CSRE vs XLF

ACSRE

BXLF

Measures won3–1CSRE wins · of 6 · 5Y

$10,000 · 5Y$15,503XLF

Lowest cost0.08%XLF · $8 on $10k

Most income2.00%CSRE · $200 on $10k

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

Held in common0.0%CSRE and XLF

CSRE

XLF

Cohen & Steers Real Estate Active ETF · $701MState Street Financial Select Sector SPDR ETF · $55.5B

[…]3 years · per year[…] · $18,620+23.0%

[…]5 years · per year[…] · $15,503+9.2%

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

2.00%12-mo yield$200 · $144 on $10k1.44%

−10.6%Worst dropSmaller wins−14.8%

14.1%VolatilityLower wins15.3%

3–1CSRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSRE · XLF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BXLF	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	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

Both

5Y2 funds

#			Trend
1	BXLF	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	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 XLF

CSRE

Cohen & Steers Real Estate Active

[…]

XLF

Financial Select Sector SPDR

$15,503

MeasureCSREXLF

Fee0.70%0.08%

Cost on $10k a year$70$8

Yield2.00%1.44%

5 years, per year[…]+9.2%

3 years, per year[…]+23.0%

Worst drop · 1Y−10.6%−14.8%

Volatility · 1Y14.1%15.3%

3–1measures won
CSRE first

0.0%

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, XLF

Today

0.0%most shared, CSRE and XLF

CSREXLF

CSRE—0.0%

XLF0.0%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

CSRE$200 − $70 = $130

KeptFee

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