Compare · 2 funds side by side · dividends reinvested

PSR and XLRE

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,775XLRE · best of the two

02 / 04

PSR and XLRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.30%+10.8%+10.5%+14.4%+1.5%−11.1%14.2%$8.3B1.4

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.67%+15.2%+15.1%+14.0%+1.2%−11.2%13.9%$58M1.6

Rank among the two1st → 2ndFee, 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 · XLRE 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

PSR

XLRE

State Street Real Estate Select Sector SPDR ETF · $8.3B$10,775

$10,000 five years ago, dividends reinvested · they hold 57.0% in common

PSRMeasureXLRE

+15.2%Year to dateJan 1 → Nov 3+10.8%

+15.1%1 yearTotal return+10.5%

+14.0%3 years · per year$10,000 became $14,831 · $14,961+14.4%

+1.2%5 years · per year$10,000 became $10,602 · $10,775+1.5%

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

2.67%Trailing 12-mo yield$267 · $330 a year on $10k3.30%

−11.2%Worst dropSmaller is better−11.1%

13.9%VolatilityLower is calmer14.2%

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

3–5XLRE 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 XLRE: Top 5 Holdings

Today

PSR

39.5%in top 5

XLRE

in top 537.0%

PSRStockXLRE

10.5%WELL11.3%

8.6%PLD8.2%

7.4%EQIX6.9%

7.0%AMT5.8%

6.0%DLRnot top 5

not top 5PSA4.9%

Held in common57.0%

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

PSR vs XLRE Returns, Every Period

InvescoPSR

+1.2%

5 years, per year

XLRESPDR

+1.5%

5 years, per year

PSRXLREFaded: behind in that period

2–2Level

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

PSR vs XLRE

YTD

InvescoPSR

+15.2%

XLRESPDR

+10.8%

+15.2%Year to date+10.8%

−11.2%Worst drop · 1Y−11.1%

13.9%Volatility · 1Y14.2%

2.7%Yield3.3%

$58.0MAssets$8.3B

2–2level

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

Cost, Income and Risk

Fees: PSR, XLRE

Today

0.08%lowest, XLRE

FundExpense ratioFee$10k

XLRE0.08%$8

PSR0.35%$35

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

Yields: PSR, XLRE

3.30%highest, XLRE

FundTrailing yieldYield$10k

XLRE3.30%$330

PSR2.67%$267

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

Income After Fees on $10,000

$322most kept, XLRE

XLRE$330 − $8 = $322

PSR$267 − $35 = $232

KeptFee

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

Overlap: PSR, XLRE

Today

57.0%most shared, PSR and XLRE

PSRXLRE

PSR—57.0%

XLRE57.0%—

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

Return vs Bumpiness: 2 ETFs

+15.1%PSR, at 13.9% volatility

PSRWorst drop−11.2%13.9% vol

XLREWorst drop−11.1%14.2% vol

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

Paid More vs Made More

YTD

XLREPSR

+10.8%Year to date+15.2%

3.3%Yield2.7%

+10.5%Past year+15.1%

0.08%Fee0.35%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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