Compare · 2 funds side by side · dividends reinvested

PFFR and PSR

PFFRVirtus×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

PFFR 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

InfraCap REIT Preferred ETFSectors · Real estate0.45%8.94%−2.1%−2.6%+9.1%+0.2%−7.5%8.7%$110M1.6

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: PFFR 2017 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

InfraCap REIT Preferred ETF · $110M$10,104

PFFR

PSR

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PFFRMeasurePSR

−2.1%Year to dateJan 1 → Nov 4+18.7%

−2.6%1 yearTotal return+18.9%

+9.1%3 years · per year$10,000 became $12,994 · $15,160+14.9%

+0.2%5 years · per year$10,000 became $10,104 · $10,999+1.9%

0.45%Expense ratio$45 · $35 a year on $10k · lower is better0.35%

8.94%Trailing 12-mo yield$894 · $259 a year on $10k2.59%

−7.5%Worst dropSmaller is better−11.2%

8.7%VolatilityLower is calmer14.2%

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

3–5PSR wins

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

More Ways to See the Pairs

PFFR vs PSR: Top 5 Holdings

Today

PFFR

14.3%in top 5

PSR

in top 539.7%

PFFRStockPSR

not top 5WELL10.6%

not top 5PLD8.5%

not top 5EQIX7.5%

not top 5AMT6.9%

not top 5DLR6.2%

3.5%UMH-PDnot top 5

3.0%HPP-PCnot top 5

2.7%AGNCPnot top 5

2.6%VNO-PMnot top 5

2.6%KIM-PMnot top 5

Held in common0.0%

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

PFFR vs PSR Returns, Every Period

VirtusPFFR

+0.2%

5 years, per year

PSRInvesco

+1.9%

5 years, per year

PFFRPSRFaded: behind in that period

0–4PSR wins

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

PFFR vs PSR

YTD

VirtusPFFR

−2.1%

PSRInvesco

+18.7%

−2.1%Year to date+18.7%

−7.5%Worst drop · 1Y−11.2%

8.7%Volatility · 1Y14.2%

8.9%Yield2.6%

$110MAssets$58.0M

3–1PFFR wins

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

Cost, Income and Risk

Fees: PFFR, PSR

Today

0.35%lowest, PSR

FundExpense ratioFee$10k

PSR0.35%$35

PFFR0.45%$45

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

Yields: PFFR, PSR

8.94%highest, PFFR

FundTrailing yieldYield$10k

PFFR8.94%$894

PSR2.59%$259

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

Income After Fees on $10,000

$849most kept, PFFR

PFFR$894 − $45 = $849

PSR$259 − $35 = $224

KeptFee

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

Overlap: PFFR, PSR

Today

0.0%most shared, PFFR and PSR

PFFRPSR

PFFR—0.0%

PSR0.0%—

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

PFFRWorst drop−7.5%8.7% 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

PFFRPSR

−2.1%Year to date+18.7%

8.9%Yield2.6%

−2.6%Past year+18.9%

0.45%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