FREL vs PSR

AFREL

BPSR

Measures won4–2FREL wins · of 6 · 5Y

$10,000 · 5Y$10,999PSR · FREL $10,901

Lowest cost0.08%FREL · $8 on $10k

Most income3.27%FREL · $327 on $10k

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

Held in common58.6%FREL and PSR

FREL

PSR

Fidelity MSCI Real Estate Index ETF · $1.4BInvesco Active U.S. Real Estate ETF · $58M

+15.3%3 years · per year$15,343 · $15,160+14.9%

+1.7%5 years · per year$10,901 · $10,999+1.9%

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

3.27%12-mo yield$327 · $259 on $10k2.59%

−11.6%Worst dropSmaller wins−11.2%

14.1%VolatilityLower wins14.2%

4–2FREL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFREL · PSR

9.7%WELL10.6%

7.3%PLD8.5%

5.4%EQIX7.5%

4.9%AMT6.9%

Held in common58.6%

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	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk		0.08%	3.27%	+3.2%	+13.6%	+13.9%	+15.3%	+1.7%	−11.6%	$1.4B

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	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk		0.08%	3.27%	+3.2%	+13.6%	+13.9%	+15.3%	+1.7%	−11.6%	$1.4B

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

FREL vs PSR

FREL

Fidelity MSCI Real Estate Index

$10,901

PSR

Invesco Active U.S. Real Estate

$10,999

MeasureFRELPSR

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield3.27%2.59%

5 years, per year+1.7%+1.9%

3 years, per year+15.3%+14.9%

Worst drop · 1Y−11.6%−11.2%

Volatility · 1Y14.1%14.2%

4–2measures won
FREL first

58.6%

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: FREL, PSR

Today

58.6%most shared, FREL and PSR

FRELPSR

FREL—58.6%

PSR58.6%—

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

Income After Fees on $10,000

$319most kept, FREL

FREL$327 − $8 = $319

PSR$259 − $35 = $224

KeptFee

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