XLRE vs PSR

AXLRE

BPSR

Measures won5–1XLRE wins · of 6 · 5Y

$10,000 · 5Y$10,850XLRE · PSR $10,702

Lowest cost0.08%XLRE · $8 on $10k

Most income3.26%XLRE · $326 on $10k

Smallest drop−11.1%XLRE · worst fall in 1Y

Held in common56.6%XLRE and PSR

XLRE

PSR

State Street Real Estate Select Sector SPDR ETF · $8.6BInvesco Active U.S. Real Estate ETF · $60M

+14.1%3 years · per year$14,836 · $14,710+13.7%

+1.6%5 years · per year$10,850 · $10,702+1.4%

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

3.26%12-mo yield$326 · $262 on $10k2.62%

−11.1%Worst dropSmaller wins−11.2%

14.6%VolatilityLower wins14.3%

5–1XLRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLRE · PSR

11.5%WELL10.6%

8.0%PLD8.4%

6.7%EQIX7.6%

5.8%AMT7.0%

Held in common56.6%

End-of-day Nov 5, 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	AXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.26%	−1.8%	+12.4%	+12.0%	+14.1%	+1.6%	−11.1%	$8.6B
2	BPSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.62%	−1.3%	+17.1%	+16.8%	+13.7%	+1.4%	−11.2%	$60M

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

Both

5Y2 funds

#			Trend
1	AXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.26%	−1.8%	+12.4%	+12.0%	+14.1%	+1.6%	−11.1%	$8.6B
2	BPSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.62%	−1.3%	+17.1%	+16.8%	+13.7%	+1.4%	−11.2%	$60M

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

Cards for this view

XLRE vs PSR

XLRE

Real Estate Select Sector SPDR

$10,850

PSR

Invesco Active U.S. Real Estate

$10,702

MeasureXLREPSR

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield3.26%2.62%

5 years, per year+1.6%+1.4%

3 years, per year+14.1%+13.7%

Worst drop · 1Y−11.1%−11.2%

Volatility · 1Y14.6%14.3%

5–1measures won
XLRE first

56.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XLRE, PSR

Today

56.6%most shared, XLRE and PSR

XLREPSR

XLRE—56.6%

PSR56.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$318most kept, XLRE

XLRE$326 − $8 = $318

PSR$262 − $35 = $227

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee