FRI vs PSR

AFRI

BPSR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,099FRI · PSR $10,999

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 common54.5%FRI and PSR

FRI

PSR

First Trust S&P REIT Index Fund · $204MInvesco Active U.S. Real Estate ETF · $58M

+17.3%3 years · per year$16,141 · $15,160+14.9%

+3.9%5 years · per year$12,099 · $10,999+1.9%

0.51%Expense ratio$51 · $35 on $10k · lower wins0.35%

2.52%12-mo yield$252 · $259 on $10k2.59%

−12.1%Worst dropSmaller wins−11.2%

13.6%VolatilityLower wins14.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFRI · PSR

12.8%WELL10.6%

9.1%PLD8.5%

4.7%DLR6.2%

4.7%EQIX7.5%

Held in common54.5%

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	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.52%	+2.6%	+17.9%	+17.8%	+17.3%	+3.9%	−12.1%	$204M
2	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

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	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.52%	+2.6%	+17.9%	+17.8%	+17.3%	+3.9%	−12.1%	$204M
2	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

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

FRI vs PSR

FRI

First Trust S&P REIT Index Fund

$12,099

PSR

Invesco Active U.S. Real Estate

$10,999

MeasureFRIPSR

Fee0.51%0.35%

Cost on $10k a year$51$35

Yield2.52%2.59%

5 years, per year+3.9%+1.9%

3 years, per year+17.3%+14.9%

Worst drop · 1Y−12.1%−11.2%

Volatility · 1Y13.6%14.2%

3–3measures won
level

54.5%

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: FRI, PSR

Today

54.5%most shared, FRI and PSR

FRIPSR

FRI—54.5%

PSR54.5%—

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

FRI$252 − $51 = $201

KeptFee

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