Compare · 2 funds side by side · dividends reinvested

CSRE and XLE

CSRECohenSteers×XLESPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,568XLE · best of the two

02 / 04

CSRE and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.3

Cohen & Steers Real Estate Active ETFSectors · Real estate0.70%2.01%+13.9%+13.7%[…][…]−10.6%14.1%$688M1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSRE 2025 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Real Estate Active ETF · $688M[…]

CSRE

XLE

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

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

CSREMeasureXLE

+13.9%Year to dateJan 1 → Nov 6+40.6%

+13.7%1 yearTotal return+45.0%

[…]3 years · per year$10,000 became […] · $15,939+16.8%

[…]5 years · per year$10,000 became […] · $25,568+20.7%

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

2.01%Trailing 12-mo yield$201 · $247 a year on $10k2.47%

−10.6%Worst dropSmaller is better−15.0%

14.1%VolatilityLower is calmer23.3%

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

2–4XLE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSRE vs XLE: Top 5 Holdings

Today

CSRE

40.0%in top 5

XLE

in top 559.5%

CSREStockXLE

not top 5XOM24.4%

not top 5CVX18.8%

15.5%WELLnot top 5

not top 5COP7.3%

6.6%DLRnot top 5

6.3%CCInot top 5

5.8%PLDnot top 5

5.8%EQIXnot top 5

not top 5PSX4.5%

not top 5MPC4.5%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CSRE vs XLE Returns, Every Period

CohenSteersCSRE

+13.7%

past year

XLESPDR

+45.0%

past year

CSREXLEFaded: behind in that period

0–2XLE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CSRE vs XLE

YTD

CohenSteersCSRE

+13.9%

XLESPDR

+40.6%

+13.9%Year to date+40.6%

−10.6%Worst drop · 1Y−15.0%

14.1%Volatility · 1Y23.3%

2.0%Yield2.5%

$688MAssets$42.0B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSRE, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

CSRE0.70%$70

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSRE, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

CSRE2.01%$201

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

CSRE$201 − $70 = $131

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSRE, XLE

Today

0.0%most shared, CSRE and XLE

CSREXLE

CSRE—0.0%

XLE0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+45.0%XLE, at 23.3% volatility

CSREWorst drop−10.6%14.1% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLECSRE

+40.6%Year to date+13.9%

2.5%Yield2.0%

+45.0%Past year+13.7%

0.08%Fee0.70%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026