CSSPX vs. IVV
Compare and contrast key facts about Cohen & Steers Global Realty Shares, Inc. (CSSPX) and iShares Core S&P 500 ETF (IVV).
CSSPX is managed by T. Rowe Price. It was launched on May 7, 1997. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSSPX or IVV.
Correlation
The correlation between CSSPX and IVV is 0.67, 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
CSSPX vs. IVV - Performance Comparison
Key characteristics
CSSPX:
0.09
IVV:
2.25
CSSPX:
0.21
IVV:
2.98
CSSPX:
1.03
IVV:
1.42
CSSPX:
0.05
IVV:
3.32
CSSPX:
0.29
IVV:
14.68
CSSPX:
4.19%
IVV:
1.90%
CSSPX:
13.57%
IVV:
12.43%
CSSPX:
-76.32%
IVV:
-55.25%
CSSPX:
-17.80%
IVV:
-2.52%
Returns By Period
In the year-to-date period, CSSPX achieves a -0.92% return, which is significantly lower than IVV's 25.92% return. Over the past 10 years, CSSPX has underperformed IVV with an annualized return of 3.07%, while IVV has yielded a comparatively higher 13.05% annualized return.
CSSPX
-0.92%
-6.98%
1.94%
0.27%
0.66%
3.07%
IVV
25.92%
0.33%
9.27%
26.64%
14.77%
13.05%
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CSSPX vs. IVV - Expense Ratio Comparison
CSSPX has a 0.90% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
CSSPX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Global Realty Shares, Inc. (CSSPX) and iShares Core S&P 500 ETF (IVV). 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
CSSPX vs. IVV - Dividend Comparison
CSSPX's dividend yield for the trailing twelve months is around 1.49%, more than IVV's 1.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSSPX Cohen & Steers Global Realty Shares, Inc. | 1.49% | 2.85% | 3.02% | 3.40% | 2.41% | 4.57% | 3.33% | 2.13% | 4.74% | 2.68% | 1.76% | 2.13% |
IVV iShares Core S&P 500 ETF | 1.29% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% | 1.80% |
Drawdowns
CSSPX vs. IVV - Drawdown Comparison
The maximum CSSPX drawdown since its inception was -76.32%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for CSSPX and IVV. For additional features, visit the drawdowns tool.
Volatility
CSSPX vs. IVV - Volatility Comparison
Cohen & Steers Global Realty Shares, Inc. (CSSPX) has a higher volatility of 4.77% compared to iShares Core S&P 500 ETF (IVV) at 3.75%. This indicates that CSSPX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.