ICF vs PSR

AICF

BPSR

Measures won4–2ICF wins · of 6 · 5Y

$10,000 · 5Y$10,936ICF · PSR $10,702

Lowest cost0.32%ICF · $32 on $10k

Most income2.62%PSR · $262 on $10k

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

Held in common58.9%ICF and PSR

ICF

PSR

iShares Select U.S. REIT ETF · $2.0BInvesco Active U.S. Real Estate ETF · $60M

+14.7%3 years · per year$15,105 · $14,710+13.7%

+1.8%5 years · per year$10,936 · $10,702+1.4%

0.32%Expense ratio$32 · $35 on $10k · lower wins0.35%

2.56%12-mo yield$256 · $262 on $10k2.62%

−10.6%Worst dropSmaller wins−11.2%

14.5%VolatilityLower wins14.3%

4–2ICF wins

$10,000 · 5 yearsOne scale

Shared top holdingsICF · PSR

8.3%WELL10.6%

8.0%EQIX7.6%

7.4%PLD8.4%

7.6%AMT7.0%

Held in common58.9%

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	AICF	iShares Select U.S. REIT ETFRead Desk		0.32%	2.56%	−1.7%	+16.0%	+15.5%	+14.7%	+1.8%	−10.6%	$2.0B
2	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%	$60M

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	AICF	iShares Select U.S. REIT ETFRead Desk		0.32%	2.56%	−1.7%	+16.0%	+15.5%	+14.7%	+1.8%	−10.6%	$2.0B
2	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%	$60M

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

ICF vs PSR

ICF

iShares Select U.S. REIT

$10,936

PSR

Invesco Active U.S. Real Estate

$10,702

MeasureICFPSR

Fee0.32%0.35%

Cost on $10k a year$32$35

Yield2.56%2.62%

5 years, per year+1.8%+1.4%

3 years, per year+14.7%+13.7%

Worst drop · 1Y−10.6%−11.2%

Volatility · 1Y14.5%14.3%

4–1measures won
ICF first

58.9%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ICF, PSR

Today

58.9%most shared, ICF and PSR

ICFPSR

ICF—58.9%

PSR58.9%—

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

Income After Fees on $10,000

$227most kept, PSR

PSR$262 − $35 = $227

ICF$256 − $32 = $224

KeptFee

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