PSR vs FRI

APSR

BFRI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,726FRI · PSR $10,734

Lowest cost0.35%PSR · $35 on $10k

Most income2.60%PSR · $260 on $10k

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

Held in common54.5%PSR and FRI

Invesco Active U.S. Real Estate ETF · $60MFirst Trust S&P REIT Index Fund · $208M

+12.3%3 years · per year$14,176 · $15,096+14.7%

+1.4%5 years · per year$10,734 · $11,726+3.2%

0.35%Expense ratio$35 · $51 on $10k · lower wins0.51%

2.60%12-mo yield$260 · $254 on $10k2.54%

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.54%	−0.1%	+17.2%	+15.8%	+14.7%	+3.2%	−12.1%	$208M
2	APSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.60%	0.0%	+18.2%	+16.4%	+12.3%	+1.4%	−11.2%	$60M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.54%	−0.1%	+17.2%	+15.8%	+14.7%	+3.2%	−12.1%	$208M
2	APSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.60%	0.0%	+18.2%	+16.4%	+12.3%	+1.4%	−11.2%	$60M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PSR

Invesco Active U.S. Real Estate

$10,734

FRI

First Trust S&P REIT Index Fund

$11,726

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