DFGR vs PSR

ADFGR

BPSR

Measures won4–1DFGR wins · of 6 · 5Y

$10,000 · 5Y$10,999PSR

Lowest cost0.22%DFGR · $22 on $10k

Most income3.81%DFGR · $381 on $10k

Smallest drop−10.8%DFGR · worst fall in 1Y

Held in common50.3%DFGR and PSR

DFGR

PSR

Dimensional - Global Real Estate ETF · $4.0BInvesco Active U.S. Real Estate ETF · $58M

+14.8%3 years · per year$15,148 · $15,160+14.9%

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

0.22%Expense ratio$22 · $35 on $10k · lower wins0.35%

3.81%12-mo yield$381 · $259 on $10k2.59%

−10.8%Worst dropSmaller wins−11.2%

12.4%VolatilityLower wins14.2%

4–1DFGR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFGR · PSR

8.9%WELL10.6%

6.3%PLD8.5%

5.1%EQIX7.5%

4.3%AMT6.9%

Held in common50.3%

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	ADFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.81%	+2.8%	+12.1%	+12.7%	+14.8%	new	−10.8%	$4.0B

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	ADFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.81%	+2.8%	+12.1%	+12.7%	+14.8%	new	−10.8%	$4.0B

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

DFGR vs PSR

DFGR

Dimensional - Global Real Estate

[…]

PSR

Invesco Active U.S. Real Estate

$10,999

MeasureDFGRPSR

Fee0.22%0.35%

Cost on $10k a year$22$35

Yield3.81%2.59%

5 years, per year[…]+1.9%

3 years, per year+14.8%+14.9%

Worst drop · 1Y−10.8%−11.2%

Volatility · 1Y12.4%14.2%

4–1measures won
DFGR first

50.3%

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: DFGR, PSR

Today

50.3%most shared, DFGR and PSR

DFGRPSR

DFGR—50.3%

PSR50.3%—

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

Income After Fees on $10,000

$359most kept, DFGR

DFGR$381 − $22 = $359

PSR$259 − $35 = $224

KeptFee

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