Compare · 3 funds side by side · dividends reinvested

PSR, VNQ and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,980XLF · best of the three

Story of the three · IncomeMost incomeVNQ · 3.53% · $353 a year on $10k

Story of the three · RiskSmallest drop

PSR, VNQ and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.61%+17.6%+14.7%+12.5%+1.5%−11.2%14.3%$60M1.9

Vanguard Real Estate ETFSectors · Real estate0.13%3.53%+12.1%+9.8%+12.7%+1.4%−11.4%14.2%$35.9B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.2B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: PSR 2008 · VNQ 2004 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Active U.S. Real Estate ETF · $60M$10,748

PSR

VNQ

Vanguard Real Estate ETF · $35.9B$10,655

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

PSRMeasure

More Ways to See the Pairs

PSR vs VNQ: Top 5 Holdings

Today

PSR

39.6%in top 5

VNQ

in top 534.7%

PSRStockVNQ

10.6%WELL10.7%

8.4%PLD8.0%

7.7%EQIX6.6%

6.9%AMT5.1%

6.1%

Cost, Income and Risk

Fees: PSR, VNQ, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VNQ0.13%$13

PSR0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: PSR, VNQ, XLF

1Y

Popular Pairs Near These Three

VNQ vs SCHH

YTD

VanguardVNQ

+12.1%

SCHHSchwab

+15.7%

+12.1%Year to date+15.7%

3.5%Yield2.9%

$35.9BAssets$11.9B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VNQ

+17.6%Year to dateJan 1 → Nov 13+12.1%

+14.7%1 yearTotal return+9.8%

+12.5%3 years · per year$10,000 became $14,246 · $14,304+12.7%

+1.5%5 years · per year$10,000 became $10,796 · $10,706+1.4%

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

2.61%Trailing 12-mo yield$261 · $353 a year on $10k3.53%

−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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

DLR

not top 5

not top 5SPG4.3%

Held in common60.1%

End-of-day Nov 13, 2026 · share of each fund

PSR vs VNQ Returns, Every Period

5Y

InvescoPSR

+1.5%

5 years, per year

VNQVanguard

+1.4%

5 years, per year

PSRVNQFaded: behind in that period

3–1PSR wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

PSR vs VNQ

YTD

InvescoPSR

+17.6%

VNQVanguard

+12.1%

+17.6%Year to date+12.1%

−11.2%Worst drop · 1Y−11.4%

14.3%Volatility · 1Y14.2%

2.6%Yield3.5%

$59.6MAssets$35.9B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

3.53%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.53%$353

PSR2.61%$261

XLF1.42%$142

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$340most kept, VNQ

VNQ$353 − $13 = $340

PSR$261 − $35 = $226

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: PSR, VNQ, XLF

Today

60.1%most shared, PSR and VNQ

PSRVNQXLF

PSR—60.1%0.0%

VNQ60.1%—0.0%

XLF0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.7%PSR, at 14.3% volatility

VNQWorst drop−11.4%14.2% vol

PSRWorst drop−11.2%14.3% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VNQPSR

+12.1%Year to date+17.6%

3.5%Yield2.6%

+9.8%Past year+14.7%

0.13%Fee0.35%

2–2level

End-of-day Nov 13, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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PSR, VNQ and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three