Compare · 3 funds side by side · dividends reinvested

CSRE, IVV and VTI

CSRECohenSteers×IVViShares×VTIVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

CSRE, IVV and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

Cohen & Steers Real Estate Active ETFSectors · Real estate0.70%2.01%+13.9%+13.7%[…][…]−10.6%14.1%$701M2.0

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSRE 2025 · IVV 2000 · VTI 2001

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$17,177

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

CSREMeasureIVV

+13.9%Year to dateJan 1 → Nov 6+8.7%

+13.7%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

2.01%Trailing 12-mo yield$201 · $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 6, 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

40.0%in top 5

IVV

in top 527.8%

CSREStockIVV

15.5%WELLnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

6.6%DLRnot top 5

not top 5MSFT6.3%

6.3%CCInot top 5

5.8%PLDnot top 5

5.8%EQIXnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.4%

End-of-day Nov 6, 2026 · share of each fund

CSRE vs IVV Returns, Every Period

CohenSteersCSRE

+13.7%

past year

IVViShares

+9.8%

past year

CSREIVVFaded: behind in that period

2–0CSRE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Core: CSRE vs IVV

YTD

CohenSteersCSRE

+13.9%

IVViShares

+8.7%

+13.9%Year to date+8.7%

−10.6%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.6%

2.0%Yield1.1%

$701MAssets$850B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSRE, IVV, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

CSRE0.70%$70

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSRE, IVV, VTI

2.01%highest, CSRE

FundTrailing yieldYield$10k

CSRE2.01%$201

IVV1.14%$114

VTI1.09%$109

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, CSRE

CSRE$201 − $70 = $131

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSRE, IVV, VTI

Today

85.5%most shared, IVV and VTI

CSREIVVVTI

CSRE—1.4%1.3%

IVV1.4%—85.5%

VTI1.3%85.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.7%CSRE, at 14.1% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

CSREWorst drop−10.6%14.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSREVTI

+13.9%Year to date+8.9%

2.0%Yield1.1%

+13.7%Past year+9.9%

0.70%Fee0.03%

3–1CSRE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026