PSR vs CLIM

APSR

BCLIM

Measures won2–0PSR wins · of 6 · 5Y

$10,000 · 5Y$10,736PSR

Lowest cost0.35%PSR · $35 on $10k

Most income2.64%PSR · $264 on $10k

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

Held in common39.5%PSR and CLIM

PSR

CLIM

Invesco Active U.S. Real Estate ETF · $60MClimate Global-Climate Resilient REIT Index ETF · $2M

+13.3%3 years · per year$14,541 · […][…]

+1.4%5 years · per year$10,736 · […][…]

0.35%Expense ratio$35 · $90 on $10k · lower wins0.90%

2.64%12-mo yield$264 · $143 on $10k1.43%

−11.2%Worst dropSmaller wins[…]

14.3%VolatilityLower wins[…]

2–0PSR wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSR · CLIM

10.6%WELL4.5%

7.1%AMT3.9%

3.3%SPG3.1%

8.4%PLD3.0%

Held in common39.5%

End-of-day Nov 6, 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	APSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.64%	−0.6%	+16.4%	+15.9%	+13.3%	+1.4%	−11.2%	$60M
2	BCLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk		0.90%	1.43%	−0.2%	new	new	new	new	[…]	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	APSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.64%	−0.6%	+16.4%	+15.9%	+13.3%	+1.4%	−11.2%	$60M
2	BCLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk		0.90%	1.43%	−0.2%	new	new	new	new	[…]	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PSR vs CLIM

PSR

Invesco Active U.S. Real Estate

$10,736

CLIM

Climate Global-Climate Resilient REIT Index

[…]

MeasurePSRCLIM

Fee0.35%0.90%

Cost on $10k a year$35$90

Yield2.64%1.43%

5 years, per year+1.4%[…]

3 years, per year+13.3%[…]

Worst drop · 1Y−11.2%[…]

Volatility · 1Y14.3%[…]

2–0measures won
PSR first

39.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PSR, CLIM

Today

39.5%most shared, PSR and CLIM

PSRCLIM

PSR—39.5%

CLIM39.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$229most kept, PSR

PSR$264 − $35 = $229

CLIM$143 − $90 = $53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee