REAI vs PSR

AREAI

BPSR

Measures won1–4PSR wins · of 6 · 5Y

$10,000 · 5Y$10,999PSR

Lowest cost0.35%PSR · $35 on $10k

Most income2.59%PSR · $259 on $10k

Smallest drop−10.2%REAI · worst fall in 1Y

Held in common30.9%REAI and PSR

REAI

PSR

Intelligent Real Estate ETF · $1MInvesco Active U.S. Real Estate ETF · $58M

+11.6%3 years · per year$13,906 · $15,160+14.9%

[…]5 years · per year[…] · $10,999+1.9%

0.59%Expense ratio$59 · $35 on $10k · lower wins0.35%

2.31%12-mo yield$231 · $259 on $10k2.59%

−10.2%Worst dropSmaller wins−11.2%

14.8%VolatilityLower wins14.2%

1–4PSR wins

$10,000 · 5 yearsOne scale

Shared top holdingsREAI · PSR

9.9%EQIX7.5%

9.5%DLR6.2%

5.1%AMT6.9%

4.2%PLD8.5%

Held in common30.9%

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	BPSR	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
2	AREAI	Intelligent Real Estate ETFRead Desk		0.59%	2.31%	+3.1%	+13.3%	+5.8%	+11.6%	new	−10.2%	$1M

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	BPSR	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
2	AREAI	Intelligent Real Estate ETFRead Desk		0.59%	2.31%	+3.1%	+13.3%	+5.8%	+11.6%	new	−10.2%	$1M

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

REAI vs PSR

REAI

Intelligent Real Estate

[…]

PSR

Invesco Active U.S. Real Estate

$10,999

MeasureREAIPSR

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield2.31%2.59%

5 years, per year[…]+1.9%

3 years, per year+11.6%+14.9%

Worst drop · 1Y−10.2%−11.2%

Volatility · 1Y14.8%14.2%

4–1measures won
PSR first

30.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: REAI, PSR

Today

30.9%most shared, REAI and PSR

REAIPSR

REAI—30.9%

PSR30.9%—

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

REAI$231 − $59 = $172

KeptFee

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