IYR vs PSR

AIYR

BPSR

Measures won0–6PSR wins · of 6 · 5Y

$10,000 · 5Y$10,702PSR · IYR $10,515

Lowest cost0.35%PSR · $35 on $10k

Most income2.62%PSR · $262 on $10k

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

Held in common59.1%IYR and PSR

IYR

PSR

iShares U.S. Real Estate ETF · $4.0BInvesco Active U.S. Real Estate ETF · $60M

+13.4%3 years · per year$14,602 · $14,710+13.7%

+1.0%5 years · per year$10,515 · $10,702+1.4%

0.37%Expense ratio$37 · $35 on $10k · lower wins0.35%

2.33%12-mo yield$233 · $262 on $10k2.62%

−11.8%Worst dropSmaller wins−11.2%

14.4%VolatilityLower wins14.3%

0–6PSR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYR · PSR

10.2%WELL10.6%

8.6%PLD8.4%

5.0%AMT7.0%

4.6%EQIX7.6%

Held in common59.1%

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%	$60M
2	AIYR	iShares U.S. Real Estate ETFRead Desk		0.37%	2.33%	−1.7%	+10.6%	+10.5%	+13.4%	+1.0%	−11.8%	$4.0B

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%	$60M
2	AIYR	iShares U.S. Real Estate ETFRead Desk		0.37%	2.33%	−1.7%	+10.6%	+10.5%	+13.4%	+1.0%	−11.8%	$4.0B

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

IYR vs PSR

IYR

iShares U.S. Real Estate

$10,515

PSR

Invesco Active U.S. Real Estate

$10,702

MeasureIYRPSR

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield2.33%2.62%

5 years, per year+1.0%+1.4%

3 years, per year+13.4%+13.7%

Worst drop · 1Y−11.8%−11.2%

Volatility · 1Y14.4%14.3%

6–0measures won
PSR first

59.1%

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: IYR, PSR

Today

59.1%most shared, IYR and PSR

IYRPSR

IYR—59.1%

PSR59.1%—

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

IYR$233 − $37 = $196

KeptFee

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