Compare · 2 funds side by side · dividends reinvested

XLRE and PSR

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,213XLRE · best of the two

02 / 04

XLRE and PSR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.20%+14.5%+14.4%+15.5%+2.3%−11.1%14.5%$8.3B1.4

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: XLRE 2015 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

State Street Real Estate Select Sector SPDR ETF · $8.3B$11,213

XLRE

PSR

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

$10,000 five years ago, dividends reinvested · they hold 56.5% in common

XLREMeasurePSR

+14.5%Year to dateJan 1 → Nov 4+18.7%

+14.4%1 yearTotal return+18.9%

+15.5%3 years · per year$10,000 became $15,410 · $15,160+14.9%

+2.3%5 years · per year$10,000 became $11,213 · $10,999+1.9%

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

3.20%Trailing 12-mo yield$320 · $259 a year on $10k2.59%

−11.1%Worst dropSmaller is better−11.2%

14.5%VolatilityLower is calmer14.2%

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

5–3XLRE wins

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

More Ways to See the Pairs

XLRE vs PSR: Top 5 Holdings

Today

XLRE

37.1%in top 5

PSR

in top 539.7%

XLREStockPSR

11.5%WELL10.6%

8.1%PLD8.5%

6.6%EQIX7.5%

5.8%AMT6.9%

not top 5DLR6.2%

5.0%PSAnot top 5

Held in common56.5%

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

XLRE vs PSR Returns, Every Period

SPDRXLRE

+2.3%

5 years, per year

PSRInvesco

+1.9%

5 years, per year

XLREPSRFaded: behind in that period

2–2Level

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

XLRE vs PSR

YTD

SPDRXLRE

+14.5%

PSRInvesco

+18.7%

+14.5%Year to date+18.7%

−11.1%Worst drop · 1Y−11.2%

14.5%Volatility · 1Y14.2%

3.2%Yield2.6%

$8.3BAssets$58.1M

2–2level

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

Cost, Income and Risk

Fees: XLRE, PSR

Today

0.08%lowest, XLRE

FundExpense ratioFee$10k

XLRE0.08%$8

PSR0.35%$35

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

Yields: XLRE, PSR

3.20%highest, XLRE

FundTrailing yieldYield$10k

XLRE3.20%$320

PSR2.59%$259

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

Income After Fees on $10,000

$312most kept, XLRE

XLRE$320 − $8 = $312

PSR$259 − $35 = $224

KeptFee

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

Overlap: XLRE, PSR

Today

56.5%most shared, XLRE and PSR

XLREPSR

XLRE—56.5%

PSR56.5%—

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

XLREWorst drop−11.1%14.5% vol

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

Paid More vs Made More

YTD

XLREPSR

+14.5%Year to date+18.7%

3.2%Yield2.6%

+14.4%Past year+18.9%

0.08%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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026