SPRE vs PSR

ASPRE

BPSR

Measures won2–4PSR wins · of 6 · 5Y

$10,000 · 5Y$10,736PSR · SPRE $9,026

Lowest cost0.35%PSR · $35 on $10k

Most income4.25%SPRE · $425 on $10k

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

Held in common25.1%SPRE and PSR

SPRE

PSR

SP Funds S&P Global REIT Sharia ETF · $202MInvesco Active U.S. Real Estate ETF · $60M

+8.5%3 years · per year$12,788 · $14,541+13.3%

−2.0%5 years · per year$9,026 · $10,736+1.4%

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

4.25%12-mo yield$425 · $264 on $10k2.64%

−14.6%Worst dropSmaller wins−11.2%

12.9%VolatilityLower wins14.3%

2–4PSR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPRE · PSR

13.8%WELL10.6%

11.9%EQIX7.3%

5.0%ELS2.7%

4.9%TRNO2.5%

Held in common25.1%

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	ASPRE	SP Funds S&P Global REIT Sharia ETFRead Desk		0.50%	4.25%	−0.4%	−0.3%	+1.6%	+8.5%	−2.0%	−14.6%	$202M

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	ASPRE	SP Funds S&P Global REIT Sharia ETFRead Desk		0.50%	4.25%	−0.4%	−0.3%	+1.6%	+8.5%	−2.0%	−14.6%	$202M

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

SPRE vs PSR

SPRE

SP Funds S&P Global REIT Sharia

$9,026

PSR

Invesco Active U.S. Real Estate

$10,736

MeasureSPREPSR

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield4.25%2.64%

5 years, per year−2.0%+1.4%

3 years, per year+8.5%+13.3%

Worst drop · 1Y−14.6%−11.2%

Volatility · 1Y12.9%14.3%

4–2measures won
PSR first

25.1%

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: SPRE, PSR

Today

25.1%most shared, SPRE and PSR

SPREPSR

SPRE—25.1%

PSR25.1%—

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

Income After Fees on $10,000

$375most kept, SPRE

SPRE$425 − $50 = $375

PSR$264 − $35 = $229

KeptFee

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