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KBWP vs PSR
Invesco KBW Property & Casualty Insurance ETF vs Invesco Active U.S. Real Estate Fund
Key differences
- KBWP is significantly larger than PSR — larger funds tend to be more liquid and less likely to close.
- KBWP follows a index tracking strategy; PSR uses active selection.
- Over the last 3 years, KBWP has delivered higher annualized returns.
Side-by-side comparison
| KBWP | PSR | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.35% |
| Fund size (AUM) | $250M | $52M |
| Since | 2010 | 2008 |
| Dividend yield | 1.95% | 2.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | -1.2% | +17.6% |
| CAGR 3Y | +14.1% | +10.5% |
| CAGR 5Y | +10.7% | +3.7% |
| Sharpe 3Y | 0.65 | 0.47 |
| Volatility 1Y | 16.34% | 13.03% |
| Max drawdown | -39.76% | -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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