PFFR vs PSR

APFFR

BPSR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,999PSR · PFFR $10,104

Lowest cost0.35%PSR · $35 on $10k

Most income8.94%PFFR · $894 on $10k

Smallest drop−7.5%PFFR · worst fall in 1Y

Held in common0.0%PFFR and PSR

PFFR

PSR

InfraCap REIT Preferred ETF · $109MInvesco Active U.S. Real Estate ETF · $58M

+9.1%3 years · per year$12,994 · $15,160+14.9%

+0.2%5 years · per year$10,104 · $10,999+1.9%

0.45%Expense ratio$45 · $35 on $10k · lower wins0.35%

8.94%12-mo yield$894 · $259 on $10k2.59%

−7.5%Worst dropSmaller wins−11.2%

8.7%VolatilityLower wins14.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPFFR · PSR

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	APFFR	InfraCap REIT Preferred ETFRead Desk		0.45%	8.94%	+2.2%	−2.1%	−2.6%	+9.1%	+0.2%	−7.5%	$109M

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	APFFR	InfraCap REIT Preferred ETFRead Desk		0.45%	8.94%	+2.2%	−2.1%	−2.6%	+9.1%	+0.2%	−7.5%	$109M

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

PFFR vs PSR

PFFR

InfraCap REIT Preferred

$10,104

PSR

Invesco Active U.S. Real Estate

$10,999

MeasurePFFRPSR

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield8.94%2.59%

5 years, per year+0.2%+1.9%

3 years, per year+9.1%+14.9%

Worst drop · 1Y−7.5%−11.2%

Volatility · 1Y8.7%14.2%

3–3measures won
level

0.0%

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: PFFR, PSR

Today

0.0%most shared, PFFR and PSR

PFFRPSR

PFFR—0.0%

PSR0.0%—

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

Income After Fees on $10,000

$849most kept, PFFR

PFFR$894 − $45 = $849

PSR$259 − $35 = $224

KeptFee

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