Screener
IYR vs PSR
iShares U.S. Real Estate ETF vs Invesco Active U.S. Real Estate Fund
Key differences
- IYR is significantly larger than PSR — larger funds tend to be more liquid and less likely to close.
- IYR follows a index tracking strategy; PSR uses active selection.
- IYR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IYR | PSR | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.35% |
| Fund size (AUM) | $4.1B | $52M |
| Since | 2000 | 2008 |
| Dividend yield | 2.19% | 2.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +14.1% | +17.6% |
| CAGR 3Y | +10.4% | +10.5% |
| CAGR 5Y | +3.7% | +3.7% |
| Sharpe 3Y | 0.46 | 0.47 |
| Volatility 1Y | 13.14% | 13.03% |
| Max drawdown | -42.32% | -42.31% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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