PSR vs PPTY

APSR

BPPTY

Measures won5–1PSR wins · of 6 · 5Y

$10,000 · 5Y$10,822PSR · PPTY $10,670

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 common40.5%PSR and PPTY

PSR

PPTY

Invesco Active U.S. Real Estate ETF · $59MUS Diversified Real Estate ETF · $23M

+12.6%3 years · per year$14,261 · $13,952+11.7%

+1.6%5 years · per year$10,821 · $10,670+1.3%

0.35%Expense ratio$35 · $53 on $10k · lower wins0.53%

2.60%12-mo yield$260 · $250 on $10k2.50%

−11.2%Worst dropSmaller wins−11.8%

14.4%VolatilityLower wins14.1%

5–1PSR wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSR · PPTY

7.4%EQIX4.3%

8.3%PLD3.8%

5.9%DLR3.5%

10.7%WELL3.4%

Held in common40.5%

End-of-day Nov 9, 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%	2.60%	+1.5%	+18.2%	+18.3%	+12.6%	+1.6%	−11.2%	$59M
2	BPPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.50%	+1.5%	+13.9%	+15.0%	+11.7%	+1.3%	−11.8%	$23M

End-of-day Nov 9, 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%	2.60%	+1.5%	+18.2%	+18.3%	+12.6%	+1.6%	−11.2%	$59M
2	BPPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.50%	+1.5%	+13.9%	+15.0%	+11.7%	+1.3%	−11.8%	$23M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PSR vs PPTY

PSR

Invesco Active U.S. Real Estate

$10,822

PPTY

US Diversified Real Estate

$10,670

MeasurePSRPPTY

Fee0.35%0.53%

Cost on $10k a year$35$53

Yield2.60%2.50%

5 years, per year+1.6%+1.3%

3 years, per year+12.6%+11.7%

Worst drop · 1Y−11.2%−11.8%

Volatility · 1Y14.4%14.1%

5–1measures won
PSR first

40.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: PSR, PPTY

Today

40.5%most shared, PSR and PPTY

PSRPPTY

PSR—40.5%

PPTY40.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$225most kept, PSR

PSR$260 − $35 = $225

PPTY$250 − $53 = $197

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee