CSSPX vs. SLYV
Compare and contrast key facts about Cohen & Steers Global Realty Shares, Inc. (CSSPX) and SPDR S&P 600 Small Cap Value ETF (SLYV).
CSSPX is managed by T. Rowe Price. It was launched on May 7, 1997. SLYV is a passively managed fund by State Street that tracks the performance of the S&P SmallCap 600 Value Index. It was launched on Sep 29, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSSPX or SLYV.
Key characteristics
| CSSPX | SLYV | |
|---|---|---|
| YTD Return | -6.61% | -6.48% |
| 1Y Return | -1.39% | 7.10% |
| 3Y Return (Ann) | -5.10% | -0.48% |
| 5Y Return (Ann) | 0.57% | 6.51% |
| 10Y Return (Ann) | 3.78% | 7.42% |
| Sharpe Ratio | -0.13 | 0.32 |
| Daily Std Dev | 15.87% | 21.24% |
| Max Drawdown | -73.64% | -61.32% |
| Current Drawdown | -23.64% | -9.58% |
Correlation
The correlation between CSSPX and SLYV 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. SLYV - Performance Comparison
The year-to-date returns for both investments are quite close, with CSSPX having a -6.61% return and SLYV slightly higher at -6.48%. Over the past 10 years, CSSPX has underperformed SLYV with an annualized return of 3.78%, while SLYV has yielded a comparatively higher 7.42% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CSSPX vs. SLYV - Expense Ratio Comparison
CSSPX has a 0.90% expense ratio, which is higher than SLYV's 0.15% expense ratio.
Risk-Adjusted Performance
CSSPX vs. SLYV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Global Realty Shares, Inc. (CSSPX) and SPDR S&P 600 Small Cap Value ETF (SLYV). 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. SLYV - Dividend Comparison
CSSPX's dividend yield for the trailing twelve months is around 3.05%, more than SLYV's 2.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSSPX Cohen & Steers Global Realty Shares, Inc. | 3.05% | 2.85% | 3.02% | 3.21% | 2.41% | 8.32% | 3.95% | 2.79% | 6.89% | 2.68% | 1.75% | 2.12% |
SLYV SPDR S&P 600 Small Cap Value ETF | 2.33% | 2.11% | 1.47% | 1.94% | 1.40% | 1.66% | 2.14% | 5.53% | 2.18% | 6.55% | 7.50% | 1.58% |
Drawdowns
CSSPX vs. SLYV - Drawdown Comparison
The maximum CSSPX drawdown since its inception was -73.64%, which is greater than SLYV's maximum drawdown of -61.32%. Use the drawdown chart below to compare losses from any high point for CSSPX and SLYV. For additional features, visit the drawdowns tool.
Volatility
CSSPX vs. SLYV - Volatility Comparison
The current volatility for Cohen & Steers Global Realty Shares, Inc. (CSSPX) is 4.75%, while SPDR S&P 600 Small Cap Value ETF (SLYV) has a volatility of 5.98%. This indicates that CSSPX experiences smaller price fluctuations and is considered to be less risky than SLYV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.