Compare · 2 funds side by side · dividends reinvested

ICF and PSR

ICFiShares×PSRInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,287ICF · best of the two

02 / 04

ICF and PSR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Select U.S. REIT ETFSectors · Real estate0.32%2.52%+18.0%+17.8%+16.1%+2.5%−10.6%14.4%$2.0B1.5

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: ICF 2001 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

iShares Select U.S. REIT ETF · $2.0B$11,287

ICF

PSR

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

$10,000 five years ago, dividends reinvested · they hold 58.8% in common

ICFMeasurePSR

+18.0%Year to dateJan 1 → Nov 4+18.7%

+17.8%1 yearTotal return+18.9%

+16.1%3 years · per year$10,000 became $15,662 · $15,160+14.9%

+2.5%5 years · per year$10,000 became $11,287 · $10,999+1.9%

0.32%Expense ratio$32 · $35 a year on $10k · lower is better0.35%

2.52%Trailing 12-mo yield$252 · $259 a year on $10k2.59%

−10.6%Worst dropSmaller is better−11.2%

14.4%VolatilityLower is calmer14.2%

ICFPSR 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

ICF vs PSR: Top 5 Holdings

Today

ICF

37.5%in top 5

PSR

in top 539.7%

ICFStockPSR

8.3%WELL10.6%

7.5%PLD8.5%

7.9%EQIX7.5%

7.5%AMT6.9%

6.2%SPGnot top 5

not top 5DLR6.2%

Held in common58.8%

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

ICF vs PSR Returns, Every Period

iSharesICF

+2.5%

5 years, per year

PSRInvesco

+1.9%

5 years, per year

ICFPSRFaded: behind in that period

2–2Level

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

ICF vs PSR

YTD

iSharesICF

+18.0%

PSRInvesco

+18.7%

+18.0%Year to date+18.7%

−10.6%Worst drop · 1Y−11.2%

14.4%Volatility · 1Y14.2%

2.5%Yield2.6%

$2.0BAssets$58.0M

3–1PSR wins

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

Cost, Income and Risk

Fees: ICF, PSR

Today

0.32%lowest, ICF

FundExpense ratioFee$10k

ICF0.32%$32

PSR0.35%$35

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

Yields: ICF, PSR

2.59%highest, PSR

FundTrailing yieldYield$10k

PSR2.59%$259

ICF2.52%$252

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

Income After Fees on $10,000

$224most kept, PSR

PSR$259 − $35 = $224

ICF$252 − $32 = $220

KeptFee

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

Overlap: ICF, PSR

Today

58.8%most shared, ICF and PSR

ICFPSR

ICF—58.8%

PSR58.8%—

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

PSRWorst drop−11.2%14.2% vol

ICFWorst drop−10.6%14.4% vol

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

Paid More vs Made More

YTD

PSRICF

+18.7%Year to date+18.0%

2.6%Yield2.5%

+18.9%Past year+17.8%

0.35%Fee0.32%

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