USRT vs CSRE

AUSRT

BCSRE

Measures won3–1USRT wins · of 6 · 5Y

$10,000 · 5Y$12,000USRT

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%USRT and CSRE

USRT

CSRE

iShares Core U.S. REIT ETF · $4.3BCohen & Steers Real Estate Active ETF · $701M

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

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

0.08%Expense ratio$8 · $70 on $10k · lower wins0.70%

2.69%12-mo yield$269 · $201 on $10k2.01%

−12.4%Worst dropSmaller wins−10.6%

13.9%VolatilityLower wins14.1%

3–1USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · CSRE

9.3%WELL15.5%

6.8%PLD5.8%

5.9%EQIX5.8%

4.1%DLR6.6%

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

Both

5Y2 funds

#			Trend
1	AUSRT	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
2	BCSRE	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

Both

5Y2 funds

#			Trend
1	AUSRT	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
2	BCSRE	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

USRT vs CSRE

USRT

iShares Core U.S. REIT

$12,000

CSRE

Cohen & Steers Real Estate Active

[…]

MeasureUSRTCSRE

Fee0.08%0.70%

Cost on $10k a year$8$70

Yield2.69%2.01%

5 years, per year+3.7%[…]

3 years, per year+16.0%[…]

Worst drop · 1Y−12.4%−10.6%

Volatility · 1Y13.9%14.1%

3–1measures won
USRT first

46.6%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: USRT, CSRE

Today

46.6%most shared, USRT and CSRE

USRTCSRE

USRT—46.6%

CSRE46.6%—

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

KeptFee

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