CSRE vs USRT

ACSRE

BUSRT

Measures won1–3USRT wins · of 6 · 5Y

$10,000 · 5Y$21,164XLK · USRT $12,000

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 common46.6%CSRE and USRT

CSRE

USRT

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

[…]3 years · per year[…] · $15,602+16.0%

[…]5 years · per year[…] · $12,000+3.7%

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

2.01%12-mo yield$201 · $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

15.5%WELL9.3%

5.8%PLD6.8%

5.8%EQIX5.9%

6.6%DLR4.1%

Held in common46.6%

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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$116.9B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.3B
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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$116.9B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.3B
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 USRT

CSRE

Cohen & Steers Real Estate Active

[…]

USRT

iShares Core U.S. REIT

$12,000

MeasureCSREUSRT

Fee0.70%0.08%

Cost on $10k a year$70$8

Yield2.01%2.69%

5 years, per year[…]+3.7%

3 years, per year[…]+16.0%

Worst drop · 1Y−10.6%−12.4%

Volatility · 1Y14.1%13.9%

3–1measures won
USRT first

46.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CSRE, USRT, XLK

Today

46.6%most shared, CSRE and USRT

CSREUSRTXLK

CSRE—46.6%0.0%

USRT46.6%—0.0%

XLK0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

CSRE$201 − $70 = $131

XLK$51 − $8 = $43

KeptFee

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