Compare · 3 funds side by side · dividends reinvested

PSR, USRT and XLV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,068XLV · best of the three

02 / 04

PSR, USRT and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.72%+15.3%+15.3%+16.8%+3.5%−12.4%13.6%$4.3B1.6

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.39%+20.4%+29.7%+16.2%+8.5%−10.5%16.4%$49.1B1.6

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.67%+15.2%+15.1%+14.0%+1.2%−11.2%13.9%$58M2.6

Rank among the three1st → 3rdFee, 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 · USRT 2007 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

PSR

USRT

iShares Core U.S. REIT ETF · $4.3B$11,871

$10,000 five years ago, dividends reinvested · they hold 54.8% in common

PSRMeasureUSRT

+15.2%Year to dateJan 1 → Nov 3+15.3%

+15.1%1 yearTotal return+15.3%

+14.0%3 years · per year$10,000 became $14,831 · $15,948+16.8%

+1.2%5 years · per year$10,000 became $10,602 · $11,871+3.5%

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

2.67%Trailing 12-mo yield$267 · $272 a year on $10k2.72%

−11.2%Worst dropSmaller is better−12.4%

13.9%VolatilityLower is calmer13.6%

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

1–7USRT 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 USRT: Top 5 Holdings

Today

PSR

39.5%in top 5

USRT

in top 531.3%

PSRStockUSRT

10.5%WELL9.0%

8.6%PLD6.9%

7.4%EQIX6.1%

7.0%AMTnot top 5

6.0%DLRnot top 5

not top 5SPG4.7%

not top 5PSA4.5%

Held in common54.8%

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

PSR vs USRT Returns, Every Period

InvescoPSR

+1.2%

5 years, per year

USRTiShares

+3.5%

5 years, per year

PSRUSRTFaded: behind in that period

0–4USRT wins

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

PSR vs USRT

YTD

InvescoPSR

+15.2%

USRTiShares

+15.3%

+15.2%Year to date+15.3%

−11.2%Worst drop · 1Y−12.4%

13.9%Volatility · 1Y13.6%

2.7%Yield2.7%

$58.0MAssets$4.3B

2–1USRT wins

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

Cost, Income and Risk

Fees: PSR, USRT, XLV

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLV0.08%$8

PSR0.35%$35

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

Yields: PSR, USRT, XLV

2.72%highest, USRT

FundTrailing yieldYield$10k

USRT2.72%$272

PSR2.67%$267

XLV1.39%$139

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

Income After Fees on $10,000

$264most kept, USRT

USRT$272 − $8 = $264

PSR$267 − $35 = $232

XLV$139 − $8 = $131

KeptFee

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

Overlap: PSR, USRT, XLV

Today

54.8%most shared, PSR and USRT

PSRUSRTXLV

PSR—54.8%0.0%

USRT54.8%—0.0%

XLV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.7%XLV, at 16.4% volatility

USRTWorst drop−12.4%13.6% vol

PSRWorst drop−11.2%13.9% vol

XLVWorst drop−10.5%16.4% vol

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

Paid More vs Made More

YTD

USRTXLV

+15.3%Year to date+20.4%

2.7%Yield1.4%

+15.3%Past year+29.7%

0.08%Fee0.08%

2–1XLV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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