CSSPX vs. SPHB
Compare and contrast key facts about Cohen & Steers Global Realty Shares, Inc. (CSSPX) and Invesco S&P 500® High Beta ETF (SPHB).
CSSPX is managed by T. Rowe Price. It was launched on May 7, 1997. SPHB is a passively managed fund by Invesco that tracks the performance of the S&P 500 High Beta Index. It was launched on May 5, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSSPX or SPHB.
Key characteristics
| CSSPX | SPHB | |
|---|---|---|
| YTD Return | -6.44% | -1.31% |
| 1Y Return | 0.23% | 23.82% |
| 3Y Return (Ann) | -5.04% | 4.48% |
| 5Y Return (Ann) | 0.46% | 14.61% |
| 10Y Return (Ann) | 3.80% | 11.54% |
| Sharpe Ratio | -0.08 | 1.10 |
| Daily Std Dev | 15.85% | 19.88% |
| Max Drawdown | -73.64% | -46.84% |
| Current Drawdown | -23.50% | -7.61% |
Correlation
The correlation between CSSPX and SPHB is 0.60, 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. SPHB - Performance Comparison
In the year-to-date period, CSSPX achieves a -6.44% return, which is significantly lower than SPHB's -1.31% return. Over the past 10 years, CSSPX has underperformed SPHB with an annualized return of 3.80%, while SPHB has yielded a comparatively higher 11.54% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CSSPX vs. SPHB - Expense Ratio Comparison
CSSPX has a 0.90% expense ratio, which is higher than SPHB's 0.25% expense ratio.
Risk-Adjusted Performance
CSSPX vs. SPHB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Global Realty Shares, Inc. (CSSPX) and Invesco S&P 500® High Beta ETF (SPHB). 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. SPHB - Dividend Comparison
CSSPX's dividend yield for the trailing twelve months is around 3.05%, more than SPHB's 0.92% 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% |
SPHB Invesco S&P 500® High Beta ETF | 0.92% | 0.73% | 0.72% | 0.91% | 1.90% | 1.26% | 1.96% | 1.34% | 0.93% | 1.69% | 0.98% | 0.69% |
Drawdowns
CSSPX vs. SPHB - Drawdown Comparison
The maximum CSSPX drawdown since its inception was -73.64%, which is greater than SPHB's maximum drawdown of -46.84%. Use the drawdown chart below to compare losses from any high point for CSSPX and SPHB. For additional features, visit the drawdowns tool.
Volatility
CSSPX vs. SPHB - Volatility Comparison
The current volatility for Cohen & Steers Global Realty Shares, Inc. (CSSPX) is 4.68%, while Invesco S&P 500® High Beta ETF (SPHB) has a volatility of 5.86%. This indicates that CSSPX experiences smaller price fluctuations and is considered to be less risky than SPHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.