CSEIX vs. VOO
Compare and contrast key facts about Cohen & Steers Real Estate Securities Fund, Inc. (CSEIX) and Vanguard S&P 500 ETF (VOO).
CSEIX is managed by T. Rowe Price. It was launched on Sep 2, 1997. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSEIX or VOO.
Key characteristics
| CSEIX | VOO | |
|---|---|---|
| YTD Return | -6.88% | 7.31% |
| 1Y Return | 2.42% | 25.21% |
| 3Y Return (Ann) | -1.94% | 8.45% |
| 5Y Return (Ann) | 3.66% | 13.50% |
| 10Y Return (Ann) | 6.98% | 12.57% |
| Sharpe Ratio | 0.26 | 2.36 |
| Daily Std Dev | 18.03% | 11.75% |
| Max Drawdown | -72.58% | -33.99% |
| Current Drawdown | -22.76% | -2.94% |
Correlation
The correlation between CSEIX and VOO is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CSEIX vs. VOO - Performance Comparison
In the year-to-date period, CSEIX achieves a -6.88% return, which is significantly lower than VOO's 7.31% return. Over the past 10 years, CSEIX has underperformed VOO with an annualized return of 6.98%, while VOO has yielded a comparatively higher 12.57% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CSEIX vs. VOO - Expense Ratio Comparison
CSEIX has a 1.10% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CSEIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Securities Fund, Inc. (CSEIX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CSEIX vs. VOO - Dividend Comparison
CSEIX's dividend yield for the trailing twelve months is around 3.12%, more than VOO's 1.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSEIX Cohen & Steers Real Estate Securities Fund, Inc. | 3.12% | 2.89% | 7.91% | 4.37% | 5.48% | 7.30% | 3.51% | 2.39% | 5.87% | 23.00% | 7.56% | 6.40% |
VOO Vanguard S&P 500 ETF | 1.37% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
CSEIX vs. VOO - Drawdown Comparison
The maximum CSEIX drawdown since its inception was -72.58%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CSEIX and VOO. For additional features, visit the drawdowns tool.
Volatility
CSEIX vs. VOO - Volatility Comparison
Cohen & Steers Real Estate Securities Fund, Inc. (CSEIX) has a higher volatility of 5.36% compared to Vanguard S&P 500 ETF (VOO) at 3.60%. This indicates that CSEIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.