Compare · 2 funds side by side · dividends reinvested

VGSR and PSR

VGSRVert×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

VGSR 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

Vert Global Sustainable Real Estate ETFSectors · Real estate0.51%2.78%+12.0%+12.6%[…][…]−10.6%13.1%$499M1.5

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: VGSR 2017 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

Vert Global Sustainable Real Estate ETF · $499M[…]

VGSR

PSR

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

$10,000 five years ago, dividends reinvested · they hold 39.0% in common

VGSRMeasurePSR

+12.0%Year to dateJan 1 → Nov 4+18.7%

+12.6%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $15,160+14.9%

[…]5 years · per year$10,000 became […] · $10,999+1.9%

0.51%Expense ratio$51 · $35 a year on $10k · lower is better0.35%

2.78%Trailing 12-mo yield$278 · $259 a year on $10k2.59%

−10.6%Worst dropSmaller is better−11.2%

13.1%VolatilityLower is calmer14.2%

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

3–3Level

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

More Ways to See the Pairs

VGSR vs PSR: Top 5 Holdings

Today

VGSR

24.7%in top 5

PSR

in top 539.7%

VGSRStockPSR

5.0%WELL10.6%

4.8%PLD8.5%

not top 5EQIX7.5%

5.0%AMT6.9%

4.7%DLR6.2%

5.2%SPGnot top 5

Held in common39.0%

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

VGSR vs PSR Returns, Every Period

VertVGSR

+12.6%

past year

PSRInvesco

+18.9%

past year

VGSRPSRFaded: behind in that period

0–2PSR wins

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

VGSR vs PSR

YTD

VertVGSR

+12.0%

PSRInvesco

+18.7%

+12.0%Year to date+18.7%

−10.6%Worst drop · 1Y−11.2%

13.1%Volatility · 1Y14.2%

2.8%Yield2.6%

$499MAssets$58.0M

3–1VGSR wins

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

Cost, Income and Risk

Fees: VGSR, PSR

Today

0.35%lowest, PSR

FundExpense ratioFee$10k

PSR0.35%$35

VGSR0.51%$51

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

Yields: VGSR, PSR

2.78%highest, VGSR

FundTrailing yieldYield$10k

VGSR2.78%$278

PSR2.59%$259

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

Income After Fees on $10,000

$227most kept, VGSR

VGSR$278 − $51 = $227

PSR$259 − $35 = $224

KeptFee

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

Overlap: VGSR, PSR

Today

39.0%most shared, VGSR and PSR

VGSRPSR

VGSR—39.0%

PSR39.0%—

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

VGSRWorst drop−10.6%13.1% 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

VGSRPSR

+12.0%Year to date+18.7%

2.8%Yield2.6%

+12.6%Past year+18.9%

0.51%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