CSRE vs VTI

ACSRE

BVTI

Measures won1–3VTI wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · VTI $16,678

Lowest cost0.03%VTI · $3 on $10k

Most income1.98%CSRE · $198 on $10k

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

Held in common1.3%CSRE and VTI

Cohen & Steers Real Estate Active ETF · $713MVanguard Morningstar Total Stock Market ETF · $689B

[…]3 years · per year[…] · $18,043+21.7%

[…]5 years · per year[…] · $16,678+10.8%

0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%

1.98%12-mo yield$198 · $106 on $10k1.05%

Cards for this view

CSRE

Cohen & Steers Real Estate Active

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,678

MeasureCSREVTI

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield1.98%1.05%

5 years, per year[…]+10.8%

3 years, per year[…]+21.7%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y14.1%13.9%

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
3	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk	0.70%	1.98%	0.0%	+15.5%	+13.2%	new	new	−10.6%	$713M

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
3	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk	0.70%	1.98%	0.0%	+15.5%	+13.2%	new	new	−10.6%	$713M

Loading…