WTRE vs PSR

AWTRE

BPSR

Measures won2–4PSR wins · of 6 · 5Y

$10,000 · 5Y$10,999PSR · WTRE $9,608

Lowest cost0.35%PSR · $35 on $10k

Most income2.64%WTRE · $264 on $10k

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

Held in common28.7%WTRE and PSR

WTRE

PSR

WisdomTree New Economy Real Estate Fund · $14MInvesco Active U.S. Real Estate ETF · $58M

+16.6%3 years · per year$15,870 · $15,160+14.9%

−0.8%5 years · per year$9,608 · $10,999+1.9%

0.58%Expense ratio$58 · $35 on $10k · lower wins0.35%

2.64%12-mo yield$264 · $259 on $10k2.59%

−20.6%Worst dropSmaller wins−11.2%

21.3%VolatilityLower wins14.2%

2–4PSR wins

$10,000 · 5 yearsOne scale

Shared top holdingsWTRE · PSR

5.9%AMT6.9%

5.4%EQIX7.5%

5.3%DLR6.2%

5.2%PLD8.5%

Held in common28.7%

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	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.64%	+1.6%	+4.8%	−2.8%	+16.6%	−0.8%	−20.6%	$14M

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	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.64%	+1.6%	+4.8%	−2.8%	+16.6%	−0.8%	−20.6%	$14M

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

WTRE vs PSR

WTRE

WisdomTree New Economy Real Estate Fund

$9,608

PSR

Invesco Active U.S. Real Estate

$10,999

MeasureWTREPSR

Fee0.58%0.35%

Cost on $10k a year$58$35

Yield2.64%2.59%

5 years, per year−0.8%+1.9%

3 years, per year+16.6%+14.9%

Worst drop · 1Y−20.6%−11.2%

Volatility · 1Y21.3%14.2%

4–1measures won
PSR first

28.7%

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: WTRE, PSR

Today

28.7%most shared, WTRE and PSR

WTREPSR

WTRE—28.7%

PSR28.7%—

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

Income After Fees on $10,000

$224most kept, PSR

PSR$259 − $35 = $224

WTRE$264 − $58 = $206

KeptFee

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