VGSR vs PSR

AVGSR

BPSR

Measures won3–1VGSR wins · of 6 · 5Y

$10,000 · 5Y$10,999PSR

Lowest cost0.35%PSR · $35 on $10k

Most income2.78%VGSR · $278 on $10k

Smallest drop−10.6%VGSR · worst fall in 1Y

Held in common39.0%VGSR and PSR

VGSR

PSR

Vert Global Sustainable Real Estate ETF · $500MInvesco Active U.S. Real Estate ETF · $58M

[…]3 years · per year[…] · $15,160+14.9%

[…]5 years · per year[…] · $10,999+1.9%

0.51%Expense ratio$51 · $35 on $10k · lower wins0.35%

2.78%12-mo yield$278 · $259 on $10k2.59%

−10.6%Worst dropSmaller wins−11.2%

13.1%VolatilityLower wins14.2%

3–1VGSR wins

$10,000 · 5 yearsOne scale

Shared top holdingsVGSR · PSR

5.0%AMT6.9%

5.0%WELL10.6%

4.8%PLD8.5%

4.7%DLR6.2%

Held in common39.0%

End-of-day Nov 4, 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%	2.59%	+3.1%	+18.7%	+18.9%	+14.9%	+1.9%	−11.2%	$58M
2	AVGSR	Vert Global Sustainable Real Estate ETFRead Desk		0.51%	2.78%	+2.7%	+12.0%	+12.6%	new	new	−10.6%	$500M

End-of-day Nov 4, 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%	2.59%	+3.1%	+18.7%	+18.9%	+14.9%	+1.9%	−11.2%	$58M
2	AVGSR	Vert Global Sustainable Real Estate ETFRead Desk		0.51%	2.78%	+2.7%	+12.0%	+12.6%	new	new	−10.6%	$500M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VGSR vs PSR

VGSR

Vert Global Sustainable Real Estate

[…]

PSR

Invesco Active U.S. Real Estate

$10,999

MeasureVGSRPSR

Fee0.51%0.35%

Cost on $10k a year$51$35

Yield2.78%2.59%

5 years, per year[…]+1.9%

3 years, per year[…]+14.9%

Worst drop · 1Y−10.6%−11.2%

Volatility · 1Y13.1%14.2%

3–1measures won
VGSR first

39.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VGSR, PSR

Today

39.0%most shared, VGSR and PSR

VGSRPSR

VGSR—39.0%

PSR39.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$227most kept, VGSR

VGSR$278 − $51 = $227

PSR$259 − $35 = $224

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee