Compare · 2 funds side by side · dividends reinvested

RWO and PSR

RWOSPDR×PSRInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,999PSR · best of the two

02 / 04

RWO 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

State Street SPDR Dow Jones Global Real Estate ETFSectors · Real estate0.50%3.29%+12.9%+14.0%+15.4%+1.9%−11.3%13.2%$1.3B1.6

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: RWO 2008 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Global Real Estate ETF · $1.3B$10,966

RWO

PSR

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

$10,000 five years ago, dividends reinvested · they hold 49.3% in common

RWOMeasurePSR

+12.9%Year to dateJan 1 → Nov 4+18.7%

+14.0%1 yearTotal return+18.9%

+15.4%3 years · per year$10,000 became $15,353 · $15,160+14.9%

+1.9%5 years · per year$10,000 became $10,966 · $10,999+1.9%

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

3.29%Trailing 12-mo yield$329 · $259 a year on $10k2.59%

−11.3%Worst dropSmaller is better−11.2%

13.2%VolatilityLower is calmer14.2%

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

3–4PSR wins

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

More Ways to See the Pairs

RWO vs PSR: Top 5 Holdings

Today

RWO

32.0%in top 5

PSR

in top 539.7%

RWOStockPSR

10.5%WELL10.6%

7.4%PLD8.5%

6.0%EQIX7.5%

not top 5AMT6.9%

3.8%DLR6.2%

4.3%SPGnot top 5

Held in common49.3%

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

RWO vs PSR Returns, Every Period

SPDRRWO

+1.9%

5 years, per year

PSRInvesco

+1.9%

5 years, per year

RWOPSRFaded: behind in that period

1–2PSR wins

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

RWO vs PSR

YTD

SPDRRWO

+12.9%

PSRInvesco

+18.7%

+12.9%Year to date+18.7%

−11.3%Worst drop · 1Y−11.2%

13.2%Volatility · 1Y14.2%

3.3%Yield2.6%

$1.3BAssets$58.0M

2–2level

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

Cost, Income and Risk

Fees: RWO, PSR

Today

0.35%lowest, PSR

FundExpense ratioFee$10k

PSR0.35%$35

RWO0.50%$50

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

Yields: RWO, PSR

3.29%highest, RWO

FundTrailing yieldYield$10k

RWO3.29%$329

PSR2.59%$259

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

Income After Fees on $10,000

$279most kept, RWO

RWO$329 − $50 = $279

PSR$259 − $35 = $224

KeptFee

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

Overlap: RWO, PSR

Today

49.3%most shared, RWO and PSR

RWOPSR

RWO—49.3%

PSR49.3%—

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

Return vs Bumpiness: 2 ETFs

+18.9%PSR, at 14.2% volatility

RWOWorst drop−11.3%13.2% vol

PSRWorst drop−11.2%14.2% vol

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

Paid More vs Made More

YTD

RWOPSR

+12.9%Year to date+18.7%

3.3%Yield2.6%

+14.0%Past year+18.9%

0.50%Fee0.35%

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