PSR vs LQDB

Comparison between INVESCO ACTIVE U.S. REAL ESTATE ETF (PSR, ETF) and ISHARES BBB RATED CORPORATE BOND ETF (LQDB, ETF).

5-Year PerformancePSR has outperformed LQDB, delivering a return of +2.7% compared to +0.8%

PSR vs LQDB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSR(ETF)	LQDB(ETF)
Net Assets	$52M	$52M
Expense Ratio	0.35%	0.15%
Max Drawdown	42.96%	24.24%
Sharpe Ratio	0.85	0.34
5Y Beta	0.47	0.11
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

LQDB

$52M

Expense Ratio

PSR

0.35%

Winner

LQDB

0.15%

Max Drawdown

PSR

42.96%

Winner

LQDB

24.24%

Sharpe Ratio

Winner

PSR

0.85

LQDB

0.34

5Y Beta

PSR

0.47

Winner

LQDB

0.11

P/E Ratio

PSR

31.68

LQDB

N/A

Forward P/E

PSR

36.98

LQDB

N/A

PEG Ratio

PSR

0.34

LQDB

N/A

5Y Dividends CAGR

PSR

-1.88%

LQDB

N/A

5Y EPS CAGR

PSR

12.00%

LQDB

N/A

Debt to Equity

PSR

38.88%

LQDB

N/A

P/S Ratio

PSR

7.95

LQDB

N/A

P/B Ratio

PSR

3.31

LQDB

N/A

PSR vs LQDB - Historical Returns

Returns include dividend reinvestment.

Period	PSR	LQDB
1 month	+1.86%	+0.01%
3 months	+5.08%	-0.65%
6 months	+14.27%	+0.50%
1 year	+15.29%	+5.28%
5 years(CAGR)	+2.69%	+0.77%
10 years(CAGR)	+5.90%	N/A
Max(CAGR)	+12.29%	+0.92%

Winner

PSR

+1.86%

LQDB

+0.01%

Winner

PSR

+5.08%

LQDB

-0.65%

Winner

PSR

+14.27%

LQDB

+0.50%

Winner

PSR

+15.29%

LQDB

+5.28%

5Y(CAGR)

Winner

PSR

+2.69%

LQDB

+0.77%

10Y(CAGR)

PSR

+5.90%

LQDB

N/A

Max(CAGR)

Winner

PSR

+12.29%

LQDB

+0.92%

PSR vs LQDB - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	PSR	LQDB
2026	+14.67%	+0.45%
2025	+3.54%	+7.34%
2024	+0.80%	+2.98%
2023	+8.21%	+8.99%
2022	-24.78%	-14.84%
2021	+46.63%	+2.35%
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 LQDB Drawdown Comparison

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

The maximum drawdown for LQDB was -21.64%, occurring on Oct 20, 2022. Recovery took 998 trading sessions.

The current PSR drawdown is -3.26%. The current LQDB drawdown is -1.15%.

Rank	PSR	LQDB
#1	-42.28% Feb 14, 2020 - Apr 20, 2021	-21.64% Sep 22, 2021 - Sep 15, 2025
#2	-37.98% Dec 19, 2008 - Aug 4, 2009	-2.67% Feb 19, 2026 - Mar 27, 2026
#3	-34.80% Dec 31, 2021 - Oct 25, 2023	-1.56% Aug 3, 2021 - Sep 22, 2021
#4	-21.54% Jul 22, 2011 - Jan 26, 2012	-1.51% Oct 27, 2025 - Feb 6, 2026
#5	-18.70% May 21, 2013 - Jun 5, 2014	-0.86% Sep 16, 2025 - Oct 14, 2025
#6	-16.92% Jan 27, 2015 - May 6, 2016	-0.72% Jul 8, 2021 - Jul 19, 2021
#7	-16.61% Apr 29, 2010 - Sep 3, 2010	-0.55% Jun 18, 2021 - Jun 30, 2021
#8	-14.25% Aug 1, 2016 - Nov 6, 2017	-0.45% Jun 11, 2021 - Jun 18, 2021
#9	-12.25% Dec 6, 2018 - Jan 31, 2019	-0.43% May 25, 2021 - Jun 4, 2021
#10	-11.81% Nov 13, 2017 - Jul 6, 2018	-0.39% Jul 19, 2021 - Jul 27, 2021
#11	-11.25% Dec 28, 2009 - Mar 5, 2010	-0.16% Jul 28, 2021 - Aug 2, 2021
#12	-10.78% Aug 7, 2009 - Sep 14, 2009	-0.12% Jun 30, 2021 - Jul 2, 2021
#13	-9.76% Sep 22, 2009 - Dec 2, 2009	-0.12% Oct 16, 2025 - Oct 20, 2025
#14	-9.14% May 1, 2012 - Jul 5, 2012	-0.11% Feb 6, 2026 - Feb 12, 2026
#15	-9.03% Aug 20, 2018 - Dec 6, 2018	-0.10% Feb 17, 2026 - Feb 19, 2026

Correlation

Correlation between PSR and LQDB is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2008 - 2026)

PSR vs LQDB dividend yield comparison.

Year	PSR	LQDB
2026	0.65%	1.97%
2025	2.56%	4.65%
2024	3.06%	4.46%
2023	2.93%	3.90%
2022	2.94%	4.14%
2021	2.12%	1.32%
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%