Compare · 3 funds side by side · dividends reinvested

PSR, USRT and XLF

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,733XLF · best of the three

Story of the three · IncomeMost incomeUSRT · 2.65% · $265 a year on $10k

Story of the three · RiskSmallest drop

PSR, USRT and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.65%+18.0%+16.2%+14.6%+3.7%−12.4%13.9%$4.3B1.6

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.60%+18.2%+16.4%+11.8%+1.5%−11.2%14.3%$60M2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+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 10, 2026 · returns include dividends · since: PSR 2008 · USRT 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Active U.S. Real Estate ETF · $60M$10,791

PSR

USRT

iShares Core U.S. REIT ETF · $4.3B$12,019

$10,000 five years ago, dividends reinvested · they hold 55.6% in common

PSRMeasure

More Ways to See the Pairs

PSR vs USRT: Top 5 Holdings

Today

PSR

39.5%in top 5

USRT

in top 531.7%

PSRStockUSRT

10.6%WELL9.3%

8.4%PLD7.1%

7.6%EQIX6.3%

6.8%AMTnot top 5

6.0%DLR

Cost, Income and Risk

Fees: PSR, USRT, XLF

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLF0.08%$8

PSR0.35%$35

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

Yields: PSR, USRT, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

USRT

+18.2%Year to dateJan 1 → Nov 10+18.0%

+16.4%1 yearTotal return+16.2%

+11.8%3 years · per year$10,000 became $13,966 · $15,048+14.6%

+1.5%5 years · per year$10,000 became $10,791 · $12,019+3.7%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

2.60%Trailing 12-mo yield$260 · $265 a year on $10k2.65%

−11.2%Worst dropSmaller is better−12.4%

14.3%VolatilityLower is calmer13.9%

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

3–5USRT wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%

not top 5SPG4.6%

Held in common55.6%

End-of-day Nov 10, 2026 · share of each fund

PSR vs USRT Returns, Every Period

5Y

InvescoPSR

+1.5%

5 years, per year

USRTiShares

+3.7%

5 years, per year

PSRUSRTFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

PSR vs USRT

YTD

InvescoPSR

+18.2%

USRTiShares

+18.0%

+18.2%Year to date+18.0%

−11.2%Worst drop · 1Y−12.4%

14.3%Volatility · 1Y13.9%

2.6%Yield2.7%

$59.5MAssets$4.3B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.65%highest, USRT

FundTrailing yieldYield$10k

USRT2.65%$265

PSR2.60%$260

XLF1.42%$142

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$257most kept, USRT

USRT$265 − $8 = $257

PSR$260 − $35 = $225

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PSR, USRT, XLF

Today

55.6%most shared, PSR and USRT

PSRUSRTXLF

PSR—55.6%0.0%

USRT55.6%—0.0%

XLF0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.4%PSR, at 14.3% volatility

USRTWorst drop−12.4%13.9% vol

PSRWorst drop−11.2%14.3% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

USRTPSR

+18.0%Year to date+18.2%

2.7%Yield2.6%

+16.2%Past year+16.4%

0.08%Fee0.35%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

PSR, USRT and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three