CSRE vs SPYM

ACSRE

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VOO $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income2.01%CSRE · $201 on $10k

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

Held in common1.4%CSRE and SPYM

CSRE

SPYM

Cohen & Steers Real Estate Active ETF · $701MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.70%Expense ratio$70 · $2 on $10k · lower wins0.02%

2.01%12-mo yield$201 · $105 on $10k1.05%

−10.6%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins13.6%

1–3SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSRE · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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 SPYM

CSRE

Cohen & Steers Real Estate Active

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureCSRESPYM

Fee0.70%0.02%

Cost on $10k a year$70$2

Yield2.01%1.05%

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
SPYM 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

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: CSRE, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

CSRESPYMVOO

CSRE—1.4%1.3%

SPYM1.4%—92.2%

VOO1.3%92.2%—

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

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

KeptFee

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