Compare · 2 funds side by side · dividends reinvested

PSR and CLIM

PSRInvesco×CLIMClimate Global×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,736PSR · best of the two

02 / 03

PSR and CLIM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.64%+16.4%+15.9%+13.3%+1.4%−11.2%14.3%$60M1.0

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.43%[…][…][…][…][…][…]$2M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PSR 2008 · CLIM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Climate Global-Climate Resilient REIT Index ETF · $2M[…]

CLIM

PSR

Invesco Active U.S. Real Estate ETF · $60M$10,736

$10,000 five years ago, dividends reinvested · they hold 39.5% in common

CLIMMeasurePSR

[…]Year to dateJan 1 → Nov 6+16.4%

[…]1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $14,541+13.3%

[…]5 years · per year$10,000 became […] · $10,736+1.4%

0.90%Expense ratio$90 · $35 a year on $10k · lower is better0.35%

1.43%Trailing 12-mo yield$143 · $264 a year on $10k2.64%

[…]Worst dropSmaller is better−11.2%

[…]VolatilityLower is calmer14.3%

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

0–2PSR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLIM vs PSR: Top 5 Holdings

Today

CLIM

17.5%in top 5

PSR

in top 539.2%

CLIMStockPSR

4.5%WELL10.6%

3.0%PLD8.4%

not top 5EQIX7.3%

3.9%AMT7.1%

not top 5DLR5.9%

3.1%SPGnot top 5

3.0%PSAnot top 5

Held in common39.5%

End-of-day Nov 6, 2026 · share of each fund

CLIM vs PSR Returns, Every Period

Climate GlobalCLIM

[…]

past year

PSRInvesco

+15.9%

past year

Returns […]

CLIMPSRFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CLIM vs PSR

YTD

Climate GlobalCLIM

[…]

PSRInvesco

+16.4%

[…]Year to date+16.4%

[…]Worst drop · 1Y−11.2%

[…]Volatility · 1Y14.3%

1.4%Yield2.6%

$1.6MAssets$59.9M

1–0PSR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSR, CLIM

Today

0.35%lowest, PSR

FundExpense ratioFee$10k

PSR0.35%$35

CLIM0.90%$90

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PSR, CLIM

2.64%highest, PSR

FundTrailing yieldYield$10k

PSR2.64%$264

CLIM1.43%$143

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$229most kept, PSR

PSR$264 − $35 = $229

CLIM$143 − $90 = $53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PSR, CLIM

Today

39.5%most shared, PSR and CLIM

PSRCLIM

PSR—39.5%

CLIM39.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%PSR, at 14.3% volatility

PSRWorst drop−11.2%14.3% vol

CLIMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026