PSR vs XLE

APSR

BXLE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$26,379XLE · PSR $10,999

Lowest cost0.08%XLE · $8 on $10k

Most income2.59%PSR · $259 on $10k

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

Held in common0.0%PSR and XLE

PSR

XLE

Invesco Active U.S. Real Estate ETF · $58MState Street Energy Select Sector SPDR ETF · $44.1B

+14.9%3 years · per year$15,160 · $16,447+18.0%

+1.9%5 years · per year$10,999 · $26,379+21.4%

0.35%Expense ratio$35 · $8 on $10k · lower wins0.08%

2.59%12-mo yield$259 · $240 on $10k2.40%

−11.2%Worst dropSmaller wins−15.0%

14.2%VolatilityLower wins23.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPSR · XLE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
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 XLE

PSR

Invesco Active U.S. Real Estate

$10,999

XLE

Energy Select Sector SPDR

$26,379

MeasurePSRXLE

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield2.59%2.40%

5 years, per year+1.9%+21.4%

3 years, per year+14.9%+18.0%

Worst drop · 1Y−11.2%−15.0%

Volatility · 1Y14.2%23.2%

3–3measures won
level

0.0%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE 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, XLE

Today

0.0%most shared, PSR and XLE

PSRXLE

PSR—0.0%

XLE0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

PSR$259 − $35 = $224

KeptFee

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