CSRE vs XLRE

ACSRE

BXLRE

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,850XLRE

Lowest cost0.08%XLRE · $8 on $10k

Most income3.26%XLRE · $326 on $10k

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

Held in common51.2%CSRE and XLRE

CSRE

XLRE

Cohen & Steers Real Estate Active ETF · $679MState Street Real Estate Select Sector SPDR ETF · $8.3B

[…]3 years · per year[…] · $14,836+14.1%

[…]5 years · per year[…] · $10,850+1.6%

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

2.00%12-mo yield$200 · $326 on $10k3.26%

−10.6%Worst dropSmaller wins−11.1%

14.1%VolatilityLower wins14.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsCSRE · XLRE

15.4%WELL11.5%

6.0%EQIX6.7%

5.6%PLD8.0%

4.6%AMT5.8%

Held in common51.2%

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	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.26%	−1.8%	+12.4%	+12.0%	+14.1%	+1.6%	−11.1%	$8.3B
2	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	2.00%	−1.7%	+14.4%	+14.5%	new	new	−10.6%	$679M

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	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.26%	−1.8%	+12.4%	+12.0%	+14.1%	+1.6%	−11.1%	$8.3B
2	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	2.00%	−1.7%	+14.4%	+14.5%	new	new	−10.6%	$679M

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 XLRE

CSRE

Cohen & Steers Real Estate Active

[…]

XLRE

Real Estate Select Sector SPDR

$10,850

MeasureCSREXLRE

Fee0.70%0.08%

Cost on $10k a year$70$8

Yield2.00%3.26%

5 years, per year[…]+1.6%

3 years, per year[…]+14.1%

Worst drop · 1Y−10.6%−11.1%

Volatility · 1Y14.1%14.6%

2–2measures won
level

51.2%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CSRE, XLRE

Today

51.2%most shared, CSRE and XLRE

CSREXLRE

CSRE—51.2%

XLRE51.2%—

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

Income After Fees on $10,000

$318most kept, XLRE

XLRE$326 − $8 = $318

CSRE$200 − $70 = $130

KeptFee

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