Compare · 2 funds side by side · dividends reinvested

AVRE and PSR

AVREAvantis×PSRInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,999PSR · best of the two

02 / 04

AVRE and PSR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis Real Estate ETFSectors · Real estate0.17%2.89%+11.5%+11.9%+14.1%+1.2%−10.5%12.6%$890M1.5

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.59%+18.7%+18.9%+14.9%+1.9%−11.2%14.2%$58M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AVRE 2021 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Real Estate ETF · $890M$10,633

AVRE

PSR

Invesco Active U.S. Real Estate ETF · $58M$10,999

$10,000 five years ago, dividends reinvested · they hold 50.1% in common

AVREMeasurePSR

+11.5%Year to dateJan 1 → Nov 4+18.7%

+11.9%1 yearTotal return+18.9%

+14.1%3 years · per year$10,000 became $14,863 · $15,160+14.9%

+1.2%5 years · per year$10,000 became $10,633 · $10,999+1.9%

0.17%Expense ratio$17 · $35 a year on $10k · lower is better0.35%

2.89%Trailing 12-mo yield$289 · $259 a year on $10k2.59%

−10.5%Worst dropSmaller is better−11.2%

12.6%VolatilityLower is calmer14.2%

AVREPSR Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVRE vs PSR: Top 5 Holdings

Today

AVRE

27.9%in top 5

PSR

in top 539.7%

AVREStockPSR

7.9%WELL10.6%

6.2%PLD8.5%

5.6%EQIX7.5%

4.4%AMT6.9%

not top 5DLR6.2%

3.8%SPGnot top 5

Held in common50.1%

End-of-day Nov 4, 2026 · share of each fund

AVRE vs PSR Returns, Every Period

AvantisAVRE

+1.2%

5 years, per year

PSRInvesco

+1.9%

5 years, per year

AVREPSRFaded: behind in that period

0–4PSR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AVRE vs PSR

YTD

AvantisAVRE

+11.5%

PSRInvesco

+18.7%

+11.5%Year to date+18.7%

−10.5%Worst drop · 1Y−11.2%

12.6%Volatility · 1Y14.2%

2.9%Yield2.6%

$890MAssets$58.0M

3–1AVRE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVRE, PSR

Today

0.17%lowest, AVRE

FundExpense ratioFee$10k

AVRE0.17%$17

PSR0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AVRE, PSR

2.89%highest, AVRE

FundTrailing yieldYield$10k

AVRE2.89%$289

PSR2.59%$259

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$272most kept, AVRE

AVRE$289 − $17 = $272

PSR$259 − $35 = $224

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AVRE, PSR

Today

50.1%most shared, AVRE and PSR

AVREPSR

AVRE—50.1%

PSR50.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%PSR, at 14.2% volatility

AVREWorst drop−10.5%12.6% vol

PSRWorst drop−11.2%14.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AVREPSR

+11.5%Year to date+18.7%

2.9%Yield2.6%

+11.9%Past year+18.9%

0.17%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026