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PSR vs IFGL

Invesco Active U.S. Real Estate Fund vs iShares International Developed Real Estate ETF

PSR

Invesco Active U.S. Real Estate Fund

Invesco

Annual cost

0.35%

Fund size

$52M

IFGL

iShares International Developed Real Estate ETF

iShares

Annual cost

0.48%

Fund size

$88M

Key differences

  • PSR costs 0.13% less per year.
  • PSR covers north america markets; IFGL covers global.
  • PSR follows a active selection strategy; IFGL uses index tracking.
  • Over the last 3 years, PSR has delivered higher annualized returns.

Side-by-side comparison

PSRIFGL
Annual cost (TER)0.35%0.48%
Fund size (AUM)$52M$88M
Since20082007
Dividend yield2.38%3.68%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+17.6%+11.4%
CAGR 3Y+10.5%+7.5%
CAGR 5Y+3.7%-1.4%
Sharpe 3Y0.470.32
Volatility 1Y13.03%13.68%
Max drawdown-42.31%-40.38%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PSR and IFGL