Compare · 3 funds side by side · dividends reinvested

IVV, CSRE and VOO

IVViShares×CSRECohenSteers×VOOVanguard×

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

02 / 04

IVV, CSRE and VOO, 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%$853B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

Cohen & Steers Real Estate Active ETFSectors · Real estate0.70%2.01%+13.9%+13.7%[…][…]−10.6%14.1%$688M2.0

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: IVV 2000 · CSRE 2025 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

CSRE

Cohen & Steers Real Estate Active ETF · $688M[…]

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

IVVMeasureCSRE

+8.7%Year to dateJan 1 → Nov 6+13.9%

+9.8%1 yearTotal return+13.7%

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

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

0.03%Expense ratio$3 · $70 a year on $10k · lower is better0.70%

1.14%Trailing 12-mo yield$114 · $201 a year on $10k2.01%

−8.9%Worst dropSmaller is better−10.6%

13.6%VolatilityLower is calmer14.1%

IVVCSRE 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

IVV vs CSRE: Top 5 Holdings

Today

IVV

27.8%in top 5

CSRE

in top 540.0%

IVVStockCSRE

not top 5WELL15.5%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

not top 5DLR6.6%

6.3%MSFTnot top 5

not top 5CCI6.3%

not top 5PLD5.8%

not top 5EQIX5.8%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common1.4%

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

IVV vs CSRE Returns, Every Period

iSharesIVV

+9.8%

past year

CSRECohenSteers

+13.7%

past year

IVVCSREFaded: behind in that period

0–2CSRE wins

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

Core vs Sector: IVV vs CSRE

YTD

iSharesIVV

+8.7%

CSRECohenSteers

+13.9%

+8.7%Year to date+13.9%

−8.9%Worst drop · 1Y−10.6%

13.6%Volatility · 1Y14.1%

1.1%Yield2.0%

$853BAssets$688M

2–2level

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

Cost, Income and Risk

Fees: IVV, CSRE, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

CSRE0.70%$70

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

Yields: IVV, CSRE, VOO

2.01%highest, CSRE

FundTrailing yieldYield$10k

CSRE2.01%$201

IVV1.14%$114

VOO1.10%$110

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

VOO$110 − $3 = $107

KeptFee

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

Overlap: IVV, CSRE, VOO

Today

92.2%most shared, IVV and VOO

IVVCSREVOO

IVV—1.4%92.2%

CSRE1.4%—1.3%

VOO92.2%1.3%—

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

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 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSREIVV

+13.9%Year to date+8.7%

2.0%Yield1.1%

+13.7%Past year+9.8%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026