CSRE vs DPRE

ACSRE

BDPRE

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.59%DPRE · $59 on $10k

Most income1.96%CSRE · $196 on $10k

Smallest drop−10.6%CSRE · worst fall in 1Y

Held in common33.8%CSRE and DPRE

CSRE

DPRE

Cohen & Steers Real Estate Active ETF · $675MVirtus Duff & Phelps Real Estate Income ETF · $4M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.70%Expense ratio$70 · $59 on $10k · lower wins0.59%

1.96%12-mo yield$196 · $195 on $10k1.95%

−10.6%Worst dropSmaller wins[…]

14.0%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsCSRE · DPRE

15.4%WELL9.4%

5.7%PLD5.4%

6.4%EQIX4.2%

7.5%DLR3.6%

Held in common33.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	1.96%	+3.3%	+16.4%	+17.0%	new	new	−10.6%	$675M
2	BDPRE	Virtus Duff & Phelps Real Estate Income ETFRead Desk		0.59%	1.95%	0.0%	new	new	new	new	[…]	$4M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	1.96%	+3.3%	+16.4%	+17.0%	new	new	−10.6%	$675M
2	BDPRE	Virtus Duff & Phelps Real Estate Income ETFRead Desk		0.59%	1.95%	0.0%	new	new	new	new	[…]	$4M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSRE vs DPRE

CSRE

Cohen & Steers Real Estate Active

[…]

DPRE

Virtus Duff & Phelps Real Estate Income

[…]

MeasureCSREDPRE

Fee0.70%0.59%

Cost on $10k a year$70$59

Yield1.96%1.95%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−10.6%[…]

Volatility · 1Y14.0%[…]

1–1measures won
level

33.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CSRE, DPRE

Today

33.8%most shared, CSRE and DPRE

CSREDPRE

CSRE—33.8%

DPRE33.8%—

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

Income After Fees on $10,000

$136most kept, DPRE

DPRE$195 − $59 = $136

CSRE$196 − $70 = $126

KeptFee

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