Compare · 3 funds side by side · dividends reinvested

CSRE, XLF and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,271XLE · best of the three

02 / 04

CSRE, XLF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.6

Cohen & Steers Real Estate Active ETFSectors · Real estate0.70%1.98%+15.5%+15.7%[…][…]−10.6%14.2%$693M1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSRE 2025 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Real Estate Active ETF · $693M[…]

CSRE

XLF

State Street Financial Select Sector SPDR ETF · $53.4B$15,690

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

CSREMeasureXLF

+15.5%Year to dateJan 1 → Nov 9+7.2%

+15.7%1 yearTotal return+12.4%

[…]3 years · per year$10,000 became […] · $18,230+22.2%

[…]5 years · per year$10,000 became […] · $15,690+9.4%

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

1.98%Trailing 12-mo yield$198 · $142 a year on $10k1.42%

−10.6%Worst dropSmaller is better−14.8%

14.2%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 9, 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

40.0%in top 5

XLF

in top 543.8%

CSREStockXLF

15.6%WELLnot top 5

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V9.0%

6.7%DLRnot top 5

not top 5MA6.6%

6.1%CCInot top 5

5.9%EQIXnot top 5

5.8%PLDnot top 5

not top 5BAC4.0%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

CSRE vs XLF Returns, Every Period

CohenSteersCSRE

+15.7%

past year

XLFSPDR

+12.4%

past year

CSREXLFFaded: behind in that period

2–0CSRE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CSRE vs XLE

YTD

CohenSteersCSRE

+15.5%

XLESPDR

+41.3%

+15.5%Year to date+41.3%

−10.6%Worst drop · 1Y−15.0%

14.2%Volatility · 1Y23.3%

2.0%Yield2.5%

$693MAssets$40.5B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSRE, XLF, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

CSRE0.70%$70

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSRE, XLF, XLE

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

CSRE1.98%$198

XLF1.42%$142

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

XLF$142 − $8 = $134

CSRE$198 − $70 = $128

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSRE, XLF, XLE

Today

0.0%most shared, CSRE and XLF

CSREXLFXLE

CSRE—0.0%0.0%

XLF0.0%—0.0%

XLE0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+44.3%XLE, at 23.3% volatility

CSREWorst drop−10.6%14.2% vol

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLECSRE

+41.3%Year to date+15.5%

2.5%Yield2.0%

+44.3%Past year+15.7%

0.08%Fee0.70%

4–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026