Compare · 3 funds side by side · dividends reinvested

CSRE, USRT and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,765XLF · best of the three

Story of the three · IncomeMost incomeUSRT · 2.66% · $266 a year on $10k

Story of the three · RiskSmallest drop

CSRE, USRT and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.66%+17.8%+16.5%+15.1%+3.6%−12.4%13.9%$4.3B1.4

Cohen & Steers Real Estate Active ETFSectors · Real estate0.70%1.98%+15.5%+13.2%[…][…]−10.6%14.1%$707M2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$53.6B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: CSRE 2025 · USRT 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Cohen & Steers Real Estate Active ETF · $707M[…]

CSRE

USRT

iShares Core U.S. REIT ETF · $4.3B$11,911

$10,000 five years ago, dividends reinvested · they hold 47.3% in common

CSRE

More Ways to See the Pairs

CSRE vs USRT: Top 5 Holdings

Today

CSRE

40.5%in top 5

USRT

in top 531.7%

CSREStockUSRT

15.5%WELL9.3%

6.1%PLD7.0%

6.8%DLR4.4%

6.0%EQIX6.3%

6.1%

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 11, 2026 · fee on $10,000 a year

Yields: CSRE, USRT, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

USRT

+15.5%Year to dateJan 1 → Nov 11+17.8%

+13.2%1 yearTotal return+16.5%

[…]3 years · per year$10,000 became […] · $15,247+15.1%

[…]5 years · per year$10,000 became […] · $11,911+3.6%

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

1.98%Trailing 12-mo yield$198 · $266 a year on $10k2.66%

−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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

CCI

not top 5

not top 5SPG4.6%

Held in common47.3%

End-of-day Nov 11, 2026 · share of each fund

CSRE vs USRT Returns, Every Period

1Y

CohenSteersCSRE

+13.2%

past year

USRTiShares

+16.5%

past year

CSREUSRTFaded: behind in that period

0–2USRT wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CSRE vs USRT

YTD

CohenSteersCSRE

+15.5%

USRTiShares

+17.8%

+15.5%Year to date+17.8%

−10.6%Worst drop · 1Y−12.4%

14.1%Volatility · 1Y13.9%

2.0%Yield2.7%

$707MAssets$4.3B

3–1USRT wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.66%highest, USRT

FundTrailing yieldYield$10k

USRT2.66%$266

CSRE1.98%$198

XLF1.41%$141

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$258most kept, USRT

USRT$266 − $8 = $258

XLF$141 − $8 = $133

CSRE$198 − $70 = $128

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CSRE, USRT, XLF

Today

47.3%most shared, CSRE and USRT

CSREUSRTXLF

CSRE—47.3%0.0%

USRT47.3%—0.0%

XLF0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.5%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 11, 2026 · up and left is better

Paid More vs Made More

YTD

USRTCSRE

+17.8%Year to date+15.5%

2.7%Yield2.0%

+16.5%Past year+13.2%

0.08%Fee0.70%

4–0USRT wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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CSRE, USRT and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three