CLIM vs PSR

ACLIM

BPSR

Measures won0–2PSR wins · of 6 · 5Y

$10,000 · 5Y$10,999PSR

Lowest cost0.35%PSR · $35 on $10k

Most income2.59%PSR · $259 on $10k

Smallest drop−11.2%PSR · worst fall in 1Y

Held in common39.2%CLIM and PSR

CLIM

PSR

Climate Global-Climate Resilient REIT Index ETF · $2MInvesco Active U.S. Real Estate ETF · $58M

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

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

0.90%Expense ratio$90 · $35 on $10k · lower wins0.35%

1.45%12-mo yield$145 · $259 on $10k2.59%

[…]Worst dropSmaller wins−11.2%

[…]VolatilityLower wins14.2%

0–2PSR wins

$10,000 · 5 yearsOne scale

Shared top holdingsCLIM · PSR

4.4%WELL10.6%

3.8%AMT6.9%

3.1%SPG3.3%

3.1%PLD8.5%

Held in common39.2%

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	ACLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk		0.90%	1.45%	0.0%	new	new	new	new	[…]	$2M

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	ACLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk		0.90%	1.45%	0.0%	new	new	new	new	[…]	$2M

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

CLIM vs PSR

CLIM

Climate Global-Climate Resilient REIT Index

[…]

PSR

Invesco Active U.S. Real Estate

$10,999

MeasureCLIMPSR

Fee0.90%0.35%

Cost on $10k a year$90$35

Yield1.45%2.59%

5 years, per year[…]+1.9%

3 years, per year[…]+14.9%

Worst drop · 1Y[…]−11.2%

Volatility · 1Y[…]14.2%

2–0measures won
PSR first

39.2%

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%

$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

Overlap: CLIM, PSR

Today

39.2%most shared, CLIM and PSR

CLIMPSR

CLIM—39.2%

PSR39.2%—

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

CLIM$145 − $90 = $55

KeptFee

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