PSR vs VNQ

APSR

BVNQ

Measures won2–4VNQ wins · of 6 · 5Y

$10,000 · 5Y$10,602PSR · VNQ $10,522

Lowest cost0.13%VNQ · $13 on $10k

Most income3.59%VNQ · $359 on $10k

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

Held in common59.9%PSR and VNQ

PSR

VNQ

Invesco Active U.S. Real Estate ETF · $58MVanguard Real Estate ETF · $35.9B

+14.0%3 years · per year$14,831 · $15,000+14.5%

+1.2%5 years · per year$10,602 · $10,522+1.0%

0.35%Expense ratio$35 · $13 on $10k · lower wins0.13%

2.67%12-mo yield$267 · $359 on $10k3.59%

−11.2%Worst dropSmaller wins−11.4%

13.9%VolatilityLower wins13.7%

2–4VNQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSR · VNQ

10.5%WELL10.7%

8.6%PLD8.0%

7.4%EQIX6.6%

7.0%AMT5.1%

Held in common59.9%

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	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
2	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.59%	−0.1%	+10.4%	+10.6%	+14.5%	+1.0%	−11.4%	$35.9B

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	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
2	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.59%	−0.1%	+10.4%	+10.6%	+14.5%	+1.0%	−11.4%	$35.9B

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 VNQ

PSR

Invesco Active U.S. Real Estate

$10,602

VNQ

Vanguard Real Estate

$10,522

MeasurePSRVNQ

Fee0.35%0.13%

Cost on $10k a year$35$13

Yield2.67%3.59%

5 years, per year+1.2%+1.0%

3 years, per year+14.0%+14.5%

Worst drop · 1Y−11.2%−11.4%

Volatility · 1Y13.9%13.7%

4–2measures won
VNQ first

59.9%

holdings shared

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

VNQ vs SCHH

YTD

VanguardVNQ

+10.4%

SCHHSchwab

+13.8%

+10.4%Year to date+13.8%

3.6%Yield2.9%

$35.9BAssets$11.1B

1–1level

End-of-day Nov 3, 2026

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

Overlap: PSR, VNQ

Today

59.9%most shared, PSR and VNQ

PSRVNQ

PSR—59.9%

VNQ59.9%—

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

Income After Fees on $10,000

$346most kept, VNQ

VNQ$359 − $13 = $346

PSR$267 − $35 = $232

KeptFee

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