PSR vs FCTR
Comparison between INVESCO ACTIVE U.S. REAL ESTATE ETF (PSR, ETF) and FIRST TRUST LUNT U.S. FACTOR ROTATION ETF (FCTR, ETF).
5-Year PerformanceFCTR has outperformed PSR, delivering a return of +3.3% compared to +2.5%
PSR vs FCTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PSR
$57M
FCTR
$57M
Expense Ratio
Winner
PSR
0.35%
FCTR
0.65%
Max Drawdown
PSR
42.96%
Winner
FCTR
38.51%
Sharpe Ratio
Winner
PSR
1.02
FCTR
0.64
5Y Beta
Winner
PSR
0.45
FCTR
1.00
P/E Ratio
Winner
PSR
31.39
FCTR
43.91
Forward P/E
PSR
35.08
Winner
FCTR
16.33
PEG Ratio
PSR
0.40
FCTR
N/A
5Y Dividends CAGR
PSR
-0.40%
Winner
FCTR
0.71%
5Y EPS CAGR
PSR
14.22%
Winner
FCTR
16.51%
Debt to Equity
PSR
43.34%
Winner
FCTR
-29.33%
P/S Ratio
PSR
8.40
Winner
FCTR
1.29
P/B Ratio
PSR
3.25
Winner
FCTR
3.12
PSR vs FCTR - Holdings Comparison
PSR and FCTR have 1 common holdings. Overlap is 0.26%
PSR's top 25 holdings weight is 94.40%. FCTR's top 25 holdings weight is 38.16%.
| Rank | PSR | FCTR |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 9.18% | BLOOM ENERGY CORP CLASS A (BE) - 3.81% |
| #2 | WELLTOWER INC (WELL) - 8.48% | WESTERN DIGITAL CORP (WDC) - 3.08% |
| #3 | AMERICAN TOWER CORP (AMT) - 7.22% | MICRON TECHNOLOGY INC (MU) - 2.80% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 6.10% | CENTENE CORP (CNC) - 2.50% |
| #5 | EQUINIX INC (EQIX) - 4.86% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.29% |
| #6 | TERRENO REALTY CORP (TRNO) - 4.43% | CIENA CORP (CIEN) - 1.81% |
| #7 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 4.13% | AXON ENTERPRISE INC (AXON) - 1.55% |
| #8 | TANGER INC (SKT) - 4.10% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.36% |
| #9 | UDR INC (UDR) - 4.00% | ON SEMICONDUCTOR CORP (ON) - 1.31% |
| #10 | CAMDEN PROPERTY TRUST (CPT) - 3.97% | HUMANA INC (HUM) - 1.30% |
| #11 | W.P. CAREY INC (WPC) - 3.59% | TERADYNE INC (TER) - 1.29% |
| #12 | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 3.39% | LAM RESEARCH CORP (LRCX) - 1.25% |
| #13 | IRON MOUNTAIN INC (IRM) - 3.32% | INTEL CORP (INTC) - 1.20% |
| #14 | BRIXMOR PROPERTY GROUP INC (BRX) - 3.03% | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.19% |
| #15 | EASTGROUP PROPERTIES INC (EGP) - 2.88% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.16% |
| #16 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.84% | APPLIED MATERIALS INC (AMAT) - 1.14% |
| #17 | PUBLIC STORAGE (PSA) - 2.69% | BUNGE GLOBAL SA (BG) - 1.13% |
| #18 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.59% | MODERNA INC (MRNA) - 1.12% |
| #19 | CUBESMART (CUBE) - 2.37% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.08% |
| #20 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.16% | n/a (DELL) - 1.02% |
| #21 | VENTAS INC (VTR) - 2.04% | UNITED AIRLINES HOLDINGS INC (UAL) - 1.00% |
| #22 | SIMON PROPERTY GROUP INC (SPG) - 1.91% | ARCHER-DANIELS-MIDLAND CO (ADM) - 0.98% |
| #23 | VORNADO REALTY TRUST (VNO) - 1.88% | VISTRA CORP (VST) - 0.94% |
| #24 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.63% | MARVELL TECHNOLOGY INC (MRVL) - 0.93% |
| #25 | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 1.61% | OCCIDENTAL PETROLEUM CORP (OXY) - 0.92% |
| Total Holdings | 32 | 163 |
PSR vs FCTR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PSR
+4.30%
FCTR
-2.89%
3M
Winner
PSR
+7.68%
FCTR
+5.59%
6M
Winner
PSR
+16.42%
FCTR
+4.77%
1Y
Winner
PSR
+18.35%
FCTR
+15.70%
5Y(CAGR)
PSR
+2.53%
Winner
FCTR
+3.33%
10Y(CAGR)
PSR
+5.47%
FCTR
N/A
Max(CAGR)
Winner
PSR
+12.46%
FCTR
+9.60%
PSR vs FCTR - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | PSR | FCTR |
|---|---|---|
| 2026 | +19.53% | +9.33% |
| 2025 | +3.54% | +8.47% |
| 2024 | +0.80% | +22.03% |
| 2023 | +8.21% | +1.69% |
| 2022 | -24.78% | -19.19% |
| 2021 | +46.63% | +22.20% |
| 2020 | -4.44% | +29.74% |
| 2019 | +31.92% | +30.46% |
| 2018 | -4.15% | -12.94% |
| 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 FCTR Drawdown Comparison
The maximum drawdown for PSR was -42.28%, occurring on Mar 23, 2020. Recovery took 296 trading sessions.
The maximum drawdown for FCTR was -37.11%, occurring on Oct 27, 2023. Recovery took 815 trading sessions.
The current PSR drawdown is -0.45%. The current FCTR drawdown is -4.17%.
| Rank | PSR | FCTR |
|---|---|---|
| #1 | -42.28% Feb 14, 2020 - Apr 20, 2021 | -37.11% Nov 16, 2021 - Feb 18, 2025 |
| #2 | -37.98% Dec 19, 2008 - Aug 4, 2009 | -35.92% Feb 19, 2020 - Jun 3, 2020 |
| #3 | -34.80% Dec 31, 2021 - Jul 16, 2026 | -22.63% Feb 18, 2025 - Oct 8, 2025 |
| #4 | -21.54% Jul 22, 2011 - Jan 26, 2012 | -19.41% Sep 21, 2018 - Mar 21, 2019 |
| #5 | -18.70% May 21, 2013 - Jun 5, 2014 | -11.17% Oct 31, 2025 - Dec 10, 2025 |
| #6 | -16.92% Jan 27, 2015 - May 6, 2016 | -10.04% Jun 8, 2020 - Aug 17, 2020 |
| #7 | -16.61% Apr 29, 2010 - Sep 3, 2010 | -9.31% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -14.25% Aug 1, 2016 - Nov 6, 2017 | -9.15% Oct 13, 2020 - Nov 17, 2020 |
| #9 | -12.25% Dec 6, 2018 - Jan 31, 2019 | -8.09% Sep 3, 2021 - Nov 12, 2021 |
| #10 | -11.81% Nov 13, 2017 - Jul 6, 2018 | -7.56% Jan 22, 2026 - May 6, 2026 |
| #11 | -11.25% Dec 28, 2009 - Mar 5, 2010 | -7.14% Jun 4, 2026 - Jul 20, 2026 |
| #12 | -10.78% Aug 7, 2009 - Sep 14, 2009 | -6.96% Mar 15, 2021 - Jun 7, 2021 |
| #13 | -9.76% Sep 22, 2009 - Dec 2, 2009 | -6.41% Jan 14, 2021 - Feb 5, 2021 |
| #14 | -9.14% May 1, 2012 - Jul 5, 2012 | -6.15% Jan 17, 2020 - Feb 13, 2020 |
| #15 | -9.03% Aug 20, 2018 - Dec 6, 2018 | -5.47% Jul 15, 2019 - Nov 15, 2019 |
Correlation
Correlation between PSR and FCTR is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2008 - 2026)
PSR vs FCTR dividend yield comparison.
| Year | PSR | FCTR |
|---|---|---|
| 2026 | 1.36% | 0.36% |
| 2025 | 2.56% | 0.30% |
| 2024 | 3.06% | 0.82% |
| 2023 | 2.93% | 1.04% |
| 2022 | 2.94% | 1.38% |
| 2021 | 2.12% | 0.46% |
| 2020 | 3.09% | 0.44% |
| 2019 | 2.55% | 0.98% |
| 2018 | 2.64% | 0.66% |
| 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% |
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