Compare · 2 funds side by side · dividends reinvested

ERET and PSR

ERETiShares×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

ERET 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

iShares Environmentally Aware Real Estate ETFSectors · Real estate0.30%3.32%+9.7%+11.3%+14.1%[…]−11.6%12.5%$14M1.6

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: ERET 2022 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

iShares Environmentally Aware Real Estate ETF · $14M[…]

ERET

PSR

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

$10,000 five years ago, dividends reinvested · they hold 39.9% in common

ERETMeasurePSR

+9.7%Year to dateJan 1 → Nov 4+18.7%

+11.3%1 yearTotal return+18.9%

+14.1%3 years · per year$10,000 became $14,841 · $15,160+14.9%

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

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

3.32%Trailing 12-mo yield$332 · $259 a year on $10k2.59%

−11.6%Worst dropSmaller is better−11.2%

12.5%VolatilityLower is calmer14.2%

ERETPSR 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

ERET vs PSR: Top 5 Holdings

Today

ERET

26.1%in top 5

PSR

in top 539.7%

ERETStockPSR

7.8%WELL10.6%

5.5%PLD8.5%

4.2%EQIX7.5%

not top 5AMT6.9%

not top 5DLR6.2%

5.0%Onot top 5

3.5%SPGnot top 5

Held in common39.9%

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

ERET vs PSR Returns, Every Period

iSharesERET

+11.3%

past year

PSRInvesco

+18.9%

past year

ERETPSRFaded: behind in that period

0–3PSR wins

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

ERET vs PSR

YTD

iSharesERET

+9.7%

PSRInvesco

+18.7%

+9.7%Year to date+18.7%

−11.6%Worst drop · 1Y−11.2%

12.5%Volatility · 1Y14.2%

3.3%Yield2.6%

$13.8MAssets$58.1M

2–2level

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

Cost, Income and Risk

Fees: ERET, PSR

Today

0.30%lowest, ERET

FundExpense ratioFee$10k

ERET0.30%$30

PSR0.35%$35

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

Yields: ERET, PSR

3.32%highest, ERET

FundTrailing yieldYield$10k

ERET3.32%$332

PSR2.59%$259

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

Income After Fees on $10,000

$302most kept, ERET

ERET$332 − $30 = $302

PSR$259 − $35 = $224

KeptFee

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

Overlap: ERET, PSR

Today

39.9%most shared, ERET and PSR

ERETPSR

ERET—39.9%

PSR39.9%—

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

ERETWorst drop−11.6%12.5% 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

ERETPSR

+9.7%Year to date+18.7%

3.3%Yield2.6%

+11.3%Past year+18.9%

0.30%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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026