Compare · 3 funds side by side · dividends reinvested

LPRE, PSR and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,765XLF · best of the three

Story of the three · IncomeMost incomePSR · 2.60% · $260 a year on $10k

Story of the three · RiskSmallest drop

LPRE, PSR and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.60%+18.2%+16.4%+12.3%+1.4%−11.2%14.3%$60M1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$53.6B2.1

Long Pond Real Estate Select ETFSectors · Real estate1.00%1.72%+12.9%+16.8%[…][…]−12.8%15.8%$192M2.2

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: LPRE 2025 · PSR 2008 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Long Pond Real Estate Select ETF · $192M[…]

LPRE

PSR

Invesco Active U.S. Real Estate ETF · $60M$10,734

$10,000 five years ago, dividends reinvested · they hold 30.3% in common

LPREMeasure

More Ways to See the Pairs

LPRE vs PSR: Top 5 Holdings

Today

LPRE

32.8%in top 5

PSR

in top 539.5%

LPREStockPSR

not top 5WELL10.6%

not top 5PLD8.4%

7.6%ELSnot top 5

not top 5EQIX7.6%

7.4%IRTnot top 5

Cost, Income and Risk

Fees: LPRE, PSR, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

PSR0.35%$35

LPRE1.00%$100

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: LPRE, PSR, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

PSR

+12.9%Year to dateJan 1 → Nov 11+18.2%

+16.8%1 yearTotal return+16.4%

[…]3 years · per year$10,000 became […] · $14,176+12.3%

[…]5 years · per year$10,000 became […] · $10,734+1.4%

1.00%Expense ratio$100 · $35 a year on $10k · lower is better0.35%

1.72%Trailing 12-mo yield$172 · $260 a year on $10k2.60%

−12.8%Worst dropSmaller is better−11.2%

15.8%VolatilityLower is calmer14.3%

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

1–5PSR wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMT6.9%

6.6%JANnot top 5

5.6%DLR6.0%

5.6%MAAnot top 5

Held in common30.3%

End-of-day Nov 11, 2026 · share of each fund

LPRE vs PSR Returns, Every Period

1Y

Long PondLPRE

+16.8%

past year

PSRInvesco

+16.4%

past year

LPREPSRFaded: behind in that period

1–1Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

LPRE vs PSR

YTD

Long PondLPRE

+12.9%

PSRInvesco

+18.2%

+12.9%Year to date+18.2%

−12.8%Worst drop · 1Y−11.2%

15.8%Volatility · 1Y14.3%

1.7%Yield2.6%

$192MAssets$59.5M

4–0PSR wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.60%highest, PSR

FundTrailing yieldYield$10k

PSR2.60%$260

LPRE1.72%$172

XLF1.41%$141

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$225most kept, PSR

PSR$260 − $35 = $225

XLF$141 − $8 = $133

LPRE$172 − $100 = $72

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: LPRE, PSR, XLF

Today

30.3%most shared, LPRE and PSR

LPREPSRXLF

LPRE—30.3%0.0%

PSR30.3%—0.0%

XLF0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.8%LPRE, at 15.8% volatility

PSRWorst drop−11.2%14.3% vol

XLFWorst drop−14.8%15.3% vol

LPREWorst drop−12.8%15.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

PSRLPRE

+18.2%Year to date+12.9%

2.6%Yield1.7%

+16.4%Past year+16.8%

0.35%Fee1.00%

3–1PSR wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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LPRE, PSR and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three