CSRE vs SPY

ACSRE

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.96%CSRE · $196 on $10k

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

Held in common1.4%CSRE and SPY

CSRE

SPY

Cohen & Steers Real Estate Active ETF · $675MState Street SPDR S&P 500 ETF · $798B

[…]3 years · per year[…] · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.70%Expense ratio$70 · $9 on $10k · lower wins0.09%

1.96%12-mo yield$196 · $99 on $10k0.99%

−10.6%Worst dropSmaller wins−8.9%

14.0%VolatilityLower wins12.9%

1–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSRE · SPY

15.4%WELL0.3%

5.7%PLD0.2%

6.4%EQIX0.2%

4.6%AMT0.1%

Held in common1.4%

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
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	1.96%	+3.3%	+16.4%	+17.0%	new	new	−10.6%	$675M

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
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	1.96%	+3.3%	+16.4%	+17.0%	new	new	−10.6%	$675M

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 SPY

CSRE

Cohen & Steers Real Estate Active

[…]

SPY

SPDR S&P 500

$18,060

MeasureCSRESPY

Fee0.70%0.09%

Cost on $10k a year$70$9

Yield1.96%0.99%

5 years, per year[…]+12.6%

3 years, per year[…]+24.1%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y14.0%12.9%

3–1measures won
SPY first

1.4%

holdings shared

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

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

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

Overlap: CSRE, SPY

Today

1.4%most shared, CSRE and SPY

CSRESPY

CSRE—1.4%

SPY1.4%—

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

Income After Fees on $10,000

$126most kept, CSRE

CSRE$196 − $70 = $126

SPY$99 − $9 = $90

KeptFee

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