Compare · 2 funds side by side · dividends reinvested

USRT and CSRE

USRTiShares×CSRECohenSteers×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,000USRT · best of the two

02 / 04

USRT and CSRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.3B1.1

Cohen & Steers Real Estate Active ETFSectors · Real estate0.70%2.01%+13.9%+13.7%[…][…]−10.6%14.1%$701M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: USRT 2007 · CSRE 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.3B$12,000

USRT

CSRE

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

$10,000 five years ago, dividends reinvested · they hold 46.6% in common

USRTMeasureCSRE

+16.2%Year to dateJan 1 → Nov 6+13.9%

+16.0%1 yearTotal return+13.7%

+16.0%3 years · per year$10,000 became $15,602 · […][…]

+3.7%5 years · per year$10,000 became $12,000 · […][…]

0.08%Expense ratio$8 · $70 a year on $10k · lower is better0.70%

2.69%Trailing 12-mo yield$269 · $201 a year on $10k2.01%

−12.4%Worst dropSmaller is better−10.6%

13.9%VolatilityLower is calmer14.1%

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

5–1USRT wins

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

More Ways to See the Pairs

USRT vs CSRE: Top 5 Holdings

Today

USRT

31.4%in top 5

CSRE

in top 540.0%

USRTStockCSRE

9.3%WELL15.5%

6.8%PLD5.8%

not top 5DLR6.6%

not top 5CCI6.3%

5.9%EQIX5.8%

4.8%SPGnot top 5

4.6%PSAnot top 5

Held in common46.6%

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

USRT vs CSRE Returns, Every Period

iSharesUSRT

+16.0%

past year

CSRECohenSteers

+13.7%

past year

USRTCSREFaded: behind in that period

2–0USRT wins

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

USRT vs CSRE

YTD

iSharesUSRT

+16.2%

CSRECohenSteers

+13.9%

+16.2%Year to date+13.9%

−12.4%Worst drop · 1Y−10.6%

13.9%Volatility · 1Y14.1%

2.7%Yield2.0%

$4.3BAssets$701M

3–1USRT wins

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

Cost, Income and Risk

Fees: USRT, CSRE

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

CSRE0.70%$70

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

Yields: USRT, CSRE

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

CSRE2.01%$201

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

CSRE$201 − $70 = $131

KeptFee

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

Overlap: USRT, CSRE

Today

46.6%most shared, USRT and CSRE

USRTCSRE

USRT—46.6%

CSRE46.6%—

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

Return vs Bumpiness: 2 ETFs

+16.0%USRT, at 13.9% volatility

USRTWorst drop−12.4%13.9% vol

CSREWorst drop−10.6%14.1% vol

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

Paid More vs Made More

YTD

USRTCSRE

+16.2%Year to date+13.9%

2.7%Yield2.0%

+16.0%Past year+13.7%

0.08%Fee0.70%

4–0USRT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026