%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.6%

2.0%Yield1.1%

$701MAssets$850B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSRE, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

CSRE0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSRE, IVV, VOO

2.00%highest, CSRE

FundTrailing yieldYield$10k

CSRE2.00%$200

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$130most kept, CSRE

CSRE$200 − $70 = $130

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSRE, IVV, VOO

Today

93.5%most shared, IVV and VOO

CSREIVVVOO

CSRE—1.4%1.3%

IVV1.4%—93.5%

VOO1.3%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.5%CSRE, at 14.1% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

CSREWorst drop−10.6%14.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSREVOO

+14.4%Year to date+8.4%

2.0%Yield1.1%

+14.5%Past year+9.8%

0.70%Fee0.03%

3–1CSRE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026