Compare · 2 funds side by side · dividends reinvested

PSR and DFAR

PSRInvesco×DFARDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,999PSR · best of the two

02 / 04

PSR and DFAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.29%+17.7%+17.7%+15.8%[…]−11.5%14.0%$8.5B1.4

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: PSR 2008 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

PSR

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5B[…]

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

PSRMeasureDFAR

+18.7%Year to dateJan 1 → Nov 4+17.7%

+18.9%1 yearTotal return+17.7%

+14.9%3 years · per year$10,000 became $15,160 · $15,520+15.8%

+1.9%5 years · per year$10,000 became $10,999 · […][…]

0.35%Expense ratio$35 · $22 a year on $10k · lower is better0.22%

2.59%Trailing 12-mo yield$259 · $329 a year on $10k3.29%

−11.2%Worst dropSmaller is better−11.5%

14.2%VolatilityLower is calmer14.0%

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

3–4DFAR wins

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

More Ways to See the Pairs

PSR vs DFAR: Top 5 Holdings

Today

PSR

39.7%in top 5

DFAR

in top 529.2%

PSRStockDFAR

10.6%WELL7.5%

8.5%PLD6.4%

7.5%EQIX5.2%

6.9%AMT5.1%

6.2%DLRnot top 5

not top 5SPG5.0%

Held in common58.8%

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

PSR vs DFAR Returns, Every Period

InvescoPSR

+18.9%

past year

DFARDimensional

+17.7%

past year

PSRDFARFaded: behind in that period

2–1PSR wins

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

PSR vs DFAR

YTD

InvescoPSR

+18.7%

DFARDimensional

+17.7%

+18.7%Year to date+17.7%

−11.2%Worst drop · 1Y−11.5%

14.2%Volatility · 1Y14.0%

2.6%Yield3.3%

$58.0MAssets$8.5B

2–2level

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

Cost, Income and Risk

Fees: PSR, DFAR

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

PSR0.35%$35

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

Yields: PSR, DFAR

3.29%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.29%$329

PSR2.59%$259

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

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

PSR$259 − $35 = $224

KeptFee

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

Overlap: PSR, DFAR

Today

58.8%most shared, PSR and DFAR

PSRDFAR

PSR—58.8%

DFAR58.8%—

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

DFARWorst drop−11.5%14.0% 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

DFARPSR

+17.7%Year to date+18.7%

3.3%Yield2.6%

+17.7%Past year+18.9%

0.22%Fee0.35%

2–2level

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