Compare · 2 funds side by side · dividends reinvested

WTRE and PSR

WTREWisdomTree×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

WTRE 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%$58M1.3

WisdomTree New Economy Real Estate FundSectors · Real estate0.58%2.64%+4.8%−2.8%+16.6%−0.8%−20.6%21.3%$14M1.8

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: WTRE 2007 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree New Economy Real Estate Fund · $14M$9,608

WTRE

PSR

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

$10,000 five years ago, dividends reinvested · they hold 28.7% in common

WTREMeasurePSR

+4.8%Year to dateJan 1 → Nov 4+18.7%

−2.8%1 yearTotal return+18.9%

+16.6%3 years · per year$10,000 became $15,870 · $15,160+14.9%

−0.8%5 years · per year$10,000 became $9,608 · $10,999+1.9%

0.58%Expense ratio$58 · $35 a year on $10k · lower is better0.35%

2.64%Trailing 12-mo yield$264 · $259 a year on $10k2.59%

−20.6%Worst dropSmaller is better−11.2%

21.3%VolatilityLower is calmer14.2%

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

2–6PSR wins

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

More Ways to See the Pairs

WTRE vs PSR: Top 5 Holdings

Today

WTRE

27.7%in top 5

PSR

in top 539.7%

WTREStockPSR

not top 5WELL10.6%

not top 5PLD8.5%

5.4%EQIX7.5%

5.9%AMT6.9%

not top 5DLR6.2%

5.8%CCInot top 5

5.4%SBACnot top 5

5.3%CLNX.MCnot top 5

Held in common28.7%

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

WTRE vs PSR Returns, Every Period

WisdomTreeWTRE

−0.8%

5 years, per year

PSRInvesco

+1.9%

5 years, per year

WTREPSRFaded: behind in that period

1–3PSR wins

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

WTRE vs PSR

YTD

WisdomTreeWTRE

+4.8%

PSRInvesco

+18.7%

+4.8%Year to date+18.7%

−20.6%Worst drop · 1Y−11.2%

21.3%Volatility · 1Y14.2%

2.6%Yield2.6%

$14.2MAssets$58.0M

3–0PSR wins

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

Cost, Income and Risk

Fees: WTRE, PSR

Today

0.35%lowest, PSR

FundExpense ratioFee$10k

PSR0.35%$35

WTRE0.58%$58

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

Yields: WTRE, PSR

2.64%highest, WTRE

FundTrailing yieldYield$10k

WTRE2.64%$264

PSR2.59%$259

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

Income After Fees on $10,000

$224most kept, PSR

PSR$259 − $35 = $224

WTRE$264 − $58 = $206

KeptFee

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

Overlap: WTRE, PSR

Today

28.7%most shared, WTRE and PSR

WTREPSR

WTRE—28.7%

PSR28.7%—

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

PSRWorst drop−11.2%14.2% vol

WTREWorst drop−20.6%21.3% vol

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

Paid More vs Made More

YTD

WTREPSR

+4.8%Year to date+18.7%

2.6%Yield2.6%

−2.8%Past year+18.9%

0.58%Fee0.35%

3–0PSR 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