Compare · 2 funds side by side · dividends reinvested

PSR and REET

PSRInvesco×REETiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,701REET · best of the two

02 / 04

PSR and REET, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global REIT ETFSectors · Real estate0.14%3.48%+9.3%+9.8%+14.3%+1.4%−11.3%12.2%$4.8B1.4

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.67%+15.2%+15.1%+14.0%+1.2%−11.2%13.9%$58M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: PSR 2008 · REET 2014

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Active U.S. Real Estate ETF · $58M$10,602

PSR

REET

iShares Global REIT ETF · $4.8B$10,701

$10,000 five years ago, dividends reinvested · they hold 47.0% in common

PSRMeasureREET

+15.2%Year to dateJan 1 → Nov 3+9.3%

+15.1%1 yearTotal return+9.8%

+14.0%3 years · per year$10,000 became $14,831 · $14,936+14.3%

+1.2%5 years · per year$10,000 became $10,602 · $10,701+1.4%

0.35%Expense ratio$35 · $14 a year on $10k · lower is better0.14%

2.67%Trailing 12-mo yield$267 · $348 a year on $10k3.48%

−11.2%Worst dropSmaller is better−11.3%

13.9%VolatilityLower is calmer12.2%

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

3–5REET wins

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

More Ways to See the Pairs

PSR vs REET: Top 5 Holdings

Today

PSR

39.5%in top 5

REET

in top 529.8%

PSRStockREET

10.5%WELL9.6%

8.6%PLD6.9%

7.4%EQIX5.7%

7.0%AMTnot top 5

6.0%DLR3.8%

not top 5SPG3.9%

Held in common47.0%

End-of-day Nov 3, 2026 · share of each fund

PSR vs REET Returns, Every Period

InvescoPSR

+1.2%

5 years, per year

REETiShares

+1.4%

5 years, per year

PSRREETFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PSR vs REET

YTD

InvescoPSR

+15.2%

REETiShares

+9.3%

+15.2%Year to date+9.3%

−11.2%Worst drop · 1Y−11.3%

13.9%Volatility · 1Y12.2%

2.7%Yield3.5%

$58.0MAssets$4.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSR, REET

Today

0.14%lowest, REET

FundExpense ratioFee$10k

REET0.14%$14

PSR0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PSR, REET

3.48%highest, REET

FundTrailing yieldYield$10k

REET3.48%$348

PSR2.67%$267

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$334most kept, REET

REET$348 − $14 = $334

PSR$267 − $35 = $232

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PSR, REET

Today

47.0%most shared, PSR and REET

PSRREET

PSR—47.0%

REET47.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.1%PSR, at 13.9% volatility

REETWorst drop−11.3%12.2% vol

PSRWorst drop−11.2%13.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

REETPSR

+9.3%Year to date+15.2%

3.5%Yield2.7%

+9.8%Past year+15.1%

0.14%Fee0.35%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026