PSR vs PBQQ
Comparison between INVESCO ACTIVE U.S. REAL ESTATE ETF (PSR, ETF) and PGIM LADDERED NASDAQ-100 BUFFER 12 ETF (PBQQ, ETF).
PSR vs PBQQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PSR
$57M
PBQQ
$57M
Expense Ratio
Winner
PSR
0.35%
PBQQ
0.50%
Max Drawdown
PSR
42.96%
Winner
PBQQ
12.92%
Sharpe Ratio
PSR
0.92
Winner
PBQQ
1.98
5Y Beta
Winner
PSR
0.47
PBQQ
0.64
P/E Ratio
PSR
32.18
PBQQ
N/A
Forward P/E
PSR
34.86
PBQQ
N/A
PEG Ratio
PSR
0.35
PBQQ
N/A
5Y Dividends CAGR
PSR
-1.88%
PBQQ
N/A
5Y EPS CAGR
PSR
12.04%
PBQQ
N/A
Debt to Equity
PSR
38.39%
PBQQ
N/A
P/S Ratio
PSR
8.12
PBQQ
N/A
P/B Ratio
PSR
3.37
PBQQ
N/A
PSR vs PBQQ - Holdings Comparison
PSR and PBQQ have 0 common holdings. Overlap is 0.00%
PSR's top 25 holdings weight is 95.86%. PBQQ's top 25 holdings weight is 99.94%.
| Rank | PSR | PBQQ |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 9.60% | PGIM NASDAQ-100 BUFFER 12 ETF JULY (PQJL) - 25.28% |
| #2 | AMERICAN TOWER CORP (AMT) - 8.33% | PGIM NASDAQ-100 BUFFER 12 ETF APRIL (PQAP) - 24.91% |
| #3 | WELLTOWER INC (WELL) - 7.44% | PGIM NASDAQ-100 BUFFER 12 ETF OCTOBER (PQOC) - 24.91% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 6.78% | PGIM NASDAQ-100 BUFFER 12 ETF JANUARY (PQJA) - 24.84% |
| #5 | EQUINIX INC (EQIX) - 5.85% | N/A |
| #6 | CUBESMART (CUBE) - 3.93% | N/A |
| #7 | TANGER INC (SKT) - 3.92% | N/A |
| #8 | W.P. CAREY INC (WPC) - 3.87% | N/A |
| #9 | IRON MOUNTAIN INC (IRM) - 3.76% | N/A |
| #10 | CAMDEN PROPERTY TRUST (CPT) - 3.71% | N/A |
| #11 | UDR INC (UDR) - 3.71% | N/A |
| #12 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 3.58% | N/A |
| #13 | VORNADO REALTY TRUST (VNO) - 3.34% | N/A |
| #14 | BRIXMOR PROPERTY GROUP INC (BRX) - 3.20% | N/A |
| #15 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 3.13% | N/A |
| #16 | AVALONBAY COMMUNITIES INC (AVB) - 3.10% | N/A |
| #17 | EASTGROUP PROPERTIES INC (EGP) - 2.77% | N/A |
| #18 | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 2.76% | N/A |
| #19 | PUBLIC STORAGE (PSA) - 2.55% | N/A |
| #20 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.08% | N/A |
| #21 | VENTAS INC (VTR) - 1.87% | N/A |
| #22 | SIMON PROPERTY GROUP INC (SPG) - 1.82% | N/A |
| #23 | CROWN CASTLE INC (CCI) - 1.63% | N/A |
| #24 | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 1.59% | N/A |
| #25 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.54% | N/A |
| Total Holdings | 32 | 4 |
PSR vs PBQQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PSR
+4.69%
PBQQ
+1.27%
3M
PSR
+8.11%
Winner
PBQQ
+9.41%
6M
Winner
PSR
+15.49%
PBQQ
+10.14%
1Y
PSR
+16.23%
Winner
PBQQ
+20.25%
5Y(CAGR)
PSR
+2.44%
PBQQ
N/A
10Y(CAGR)
PSR
+5.93%
PBQQ
N/A
Max(CAGR)
PSR
+12.35%
Winner
PBQQ
+17.37%
PSR vs PBQQ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | PSR | PBQQ |
|---|---|---|
| 2026 | +16.04% | +9.33% |
| 2025 | +3.54% | +15.44% |
| 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 PBQQ Drawdown Comparison
The maximum drawdown for PSR was -42.28%, occurring on Mar 23, 2020. Recovery took 296 trading sessions.
The maximum drawdown for PBQQ was -12.92%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.
The current PSR drawdown is -2.11%. The current PBQQ drawdown is -0.08%.
| Rank | PSR | PBQQ |
|---|---|---|
| #1 | -42.28% Feb 14, 2020 - Apr 20, 2021 | -12.92% Feb 19, 2025 - May 16, 2025 |
| #2 | -37.98% Dec 19, 2008 - Aug 4, 2009 | -4.71% Jan 27, 2026 - Apr 9, 2026 |
| #3 | -34.80% Dec 31, 2021 - Oct 25, 2023 | -2.79% Oct 29, 2025 - Dec 2, 2025 |
| #4 | -21.54% Jul 22, 2011 - Jan 26, 2012 | -1.92% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -18.70% May 21, 2013 - Jun 5, 2014 | -1.48% Oct 8, 2025 - Oct 20, 2025 |
| #6 | -16.92% Jan 27, 2015 - May 6, 2016 | -1.38% Jan 23, 2025 - Feb 6, 2025 |
| #7 | -16.61% Apr 29, 2010 - Sep 3, 2010 | -1.37% Jan 6, 2025 - Jan 17, 2025 |
| #8 | -14.25% Aug 1, 2016 - Nov 6, 2017 | -1.26% Dec 10, 2025 - Dec 22, 2025 |
| #9 | -12.25% Dec 6, 2018 - Jan 31, 2019 | -1.22% Aug 13, 2025 - Aug 28, 2025 |
| #10 | -11.81% Nov 13, 2017 - Jul 6, 2018 | -1.21% May 19, 2025 - May 27, 2025 |
| #11 | -11.25% Dec 28, 2009 - Mar 5, 2010 | -1.11% Jan 9, 2026 - Jan 26, 2026 |
| #12 | -10.78% Aug 7, 2009 - Sep 14, 2009 | -1.09% Jul 30, 2025 - Aug 6, 2025 |
| #13 | -9.76% Sep 22, 2009 - Dec 2, 2009 | -0.93% Aug 28, 2025 - Sep 5, 2025 |
| #14 | -9.14% May 1, 2012 - Jul 5, 2012 | -0.80% Jun 10, 2025 - Jun 16, 2025 |
| #15 | -9.03% Aug 20, 2018 - Dec 6, 2018 | -0.77% Jun 16, 2025 - Jun 24, 2025 |
Correlation
Correlation between PSR and PBQQ is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2008 - 2026)
PSR vs PBQQ dividend yield comparison.
| Year | PSR | PBQQ |
|---|---|---|
| 2026 | 0.64% | 0.00% |
| 2025 | 2.56% | 0.01% |
| 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% |
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