REIT vs PSR

AREIT

BPSR

Measures won4–2REIT wins · of 6 · 5Y

$10,000 · 5Y$11,725REIT · PSR $10,702

Lowest cost0.35%PSR · $35 on $10k

Most income2.94%REIT · $294 on $10k

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

Held in common52.7%REIT and PSR

REIT

PSR

ALPS Active REIT ETF · $58MInvesco Active U.S. Real Estate ETF · $58M

+14.8%3 years · per year$15,115 · $14,710+13.7%

+3.2%5 years · per year$11,725 · $10,702+1.4%

0.68%Expense ratio$68 · $35 on $10k · lower wins0.35%

2.94%12-mo yield$294 · $262 on $10k2.62%

−11.5%Worst dropSmaller wins−11.2%

13.7%VolatilityLower wins14.3%

4–2REIT wins

$10,000 · 5 yearsOne scale

Shared top holdingsREIT · PSR

10.6%WELL10.6%

8.3%PLD8.4%

9.7%EQIX7.6%

5.1%SPG3.3%

Held in common52.7%

End-of-day Nov 5, 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	AREIT	ALPS Active REIT ETFRead Desk		0.68%	2.94%	−1.7%	+15.7%	+15.6%	+14.8%	+3.2%	−11.5%	$58M
2	BPSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.62%	−1.3%	+17.1%	+16.8%	+13.7%	+1.4%	−11.2%	$58M

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

Both

5Y2 funds

#			Trend
1	AREIT	ALPS Active REIT ETFRead Desk		0.68%	2.94%	−1.7%	+15.7%	+15.6%	+14.8%	+3.2%	−11.5%	$58M
2	BPSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.62%	−1.3%	+17.1%	+16.8%	+13.7%	+1.4%	−11.2%	$58M

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

Cards for this view

REIT vs PSR

REIT

ALPS Active REIT

$11,725

PSR

Invesco Active U.S. Real Estate

$10,702

MeasureREITPSR

Fee0.68%0.35%

Cost on $10k a year$68$35

Yield2.94%2.62%

5 years, per year+3.2%+1.4%

3 years, per year+14.8%+13.7%

Worst drop · 1Y−11.5%−11.2%

Volatility · 1Y13.7%14.3%

4–2measures won
REIT first

52.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: REIT, PSR

Today

52.7%most shared, REIT and PSR

REITPSR

REIT—52.7%

PSR52.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$227most kept, PSR

PSR$262 − $35 = $227

REIT$294 − $68 = $226

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee