Screener
PSR vs RSPR
Invesco Active U.S. Real Estate Fund vs Invesco S&P 500 Equal Weight Real Estate ETF
Key differences
- PSR costs 0.05% less per year.
- PSR follows a active selection strategy; RSPR uses index tracking.
- PSR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PSR | RSPR | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.40% |
| Fund size (AUM) | $52M | $97M |
| Since | 2008 | 2015 |
| Dividend yield | 2.38% | 2.69% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.6% | +10.1% |
| CAGR 3Y | +10.5% | +10.2% |
| CAGR 5Y | +3.7% | +3.8% |
| Sharpe 3Y | 0.47 | 0.45 |
| Volatility 1Y | 13.03% | 14.08% |
| Max drawdown | -42.31% | -41.96% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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