CSRE vs USRT

ACSRE

BUSRT

Measures won1–3USRT wins · of 6 · 5Y

$10,000 · 5Y$15,503XLF · USRT $11,898

Lowest cost0.08%USRT · $8 on $10k

Most income2.69%USRT · $269 on $10k

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

Held in common45.7%CSRE and USRT

CSRE

USRT

Cohen & Steers Real Estate Active ETF · $701MiShares Core U.S. REIT ETF · $4.3B

[…]3 years · per year[…] · $15,762+16.4%

[…]5 years · per year[…] · $11,898+3.5%

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

2.00%12-mo yield$200 · $269 on $10k2.69%

−10.6%Worst dropSmaller wins−12.4%

14.1%VolatilityLower wins13.9%

1–3USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSRE · USRT

15.4%WELL9.2%

6.0%EQIX6.0%

5.6%PLD6.9%

6.9%DLR4.3%

Held in common45.7%

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.3B
3	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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.3B
3	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 USRT

CSRE

Cohen & Steers Real Estate Active

[…]

USRT

iShares Core U.S. REIT

$11,898

MeasureCSREUSRT

Fee0.70%0.08%

Cost on $10k a year$70$8

Yield2.00%2.69%

5 years, per year[…]+3.5%

3 years, per year[…]+16.4%

Worst drop · 1Y−10.6%−12.4%

Volatility · 1Y14.1%13.9%

3–1measures won
USRT first

45.7%

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, USRT, XLF

Today

45.7%most shared, CSRE and USRT

CSREUSRTXLF

CSRE—45.7%0.0%

USRT45.7%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

XLF$144 − $8 = $136

CSRE$200 − $70 = $130

KeptFee

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