Compare · 3 funds side by side · dividends reinvested

PSR, FRI and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,765XLF · best of the three

Story of the three · IncomeMost incomePSR · 2.60% · $260 a year on $10k

Story of the three · RiskSmallest drop

PSR, FRI and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.60%+18.2%+16.4%+12.3%+1.4%−11.2%14.3%$60M1.8

First Trust S&P REIT Index FundSectors · Real estate0.51%2.54%+17.2%+15.8%+14.7%+3.2%−12.1%13.7%$208M2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$53.6B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: PSR 2008 · FRI 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Active U.S. Real Estate ETF · $60M$10,734

PSR

FRI

First Trust S&P REIT Index Fund · $208M$11,726

$10,000 five years ago, dividends reinvested · they hold 54.5% in common

PSRMeasure

More Ways to See the Pairs

PSR vs FRI: Top 5 Holdings

Today

PSR

39.5%in top 5

FRI

in top 535.9%

PSRStockFRI

10.6%WELL12.9%

8.4%PLD8.9%

7.6%EQIX4.7%

6.9%AMTnot top 5

6.0%DLR

Cost, Income and Risk

Fees: PSR, FRI, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

PSR0.35%$35

FRI0.51%$51

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PSR, FRI, XLF

1Y

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SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

FRI

+18.2%Year to dateJan 1 → Nov 11+17.2%

+16.4%1 yearTotal return+15.8%

+12.3%3 years · per year$10,000 became $14,176 · $15,096+14.7%

+1.4%5 years · per year$10,000 became $10,734 · $11,726+3.2%

0.35%Expense ratio$35 · $51 a year on $10k · lower is better0.51%

2.60%Trailing 12-mo yield$260 · $254 a year on $10k2.54%

−11.2%Worst dropSmaller is better−12.1%

14.3%VolatilityLower is calmer13.7%

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

5–3PSR wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.6%

not top 5SPG4.7%

Held in common54.5%

End-of-day Nov 11, 2026 · share of each fund

PSR vs FRI Returns, Every Period

5Y

InvescoPSR

+1.4%

5 years, per year

FRIFirst Trust

+3.2%

5 years, per year

PSRFRIFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

PSR vs FRI

YTD

InvescoPSR

+18.2%

FRIFirst Trust

+17.2%

+18.2%Year to date+17.2%

−11.2%Worst drop · 1Y−12.1%

14.3%Volatility · 1Y13.7%

2.6%Yield2.5%

$59.5MAssets$208M

3–1PSR wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

2.60%highest, PSR

FundTrailing yieldYield$10k

PSR2.60%$260

FRI2.54%$254

XLF1.41%$141

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$225most kept, PSR

PSR$260 − $35 = $225

FRI$254 − $51 = $203

XLF$141 − $8 = $133

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PSR, FRI, XLF

Today

54.5%most shared, PSR and FRI

PSRFRIXLF

PSR—54.5%0.0%

FRI54.5%—0.0%

XLF0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.4%PSR, at 14.3% volatility

FRIWorst drop−12.1%13.7% vol

PSRWorst drop−11.2%14.3% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

PSRFRI

+18.2%Year to date+17.2%

2.6%Yield2.5%

+16.4%Past year+15.8%

0.35%Fee0.51%

4–0PSR wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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PSR, FRI and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three