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$12,123USRT · 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%2.65%+18.1%+18.4%+15.4%+3.9%−12.4%14.0%$4.2B1.3

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.60%+18.2%+18.3%+12.6%+1.6%−11.2%14.4%$59M1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: PSR 2008 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.2B$12,123

USRT

PSR

Invesco Active U.S. Real Estate ETF · $59M$10,822

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

USRTMeasurePSR

+18.1%Year to dateJan 1 → Nov 9+18.2%

+18.4%1 yearTotal return+18.3%

+15.4%3 years · per year$10,000 became $15,367 · $14,261+12.6%

+3.9%5 years · per year$10,000 became $12,123 · $10,821+1.6%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

2.65%Trailing 12-mo yield$265 · $260 a year on $10k2.60%

−12.4%Worst dropSmaller is better−11.2%

14.0%VolatilityLower is calmer14.4%

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

6–2USRT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USRT vs PSR: Top 5 Holdings

Today

USRT

31.5%in top 5

PSR

in top 539.2%

USRTStockPSR

9.3%WELL10.7%

6.8%PLD8.3%

6.0%EQIX7.4%

not top 5AMT6.9%

not top 5DLR5.9%

4.9%SPGnot top 5

4.6%PSAnot top 5

Held in common54.8%

End-of-day Nov 9, 2026 · share of each fund

USRT vs PSR Returns, Every Period

iSharesUSRT

+3.9%

5 years, per year

PSRInvesco

+1.6%

5 years, per year

USRTPSRFaded: behind in that period

3–1USRT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

USRT vs PSR

YTD

iSharesUSRT

+18.1%

PSRInvesco

+18.2%

+18.1%Year to date+18.2%

−12.4%Worst drop · 1Y−11.2%

14.0%Volatility · 1Y14.4%

2.7%Yield2.6%

$4.2BAssets$58.7M

2–2level

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: PSR, USRT

2.65%highest, USRT

FundTrailing yieldYield$10k

USRT2.65%$265

PSR2.60%$260

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$257most kept, USRT

USRT$265 − $8 = $257

PSR$260 − $35 = $225

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PSR, USRT

Today

54.8%most shared, PSR and USRT

PSRUSRT

PSR—54.8%

USRT54.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.4%USRT, at 14.0% volatility

USRTWorst drop−12.4%14.0% vol

PSRWorst drop−11.2%14.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USRTPSR

+18.1%Year to date+18.2%

2.7%Yield2.6%

+18.4%Past year+18.3%

0.08%Fee0.35%

3–1USRT wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026