Compare · 3 funds side by side · dividends reinvested

CSRE, USRT and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,503XLF · best of the three

02 / 04

CSRE, USRT and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.5%+16.4%+16.4%+3.5%−12.4%13.9%$4.3B1.4

Cohen & Steers Real Estate Active ETFSectors · Real estate0.70%2.00%+14.4%+14.5%[…][…]−10.6%14.1%$701M2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B2.3

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 · USRT 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Real Estate Active ETF · $701M[…]

CSRE

USRT

iShares Core U.S. REIT ETF · $4.3B$11,898

$10,000 five years ago, dividends reinvested · they hold 45.7% in common

CSREMeasureUSRT

+14.4%Year to dateJan 1 → Nov 5+16.5%

+14.5%1 yearTotal return+16.4%

[…]3 years · per year$10,000 became […] · $15,762+16.4%

[…]5 years · per year$10,000 became […] · $11,898+3.5%

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

2.00%Trailing 12-mo yield$200 · $269 a year on $10k2.69%

−10.6%Worst dropSmaller is better−12.4%

14.1%VolatilityLower is calmer13.9%

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

1–5USRT wins

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 USRT: Top 5 Holdings

Today

CSRE

40.1%in top 5

USRT

in top 531.4%

CSREStockUSRT

15.4%WELL9.2%

6.9%DLRnot top 5

5.6%PLD6.9%

6.2%CCInot top 5

6.0%EQIX6.0%

not top 5SPG4.8%

not top 5PSA4.5%

Held in common45.7%

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

CSRE vs USRT Returns, Every Period

CohenSteersCSRE

+14.5%

past year

USRTiShares

+16.4%

past year

CSREUSRTFaded: behind in that period

0–2USRT wins

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

CSRE vs USRT

YTD

CohenSteersCSRE

+14.4%

USRTiShares

+16.5%

+14.4%Year to date+16.5%

−10.6%Worst drop · 1Y−12.4%

14.1%Volatility · 1Y13.9%

2.0%Yield2.7%

$701MAssets$4.3B

3–1USRT wins

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

Cost, Income and Risk

Fees: CSRE, USRT, XLF

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLF0.08%$8

CSRE0.70%$70

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

Yields: CSRE, USRT, XLF

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

CSRE2.00%$200

XLF1.44%$144

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

XLF$144 − $8 = $136

CSRE$200 − $70 = $130

KeptFee

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

Overlap: CSRE, USRT, XLF

Today

45.7%most shared, CSRE and USRT

CSREUSRTXLF

CSRE—45.7%0.0%

USRT45.7%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+16.4%USRT, at 13.9% volatility

USRTWorst drop−12.4%13.9% vol

CSREWorst drop−10.6%14.1% vol

XLFWorst drop−14.8%15.3% vol

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

Paid More vs Made More

YTD

USRTCSRE

+16.5%Year to date+14.4%

2.7%Yield2.0%

+16.4%Past year+14.5%

0.08%Fee0.70%

4–0USRT 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026