Compare · 2 funds side by side · dividends reinvested

CSRE and XLF

CSRECohenSteers×XLFSPDR×

Versus in desk

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

02 / 04

CSRE and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Cohen & Steers Real Estate Active ETFSectors · Real estate0.70%2.00%+14.4%+14.5%[…][…]−10.6%14.1%$701M1.2

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B1.6

Rank among the two1st → 2ndFee, 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 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

CSRE

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,503

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

CSREMeasureXLF

+14.4%Year to dateJan 1 → Nov 5+6.3%

+14.5%1 yearTotal return+11.4%

[…]3 years · per year$10,000 became […] · $18,620+23.0%

[…]5 years · per year$10,000 became […] · $15,503+9.2%

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

2.00%Trailing 12-mo yield$200 · $144 a year on $10k1.44%

−10.6%Worst dropSmaller is better−14.8%

14.1%VolatilityLower is calmer15.3%

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

5–1CSRE 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 XLF: Top 5 Holdings

Today

CSRE

40.1%in top 5

XLF

in top 543.7%

CSREStockXLF

15.4%WELLnot top 5

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

6.9%DLRnot top 5

not top 5MA6.5%

6.2%CCInot top 5

6.0%EQIXnot top 5

5.6%PLDnot top 5

not top 5BAC4.0%

Held in common0.0%

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

CSRE vs XLF Returns, Every Period

CohenSteersCSRE

+14.5%

past year

XLFSPDR

+11.4%

past year

CSREXLFFaded: behind in that period

2–0CSRE wins

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

CSRE vs XLF

YTD

CohenSteersCSRE

+14.4%

XLFSPDR

+6.3%

+14.4%Year to date+6.3%

−10.6%Worst drop · 1Y−14.8%

14.1%Volatility · 1Y15.3%

2.0%Yield1.4%

$701MAssets$55.5B

4–0CSRE wins

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

Cost, Income and Risk

Fees: CSRE, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

CSRE0.70%$70

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

Yields: CSRE, XLF

2.00%highest, CSRE

FundTrailing yieldYield$10k

CSRE2.00%$200

XLF1.44%$144

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

CSRE$200 − $70 = $130

KeptFee

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

Overlap: CSRE, XLF

Today

0.0%most shared, CSRE and XLF

CSREXLF

CSRE—0.0%

XLF0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.5%CSRE, at 14.1% volatility

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

CSREXLF

+14.4%Year to date+6.3%

2.0%Yield1.4%

+14.5%Past year+11.4%

0.70%Fee0.08%

3–1CSRE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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