PSR vs HTAX
Comparison between INVESCO ACTIVE U.S. REAL ESTATE ETF (PSR, ETF) and MACQUARIE NATIONAL HIGH-YIELD MUNICIPAL BOND ETF (HTAX, ETF).
PSR vs HTAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSR
$57M
Winner
HTAX
$57M
Expense Ratio
Winner
PSR
0.35%
HTAX
0.49%
Max Drawdown
PSR
42.96%
Winner
HTAX
7.34%
Sharpe Ratio
PSR
0.92
Winner
HTAX
1.00
5Y Beta
PSR
0.47
Winner
HTAX
0.02
P/E Ratio
PSR
32.18
HTAX
N/A
Forward P/E
PSR
34.86
HTAX
N/A
PEG Ratio
PSR
0.35
HTAX
N/A
5Y Dividends CAGR
PSR
-1.88%
HTAX
N/A
5Y EPS CAGR
PSR
12.04%
HTAX
N/A
Debt to Equity
PSR
38.39%
HTAX
N/A
P/S Ratio
PSR
8.12
HTAX
N/A
P/B Ratio
PSR
3.37
HTAX
N/A
PSR vs HTAX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PSR
+2.48%
HTAX
+1.18%
3M
Winner
PSR
+9.73%
HTAX
+2.54%
6M
Winner
PSR
+16.78%
HTAX
+3.61%
1Y
Winner
PSR
+15.86%
HTAX
+8.06%
5Y(CAGR)
PSR
+2.46%
HTAX
N/A
10Y(CAGR)
PSR
+6.02%
HTAX
N/A
Max(CAGR)
Winner
PSR
+12.39%
HTAX
+3.90%
PSR vs HTAX - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | PSR | HTAX |
|---|---|---|
| 2026 | +16.63% | +3.46% |
| 2025 | +3.54% | +1.44% |
| 2024 | +0.80% | N/A |
| 2023 | +8.21% | N/A |
| 2022 | -24.78% | N/A |
| 2021 | +46.63% | N/A |
| 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 HTAX Drawdown Comparison
The maximum drawdown for PSR was -42.28%, occurring on Mar 23, 2020. Recovery took 296 trading sessions.
The maximum drawdown for HTAX was -6.10%, occurring on Jul 18, 2025. Recovery took 132 trading sessions.
The current PSR drawdown is -1.61%. The current HTAX drawdown is -0.30%.
| Rank | PSR | HTAX |
|---|---|---|
| #1 | -42.28% Feb 14, 2020 - Apr 20, 2021 | -6.10% Mar 10, 2025 - Sep 17, 2025 |
| #2 | -37.98% Dec 19, 2008 - Aug 4, 2009 | -3.06% Feb 27, 2026 - Apr 24, 2026 |
| #3 | -34.80% Dec 31, 2021 - Oct 25, 2023 | -1.69% May 8, 2026 - May 27, 2026 |
| #4 | -21.54% Jul 22, 2011 - Jan 26, 2012 | -0.92% Jan 14, 2026 - Feb 2, 2026 |
| #5 | -18.70% May 21, 2013 - Jun 5, 2014 | -0.86% Nov 26, 2025 - Jan 7, 2026 |
| #6 | -16.92% Jan 27, 2015 - May 6, 2016 | -0.82% Nov 11, 2025 - Nov 26, 2025 |
| #7 | -16.61% Apr 29, 2010 - Sep 3, 2010 | -0.66% Oct 1, 2025 - Oct 13, 2025 |
| #8 | -14.25% Aug 1, 2016 - Nov 6, 2017 | -0.61% Oct 27, 2025 - Nov 11, 2025 |
| #9 | -12.25% Dec 6, 2018 - Jan 31, 2019 | -0.60% Sep 17, 2025 - Oct 1, 2025 |
| #10 | -11.81% Nov 13, 2017 - Jul 6, 2018 | -0.49% Jun 4, 2026 - Jun 10, 2026 |
| #11 | -11.25% Dec 28, 2009 - Mar 5, 2010 | -0.43% Apr 24, 2026 - May 6, 2026 |
| #12 | -10.78% Aug 7, 2009 - Sep 14, 2009 | -0.36% Feb 19, 2026 - Feb 24, 2026 |
| #13 | -9.76% Sep 22, 2009 - Dec 2, 2009 | -0.26% Jan 7, 2026 - Jan 14, 2026 |
| #14 | -9.14% May 1, 2012 - Jul 5, 2012 | -0.19% Feb 5, 2026 - Feb 10, 2026 |
| #15 | -9.03% Aug 20, 2018 - Dec 6, 2018 | -0.14% Oct 22, 2025 - Oct 27, 2025 |
Correlation
Correlation between PSR and HTAX is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2008 - 2026)
PSR vs HTAX dividend yield comparison.
| Year | PSR | HTAX |
|---|---|---|
| 2026 | 0.64% | 1.83% |
| 2025 | 2.56% | 3.67% |
| 2024 | 3.06% | 0.00% |
| 2023 | 2.93% | 0.00% |
| 2022 | 2.94% | 0.00% |
| 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% |
Select Stocks to Compare
Popular: PSR vs SPYHTAX vs SPY
More Comparisons
Compare with similar stocks