USRT vs PSR

AUSRT

BPSR

Measures won5–1USRT wins · of 6 · 5Y

$10,000 · 5Y$11,871USRT · PSR $10,602

Lowest cost0.08%USRT · $8 on $10k

Most income2.72%USRT · $272 on $10k

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

Held in common54.8%USRT and PSR

USRT

PSR

iShares Core U.S. REIT ETF · $4.3BInvesco Active U.S. Real Estate ETF · $58M

+16.8%3 years · per year$15,948 · $14,831+14.0%

+3.5%5 years · per year$11,871 · $10,602+1.2%

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

2.72%12-mo yield$272 · $267 on $10k2.67%

−12.4%Worst dropSmaller wins−11.2%

13.6%VolatilityLower wins13.9%

5–1USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · PSR

9.0%WELL10.5%

6.9%PLD8.6%

6.1%EQIX7.4%

4.3%DLR6.0%

Held in common54.8%

End-of-day Nov 3, 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	AUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
2	BPSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.67%	+0.1%	+15.2%	+15.1%	+14.0%	+1.2%	−11.2%	$58M

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

Both

5Y2 funds

#			Trend
1	AUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
2	BPSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.67%	+0.1%	+15.2%	+15.1%	+14.0%	+1.2%	−11.2%	$58M

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

Cards for this view

USRT vs PSR

USRT

iShares Core U.S. REIT

$11,871

PSR

Invesco Active U.S. Real Estate

$10,602

MeasureUSRTPSR

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield2.72%2.67%

5 years, per year+3.5%+1.2%

3 years, per year+16.8%+14.0%

Worst drop · 1Y−12.4%−11.2%

Volatility · 1Y13.6%13.9%

4–1measures won
USRT first

54.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: USRT, PSR

Today

54.8%most shared, USRT and PSR

USRTPSR

USRT—54.8%

PSR54.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$264most kept, USRT

USRT$272 − $8 = $264

PSR$267 − $35 = $232

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee