Screener
PSR vs VNQI
Invesco Active U.S. Real Estate Fund vs Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares
Key differences
- VNQI costs 0.23% less per year.
- VNQI is significantly larger than PSR — larger funds tend to be more liquid and less likely to close.
- PSR covers north america markets; VNQI covers global.
- PSR follows a active selection strategy; VNQI uses index tracking.
- Over the last 3 years, PSR has delivered higher annualized returns.
Side-by-side comparison
| PSR | VNQI | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.12% |
| Fund size (AUM) | $52M | $3.9B |
| Since | 2008 | 2011 |
| Dividend yield | 2.38% | 4.56% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.6% | +10.2% |
| CAGR 3Y | +10.5% | +9.0% |
| CAGR 5Y | +3.7% | -0.4% |
| Sharpe 3Y | 0.47 | 0.42 |
| Volatility 1Y | 13.03% | 13.32% |
| Max drawdown | -42.31% | -38.35% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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