CSRE vs RWR

ACSRE

BRWR

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$11,973RWR

Lowest cost0.25%RWR · $25 on $10k

Most income3.38%RWR · $338 on $10k

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

Held in common45.0%CSRE and RWR

CSRE

RWR

Cohen & Steers Real Estate Active ETF · $701MState Street SPDR Dow Jones REIT ETF · $1.9B

[…]3 years · per year[…] · $16,229+17.5%

[…]5 years · per year[…] · $11,973+3.7%

0.70%Expense ratio$70 · $25 on $10k · lower wins0.25%

2.00%12-mo yield$200 · $338 on $10k3.38%

−10.6%Worst dropSmaller wins−12.8%

14.1%VolatilityLower wins14.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsCSRE · RWR

15.4%WELL10.3%

5.6%PLD9.4%

6.0%EQIX4.4%

6.9%DLR4.3%

Held in common45.0%

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

Both

5Y2 funds

#			Trend
1	BRWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.38%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.9B
2	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	2.00%	−1.7%	+14.4%	+14.5%	new	new	−10.6%	$701M

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

Both

5Y2 funds

#			Trend
1	BRWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.38%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.9B
2	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	2.00%	−1.7%	+14.4%	+14.5%	new	new	−10.6%	$701M

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 RWR

CSRE

Cohen & Steers Real Estate Active

[…]

RWR

SPDR Dow Jones REIT

$11,973

MeasureCSRERWR

Fee0.70%0.25%

Cost on $10k a year$70$25

Yield2.00%3.38%

5 years, per year[…]+3.7%

3 years, per year[…]+17.5%

Worst drop · 1Y−10.6%−12.8%

Volatility · 1Y14.1%14.2%

2–2measures won
level

45.0%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CSRE, RWR

Today

45.0%most shared, CSRE and RWR

CSRERWR

CSRE—45.0%

RWR45.0%—

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

Income After Fees on $10,000

$313most kept, RWR

RWR$338 − $25 = $313

CSRE$200 − $70 = $130

KeptFee

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