BYRE vs PSR

ABYRE

BPSR

Measures won3–2BYRE wins · of 6 · 5Y

$10,000 · 5Y$10,999PSR

Lowest cost0.35%PSR · $35 on $10k

Most income2.71%BYRE · $271 on $10k

Smallest drop−10.6%BYRE · worst fall in 1Y

Held in common47.1%BYRE and PSR

BYRE

PSR

Principal Real Estate Active Opportunities ETF · $27MInvesco Active U.S. Real Estate ETF · $58M

+14.4%3 years · per year$14,978 · $15,160+14.9%

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

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

2.71%12-mo yield$271 · $259 on $10k2.59%

−10.6%Worst dropSmaller wins−11.2%

13.2%VolatilityLower wins14.2%

3–2BYRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsBYRE · PSR

8.7%WELL10.6%

8.1%EQIX7.5%

7.1%AMT6.9%

4.1%PLD8.5%

Held in common47.1%

End-of-day Nov 4, 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%	2.59%	+3.1%	+18.7%	+18.9%	+14.9%	+1.9%	−11.2%	$58M
2	ABYRE	Principal Real Estate Active Opportunities ETFRead Desk		0.60%	2.71%	+3.2%	+15.6%	+14.1%	+14.4%	new	−10.6%	$27M

End-of-day Nov 4, 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%	2.59%	+3.1%	+18.7%	+18.9%	+14.9%	+1.9%	−11.2%	$58M
2	ABYRE	Principal Real Estate Active Opportunities ETFRead Desk		0.60%	2.71%	+3.2%	+15.6%	+14.1%	+14.4%	new	−10.6%	$27M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BYRE vs PSR

BYRE

Principal Real Estate Active Opportunities

[…]

PSR

Invesco Active U.S. Real Estate

$10,999

MeasureBYREPSR

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield2.71%2.59%

5 years, per year[…]+1.9%

3 years, per year+14.4%+14.9%

Worst drop · 1Y−10.6%−11.2%

Volatility · 1Y13.2%14.2%

3–2measures won
BYRE first

47.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: BYRE, PSR

Today

47.1%most shared, BYRE and PSR

BYREPSR

BYRE—47.1%

PSR47.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$224most kept, PSR

PSR$259 − $35 = $224

BYRE$271 − $60 = $211

KeptFee

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