RITA vs PSR

ARITA

BPSR

Measures won3–2RITA wins · of 6 · 5Y

$10,000 · 5Y$10,736PSR

Lowest cost0.35%PSR · $35 on $10k

Most income2.72%RITA · $272 on $10k

Smallest drop−11.1%RITA · worst fall in 1Y

Held in common41.8%RITA and PSR

RITA

PSR

ETFB Green SRI REITs ETF · $7MInvesco Active U.S. Real Estate ETF · $60M

+10.8%3 years · per year$13,595 · $14,541+13.3%

[…]5 years · per year[…] · $10,736+1.4%

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

2.72%12-mo yield$272 · $264 on $10k2.64%

−11.1%Worst dropSmaller wins−11.2%

14.0%VolatilityLower wins14.3%

3–2RITA wins

$10,000 · 5 yearsOne scale

Shared top holdingsRITA · PSR

11.5%WELL10.6%

6.1%PLD8.4%

5.5%EQIX7.3%

4.0%DLR5.9%

Held in common41.8%

End-of-day Nov 6, 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%	2.64%	−0.6%	+16.4%	+15.9%	+13.3%	+1.4%	−11.2%	$60M
2	ARITA	ETFB Green SRI REITs ETFRead Desk		0.50%	2.72%	+0.1%	+8.9%	+8.9%	+10.8%	new	−11.1%	$7M

End-of-day Nov 6, 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%	2.64%	−0.6%	+16.4%	+15.9%	+13.3%	+1.4%	−11.2%	$60M
2	ARITA	ETFB Green SRI REITs ETFRead Desk		0.50%	2.72%	+0.1%	+8.9%	+8.9%	+10.8%	new	−11.1%	$7M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RITA vs PSR

RITA

ETFB Green SRI REITs

[…]

PSR

Invesco Active U.S. Real Estate

$10,736

MeasureRITAPSR

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield2.72%2.64%

5 years, per year[…]+1.4%

3 years, per year+10.8%+13.3%

Worst drop · 1Y−11.1%−11.2%

Volatility · 1Y14.0%14.3%

3–2measures won
RITA first

41.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RITA, PSR

Today

41.8%most shared, RITA and PSR

RITAPSR

RITA—41.8%

PSR41.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$229most kept, PSR

PSR$264 − $35 = $229

RITA$272 − $50 = $222

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee