Screener
PSR vs USRT
Invesco Active U.S. Real Estate Fund vs iShares Core U.S. REIT ETF
Key differences
- USRT costs 0.27% less per year.
- USRT is significantly larger than PSR — larger funds tend to be more liquid and less likely to close.
- PSR follows a active selection strategy; USRT uses index tracking.
- Over the last 3 years, USRT has delivered higher annualized returns.
Side-by-side comparison
| PSR | USRT | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.08% |
| Fund size (AUM) | $52M | $3.8B |
| Since | 2008 | 2007 |
| Dividend yield | 2.38% | 2.65% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +16.8% | +21.7% |
| CAGR 3Y | +10.1% | +13.5% |
| CAGR 5Y | +3.6% | +6.5% |
| Sharpe 3Y | 0.45 | 0.62 |
| Volatility 1Y | 13.02% | 13.24% |
| Max drawdown | -42.31% | -44.38% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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