CSRE vs IVV

ACSRE

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%IVV · $3 on $10k

Most income2.01%CSRE · $201 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common1.4%CSRE and IVV

CSRE

IVV

Cohen & Steers Real Estate Active ETF · $701MiShares Core S&P 500 ETF · $850B

[…]3 years · per year[…] · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%

2.01%12-mo yield$201 · $114 on $10k1.14%

−10.6%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins13.6%

1–3IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSRE · IVV

15.5%WELL0.3%

5.8%PLD0.2%

5.8%EQIX0.2%

4.7%AMT0.1%

Held in common1.4%

End-of-day Nov 6, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk	0.70%	2.01%	−0.5%	+13.9%	+13.7%	new	new	−10.6%	$701M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk	0.70%	2.01%	−0.5%	+13.9%	+13.7%	new	new	−10.6%	$701M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSRE vs IVV

CSRE

Cohen & Steers Real Estate Active

[…]

IVV

iShares Core S&P 500

$17,177

MeasureCSREIVV

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield2.01%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y14.1%13.6%

3–1measures won
IVV first

1.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: CSRE, IVV, VTI

Today

85.5%most shared, IVV and VTI

CSREIVVVTI

CSRE—1.4%1.3%

IVV1.4%—85.5%

VTI1.3%85.5%—

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

Income After Fees on $10,000

$131most kept, CSRE

CSRE$201 − $70 = $131

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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