RWO vs PSR

ARWO

BPSR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,702PSR · RWO $10,676

Lowest cost0.35%PSR · $35 on $10k

Most income3.33%RWO · $333 on $10k

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

Held in common49.4%RWO and PSR

RWO

PSR

State Street SPDR Dow Jones Global Real Estate ETF · $1.3BInvesco Active U.S. Real Estate ETF · $60M

+14.3%3 years · per year$14,922 · $14,710+13.7%

+1.3%5 years · per year$10,676 · $10,702+1.4%

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

3.33%12-mo yield$333 · $262 on $10k2.62%

−11.3%Worst dropSmaller wins−11.2%

13.3%VolatilityLower wins14.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRWO · PSR

10.5%WELL10.6%

7.3%PLD8.4%

6.1%EQIX7.6%

3.8%DLR6.1%

Held in common49.4%

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	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%	$60M
2	ARWO	State Street SPDR Dow Jones Global Real Estate ETFRead Desk		0.50%	3.33%	−1.4%	+11.3%	+12.2%	+14.3%	+1.3%	−11.3%	$1.3B

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	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%	$60M
2	ARWO	State Street SPDR Dow Jones Global Real Estate ETFRead Desk		0.50%	3.33%	−1.4%	+11.3%	+12.2%	+14.3%	+1.3%	−11.3%	$1.3B

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

RWO vs PSR

RWO

SPDR Dow Jones Global Real Estate

$10,676

PSR

Invesco Active U.S. Real Estate

$10,702

MeasureRWOPSR

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield3.33%2.62%

5 years, per year+1.3%+1.4%

3 years, per year+14.3%+13.7%

Worst drop · 1Y−11.3%−11.2%

Volatility · 1Y13.3%14.3%

3–3measures won
level

49.4%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: RWO, PSR

Today

49.4%most shared, RWO and PSR

RWOPSR

RWO—49.4%

PSR49.4%—

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

Income After Fees on $10,000

$283most kept, RWO

RWO$333 − $50 = $283

PSR$262 − $35 = $227

KeptFee

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