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$12,294USRT · 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%2.64%+18.5%+18.4%+17.7%+4.2%−12.4%13.8%$4.4B1.1

Cohen & Steers Real Estate Active ETFSectors · Real estate0.70%1.96%+16.4%+17.0%[…][…]−10.6%14.0%$679M1.8

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

End-of-day Nov 4, 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 · $679M[…]

CSRE

USRT

iShares Core U.S. REIT ETF · $4.4B$12,294

$10,000 five years ago, dividends reinvested · they hold 45.9% in common

CSREMeasureUSRT

+16.4%Year to dateJan 1 → Nov 4+18.5%

+17.0%1 yearTotal return+18.4%

[…]3 years · per year$10,000 became […] · $16,301+17.7%

[…]5 years · per year$10,000 became […] · $12,294+4.2%

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

1.96%Trailing 12-mo yield$196 · $264 a year on $10k2.64%

−10.6%Worst dropSmaller is better−12.4%

14.0%VolatilityLower is calmer13.8%

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

1–5USRT wins

End-of-day Nov 4, 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

41.1%in top 5

USRT

in top 531.4%

CSREStockUSRT

15.4%WELL9.2%

7.5%DLRnot top 5

5.7%PLD6.9%

6.4%EQIX6.0%

6.1%CCInot top 5

not top 5SPG4.8%

not top 5PSA4.5%

Held in common45.9%

End-of-day Nov 4, 2026 · share of each fund

CSRE vs USRT Returns, Every Period

CohenSteersCSRE

+17.0%

past year

USRTiShares

+18.4%

past year

CSREUSRTFaded: behind in that period

0–2USRT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CSRE vs USRT

YTD

CohenSteersCSRE

+16.4%

USRTiShares

+18.5%

+16.4%Year to date+18.5%

−10.6%Worst drop · 1Y−12.4%

14.0%Volatility · 1Y13.8%

2.0%Yield2.6%

$679MAssets$4.4B

3–1USRT wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: CSRE, USRT

2.64%highest, USRT

FundTrailing yieldYield$10k

USRT2.64%$264

CSRE1.96%$196

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

CSRE$196 − $70 = $126

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSRE, USRT

Today

45.9%most shared, CSRE and USRT

CSREUSRT

CSRE—45.9%

USRT45.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.4%USRT, at 13.8% volatility

USRTWorst drop−12.4%13.8% vol

CSREWorst drop−10.6%14.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USRTCSRE

+18.5%Year to date+16.4%

2.6%Yield2.0%

+18.4%Past year+17.0%

0.08%Fee0.70%

4–0USRT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026