Compare · 2 funds side by side · dividends reinvested

BYRE and PSR

BYREPrincipal×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

BYRE and PSR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.59%+18.7%+18.9%+14.9%+1.9%−11.2%14.2%$58M1.4

Principal Real Estate Active Opportunities ETFSectors · Real estate0.60%2.71%+15.6%+14.1%+14.4%[…]−10.6%13.2%$27M1.6

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: BYRE 2022 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

Principal Real Estate Active Opportunities ETF · $27M[…]

BYRE

PSR

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

$10,000 five years ago, dividends reinvested · they hold 47.1% in common

BYREMeasurePSR

+15.6%Year to dateJan 1 → Nov 4+18.7%

+14.1%1 yearTotal return+18.9%

+14.4%3 years · per year$10,000 became $14,978 · $15,160+14.9%

[…]5 years · per year$10,000 became […] · $10,999+1.9%

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

2.71%Trailing 12-mo yield$271 · $259 a year on $10k2.59%

−10.6%Worst dropSmaller is better−11.2%

13.2%VolatilityLower is calmer14.2%

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

3–4PSR wins

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

More Ways to See the Pairs

BYRE vs PSR: Top 5 Holdings

Today

BYRE

33.7%in top 5

PSR

in top 539.7%

BYREStockPSR

8.7%WELL10.6%

not top 5PLD8.5%

8.1%EQIX7.5%

7.1%AMT6.9%

not top 5DLR6.2%

5.3%CCInot top 5

4.5%SBRAnot top 5

Held in common47.1%

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

BYRE vs PSR Returns, Every Period

PrincipalBYRE

+14.1%

past year

PSRInvesco

+18.9%

past year

BYREPSRFaded: behind in that period

0–3PSR wins

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

BYRE vs PSR

YTD

PrincipalBYRE

+15.6%

PSRInvesco

+18.7%

+15.6%Year to date+18.7%

−10.6%Worst drop · 1Y−11.2%

13.2%Volatility · 1Y14.2%

2.7%Yield2.6%

$27.2MAssets$58.0M

3–1BYRE wins

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

Cost, Income and Risk

Fees: BYRE, PSR

Today

0.35%lowest, PSR

FundExpense ratioFee$10k

PSR0.35%$35

BYRE0.60%$60

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

Yields: BYRE, PSR

2.71%highest, BYRE

FundTrailing yieldYield$10k

BYRE2.71%$271

PSR2.59%$259

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

Income After Fees on $10,000

$224most kept, PSR

PSR$259 − $35 = $224

BYRE$271 − $60 = $211

KeptFee

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

Overlap: BYRE, PSR

Today

47.1%most shared, BYRE and PSR

BYREPSR

BYRE—47.1%

PSR47.1%—

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

BYREWorst drop−10.6%13.2% 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

BYREPSR

+15.6%Year to date+18.7%

2.7%Yield2.6%

+14.1%Past year+18.9%

0.60%Fee0.35%

3–1PSR wins

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