Compare · 3 funds side by side · dividends reinvested

CSRE, DPRE and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

CSRE, DPRE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.0

Cohen & Steers Real Estate Active ETFSectors · Real estate0.70%2.00%+14.4%+14.5%[…][…]−10.6%14.1%$679M2.2

Virtus Duff & Phelps Real Estate Income ETFIncome · Dividend stocks0.59%1.91%[…][…][…][…][…][…]$4M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSRE 2025 · DPRE 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Real Estate Active ETF · $679M[…]

CSRE

DPRE

Virtus Duff & Phelps Real Estate Income ETF · $4M[…]

$10,000 five years ago, dividends reinvested · they hold 33.9% in common

CSREMeasureDPRE

+14.4%Year to dateJan 1 → Nov 5[…]

+14.5%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.70%Expense ratio$70 · $59 a year on $10k · lower is better0.59%

2.00%Trailing 12-mo yield$200 · $191 a year on $10k1.91%

−10.6%Worst dropSmaller is better[…]

14.1%VolatilityLower is calmer[…]

CSREDPRE Winner of the row, in its colourEach row: the bigger of the two fills its side

1–1Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSRE vs DPRE: Top 5 Holdings

Today

CSRE

40.1%in top 5

DPRE

in top 527.0%

CSREStockDPRE

15.4%WELL9.4%

6.9%DLR3.6%

6.2%CCInot top 5

6.0%EQIX4.2%

5.6%PLD5.4%

not top 5SPG4.4%

Held in common33.9%

End-of-day Nov 5, 2026 · share of each fund

CSRE vs DPRE Returns, Every Period

CohenSteersCSRE

+14.5%

past year

DPREVirtus

[…]

past year

Returns […]

CSREDPREFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: CSRE vs SCHD

YTD

CohenSteersCSRE

+14.4%

SCHDSchwab

+32.3%

+14.4%Year to date+32.3%

−10.6%Worst drop · 1Y−6.9%

14.1%Volatility · 1Y11.7%

2.0%Yield3.0%

$679MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSRE, DPRE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DPRE0.59%$59

CSRE0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSRE, DPRE, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

CSRE2.00%$200

DPRE1.91%$191

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DPRE$191 − $59 = $132

CSRE$200 − $70 = $130

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSRE, DPRE, SCHD

Today

33.9%most shared, CSRE and DPRE

CSREDPRESCHD

CSRE—33.9%0.0%

DPRE33.9%—0.0%

SCHD0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CSREWorst drop−10.6%14.1% vol

DPREWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCSRE

+32.3%Year to date+14.4%

3.0%Yield2.0%

+38.7%Past year+14.5%

0.06%Fee0.70%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026