HAUS vs PSR

AHAUS

BPSR

Measures won1–4PSR wins · of 6 · 5Y

$10,000 · 5Y$10,702PSR

Lowest cost0.35%PSR · $35 on $10k

Most income3.26%HAUS · $326 on $10k

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

Held in common23.6%HAUS and PSR

HAUS

PSR

Residential REIT ETF · $7MInvesco Active U.S. Real Estate ETF · $58M

+11.6%3 years · per year$13,885 · $14,710+13.7%

[…]5 years · per year[…] · $10,702+1.4%

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

3.26%12-mo yield$326 · $262 on $10k2.62%

−13.4%Worst dropSmaller wins−11.2%

15.2%VolatilityLower wins14.3%

1–4PSR wins

$10,000 · 5 yearsOne scale

Shared top holdingsHAUS · PSR

6.3%WELL10.6%

5.8%PSA3.8%

4.9%UDR3.6%

4.6%CPT3.4%

Held in common23.6%

End-of-day Nov 5, 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%	2.62%	−1.3%	+17.1%	+16.8%	+13.7%	+1.4%	−11.2%	$58M
2	AHAUS	Residential REIT ETFRead Desk		0.60%	3.26%	−0.6%	+3.5%	+7.7%	+11.6%	new	−13.4%	$7M

End-of-day Nov 5, 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%	2.62%	−1.3%	+17.1%	+16.8%	+13.7%	+1.4%	−11.2%	$58M
2	AHAUS	Residential REIT ETFRead Desk		0.60%	3.26%	−0.6%	+3.5%	+7.7%	+11.6%	new	−13.4%	$7M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HAUS vs PSR

HAUS

Residential REIT

[…]

PSR

Invesco Active U.S. Real Estate

$10,702

MeasureHAUSPSR

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield3.26%2.62%

5 years, per year[…]+1.4%

3 years, per year+11.6%+13.7%

Worst drop · 1Y−13.4%−11.2%

Volatility · 1Y15.2%14.3%

4–1measures won
PSR first

23.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: HAUS, PSR

Today

23.6%most shared, HAUS and PSR

HAUSPSR

HAUS—23.6%

PSR23.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$266most kept, HAUS

HAUS$326 − $60 = $266

PSR$262 − $35 = $227

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee