PSR vs ROSC
Comparison between INVESCO ACTIVE U.S. REAL ESTATE ETF (PSR, ETF) and HARTFORD MULTIFACTOR SMALL CAP ETF (ROSC, ETF).
5-Year PerformanceROSC has outperformed PSR, delivering a return of +9.5% compared to +2.5%
PSR vs ROSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PSR
$57M
ROSC
$57M
Expense Ratio
PSR
0.35%
Winner
ROSC
0.34%
Max Drawdown
Winner
PSR
42.96%
ROSC
46.32%
Sharpe Ratio
PSR
0.73
Winner
ROSC
1.83
5Y Beta
Winner
PSR
0.47
ROSC
0.83
P/E Ratio
PSR
30.88
Winner
ROSC
18.42
Forward P/E
PSR
34.26
Winner
ROSC
13.26
PEG Ratio
PSR
0.26
ROSC
N/A
5Y Dividends CAGR
PSR
-1.88%
Winner
ROSC
11.83%
5Y EPS CAGR
Winner
PSR
11.98%
ROSC
9.82%
Debt to Equity
Winner
PSR
42.95%
ROSC
51.52%
PSR vs ROSC - Holdings Comparison
PSR and ROSC have 2 common holdings. Overlap is 0.29%
PSR's top 25 holdings weight is 96.01%. ROSC's top 25 holdings weight is 22.03%.
| Rank | PSR | ROSC |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 9.61% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 1.47% |
| #2 | AMERICAN TOWER CORP (AMT) - 8.33% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.24% |
| #3 | WELLTOWER INC (WELL) - 7.77% | CATALYST PHARMACEUTICALS INC (CPRX) - 1.18% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 6.32% | ORGANON & CO ORDINARY SHARES (OGN) - 1.11% |
| #5 | EQUINIX INC (EQIX) - 5.47% | NATIONAL HEALTHCARE CORP (NHC) - 1.10% |
| #6 | TANGER INC (SKT) - 4.16% | n/a (INDV) - 1.09% |
| #7 | CUBESMART (CUBE) - 4.01% | n/a (HRMY) - 1.08% |
| #8 | CAMDEN PROPERTY TRUST (CPT) - 3.88% | PEDIATRIX MEDICAL GROUP INC (MD) - 1.05% |
| #9 | W.P. CAREY INC (WPC) - 3.84% | FREQUENCY ELECTRONICS INC (FEIM) - 1.05% |
| #10 | UDR INC (UDR) - 3.82% | DILLARD'S INC CLASS A (DDS) - 0.91% |
| #11 | VORNADO REALTY TRUST (VNO) - 3.61% | PERDOCEO EDUCATION CORP (PRDO) - 0.89% |
| #12 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 3.54% | A10 NETWORKS INC (ATEN) - 0.84% |
| #13 | IRON MOUNTAIN INC (IRM) - 3.49% | BENCHMARK ELECTRONICS INC (BHE) - 0.83% |
| #14 | BRIXMOR PROPERTY GROUP INC (BRX) - 3.27% | TERADATA CORP (TDC) - 0.83% |
| #15 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 3.15% | UNITED FIRE GROUP INC (UFCS) - 0.83% |
| #16 | AVALONBAY COMMUNITIES INC (AVB) - 3.05% | HAEMONETICS CORP (HAE) - 0.82% |
| #17 | EASTGROUP PROPERTIES INC (EGP) - 2.75% | WEIS MARKETS INC (WMK) - 0.81% |
| #18 | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 2.69% | RUSH ENTERPRISES INC CLASS A (RUSHA) - 0.78% |
| #19 | PUBLIC STORAGE (PSA) - 2.67% | TACTILE SYSTEMS TECHNOLOGY INC (TCMD) - 0.78% |
| #20 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.08% | MERCURY GENERAL CORP (MCY) - 0.77% |
| #21 | VENTAS INC (VTR) - 1.90% | INTERNATIONAL SEAWAYS INC (INSW) - 0.53% |
| #22 | SIMON PROPERTY GROUP INC (SPG) - 1.83% | ACADIA PHARMACEUTICALS INC (ACAD) - 0.52% |
| #23 | CROWN CASTLE INC (CCI) - 1.64% | LA-Z-BOY INC (LZB) - 0.51% |
| #24 | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 1.60% | LAUREATE EDUCATION INC SHS (LAUR) - 0.51% |
| #25 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.53% | RAYONIER INC (RYN) - 0.50% |
| Total Holdings | 33 | 273 |
PSR vs ROSC - Historical Returns
Returns include dividend reinvestment.
1M
PSR
+0.80%
Winner
ROSC
+4.72%
3M
PSR
+6.74%
Winner
ROSC
+14.16%
6M
Winner
PSR
+13.99%
ROSC
+13.81%
1Y
PSR
+13.14%
Winner
ROSC
+35.66%
5Y(CAGR)
PSR
+2.45%
Winner
ROSC
+9.51%
10Y(CAGR)
PSR
+5.62%
Winner
ROSC
+11.09%
Max(CAGR)
Winner
PSR
+12.19%
ROSC
+9.49%
PSR vs ROSC - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | PSR | ROSC |
|---|---|---|
| 2026 | +13.37% | +15.83% |
| 2025 | +3.54% | +10.67% |
| 2024 | +0.80% | +7.66% |
| 2023 | +8.21% | +18.98% |
| 2022 | -24.78% | -11.36% |
| 2021 | +46.63% | +31.47% |
| 2020 | -4.44% | +5.63% |
| 2019 | +31.92% | +16.84% |
| 2018 | -4.15% | -13.11% |
| 2017 | +9.52% | +23.93% |
| 2016 | +6.23% | +17.91% |
| 2015 | +1.24% | -6.23% |
| 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 ROSC Drawdown Comparison
The maximum drawdown for PSR was -42.28%, occurring on Mar 23, 2020. Recovery took 296 trading sessions.
The maximum drawdown for ROSC was -43.12%, occurring on Mar 18, 2020. Recovery took 727 trading sessions.
The current PSR drawdown is -4.36%. The current ROSC drawdown is -1.08%.
| Rank | PSR | ROSC |
|---|---|---|
| #1 | -42.28% Feb 14, 2020 - Apr 20, 2021 | -43.12% Jan 26, 2018 - Dec 15, 2020 |
| #2 | -37.98% Dec 19, 2008 - Aug 4, 2009 | -23.74% Nov 25, 2024 - Dec 3, 2025 |
| #3 | -34.80% Dec 31, 2021 - Oct 25, 2023 | -22.92% Nov 16, 2021 - Dec 19, 2023 |
| #4 | -21.54% Jul 22, 2011 - Jan 26, 2012 | -19.97% Apr 27, 2015 - Aug 9, 2016 |
| #5 | -18.70% May 21, 2013 - Jun 5, 2014 | -9.37% Jul 31, 2024 - Nov 6, 2024 |
| #6 | -16.92% Jan 27, 2015 - May 6, 2016 | -7.75% Feb 6, 2026 - Apr 17, 2026 |
| #7 | -16.61% Apr 29, 2010 - Sep 3, 2010 | -7.59% Dec 27, 2023 - Jul 15, 2024 |
| #8 | -14.25% Aug 1, 2016 - Nov 6, 2017 | -7.20% Jun 8, 2021 - Nov 1, 2021 |
| #9 | -12.25% Dec 6, 2018 - Jan 31, 2019 | -6.34% Mar 15, 2021 - May 27, 2021 |
| #10 | -11.81% Nov 13, 2017 - Jul 6, 2018 | -4.77% Sep 22, 2016 - Dec 6, 2016 |
| #11 | -11.25% Dec 28, 2009 - Mar 5, 2010 | -4.47% Nov 11, 2024 - Nov 25, 2024 |
| #12 | -10.78% Aug 7, 2009 - Sep 14, 2009 | -3.98% Jan 25, 2021 - Feb 4, 2021 |
| #13 | -9.76% Sep 22, 2009 - Dec 2, 2009 | -3.50% Feb 12, 2021 - Mar 8, 2021 |
| #14 | -9.14% May 1, 2012 - Jul 5, 2012 | -3.26% Sep 6, 2016 - Sep 22, 2016 |
| #15 | -9.03% Aug 20, 2018 - Dec 6, 2018 | -3.16% May 8, 2026 - May 26, 2026 |
Correlation
Correlation between PSR and ROSC is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2008 - 2026)
PSR vs ROSC dividend yield comparison.
| Year | PSR | ROSC |
|---|---|---|
| 2026 | 0.66% | 0.33% |
| 2025 | 2.56% | 2.08% |
| 2024 | 3.06% | 2.00% |
| 2023 | 2.93% | 2.01% |
| 2022 | 2.94% | 1.51% |
| 2021 | 2.12% | 2.13% |
| 2020 | 3.09% | 1.75% |
| 2019 | 2.55% | 3.05% |
| 2018 | 2.64% | 2.86% |
| 2017 | 0.14% | 2.13% |
| 2016 | 3.60% | 2.20% |
| 2015 | 3.20% | 2.48% |
| 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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