PPTY vs PSR

APPTY

BPSR

Measures won1–5PSR wins · of 6 · 5Y

$10,000 · 5Y$10,999PSR · PPTY $10,792

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 common40.6%PPTY and PSR

PPTY

PSR

US Diversified Real Estate ETF · $23MInvesco Active U.S. Real Estate ETF · $58M

+13.7%3 years · per year$14,700 · $15,160+14.9%

+1.5%5 years · per year$10,792 · $10,999+1.9%

0.53%Expense ratio$53 · $35 on $10k · lower wins0.35%

2.49%12-mo yield$249 · $259 on $10k2.59%

−11.8%Worst dropSmaller wins−11.2%

13.9%VolatilityLower wins14.2%

1–5PSR wins

$10,000 · 5 yearsOne scale

Shared top holdingsPPTY · PSR

4.4%EQIX7.5%

3.8%PLD8.5%

3.6%DLR6.2%

3.3%WELL10.6%

Held in common40.6%

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	APPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M

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	APPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M

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

PPTY vs PSR

PPTY

US Diversified Real Estate

$10,792

PSR

Invesco Active U.S. Real Estate

$10,999

MeasurePPTYPSR

Fee0.53%0.35%

Cost on $10k a year$53$35

Yield2.49%2.59%

5 years, per year+1.5%+1.9%

3 years, per year+13.7%+14.9%

Worst drop · 1Y−11.8%−11.2%

Volatility · 1Y13.9%14.2%

5–1measures won
PSR first

40.6%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PPTY, PSR

Today

40.6%most shared, PPTY and PSR

PPTYPSR

PPTY—40.6%

PSR40.6%—

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

PPTY$249 − $53 = $196

KeptFee

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