CSRE vs PSR

ACSRE

BPSR

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,999PSR

Lowest cost0.35%PSR · $35 on $10k

Most income2.59%PSR · $259 on $10k

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

Held in common49.7%CSRE and PSR

CSRE

PSR

Cohen & Steers Real Estate Active ETF · $675MInvesco Active U.S. Real Estate ETF · $58M

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

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

0.70%Expense ratio$70 · $35 on $10k · lower wins0.35%

1.96%12-mo yield$196 · $259 on $10k2.59%

−10.6%Worst dropSmaller wins−11.2%

14.0%VolatilityLower wins14.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsCSRE · PSR

15.4%WELL10.6%

6.4%EQIX7.5%

7.5%DLR6.2%

5.7%PLD8.5%

Held in common49.7%

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	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	1.96%	+3.3%	+16.4%	+17.0%	new	new	−10.6%	$675M

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	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	1.96%	+3.3%	+16.4%	+17.0%	new	new	−10.6%	$675M

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

CSRE vs PSR

CSRE

Cohen & Steers Real Estate Active

[…]

PSR

Invesco Active U.S. Real Estate

$10,999

MeasureCSREPSR

Fee0.70%0.35%

Cost on $10k a year$70$35

Yield1.96%2.59%

5 years, per year[…]+1.9%

3 years, per year[…]+14.9%

Worst drop · 1Y−10.6%−11.2%

Volatility · 1Y14.0%14.2%

2–2measures won
level

49.7%

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: CSRE, PSR

Today

49.7%most shared, CSRE and PSR

CSREPSR

CSRE—49.7%

PSR49.7%—

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

CSRE$196 − $70 = $126

KeptFee

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