Compare · 2 funds side by side · dividends reinvested

USRT and PSR

USRTiShares×PSRInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,871USRT · best of the two

02 / 04

USRT and PSR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.72%+15.3%+15.3%+16.8%+3.5%−12.4%13.6%$4.3B1.1

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.67%+15.2%+15.1%+14.0%+1.2%−11.2%13.9%$58M1.9

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: USRT 2007 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.3B$11,871

USRT

PSR

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

$10,000 five years ago, dividends reinvested · they hold 54.8% in common

USRTMeasurePSR

+15.3%Year to dateJan 1 → Nov 3+15.2%

+15.3%1 yearTotal return+15.1%

+16.8%3 years · per year$10,000 became $15,948 · $14,831+14.0%

+3.5%5 years · per year$10,000 became $11,871 · $10,602+1.2%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

2.72%Trailing 12-mo yield$272 · $267 a year on $10k2.67%

−12.4%Worst dropSmaller is better−11.2%

13.6%VolatilityLower is calmer13.9%

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

7–1USRT wins

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

More Ways to See the Pairs

USRT vs PSR: Top 5 Holdings

Today

USRT

31.3%in top 5

PSR

in top 539.5%

USRTStockPSR

9.0%WELL10.5%

6.9%PLD8.6%

6.1%EQIX7.4%

not top 5AMT7.0%

not top 5DLR6.0%

4.7%SPGnot top 5

4.5%PSAnot top 5

Held in common54.8%

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

USRT vs PSR Returns, Every Period

iSharesUSRT

+3.5%

5 years, per year

PSRInvesco

+1.2%

5 years, per year

USRTPSRFaded: behind in that period

4–0USRT wins

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

USRT vs PSR

YTD

iSharesUSRT

+15.3%

PSRInvesco

+15.2%

+15.3%Year to date+15.2%

−12.4%Worst drop · 1Y−11.2%

13.6%Volatility · 1Y13.9%

2.7%Yield2.7%

$4.3BAssets$58.0M

2–1USRT wins

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

Cost, Income and Risk

Fees: USRT, PSR

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

PSR0.35%$35

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

Yields: USRT, PSR

2.72%highest, USRT

FundTrailing yieldYield$10k

USRT2.72%$272

PSR2.67%$267

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

Income After Fees on $10,000

$264most kept, USRT

USRT$272 − $8 = $264

PSR$267 − $35 = $232

KeptFee

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

Overlap: USRT, PSR

Today

54.8%most shared, USRT and PSR

USRTPSR

USRT—54.8%

PSR54.8%—

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

Return vs Bumpiness: 2 ETFs

+15.3%USRT, at 13.6% volatility

USRTWorst drop−12.4%13.6% vol

PSRWorst drop−11.2%13.9% vol

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

Paid More vs Made More

YTD

USRTPSR

+15.3%Year to date+15.2%

2.7%Yield2.7%

+15.3%Past year+15.1%

0.08%Fee0.35%

3–0USRT wins

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$128B

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%

$42.5BAssets$46.2B

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$814B

0–0level

End-of-day Nov 3, 2026