CSRE vs TRUT

CSRECCohen & Steers Real Estate Active ETF

TRUTBVanEck Technology TruSector ETF

In short

CSRE Active real estate, run by a house that specializes in it. Cohen & Steers holds a tight book of listed property names picked bottom-up on relative value, not by index weight. Launched in 2025.

TRUT Diversification rules force most tech ETFs to trim their biggest names. TRUT's answer: own the giants directly up to the legal line, then top up with sector ETFs so the portfolio mirrors the sector's real shape.

Stated mandate

CSRE The Fund seeks total return through publicly traded real estate securities. It is actively managed using a bottom-up, relative-value process to select investments.

TRUT The Fund seeks long-term capital appreciation through active investment in securities of information technology-related companies or instruments providing exposure to them.

Why people hold it

• CSRE Genuinely active, not an index in disguise: a bottom-up, relative-value process using a proprietary valuation model to pick listed real estate securities.
• Roughly 40 holdings, so a single conviction call carries real weight instead of being diluted across hundreds of names.
• The portfolio lines up closely with what the prospectus promises: real estate equity, actively selected, no drift into whatever sector is hot.
• Trades tightly for a fund this young, and distributions come on a quarterly schedule.

• TRUT The mechanism is the point. Fund rules cap one stock at 25% and stocks above 5% at 50% combined; TRUT fills the gap with targeted sector ETFs instead of overweighting smaller names.vaneck.comvaneck.com 2
• 0.14% a year for an actively managed fund, against a median near 0.65% across active US equity peers. Cheap enough to sit alongside index products.
• One of the two originals in VanEck's TruSector line, launched in 2025. The approach has since been extended across all 11 GICS sectors.vaneck.comvaneck.com 2
• About 80 positions, quarterly distributions, and steady day-to-day trading. On cost and tradability it lands in the upper tier of its active US equity cohort.

Worth knowing

• CSRE 0.70% a year is above the typical active equity ETF, and a large multiple of low-cost core options like DFAU and DFAC. Active selection has to earn that gap.
• Launched in 2025, so the live record is short and risk measures rest on thin history.
• One sector, concentrated: property cycles and interest rates drive the ride here, on a very different path from a broad equity fund.

• TRUT Part of the exposure arrives through other ETFs rather than shares the fund holds outright. That is the workaround that makes uncapped weights possible, and it adds a layer.vaneck.com
• Uncapped means concentrated. Leaning fully into tech's largest companies ties results to a handful of mega-caps more tightly than a capped sector fund would.vaneck.com
• Launched August 2025, so there is only a short record of how closely the hybrid build actually shadows an uncapped tech benchmark.

Full CSRE profile⁠

Full TRUT profile⁠