Compare · 3 funds side by side · dividends reinvested

PSR, VNQ and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

PSR, VNQ and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B1.8

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.64%+16.4%+15.9%+13.3%+1.4%−11.2%14.3%$60M2.1

Vanguard Real Estate ETFSectors · Real estate0.13%3.56%+11.2%+11.3%+13.6%+1.3%−11.4%14.2%$35.9B2.1

Rank among the three1st → 3rdFee, 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 · VNQ 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

PSR

VNQ

Vanguard Real Estate ETF · $35.9B$10,664

$10,000 five years ago, dividends reinvested · they hold 60.1% in common

PSRMeasureVNQ

+16.4%Year to dateJan 1 → Nov 6+11.2%

+15.9%1 yearTotal return+11.3%

+13.3%3 years · per year$10,000 became $14,541 · $14,676+13.6%

+1.4%5 years · per year$10,000 became $10,736 · $10,664+1.3%

0.35%Expense ratio$35 · $13 a year on $10k · lower is better0.13%

2.64%Trailing 12-mo yield$264 · $356 a year on $10k3.56%

−11.2%Worst dropSmaller is better−11.4%

14.3%VolatilityLower is calmer14.2%

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

4–4Level

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 VNQ: Top 5 Holdings

Today

PSR

39.2%in top 5

VNQ

in top 534.7%

PSRStockVNQ

10.6%WELL10.7%

8.4%PLD8.0%

7.3%EQIX6.6%

7.1%AMT5.1%

5.9%DLRnot top 5

not top 5SPG4.3%

Held in common60.1%

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

PSR vs VNQ Returns, Every Period

InvescoPSR

+1.4%

5 years, per year

VNQVanguard

+1.3%

5 years, per year

PSRVNQFaded: behind in that period

3–1PSR wins

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

PSR vs VNQ

YTD

InvescoPSR

+16.4%

VNQVanguard

+11.2%

+16.4%Year to date+11.2%

−11.2%Worst drop · 1Y−11.4%

14.3%Volatility · 1Y14.2%

2.6%Yield3.6%

$59.9MAssets$35.9B

2–2level

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

Cost, Income and Risk

Fees: PSR, VNQ, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VNQ0.13%$13

PSR0.35%$35

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

Yields: PSR, VNQ, XLE

3.56%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.56%$356

PSR2.64%$264

XLE2.47%$247

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

Income After Fees on $10,000

$343most kept, VNQ

VNQ$356 − $13 = $343

XLE$247 − $8 = $239

PSR$264 − $35 = $229

KeptFee

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

Overlap: PSR, VNQ, XLE

Today

60.1%most shared, PSR and VNQ

PSRVNQXLE

PSR—60.1%0.0%

VNQ60.1%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

VNQWorst drop−11.4%14.2% vol

PSRWorst drop−11.2%14.3% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

VNQXLE

+11.2%Year to date+40.6%

3.6%Yield2.5%

+11.3%Past year+45.0%

0.13%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+11.2%

SCHHSchwab

+14.7%

+11.2%Year to date+14.7%

3.6%Yield2.9%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 6, 2026

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