Compare · 2 funds side by side · dividends reinvested

CSRE and USRT

CSRECohenSteers×USRTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,871USRT · best of the two

02 / 04

CSRE and USRT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.72%+15.3%+15.3%+16.8%+3.5%−12.4%13.6%$4.3B1.1

Cohen & Steers Real Estate Active ETFSectors · Real estate0.70%2.03%+12.7%+13.4%[…][…]−10.6%13.6%$675M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CSRE 2025 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Real Estate Active ETF · $675M[…]

CSRE

USRT

iShares Core U.S. REIT ETF · $4.3B$11,871

$10,000 five years ago, dividends reinvested · they hold 46.0% in common

CSREMeasureUSRT

+12.7%Year to dateJan 1 → Nov 3+15.3%

+13.4%1 yearTotal return+15.3%

[…]3 years · per year$10,000 became […] · $15,948+16.8%

[…]5 years · per year$10,000 became […] · $11,871+3.5%

0.70%Expense ratio$70 · $8 a year on $10k · lower is better0.08%

2.03%Trailing 12-mo yield$203 · $272 a year on $10k2.72%

−10.6%Worst dropSmaller is better−12.4%

13.6%VolatilityLower is calmer13.6%

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

1–4USRT wins

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

More Ways to See the Pairs

CSRE vs USRT: Top 5 Holdings

Today

CSRE

40.8%in top 5

USRT

in top 531.3%

CSREStockUSRT

15.4%WELL9.0%

7.3%DLRnot top 5

5.7%PLD6.9%

6.3%EQIX6.1%

6.1%CCInot top 5

not top 5SPG4.7%

not top 5PSA4.5%

Held in common46.0%

End-of-day Nov 3, 2026 · share of each fund

CSRE vs USRT Returns, Every Period

CohenSteersCSRE

+13.4%

past year

USRTiShares

+15.3%

past year

CSREUSRTFaded: behind in that period

0–2USRT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CSRE vs USRT

YTD

CohenSteersCSRE

+12.7%

USRTiShares

+15.3%

+12.7%Year to date+15.3%

−10.6%Worst drop · 1Y−12.4%

13.6%Volatility · 1Y13.6%

2.0%Yield2.7%

$675MAssets$4.3B

2–1USRT wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSRE, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

CSRE0.70%$70

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CSRE, USRT

2.72%highest, USRT

FundTrailing yieldYield$10k

USRT2.72%$272

CSRE2.03%$203

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$264most kept, USRT

USRT$272 − $8 = $264

CSRE$203 − $70 = $133

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CSRE, USRT

Today

46.0%most shared, CSRE and USRT

CSREUSRT

CSRE—46.0%

USRT46.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.3%USRT, at 13.6% volatility

USRTWorst drop−12.4%13.6% vol

CSREWorst drop−10.6%13.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

USRTCSRE

+15.3%Year to date+12.7%

2.7%Yield2.0%

+15.3%Past year+13.4%

0.08%Fee0.70%

4–0USRT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026