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PSR vs KBWY
Invesco Active U.S. Real Estate Fund vs Invesco KBW Premium Yield Equity REIT ETF
Key differences
- KBWY is significantly larger than PSR — larger funds tend to be more liquid and less likely to close.
- PSR follows a active selection strategy; KBWY uses index tracking.
- Over the last 3 years, KBWY has delivered higher annualized returns.
Side-by-side comparison
| PSR | KBWY | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.35% |
| Fund size (AUM) | $52M | $276M |
| Since | 2008 | 2010 |
| Dividend yield | 2.38% | 9.02% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.6% | +27.4% |
| CAGR 3Y | +10.5% | +11.7% |
| CAGR 5Y | +3.7% | +3.1% |
| Sharpe 3Y | 0.47 | 0.46 |
| Volatility 1Y | 13.03% | 16.58% |
| Max drawdown | -42.31% | -57.68% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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