Compare · 3 funds side by side · dividends reinvested

CSRE, USRT and XLE

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,590XLE · best of the three

Story of the three · IncomeMost incomeUSRT · 2.68% · $268 a year on $10k

Story of the three · RiskSmallest drop

CSRE, USRT and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.68%+17.0%+15.6%+15.0%+3.5%−12.4%13.9%$4.3B1.6

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.35%+48.2%+48.0%+19.9%+21.6%−15.0%23.3%$41.6B1.6

Cohen & Steers Real Estate Active ETFSectors · Real estate0.70%1.99%+14.9%+12.9%[…][…]−10.6%14.0%$712M2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: CSRE 2025 · USRT 2007 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $41.6B$26,590

XLE

CSRE

Cohen & Steers Real Estate Active ETF · $712M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XLE

More Ways to See the Pairs

XLE vs CSRE: Top 5 Holdings

Today

XLE

58.8%in top 5

CSRE

in top 540.6%

XLEStockCSRE

24.0%XOMnot top 5

18.4%CVXnot top 5

not top 5WELL15.5%

7.2%COPnot top 5

not top 5DLR6.8%

Cost, Income and Risk

Fees: CSRE, USRT, XLE

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLE0.08%$8

CSRE0.70%$70

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: CSRE, USRT, XLE

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+48.2%

VDEVanguard

+46.1%

+48.2%Year to date+46.1%

2.3%Yield2.3%

$41.6BAssets$10.4B

1–0XLE wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

CSRE

+48.2%Year to dateJan 1 → Nov 13+14.9%

+48.0%1 yearTotal return+12.9%

+19.9%3 years · per year$10,000 became $17,258 · […][…]

+21.6%5 years · per year$10,000 became $26,590 · […][…]

0.08%Expense ratio$8 · $70 a year on $10k · lower is better0.70%

2.35%Trailing 12-mo yield$235 · $199 a year on $10k1.99%

−15.0%Worst dropSmaller is better−10.6%

23.3%VolatilityLower is calmer14.0%

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

4–2XLE wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5EQIX6.1%

not top 5CCI6.1%

not top 5PLD6.1%

4.7%MPCnot top 5

4.6%PSXnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

XLE vs CSRE Returns, Every Period

1Y

SPDRXLE

+48.0%

past year

CSRECohenSteers

+12.9%

past year

XLECSREFaded: behind in that period

2–0XLE wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

XLE vs USRT

YTD

SPDRXLE

+48.2%

USRTiShares

+17.0%

+48.2%Year to date+17.0%

−15.0%Worst drop · 1Y−12.4%

23.3%Volatility · 1Y13.9%

2.3%Yield2.7%

$41.6BAssets$4.3B

3–1USRT wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.68%highest, USRT

FundTrailing yieldYield$10k

USRT2.68%$268

XLE2.35%$235

CSRE1.99%$199

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$260most kept, USRT

USRT$268 − $8 = $260

XLE$235 − $8 = $227

CSRE$199 − $70 = $129

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CSRE, USRT, XLE

Today

47.4%most shared, CSRE and USRT

CSREUSRTXLE

CSRE—47.4%0.0%

USRT47.4%—0.0%

XLE0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+48.0%XLE, at 23.3% volatility

USRTWorst drop−12.4%13.9% vol

CSREWorst drop−10.6%14.0% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

USRTXLE

+17.0%Year to date+48.2%

2.7%Yield2.3%

+15.6%Past year+48.0%

0.08%Fee0.08%

2–1XLE wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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CSRE, USRT and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three