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CSRE vs. CSIO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CSRE vs. CSIO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cohen & Steers Real Estate Active ETF (CSRE) and Cohen & Steers Infrastructure Opportunities Active ETF (CSIO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CSRE achieves a 9.87% return, which is significantly lower than CSIO's 13.87% return.


CSRE

1D
-0.20%
1M
-1.86%
YTD
9.87%
6M
8.55%
1Y
10.86%
3Y*
5Y*
10Y*

CSIO

1D
0.01%
1M
-1.46%
YTD
13.87%
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CSRE vs. CSIO - Yearly Performance Comparison


Correlation

The correlation between CSRE and CSIO is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 11, 2025

0.59

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Return for Risk

CSRE vs. CSIO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CSRE
CSRE Risk / Return Rank: 2626
Overall Rank
CSRE Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
CSRE Sortino Ratio Rank: 2323
Sortino Ratio Rank
CSRE Omega Ratio Rank: 2424
Omega Ratio Rank
CSRE Calmar Ratio Rank: 2828
Calmar Ratio Rank
CSRE Martin Ratio Rank: 2929
Martin Ratio Rank

CSIO
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CSRE vs. CSIO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Active ETF (CSRE) and Cohen & Steers Infrastructure Opportunities Active ETF (CSIO). 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.


CSRECSIODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.15

Calmar ratioReturn relative to maximum drawdown

1.29

Martin ratioReturn relative to average drawdown

4.17

CSRE vs. CSIO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CSRECSIODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.84

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

2.73

-2.08

Drawdowns

CSRE vs. CSIO - Drawdown Comparison

The maximum CSRE drawdown since its inception was -13.03%, which is greater than CSIO's maximum drawdown of -5.86%. Use the drawdown chart below to compare losses from any high point for CSRE and CSIO.


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Drawdown Indicators


CSRECSIODifference

Max Drawdown

Largest peak-to-trough decline

-13.03%

-5.86%

-7.17%

Max Drawdown (1Y)

Largest decline over 1 year

-8.44%

Current Drawdown

Current decline from peak

-3.46%

-2.10%

-1.36%

Average Drawdown

Average peak-to-trough decline

-2.29%

-1.12%

-1.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.61%

Volatility

CSRE vs. CSIO - Volatility Comparison


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Volatility by Period


CSRECSIODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.56%

Volatility (6M)

Calculated over the trailing 6-month period

9.53%

Volatility (1Y)

Calculated over the trailing 1-year period

13.00%

11.54%

+1.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.45%

11.54%

+3.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.45%

11.54%

+3.91%

CSRE vs. CSIO - Expense Ratio Comparison

CSRE has a 0.70% expense ratio, which is higher than CSIO's 0.65% expense ratio.


Dividends

CSRE vs. CSIO - Dividend Comparison

CSRE's dividend yield for the trailing twelve months is around 2.30%, more than CSIO's 0.66% yield.


Frequently Asked Questions


CSRE and CSIO have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CSIO is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CSIO is cheaper with a 0.65% expense ratio, compared with 0.70% for CSRE.

CSRE has the higher dividend yield at 2.30%, compared with 0.66% for CSIO.

CSRE is categorized as REIT, while CSIO is Global Equities. Their fees differ too: 0.70% for CSRE and 0.65% for CSIO.

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