CSUIX vs. SPY
Compare and contrast key facts about Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX) and SPDR S&P 500 ETF (SPY).
CSUIX is managed by Cohen & Steers. It was launched on May 2, 2004. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSUIX or SPY.
Correlation
The correlation between CSUIX and SPY is 0.70, 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.
Performance
CSUIX vs. SPY - Performance Comparison
Key characteristics
CSUIX:
0.69
SPY:
1.88
CSUIX:
0.98
SPY:
2.51
CSUIX:
1.13
SPY:
1.35
CSUIX:
0.63
SPY:
2.83
CSUIX:
2.28
SPY:
11.89
CSUIX:
3.38%
SPY:
2.00%
CSUIX:
11.12%
SPY:
12.69%
CSUIX:
-58.52%
SPY:
-55.19%
CSUIX:
-10.95%
SPY:
-3.89%
Returns By Period
In the year-to-date period, CSUIX achieves a -1.78% return, which is significantly lower than SPY's -0.66% return. Over the past 10 years, CSUIX has underperformed SPY with an annualized return of 4.09%, while SPY has yielded a comparatively higher 13.18% annualized return.
CSUIX
-1.78%
-3.46%
-1.08%
7.30%
2.55%
4.09%
SPY
-0.66%
-3.32%
3.73%
23.70%
13.73%
13.18%
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CSUIX vs. SPY - Expense Ratio Comparison
CSUIX has a 0.86% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
CSUIX vs. SPY — Risk-Adjusted Performance Rank
CSUIX
SPY
CSUIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX) and SPDR S&P 500 ETF (SPY). 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
CSUIX vs. SPY - Dividend Comparison
CSUIX's dividend yield for the trailing twelve months is around 2.63%, more than SPY's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSUIX Cohen & Steers Global Infrastructure Fund, Inc. | 2.63% | 2.58% | 2.53% | 2.04% | 1.73% | 1.64% | 1.83% | 2.14% | 2.31% | 2.35% | 2.30% | 1.58% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CSUIX vs. SPY - Drawdown Comparison
The maximum CSUIX drawdown since its inception was -58.52%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CSUIX and SPY. For additional features, visit the drawdowns tool.
Volatility
CSUIX vs. SPY - Volatility Comparison
The current volatility for Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX) is 3.83%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.61%. This indicates that CSUIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.