CSRE vs USRT

ACSRE

BUSRT

Measures won1–3USRT wins · of 6 · 5Y

$10,000 · 5Y$12,294USRT

Lowest cost0.08%USRT · $8 on $10k

Most income2.64%USRT · $264 on $10k

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

Held in common45.9%CSRE and USRT

CSRE

USRT

Cohen & Steers Real Estate Active ETF · $675MiShares Core U.S. REIT ETF · $4.3B

[…]3 years · per year[…] · $16,301+17.7%

[…]5 years · per year[…] · $12,294+4.2%

0.70%Expense ratio$70 · $8 on $10k · lower wins0.08%

1.96%12-mo yield$196 · $264 on $10k2.64%

−10.6%Worst dropSmaller wins−12.4%

14.0%VolatilityLower wins13.8%

1–3USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSRE · USRT

15.4%WELL9.2%

6.4%EQIX6.0%

5.7%PLD6.9%

7.5%DLR4.3%

Held in common45.9%

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	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.3B
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	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.3B
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 USRT

CSRE

Cohen & Steers Real Estate Active

[…]

USRT

iShares Core U.S. REIT

$12,294

MeasureCSREUSRT

Fee0.70%0.08%

Cost on $10k a year$70$8

Yield1.96%2.64%

5 years, per year[…]+4.2%

3 years, per year[…]+17.7%

Worst drop · 1Y−10.6%−12.4%

Volatility · 1Y14.0%13.8%

3–1measures won
USRT first

45.9%

holdings shared

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

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

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

Overlap: CSRE, USRT

Today

45.9%most shared, CSRE and USRT

CSREUSRT

CSRE—45.9%

USRT45.9%—

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

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

CSRE$196 − $70 = $126

KeptFee

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