CSRIX vs. VNQ
Compare and contrast key facts about Cohen & Steers Institutional Realty Shares (CSRIX) and Vanguard Real Estate ETF (VNQ).
CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Real Estate 25/50 Index. It was launched on Sep 23, 2004.
Performance
CSRIX vs. VNQ - Performance Comparison
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CSRIX vs. VNQ - 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% |
VNQ Vanguard Real Estate ETF | 1.31% | 3.24% | 4.81% | 11.85% | -26.25% | 40.54% | -4.61% | 28.91% | -6.03% | 4.90% |
Returns By Period
In the year-to-date period, CSRIX achieves a 1.88% return, which is significantly higher than VNQ's 1.31% return. Over the past 10 years, CSRIX has outperformed VNQ with an annualized return of 6.32%, while VNQ has yielded a comparatively lower 4.65% 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%
VNQ
- 1D
- 1.57%
- 1M
- -6.31%
- YTD
- 1.31%
- 6M
- -1.04%
- 1Y
- 1.86%
- 3Y*
- 6.44%
- 5Y*
- 2.79%
- 10Y*
- 4.65%
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CSRIX vs. VNQ - Expense Ratio Comparison
CSRIX has a 0.76% expense ratio, which is higher than VNQ's 0.13% expense ratio.
Return for Risk
CSRIX vs. VNQ — Risk / Return Rank
CSRIX
VNQ
CSRIX vs. VNQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and Vanguard Real Estate ETF (VNQ). 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 | VNQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.11 | +0.05 |
Sortino ratioReturn per unit of downside risk | 0.33 | 0.27 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.04 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 0.23 | 0.00 |
Martin ratioReturn relative to average drawdown | 0.80 | 0.88 | -0.08 |
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 | VNQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.11 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.15 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.23 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.26 | +0.06 |
Correlation
The correlation between CSRIX and VNQ is 0.98, 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. VNQ - Dividend Comparison
CSRIX's dividend yield for the trailing twelve months is around 2.40%, less than VNQ's 3.93% 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% |
VNQ Vanguard Real Estate ETF | 3.93% | 3.92% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% |
Drawdowns
CSRIX vs. VNQ - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -41.45%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for CSRIX and VNQ.
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Drawdown Indicators
| CSRIX | VNQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.45% | -73.07% | +31.62% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -12.44% | +1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -31.79% | -34.48% | +2.69% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | -42.40% | +0.95% |
Current DrawdownCurrent decline from peak | -7.47% | -9.57% | +2.10% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -13.71% | +4.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 3.18% | +0.04% |
Volatility
CSRIX vs. VNQ - Volatility Comparison
The current volatility for Cohen & Steers Institutional Realty Shares (CSRIX) is 4.28%, while Vanguard Real Estate ETF (VNQ) has a volatility of 4.52%. This indicates that CSRIX experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSRIX | VNQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 4.52% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 9.29% | +0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 16.33% | -0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.56% | 18.81% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 20.71% | -0.23% |