Compare · 2 funds side by side · dividends reinvested

PSR and USRT

PSRInvesco×USRTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,000USRT · best of the two

02 / 04

PSR and USRT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.2B1.3

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.64%+16.4%+15.9%+13.3%+1.4%−11.2%14.3%$60M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: PSR 2008 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Active U.S. Real Estate ETF · $60M$10,736

PSR

USRT

iShares Core U.S. REIT ETF · $4.2B$12,000

$10,000 five years ago, dividends reinvested · they hold 54.7% in common

PSRMeasureUSRT

+16.4%Year to dateJan 1 → Nov 6+16.2%

+15.9%1 yearTotal return+16.0%

+13.3%3 years · per year$10,000 became $14,541 · $15,602+16.0%

+1.4%5 years · per year$10,000 became $10,736 · $12,000+3.7%

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

2.64%Trailing 12-mo yield$264 · $269 a year on $10k2.69%

−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

2–6USRT wins

End-of-day Nov 6, 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

39.2%in top 5

USRT

in top 531.4%

PSRStockUSRT

10.6%WELL9.3%

8.4%PLD6.8%

7.3%EQIX5.9%

7.1%AMTnot top 5

5.9%DLRnot top 5

not top 5SPG4.8%

not top 5PSA4.6%

Held in common54.7%

End-of-day Nov 6, 2026 · share of each fund

PSR vs USRT Returns, Every Period

InvescoPSR

+1.4%

5 years, per year

USRTiShares

+3.7%

5 years, per year

PSRUSRTFaded: behind in that period

1–3USRT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PSR vs USRT

YTD

InvescoPSR

+16.4%

USRTiShares

+16.2%

+16.4%Year to date+16.2%

−11.2%Worst drop · 1Y−12.4%

14.3%Volatility · 1Y13.9%

2.6%Yield2.7%

$59.9MAssets$4.2B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSR, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

PSR0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PSR, USRT

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

PSR2.64%$264

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

PSR$264 − $35 = $229

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PSR, USRT

Today

54.7%most shared, PSR and USRT

PSRUSRT

PSR—54.7%

USRT54.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%USRT, at 13.9% volatility

USRTWorst drop−12.4%13.9% vol

PSRWorst drop−11.2%14.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USRTPSR

+16.2%Year to date+16.4%

2.7%Yield2.6%

+16.0%Past year+15.9%

0.08%Fee0.35%

3–1USRT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026