Screener
PSR vs KAUG
Invesco Active U.S. Real Estate Fund vs Innovator U.S. Small Cap Power Buffer ETF - August
Key differences
- PSR costs 0.44% less per year.
- PSR is classified as equity, while KAUG is alternative — different risk/return profiles.
- PSR follows a active selection strategy; KAUG uses structured outcome.
- PSR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PSR | KAUG | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.79% |
| Fund size (AUM) | $52M | $80M |
| Since | 2008 | 2024 |
| Dividend yield | 2.38% | 0.00% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | structured outcome |
| CAGR 1Y | +17.6% | +17.0% |
| CAGR 3Y | +10.5% | N/A |
| CAGR 5Y | +3.7% | N/A |
| Sharpe 3Y | 0.47 | N/A |
| Volatility 1Y | 13.03% | 8.09% |
| Max drawdown | -42.31% | -15.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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