CSRIX vs. RSPR
Compare and contrast key facts about Cohen & Steers Institutional Realty Shares (CSRIX) and Invesco S&P 500 Equal Weight Real Estate ETF (RSPR).
CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000. RSPR is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Real Estate - SEC. It was launched on Aug 12, 2015.
Performance
CSRIX vs. RSPR - Performance Comparison
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CSRIX vs. RSPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 1.88% | 3.10% | 6.26% | 12.75% | -25.15% | 42.40% | -2.55% | 36.11% | -4.68% | 6.71% |
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | -0.36% | -1.88% | 8.61% | 11.59% | -25.16% | 49.61% | -2.90% | 24.62% | -4.11% | 8.76% |
Returns By Period
In the year-to-date period, CSRIX achieves a 1.88% return, which is significantly higher than RSPR's -0.36% return. Over the past 10 years, CSRIX has outperformed RSPR with an annualized return of 6.32%, while RSPR has yielded a comparatively lower 5.36% annualized return.
CSRIX
- 1D
- 0.29%
- 1M
- -7.07%
- YTD
- 1.88%
- 6M
- -0.74%
- 1Y
- 1.82%
- 3Y*
- 7.10%
- 5Y*
- 4.32%
- 10Y*
- 6.32%
RSPR
- 1D
- 1.38%
- 1M
- -6.13%
- YTD
- -0.36%
- 6M
- -4.86%
- 1Y
- -4.41%
- 3Y*
- 5.81%
- 5Y*
- 2.97%
- 10Y*
- 5.36%
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CSRIX vs. RSPR - Expense Ratio Comparison
CSRIX has a 0.76% expense ratio, which is higher than RSPR's 0.40% expense ratio.
Return for Risk
CSRIX vs. RSPR — Risk / Return Rank
CSRIX
RSPR
CSRIX vs. RSPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and Invesco S&P 500 Equal Weight Real Estate ETF (RSPR). 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.
| CSRIX | RSPR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | -0.26 | +0.42 |
Sortino ratioReturn per unit of downside risk | 0.33 | -0.24 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.04 | 0.97 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | -0.29 | +0.52 |
Martin ratioReturn relative to average drawdown | 0.80 | -0.83 | +1.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSRIX | RSPR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | -0.26 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.16 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.25 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.26 | +0.05 |
Correlation
The correlation between CSRIX and RSPR is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CSRIX vs. RSPR - Dividend Comparison
CSRIX's dividend yield for the trailing twelve months is around 2.40%, less than RSPR's 2.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 2.40% | 3.14% | 2.97% | 3.04% | 4.28% | 3.87% | 4.91% | 12.97% | 5.45% | 6.28% | 12.61% | 13.63% |
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 2.90% | 2.70% | 2.58% | 2.91% | 3.14% | 2.56% | 3.82% | 2.48% | 3.02% | 3.01% | 2.06% | 1.03% |
Drawdowns
CSRIX vs. RSPR - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -41.45%, roughly equal to the maximum RSPR drawdown of -41.96%. Use the drawdown chart below to compare losses from any high point for CSRIX and RSPR.
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Drawdown Indicators
| CSRIX | RSPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.45% | -41.96% | +0.51% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -12.54% | +1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -31.79% | -33.03% | +1.24% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | -41.96% | +0.51% |
Current DrawdownCurrent decline from peak | -7.47% | -11.51% | +4.04% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -9.47% | +0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 4.39% | -1.17% |
Volatility
CSRIX vs. RSPR - Volatility Comparison
The current volatility for Cohen & Steers Institutional Realty Shares (CSRIX) is 4.28%, while Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) has a volatility of 4.86%. This indicates that CSRIX experiences smaller price fluctuations and is considered to be less risky than RSPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSRIX | RSPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 4.86% | -0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 9.96% | -0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 17.19% | -1.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.56% | 19.11% | -0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 21.38% | -0.90% |