PSR vs SPY

APSR

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · PSR $10,999

Lowest cost0.09%SPY · $9 on $10k

Most income2.59%PSR · $259 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.4%PSR and SPY

PSR

SPY

Invesco Active U.S. Real Estate ETF · $58MState Street SPDR S&P 500 ETF · $805B

+14.9%3 years · per year$15,160 · $19,132+24.1%

+1.9%5 years · per year$10,999 · $18,060+12.6%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

2.59%12-mo yield$259 · $99 on $10k0.99%

−11.2%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSR · SPY

10.6%WELL0.3%

8.5%PLD0.2%

7.5%EQIX0.2%

6.9%AMT0.1%

Held in common1.4%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	APSR	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

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	APSR	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

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

PSR vs SPY

PSR

Invesco Active U.S. Real Estate

$10,999

SPY

SPDR S&P 500

$18,060

MeasurePSRSPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield2.59%0.99%

5 years, per year+1.9%+12.6%

3 years, per year+14.9%+24.1%

Worst drop · 1Y−11.2%−8.9%

Volatility · 1Y14.2%12.9%

5–1measures won
SPY first

1.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PSR, SPY

Today

1.4%most shared, PSR and SPY

PSRSPY

PSR—1.4%

SPY1.4%—

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

SPY$99 − $9 = $90

KeptFee

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