Compare · 3 funds side by side · dividends reinvested

PSR, PPTY 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, PPTY 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%$60M1.5

US Diversified Real Estate ETFSectors · Real estate0.53%2.52%+13.2%+12.6%+11.2%+0.9%−11.8%14.0%$23M2.3

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 · PPTY 2018 · 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

PPTY

US Diversified Real Estate ETF · $23M$10,460

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

PSRMeasure

More Ways to See the Pairs

PSR vs PPTY: Top 5 Holdings

Today

PSR

39.5%in top 5

PPTY

in top 522.6%

PSRStockPPTY

10.6%WELLnot top 5

8.4%PLD3.8%

7.6%EQIX4.4%

not top 5EQR6.9%

6.9%AMT

Cost, Income and Risk

Fees: PSR, PPTY, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

PSR0.35%$35

PPTY0.53%$53

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

Yields: PSR, PPTY, XLF

Popular Pairs Near These Three

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%

PPTY

+18.2%Year to dateJan 1 → Nov 11+13.2%

+16.4%1 yearTotal return+12.6%

+12.3%3 years · per year$10,000 became $14,176 · $13,769+11.2%

+1.4%5 years · per year$10,000 became $10,734 · $10,460+0.9%

0.35%Expense ratio$35 · $53 a year on $10k · lower is better0.53%

2.60%Trailing 12-mo yield$260 · $252 a year on $10k2.52%

−11.2%Worst dropSmaller is better−11.8%

14.3%VolatilityLower is calmer14.0%

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

7–1PSR wins

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

not top 5

6.0%DLR3.5%

not top 5FCPT3.9%

Held in common40.6%

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

PSR vs PPTY Returns, Every Period

5Y

InvescoPSR

+1.4%

5 years, per year

PPTYVident

+0.9%

5 years, per year

PSRPPTYFaded: behind in that period

4–0PSR wins

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

PSR vs PPTY

YTD

InvescoPSR

+18.2%

PPTYVident

+13.2%

+18.2%Year to date+13.2%

−11.2%Worst drop · 1Y−11.8%

14.3%Volatility · 1Y14.0%

2.6%Yield2.5%

$59.5MAssets$23.4M

3–1PSR wins

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

1Y

2.60%highest, PSR

FundTrailing yieldYield$10k

PSR2.60%$260

PPTY2.52%$252

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

PPTY$252 − $53 = $199

XLF$141 − $8 = $133

KeptFee

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

Overlap: PSR, PPTY, XLF

Today

40.6%most shared, PSR and PPTY

PSRPPTYXLF

PSR—40.6%0.0%

PPTY40.6%—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

PPTYWorst drop−11.8%14.0% 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

PSRPPTY

+18.2%Year to date+13.2%

2.6%Yield2.5%

+16.4%Past year+12.6%

0.35%Fee0.53%

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, PPTY and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three