CSRE vs DPRE

ACSRE

BDPRE

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common33.9%CSRE and DPRE

CSRE

DPRE

Cohen & Steers Real Estate Active ETF · $679MVirtus 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%

2.00%12-mo yield$200 · $191 on $10k1.91%

−10.6%Worst dropSmaller wins[…]

14.1%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSRE · DPRE

15.4%WELL9.4%

5.6%PLD5.4%

6.0%EQIX4.2%

6.9%DLR3.6%

Held in common33.9%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk	0.70%	2.00%	−1.7%	+14.4%	+14.5%	new	new	−10.6%	$679M
3	BDPRE	Virtus Duff & Phelps Real Estate Income ETFRead Desk	0.59%	1.91%	0.0%	new	new	new	new	[…]	$4M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk	0.70%	2.00%	−1.7%	+14.4%	+14.5%	new	new	−10.6%	$679M
3	BDPRE	Virtus Duff & Phelps Real Estate Income ETFRead Desk	0.59%	1.91%	0.0%	new	new	new	new	[…]	$4M

End-of-day Nov 5, 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

Yield2.00%1.91%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−10.6%[…]

Volatility · 1Y14.1%[…]

1–1measures won
level

33.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CSRE, DPRE, SCHD

Today

33.9%most shared, CSRE and DPRE

CSREDPRESCHD

CSRE—33.9%0.0%

DPRE33.9%—0.0%

SCHD0.0%0.0%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DPRE$191 − $59 = $132

CSRE$200 − $70 = $130

KeptFee

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