Compare · 2 funds side by side · dividends reinvested

RWR and PSR

RWRSPDR×PSRInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,973RWR · best of the two

02 / 04

RWR and PSR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.34%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.8B1.4

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.59%+18.7%+18.9%+14.9%+1.9%−11.2%14.2%$58M1.6

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: RWR 2001 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones REIT ETF · $1.8B$11,973

RWR

PSR

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

$10,000 five years ago, dividends reinvested · they hold 56.8% in common

RWRMeasurePSR

+17.8%Year to dateJan 1 → Nov 4+18.7%

+18.8%1 yearTotal return+18.9%

+17.5%3 years · per year$10,000 became $16,229 · $15,160+14.9%

+3.7%5 years · per year$10,000 became $11,973 · $10,999+1.9%

0.25%Expense ratio$25 · $35 a year on $10k · lower is better0.35%

3.34%Trailing 12-mo yield$334 · $259 a year on $10k2.59%

−12.8%Worst dropSmaller is better−11.2%

14.2%VolatilityLower is calmer14.2%

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

4–3RWR wins

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

More Ways to See the Pairs

RWR vs PSR: Top 5 Holdings

Today

RWR

34.2%in top 5

PSR

in top 539.7%

RWRStockPSR

10.2%WELL10.6%

9.5%PLD8.5%

4.4%EQIX7.5%

not top 5AMT6.9%

not top 5DLR6.2%

5.1%PSAnot top 5

4.9%SPGnot top 5

Held in common56.8%

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

RWR vs PSR Returns, Every Period

SPDRRWR

+3.7%

5 years, per year

PSRInvesco

+1.9%

5 years, per year

RWRPSRFaded: behind in that period

2–2Level

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

RWR vs PSR

YTD

SPDRRWR

+17.8%

PSRInvesco

+18.7%

+17.8%Year to date+18.7%

−12.8%Worst drop · 1Y−11.2%

14.2%Volatility · 1Y14.2%

3.3%Yield2.6%

$1.8BAssets$58.0M

2–1PSR wins

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

Cost, Income and Risk

Fees: RWR, PSR

Today

0.25%lowest, RWR

FundExpense ratioFee$10k

RWR0.25%$25

PSR0.35%$35

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

Yields: RWR, PSR

3.34%highest, RWR

FundTrailing yieldYield$10k

RWR3.34%$334

PSR2.59%$259

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

Income After Fees on $10,000

$309most kept, RWR

RWR$334 − $25 = $309

PSR$259 − $35 = $224

KeptFee

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

Overlap: RWR, PSR

Today

56.8%most shared, RWR and PSR

RWRPSR

RWR—56.8%

PSR56.8%—

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

RWRWorst drop−12.8%14.2% 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

RWRPSR

+17.8%Year to date+18.7%

3.3%Yield2.6%

+18.8%Past year+18.9%

0.25%Fee0.35%

2–2level

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