Compare · 3 funds side by side · dividends reinvested

PSR, FPRO and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,474XLF · best of the three

02 / 04

PSR, FPRO and XLF, 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%$60M1.9

Fidelity Real Estate Investment ETFSectors · Real estate0.57%2.44%+12.8%+12.6%+13.4%+2.1%−11.0%14.1%$15M1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.3

Rank among the three1st → 3rdFee, 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 · FPRO 2021 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

PSR

FPRO

Fidelity Real Estate Investment ETF · $15M$11,100

$10,000 five years ago, dividends reinvested · they hold 56.4% in common

PSRMeasureFPRO

+16.4%Year to dateJan 1 → Nov 6+12.8%

+15.9%1 yearTotal return+12.6%

+13.3%3 years · per year$10,000 became $14,541 · $14,600+13.4%

+1.4%5 years · per year$10,000 became $10,736 · $11,100+2.1%

0.35%Expense ratio$35 · $57 a year on $10k · lower is better0.57%

2.64%Trailing 12-mo yield$264 · $244 a year on $10k2.44%

−11.2%Worst dropSmaller is better−11.0%

14.3%VolatilityLower is calmer14.1%

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

4–4Level

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

More Ways to See the Pairs

PSR vs FPRO: Top 5 Holdings

Today

PSR

39.2%in top 5

FPRO

in top 543.6%

PSRStockFPRO

10.6%WELL8.6%

7.3%EQIX10.5%

8.4%PLD10.4%

7.1%AMT9.5%

5.9%DLRnot top 5

not top 5SPG4.5%

Held in common56.4%

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

PSR vs FPRO Returns, Every Period

InvescoPSR

+1.4%

5 years, per year

FPROFidelity

+2.1%

5 years, per year

PSRFPROFaded: behind in that period

2–2Level

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

PSR vs FPRO

YTD

InvescoPSR

+16.4%

FPROFidelity

+12.8%

+16.4%Year to date+12.8%

−11.2%Worst drop · 1Y−11.0%

14.3%Volatility · 1Y14.1%

2.6%Yield2.4%

$59.9MAssets$14.5M

2–2level

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

Cost, Income and Risk

Fees: PSR, FPRO, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

PSR0.35%$35

FPRO0.57%$57

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

Yields: PSR, FPRO, XLF

2.64%highest, PSR

FundTrailing yieldYield$10k

PSR2.64%$264

FPRO2.44%$244

XLF1.44%$144

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

Income After Fees on $10,000

$229most kept, PSR

PSR$264 − $35 = $229

FPRO$244 − $57 = $187

XLF$144 − $8 = $136

KeptFee

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

Overlap: PSR, FPRO, XLF

Today

56.4%most shared, PSR and FPRO

PSRFPROXLF

PSR—56.4%0.0%

FPRO56.4%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+15.9%PSR, at 14.3% volatility

FPROWorst drop−11.0%14.1% vol

PSRWorst drop−11.2%14.3% vol

XLFWorst drop−14.8%15.3% vol

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

Paid More vs Made More

YTD

PSRFPRO

+16.4%Year to date+12.8%

2.6%Yield2.4%

+15.9%Past year+12.6%

0.35%Fee0.57%

4–0PSR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026