CSRE vs VNQ

ACSRE

BVNQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,522VNQ

Lowest cost0.13%VNQ · $13 on $10k

Most income3.59%VNQ · $359 on $10k

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

Held in common52.3%CSRE and VNQ

CSRE

VNQ

Cohen & Steers Real Estate Active ETF · $675MVanguard Real Estate ETF · $35.9B

[…]3 years · per year[…] · $15,000+14.5%

[…]5 years · per year[…] · $10,522+1.0%

0.70%Expense ratio$70 · $13 on $10k · lower wins0.13%

2.03%12-mo yield$203 · $359 on $10k3.59%

−10.6%Worst dropSmaller wins−11.4%

13.6%VolatilityLower wins13.7%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsCSRE · VNQ

15.4%WELL10.7%

6.3%EQIX6.6%

5.7%PLD8.0%

4.6%AMT5.1%

Held in common52.3%

End-of-day Nov 3, 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	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.59%	−0.1%	+10.4%	+10.6%	+14.5%	+1.0%	−11.4%	$35.9B
2	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	2.03%	+0.1%	+12.7%	+13.4%	new	new	−10.6%	$675M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.59%	−0.1%	+10.4%	+10.6%	+14.5%	+1.0%	−11.4%	$35.9B
2	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	2.03%	+0.1%	+12.7%	+13.4%	new	new	−10.6%	$675M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSRE vs VNQ

CSRE

Cohen & Steers Real Estate Active

[…]

VNQ

Vanguard Real Estate

$10,522

MeasureCSREVNQ

Fee0.70%0.13%

Cost on $10k a year$70$13

Yield2.03%3.59%

5 years, per year[…]+1.0%

3 years, per year[…]+14.5%

Worst drop · 1Y−10.6%−11.4%

Volatility · 1Y13.6%13.7%

2–2measures won
level

52.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VNQ vs SCHH

YTD

VanguardVNQ

+10.4%

SCHHSchwab

+13.8%

+10.4%Year to date+13.8%

3.6%Yield2.9%

$35.9BAssets$11.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: CSRE, VNQ

Today

52.3%most shared, CSRE and VNQ

CSREVNQ

CSRE—52.3%

VNQ52.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$346most kept, VNQ

VNQ$359 − $13 = $346

CSRE$203 − $70 = $133

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee