XHB vs PSR

AXHB

BPSR

Measures won2–3PSR wins · of 6 · 5Y

$10,000 · 5Y$14,699XHB · PSR $10,999

Lowest cost0.35%XHB · $35 on $10k

Most income2.59%PSR · $259 on $10k

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

Held in common0.0%XHB and PSR

XHB

PSR

State Street SPDR S&P Homebuilders ETF · $1.5BInvesco Active U.S. Real Estate ETF · $58M

+15.9%3 years · per year$15,583 · $15,160+14.9%

+8.0%5 years · per year$14,699 · $10,999+1.9%

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

1.02%12-mo yield$102 · $259 on $10k2.59%

−22.8%Worst dropSmaller wins−11.2%

28.8%VolatilityLower wins14.2%

2–3PSR wins

$10,000 · 5 yearsOne scale

Shared top holdingsXHB · PSR

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AXHB	State Street SPDR S&P Homebuilders ETFRead Desk		0.35%	1.02%	+5.4%	+5.4%	+5.1%	+15.9%	+8.0%	−22.8%	$1.5B
2	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

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	AXHB	State Street SPDR S&P Homebuilders ETFRead Desk		0.35%	1.02%	+5.4%	+5.4%	+5.1%	+15.9%	+8.0%	−22.8%	$1.5B
2	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

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

XHB vs PSR

XHB

SPDR S&P Homebuilders

$14,699

PSR

Invesco Active U.S. Real Estate

$10,999

MeasureXHBPSR

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield1.02%2.59%

5 years, per year+8.0%+1.9%

3 years, per year+15.9%+14.9%

Worst drop · 1Y−22.8%−11.2%

Volatility · 1Y28.8%14.2%

3–2measures won
PSR first

0.0%

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: XHB, PSR

Today

0.0%most shared, XHB and PSR

XHBPSR

XHB—0.0%

PSR0.0%—

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

XHB$102 − $35 = $67

KeptFee

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