Compare · 2 funds side by side · dividends reinvested

PSR and PPTY

PSRInvesco×PPTYVident×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,822PSR · best of the two

02 / 04

PSR and PPTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.60%+18.2%+18.3%+12.6%+1.6%−11.2%14.4%$59M1.1

US Diversified Real Estate ETFSectors · Real estate0.53%2.50%+13.9%+15.0%+11.7%+1.3%−11.8%14.1%$23M1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: PSR 2008 · PPTY 2018

Head to Head

Swap sides Versus in desk

Head to Head

US Diversified Real Estate ETF · $23M$10,670

PPTY

PSR

Invesco Active U.S. Real Estate ETF · $59M$10,822

$10,000 five years ago, dividends reinvested · they hold 40.5% in common

PPTYMeasurePSR

+13.9%Year to dateJan 1 → Nov 9+18.2%

+15.0%1 yearTotal return+18.3%

+11.7%3 years · per year$10,000 became $13,952 · $14,261+12.6%

+1.3%5 years · per year$10,000 became $10,670 · $10,821+1.6%

0.53%Expense ratio$53 · $35 a year on $10k · lower is better0.35%

2.50%Trailing 12-mo yield$250 · $260 a year on $10k2.60%

−11.8%Worst dropSmaller is better−11.2%

14.1%VolatilityLower is calmer14.4%

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

1–7PSR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PPTY vs PSR: Top 5 Holdings

Today

PPTY

22.5%in top 5

PSR

in top 539.2%

PPTYStockPSR

not top 5WELL10.7%

3.8%PLD8.3%

4.3%EQIX7.4%

7.0%EQRnot top 5

not top 5AMT6.9%

3.5%DLR5.9%

3.9%FCPTnot top 5

Held in common40.5%

End-of-day Nov 9, 2026 · share of each fund

PPTY vs PSR Returns, Every Period

VidentPPTY

+1.3%

5 years, per year

PSRInvesco

+1.6%

5 years, per year

PPTYPSRFaded: behind in that period

0–4PSR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PPTY vs PSR

YTD

VidentPPTY

+13.9%

PSRInvesco

+18.2%

+13.9%Year to date+18.2%

−11.8%Worst drop · 1Y−11.2%

14.1%Volatility · 1Y14.4%

2.5%Yield2.6%

$23.1MAssets$58.7M

3–1PSR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSR, PPTY

Today

0.35%lowest, PSR

FundExpense ratioFee$10k

PSR0.35%$35

PPTY0.53%$53

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PSR, PPTY

2.60%highest, PSR

FundTrailing yieldYield$10k

PSR2.60%$260

PPTY2.50%$250

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$225most kept, PSR

PSR$260 − $35 = $225

PPTY$250 − $53 = $197

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PSR, PPTY

Today

40.5%most shared, PSR and PPTY

PSRPPTY

PSR—40.5%

PPTY40.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.3%PSR, at 14.4% volatility

PPTYWorst drop−11.8%14.1% vol

PSRWorst drop−11.2%14.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PSRPPTY

+18.2%Year to date+13.9%

2.6%Yield2.5%

+18.3%Past year+15.0%

0.35%Fee0.53%

4–0PSR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026