AVRE vs PSR

AAVRE

BPSR

Measures won4–2AVRE wins · of 6 · 5Y

$10,000 · 5Y$10,702PSR · AVRE $10,384

Lowest cost0.17%AVRE · $17 on $10k

Most income2.93%AVRE · $293 on $10k

Smallest drop−10.5%AVRE · worst fall in 1Y

Held in common50.4%AVRE and PSR

AVRE

PSR

Avantis Real Estate ETF · $892MInvesco Active U.S. Real Estate ETF · $58M

+13.0%3 years · per year$14,438 · $14,710+13.7%

+0.8%5 years · per year$10,384 · $10,702+1.4%

0.17%Expense ratio$17 · $35 on $10k · lower wins0.35%

2.93%12-mo yield$293 · $262 on $10k2.62%

−10.5%Worst dropSmaller wins−11.2%

12.7%VolatilityLower wins14.3%

4–2AVRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVRE · PSR

7.9%WELL10.6%

6.2%PLD8.4%

5.7%EQIX7.6%

4.5%AMT7.0%

Held in common50.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BPSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.62%	−1.3%	+17.1%	+16.8%	+13.7%	+1.4%	−11.2%	$58M
2	AAVRE	Avantis Real Estate ETFRead Desk		0.17%	2.93%	−1.4%	+10.0%	+10.2%	+13.0%	+0.8%	−10.5%	$892M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BPSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.62%	−1.3%	+17.1%	+16.8%	+13.7%	+1.4%	−11.2%	$58M
2	AAVRE	Avantis Real Estate ETFRead Desk		0.17%	2.93%	−1.4%	+10.0%	+10.2%	+13.0%	+0.8%	−10.5%	$892M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVRE vs PSR

AVRE

Avantis Real Estate

$10,384

PSR

Invesco Active U.S. Real Estate

$10,702

MeasureAVREPSR

Fee0.17%0.35%

Cost on $10k a year$17$35

Yield2.93%2.62%

5 years, per year+0.8%+1.4%

3 years, per year+13.0%+13.7%

Worst drop · 1Y−10.5%−11.2%

Volatility · 1Y12.7%14.3%

4–2measures won
AVRE first

50.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AVRE, PSR

Today

50.4%most shared, AVRE and PSR

AVREPSR

AVRE—50.4%

PSR50.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$276most kept, AVRE

AVRE$293 − $17 = $276

PSR$262 − $35 = $227

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee