PSR vs BGLD

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

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

PSR vs BGLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

PSR

$52M

BGLD

$52M

Expense Ratio

Winner

PSR

0.35%

BGLD

0.91%

Max Drawdown

PSR

42.96%

Winner

BGLD

35.10%

Sharpe Ratio

Winner

PSR

0.85

BGLD

0.72

5Y Beta

PSR

0.47

Winner

BGLD

0.17

P/E Ratio

PSR

31.68

BGLD

N/A

Forward P/E

PSR

36.98

BGLD

N/A

PEG Ratio

PSR

0.34

BGLD

N/A

5Y Dividends CAGR

PSR

-1.88%

BGLD

N/A

5Y EPS CAGR

PSR

12.00%

BGLD

N/A

Debt to Equity

PSR

38.88%

BGLD

N/A

P/S Ratio

PSR

7.95

BGLD

N/A

P/B Ratio

PSR

3.31

BGLD

N/A

PSR vs BGLD - Historical Returns

Returns include dividend reinvestment.

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

Winner

PSR

+1.86%

BGLD

-1.34%

Winner

PSR

+5.08%

BGLD

-6.11%

Winner

PSR

+14.27%

BGLD

+0.17%

Winner

PSR

+15.29%

BGLD

+12.42%

5Y(CAGR)

PSR

+2.69%

Winner

BGLD

+11.03%

10Y(CAGR)

PSR

+5.90%

BGLD

N/A

Max(CAGR)

Winner

PSR

+12.29%

BGLD

+10.19%

PSR vs BGLD - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

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

PSR vs BGLD Drawdown Comparison

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

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

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

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

Correlation

Correlation between PSR and BGLD 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)

PSR vs BGLD dividend yield comparison.

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