CSSPX vs. SLYV
CSSPX (Cohen & Steers Global Realty Shares, Inc.) and SLYV (SPDR S&P 600 Small Cap Value ETF) are both funds - CSSPX is a REIT fund managed by T. Rowe Price, while SLYV is a Small Cap Value Equities fund tracking the S&P SmallCap 600 Value Index. Over the past 10 years, CSSPX returned 4.94%/yr vs 10.28%/yr for SLYV. Their 0.60 correlation means they have sometimes moved together and sometimes differently. CSSPX charges 0.90%/yr vs 0.15%/yr for SLYV.
Performance
CSSPX vs. SLYV - Performance Comparison
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Returns By Period
In the year-to-date period, CSSPX achieves a 13.12% return, which is significantly lower than SLYV's 20.36% return. Over the past 10 years, CSSPX has underperformed SLYV with an annualized return of 4.94%, while SLYV has yielded a comparatively higher 10.28% annualized return.
CSSPX
- 1D
- -0.15%
- 1M
- 2.56%
- 6M
- 9.88%
- YTD
- 13.12%
- 1Y
- 17.72%
- 3Y*
- 9.42%
- 5Y*
- 1.97%
- 10Y*
- 4.94%
- ALL TIME*
- 6.23%
SLYV
- 1D
- 0.14%
- 1M
- 0.37%
- 6M
- 12.96%
- YTD
- 20.36%
- 1Y
- 39.50%
- 3Y*
- 12.50%
- 5Y*
- 8.01%
- 10Y*
- 10.28%
- ALL TIME*
- 10.74%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $16.96M | $15.72M | $22.59M |
CSSPX vs. SLYV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSSPX Cohen & Steers Global Realty Shares, Inc. | 13.12% | 10.61% | 0.84% | 10.75% | -25.08% | 26.46% | -2.35% | 24.80% | -3.86% | 12.95% |
SLYV SPDR S&P 600 Small Cap Value ETF | 20.36% | 6.54% | 7.28% | 14.82% | -11.08% | 30.57% | 2.68% | 24.26% | -12.77% | 11.74% |
Correlation
The correlation between CSSPX and SLYV is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.64 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.67 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.60 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.60 |
The correlation between CSSPX and SLYV shifts across timeframes, from 0.53 (1 year) to 0.67 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
CSSPX vs. SLYV — Risk / Return Rank
CSSPX
SLYV
CSSPX vs. SLYV - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CSSPX | SLYV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.74 | ||
| Sortino ratioReturn per unit of downside risk | -1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.37 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.63 | 3.96 | -2.33 |
| Martin ratioReturn relative to average drawdown | 6.08 | 13.69 | -7.61 |
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Drawdowns
CSSPX vs. SLYV - Drawdown Comparison
The maximum CSSPX drawdown since its inception was -40.47%, smaller than the maximum SLYV drawdown of -61.15%. Use the drawdown chart below to compare losses from any high point for CSSPX and SLYV.
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Drawdown Indicators
| CSSPX | SLYV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.47% | -61.15% | +20.68% |
Max Drawdown (1Y)Largest decline over 1 year | -10.05% | -9.36% | -0.69% |
Max Drawdown (3Y)Largest decline over 3 years | -18.16% | -28.68% | +10.52% |
Max Drawdown (5Y)Largest decline over 5 years | -32.72% | -28.68% | -4.04% |
Max Drawdown (10Y)Largest decline over 10 years | -40.47% | -47.73% | +7.26% |
Current DrawdownCurrent decline from peak | -0.33% | -1.54% | +1.21% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -8.89% | +0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.71% | -0.01% |
Volatility
CSSPX vs. SLYV - Volatility Comparison
The current volatility for Cohen & Steers Global Realty Shares, Inc. (CSSPX) is 3.15%, while SPDR S&P 600 Small Cap Value ETF (SLYV) has a volatility of 3.53%. 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.
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Volatility by Period
| CSSPX | SLYV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 3.53% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.66% | 11.08% | -1.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.10% | 17.69% | -5.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.94% | 21.69% | -5.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 23.89% | -6.91% |
CSSPX vs. SLYV - Expense Ratio Comparison
CSSPX has a 0.90% expense ratio, which is higher than SLYV's 0.15% expense ratio.
Dividends
CSSPX vs. SLYV - Dividend Comparison
CSSPX's dividend yield for the trailing twelve months is around 3.08%, more than SLYV's 1.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSSPX Cohen & Steers Global Realty Shares, Inc. | 3.08% | 3.46% | 2.78% | 2.85% | 3.02% | 3.21% | 2.41% | 8.61% | 3.95% | 2.79% | 6.89% | 2.68% |
SLYV SPDR S&P 600 Small Cap Value ETF | 1.82% | 2.02% | 2.30% | 2.11% | 1.47% | 1.94% | 1.40% | 1.67% | 2.14% | 5.53% | 2.18% | 6.55% |
Frequently Asked Questions
CSSPX and SLYV have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SLYV has higher volatility (3.53%) compared to CSSPX (3.15%). In terms of maximum drawdown, CSSPX dropped -40.47% vs SLYV's -61.15%.
SLYV currently has the higher Sharpe Ratio (2.10 vs 1.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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