CSNR vs IVV

ACSNR

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.80%CSNR · $180 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common2.4%CSNR and IVV

CSNR

IVV

Cohen & Steers Natural Resources Active ETF · $122MiShares Core S&P 500 ETF · $853B

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

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

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

1.80%12-mo yield$180 · $114 on $10k1.14%

−12.4%Worst dropSmaller wins−8.9%

18.0%VolatilityLower wins13.6%

1–3IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSNR · IVV

6.5%XOM1.1%

1.1%DE0.3%

2.4%COP0.3%

3.5%NEM0.2%

Held in common2.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ACSNR	Cohen & Steers Natural Resources Active ETFRead Desk	0.50%	1.80%	+0.3%	+17.4%	+26.5%	new	new	−12.4%	$122M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ACSNR	Cohen & Steers Natural Resources Active ETFRead Desk	0.50%	1.80%	+0.3%	+17.4%	+26.5%	new	new	−12.4%	$122M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSNR vs IVV

CSNR

Cohen & Steers Natural Resources Active

[…]

IVV

iShares Core S&P 500

$17,177

MeasureCSNRIVV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield1.80%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−12.4%−8.9%

Volatility · 1Y18.0%13.6%

3–1measures won
IVV first

2.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: CSNR, IVV, VOO

Today

92.2%most shared, IVV and VOO

CSNRIVVVOO

CSNR—2.4%2.2%

IVV2.4%—92.2%

VOO2.2%92.2%—

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

Income After Fees on $10,000

$130most kept, CSNR

CSNR$180 − $50 = $130

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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