Compare · 3 funds side by side · dividends reinvested

CSRE, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

CSRE, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.6

Cohen & Steers Real Estate Active ETFSectors · Real estate0.70%2.00%+14.4%+14.5%[…][…]−10.6%14.1%$679M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.1

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 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Real Estate Active ETF · $679M[…]

CSRE

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

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

CSREMeasureSPY

+14.4%Year to dateJan 1 → Nov 5+8.3%

+14.5%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.70%Expense ratio$70 · $9 a year on $10k · lower is better0.09%

2.00%Trailing 12-mo yield$200 · $103 a year on $10k1.03%

−10.6%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer13.6%

CSRESPY 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 SPY: Top 5 Holdings

Today

CSRE

40.1%in top 5

SPY

in top 527.7%

CSREStockSPY

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 SPY Returns, Every Period

CohenSteersCSRE

+14.5%

past year

SPYSPDR

+9.7%

past year

CSRESPYFaded: 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%

$679MAssets$887B

2–2level

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

Cost, Income and Risk

Fees: CSRE, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

CSRE0.70%$70

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

Yields: CSRE, SPY, IVV

2.00%highest, CSRE

FundTrailing yieldYield$10k

CSRE2.00%$200

IVV1.14%$114

SPY1.03%$103

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

SPY$103 − $9 = $94

KeptFee

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

Overlap: CSRE, SPY, IVV

Today

99.9%most shared, SPY and IVV

CSRESPYIVV

CSRE—1.4%1.4%

SPY1.4%—99.9%

IVV1.4%99.9%—

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

SPYWorst drop−8.9%13.6% 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

CSREIVV

+14.4%Year to date+8.4%

2.0%Yield1.1%

+14.5%Past year+9.7%

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026