Compare · 2 funds side by side · dividends reinvested

REZ and PSR

REZiShares×PSRInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,927REZ · best of the two

02 / 04

REZ and PSR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.59%+18.7%+18.9%+14.9%+1.9%−11.2%14.2%$58M1.4

iShares Residential and Multisector Real Estate ETFSectors · Real estate0.48%2.04%+17.0%+19.1%+18.5%+3.6%−12.9%16.3%$820M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: REZ 2007 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

iShares Residential and Multisector Real Estate ETF · $820M$11,927

REZ

PSR

Invesco Active U.S. Real Estate ETF · $58M$10,999

$10,000 five years ago, dividends reinvested · they hold 34.2% in common

REZMeasurePSR

+17.0%Year to dateJan 1 → Nov 4+18.7%

+19.1%1 yearTotal return+18.9%

+18.5%3 years · per year$10,000 became $16,660 · $15,160+14.9%

+3.6%5 years · per year$10,000 became $11,927 · $10,999+1.9%

0.48%Expense ratio$48 · $35 a year on $10k · lower is better0.35%

2.04%Trailing 12-mo yield$204 · $259 a year on $10k2.59%

−12.9%Worst dropSmaller is better−11.2%

16.3%VolatilityLower is calmer14.2%

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

3–5PSR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

REZ vs PSR: Top 5 Holdings

Today

REZ

50.9%in top 5

PSR

in top 539.7%

REZStockPSR

23.1%WELL10.6%

8.6%PSAnot top 5

not top 5PLD8.5%

not top 5EQIX7.5%

7.3%VMRKnot top 5

not top 5AMT6.9%

6.9%VTRnot top 5

not top 5DLR6.2%

5.1%EXRnot top 5

Held in common34.2%

End-of-day Nov 4, 2026 · share of each fund

REZ vs PSR Returns, Every Period

iSharesREZ

+3.6%

5 years, per year

PSRInvesco

+1.9%

5 years, per year

REZPSRFaded: behind in that period

3–1REZ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

REZ vs PSR

YTD

iSharesREZ

+17.0%

PSRInvesco

+18.7%

+17.0%Year to date+18.7%

−12.9%Worst drop · 1Y−11.2%

16.3%Volatility · 1Y14.2%

2.0%Yield2.6%

$820MAssets$58.0M

4–0PSR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: REZ, PSR

Today

0.35%lowest, PSR

FundExpense ratioFee$10k

PSR0.35%$35

REZ0.48%$48

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: REZ, PSR

2.59%highest, PSR

FundTrailing yieldYield$10k

PSR2.59%$259

REZ2.04%$204

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$224most kept, PSR

PSR$259 − $35 = $224

REZ$204 − $48 = $156

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: REZ, PSR

Today

34.2%most shared, REZ and PSR

REZPSR

REZ—34.2%

PSR34.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.1%REZ, at 16.3% volatility

PSRWorst drop−11.2%14.2% vol

REZWorst drop−12.9%16.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PSRREZ

+18.7%Year to date+17.0%

2.6%Yield2.0%

+18.9%Past year+19.1%

0.35%Fee0.48%

3–1PSR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026