Compare · 2 funds side by side · dividends reinvested

PPTY and PSR

PPTYVident×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

PPTY 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%$58M1.1

US Diversified Real Estate ETFSectors · Real estate0.53%2.49%+14.2%+15.6%+13.7%+1.5%−11.8%13.9%$23M1.9

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: PPTY 2018 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

US Diversified Real Estate ETF · $23M$10,792

PPTY

PSR

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

$10,000 five years ago, dividends reinvested · they hold 40.6% in common

PPTYMeasurePSR

+14.2%Year to dateJan 1 → Nov 4+18.7%

+15.6%1 yearTotal return+18.9%

+13.7%3 years · per year$10,000 became $14,700 · $15,160+14.9%

+1.5%5 years · per year$10,000 became $10,792 · $10,999+1.9%

0.53%Expense ratio$53 · $35 a year on $10k · lower is better0.35%

2.49%Trailing 12-mo yield$249 · $259 a year on $10k2.59%

−11.8%Worst dropSmaller is better−11.2%

13.9%VolatilityLower is calmer14.2%

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

1–7PSR wins

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

More Ways to See the Pairs

PPTY vs PSR: Top 5 Holdings

Today

PPTY

22.6%in top 5

PSR

in top 539.7%

PPTYStockPSR

not top 5WELL10.6%

3.8%PLD8.5%

4.4%EQIX7.5%

not top 5AMT6.9%

6.9%EQRnot top 5

3.6%DLR6.2%

3.9%FCPTnot top 5

Held in common40.6%

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

PPTY vs PSR Returns, Every Period

VidentPPTY

+1.5%

5 years, per year

PSRInvesco

+1.9%

5 years, per year

PPTYPSRFaded: behind in that period

0–4PSR wins

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

PPTY vs PSR

YTD

VidentPPTY

+14.2%

PSRInvesco

+18.7%

+14.2%Year to date+18.7%

−11.8%Worst drop · 1Y−11.2%

13.9%Volatility · 1Y14.2%

2.5%Yield2.6%

$22.8MAssets$58.0M

3–1PSR wins

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

Cost, Income and Risk

Fees: PPTY, PSR

Today

0.35%lowest, PSR

FundExpense ratioFee$10k

PSR0.35%$35

PPTY0.53%$53

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

Yields: PPTY, PSR

2.59%highest, PSR

FundTrailing yieldYield$10k

PSR2.59%$259

PPTY2.49%$249

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

Income After Fees on $10,000

$224most kept, PSR

PSR$259 − $35 = $224

PPTY$249 − $53 = $196

KeptFee

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

Overlap: PPTY, PSR

Today

40.6%most shared, PPTY and PSR

PPTYPSR

PPTY—40.6%

PSR40.6%—

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

PPTYWorst drop−11.8%13.9% 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

PSRPPTY

+18.7%Year to date+14.2%

2.6%Yield2.5%

+18.9%Past year+15.6%

0.35%Fee0.53%

4–0PSR 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