BGLD vs PSR

Comparison between FT VEST GOLD STRATEGY QUARTERLY BUFFER ETF (BGLD, ETF) and INVESCO ACTIVE U.S. REAL ESTATE ETF (PSR, ETF).

5-Year PerformanceBGLD has outperformed PSR, delivering a return of +11.0% compared to +2.7%

BGLD vs PSR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGLD(ETF)	PSR(ETF)
Net Assets	$52M	$52M
Expense Ratio	0.91%	0.35%
Max Drawdown	35.10%	42.96%
Sharpe Ratio	0.72	0.85
5Y Beta	0.17	0.47
P/E Ratio	N/A	31.68
Forward P/E	N/A	36.98
PEG Ratio	N/A	0.34
5Y Dividends CAGR	N/A	-1.88%
5Y EPS CAGR	N/A	12.00%
Debt to Equity	N/A	38.88%
P/S Ratio	N/A	7.95
P/B Ratio	N/A	3.31

Net Assets

BGLD

$52M

Winner

PSR

$52M

Expense Ratio

BGLD

0.91%

Winner

PSR

0.35%

Max Drawdown

Winner

BGLD

35.10%

PSR

42.96%

Sharpe Ratio

BGLD

0.72

Winner

PSR

0.85

5Y Beta

Winner

BGLD

0.17

PSR

0.47

P/E Ratio

BGLD

N/A

PSR

31.68

Forward P/E

BGLD

N/A

PSR

36.98

PEG Ratio

BGLD

N/A

PSR

0.34

5Y Dividends CAGR

BGLD

N/A

PSR

-1.88%

5Y EPS CAGR

BGLD

N/A

PSR

12.00%

Debt to Equity

BGLD

N/A

PSR

38.88%

P/S Ratio

BGLD

N/A

PSR

7.95

P/B Ratio

BGLD

N/A

PSR

3.31

BGLD vs PSR - Historical Returns

Returns include dividend reinvestment.

Period	BGLD	PSR
1 month	-1.34%	+1.86%
3 months	-6.11%	+5.08%
6 months	+0.17%	+14.27%
1 year	+12.42%	+15.29%
5 years(CAGR)	+11.03%	+2.69%
10 years(CAGR)	N/A	+5.90%
Max(CAGR)	+10.19%	+12.29%

BGLD

-1.34%

Winner

PSR

+1.86%

BGLD

-6.11%

Winner

PSR

+5.08%

BGLD

+0.17%

Winner

PSR

+14.27%

BGLD

+12.42%

Winner

PSR

+15.29%

5Y(CAGR)

Winner

BGLD

+11.03%

PSR

+2.69%

10Y(CAGR)

BGLD

N/A

PSR

+5.90%

Max(CAGR)

BGLD

+10.19%

Winner

PSR

+12.29%

BGLD vs PSR - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	BGLD	PSR
2026	-1.86%	+14.67%
2025	+32.78%	+3.54%
2024	+21.90%	+0.80%
2023	+12.43%	+8.21%
2022	-1.59%	-24.78%
2021	-5.57%	+46.63%
2020	N/A	-4.44%
2019	N/A	+31.92%
2018	N/A	-4.15%
2017	N/A	+9.52%
2016	N/A	+6.23%
2015	N/A	+1.24%
2014	N/A	+33.32%
2013	N/A	-0.12%
2012	N/A	+14.39%
2011	N/A	+9.35%
2010	N/A	+27.90%
2009	N/A	+29.27%
2008	N/A	+44.81%

BGLD vs PSR Drawdown Comparison

The maximum drawdown for BGLD was -16.19%, occurring on Nov 3, 2022. Recovery took 608 trading sessions.

The maximum drawdown for PSR was -42.28%, occurring on Mar 23, 2020. Recovery took 296 trading sessions.

The current BGLD drawdown is -8.70%. The current PSR drawdown is -3.26%.

Rank	BGLD	PSR
#1	-16.19% May 28, 2021 - Oct 27, 2023	-42.28% Feb 14, 2020 - Apr 20, 2021
#2	-11.11% Mar 2, 2026 - Mar 26, 2026	-37.98% Dec 19, 2008 - Aug 4, 2009
#3	-6.59% Jan 21, 2021 - May 14, 2021	-34.80% Dec 31, 2021 - Oct 25, 2023
#4	-5.19% Oct 30, 2024 - Nov 22, 2024	-21.54% Jul 22, 2011 - Jan 26, 2012
#5	-3.78% Jul 22, 2025 - Aug 28, 2025	-18.70% May 21, 2013 - Jun 5, 2014
#6	-3.74% Dec 27, 2023 - Mar 4, 2024	-16.92% Jan 27, 2015 - May 6, 2016
#7	-3.43% Apr 2, 2025 - Apr 10, 2025	-16.61% Apr 29, 2010 - Sep 3, 2010
#8	-3.39% Dec 11, 2024 - Jan 15, 2025	-14.25% Aug 1, 2016 - Nov 6, 2017
#9	-3.21% Oct 30, 2023 - Nov 21, 2023	-12.25% Dec 6, 2018 - Jan 31, 2019
#10	-3.20% Jul 16, 2024 - Aug 12, 2024	-11.81% Nov 13, 2017 - Jul 6, 2018
#11	-3.14% Dec 1, 2023 - Dec 26, 2023	-11.25% Dec 28, 2009 - Mar 5, 2010
#12	-3.11% Jun 13, 2025 - Jul 22, 2025	-10.78% Aug 7, 2009 - Sep 14, 2009
#13	-2.83% Jun 6, 2024 - Jul 5, 2024	-9.76% Sep 22, 2009 - Dec 2, 2009
#14	-2.69% Dec 26, 2025 - Jan 12, 2026	-9.14% May 1, 2012 - Jul 5, 2012
#15	-2.56% Nov 22, 2024 - Dec 11, 2024	-9.03% Aug 20, 2018 - Dec 6, 2018

Correlation

Correlation between BGLD and PSR is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2008 - 2026)

BGLD vs PSR dividend yield comparison.

Year	BGLD	PSR
2026	0.00%	0.65%
2025	44.32%	2.56%
2024	25.04%	3.06%
2023	10.49%	2.93%
2022	0.40%	2.94%
2021	0.00%	2.12%
2020	0.00%	3.09%
2019	0.00%	2.55%
2018	0.00%	2.64%
2017	0.00%	0.14%
2016	0.00%	3.60%
2015	0.00%	3.20%
2014	0.00%	1.24%
2013	0.00%	1.56%
2012	0.00%	1.99%
2011	0.00%	0.84%
2010	0.00%	2.11%
2009	0.00%	1.70%
2008	0.00%	1.21%