PSR vs REET

APSR

BREET

Measures won1–5REET wins · of 6 · 5Y

$10,000 · 5Y$10,701REET · PSR $10,602

Lowest cost0.14%REET · $14 on $10k

Most income3.48%REET · $348 on $10k

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

Held in common47.0%PSR and REET

PSR

REET

Invesco Active U.S. Real Estate ETF · $58MiShares Global REIT ETF · $4.8B

+14.0%3 years · per year$14,831 · $14,936+14.3%

+1.2%5 years · per year$10,602 · $10,701+1.4%

0.35%Expense ratio$35 · $14 on $10k · lower wins0.14%

2.67%12-mo yield$267 · $348 on $10k3.48%

−11.2%Worst dropSmaller wins−11.3%

13.9%VolatilityLower wins12.2%

1–5REET wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSR · REET

10.5%WELL9.6%

8.6%PLD6.9%

7.4%EQIX5.7%

6.0%DLR3.8%

Held in common47.0%

End-of-day Nov 3, 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	BREET	iShares Global REIT ETFRead Desk		0.14%	3.48%	+0.1%	+9.3%	+9.8%	+14.3%	+1.4%	−11.3%	$4.8B
2	APSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.67%	+0.1%	+15.2%	+15.1%	+14.0%	+1.2%	−11.2%	$58M

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

Both

5Y2 funds

#			Trend
1	BREET	iShares Global REIT ETFRead Desk		0.14%	3.48%	+0.1%	+9.3%	+9.8%	+14.3%	+1.4%	−11.3%	$4.8B
2	APSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.67%	+0.1%	+15.2%	+15.1%	+14.0%	+1.2%	−11.2%	$58M

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

Cards for this view

PSR vs REET

PSR

Invesco Active U.S. Real Estate

$10,602

REET

iShares Global REIT

$10,701

MeasurePSRREET

Fee0.35%0.14%

Cost on $10k a year$35$14

Yield2.67%3.48%

5 years, per year+1.2%+1.4%

3 years, per year+14.0%+14.3%

Worst drop · 1Y−11.2%−11.3%

Volatility · 1Y13.9%12.2%

5–1measures won
REET first

47.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PSR, REET

Today

47.0%most shared, PSR and REET

PSRREET

PSR—47.0%

REET47.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$334most kept, REET

REET$348 − $14 = $334

PSR$267 − $35 = $232

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee