Compare · 2 funds side by side · dividends reinvested

PSR and SCHH

PSRInvesco×SCHHSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,386SCHH · best of the two

02 / 04

PSR and SCHH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. REIT ETFSectors · Real estate0.07%2.83%+17.1%+17.5%+15.9%+2.6%−11.9%14.2%$11.1B1.4

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.59%+18.7%+18.9%+14.9%+1.9%−11.2%14.2%$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 4, 2026 · returns include dividends · since: PSR 2008 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Active U.S. Real Estate ETF · $58M$10,999

PSR

SCHH

Schwab U.S. REIT ETF · $11.1B$11,386

$10,000 five years ago, dividends reinvested · they hold 61.5% in common

PSRMeasureSCHH

+18.7%Year to dateJan 1 → Nov 4+17.1%

+18.9%1 yearTotal return+17.5%

+14.9%3 years · per year$10,000 became $15,160 · $15,578+15.9%

+1.9%5 years · per year$10,000 became $10,999 · $11,386+2.6%

0.35%Expense ratio$35 · $7 a year on $10k · lower is better0.07%

2.59%Trailing 12-mo yield$259 · $283 a year on $10k2.83%

−11.2%Worst dropSmaller is better−11.9%

14.2%VolatilityLower is calmer14.2%

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

3–4SCHH wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSR vs SCHH: Top 5 Holdings

Today

PSR

39.7%in top 5

SCHH

in top 532.7%

PSRStockSCHH

10.6%WELL10.2%

8.5%PLD8.3%

7.5%EQIX4.5%

6.9%AMT4.9%

6.2%DLRnot top 5

not top 5SPG4.8%

Held in common61.5%

End-of-day Nov 4, 2026 · share of each fund

PSR vs SCHH Returns, Every Period

InvescoPSR

+1.9%

5 years, per year

SCHHSchwab

+2.6%

5 years, per year

PSRSCHHFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PSR vs SCHH

YTD

InvescoPSR

+18.7%

SCHHSchwab

+17.1%

+18.7%Year to date+17.1%

−11.2%Worst drop · 1Y−11.9%

14.2%Volatility · 1Y14.2%

2.6%Yield2.8%

$58.0MAssets$11.1B

2–1PSR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSR, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

PSR0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PSR, SCHH

2.83%highest, SCHH

FundTrailing yieldYield$10k

SCHH2.83%$283

PSR2.59%$259

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$276most kept, SCHH

SCHH$283 − $7 = $276

PSR$259 − $35 = $224

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PSR, SCHH

Today

61.5%most shared, PSR and SCHH

PSRSCHH

PSR—61.5%

SCHH61.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%PSR, at 14.2% volatility

SCHHWorst drop−11.9%14.2% vol

PSRWorst drop−11.2%14.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHHPSR

+17.1%Year to date+18.7%

2.8%Yield2.6%

+17.5%Past year+18.9%

0.07%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VNQ vs SCHH

YTD

VanguardVNQ

+13.9%

SCHHSchwab

+17.1%

+13.9%Year to date+17.1%

3.5%Yield2.8%

$35.9BAssets$11.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026