PSR vs SPBX
Comparison between INVESCO ACTIVE U.S. REAL ESTATE ETF (PSR, ETF) and ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF (SPBX, ETF).
PSR vs SPBX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSR
$57M
Winner
SPBX
$58M
Expense Ratio
Winner
PSR
0.35%
SPBX
0.79%
Max Drawdown
PSR
42.96%
Winner
SPBX
11.11%
Sharpe Ratio
PSR
1.02
Winner
SPBX
1.47
5Y Beta
Winner
PSR
0.45
SPBX
0.50
P/E Ratio
PSR
31.39
SPBX
N/A
Forward P/E
PSR
35.08
SPBX
N/A
PEG Ratio
PSR
0.40
SPBX
N/A
5Y Dividends CAGR
PSR
-0.40%
SPBX
N/A
5Y EPS CAGR
PSR
14.22%
SPBX
N/A
Debt to Equity
PSR
43.34%
SPBX
N/A
P/S Ratio
PSR
8.40
SPBX
N/A
P/B Ratio
PSR
3.25
SPBX
N/A
PSR vs SPBX - Holdings Comparison
PSR and SPBX have 0 common holdings. Overlap is 0.00%
PSR's top 25 holdings weight is 94.40%. SPBX's top 25 holdings weight is 100.01%.
| Rank | PSR | SPBX |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 9.18% | ALLIANZIM US EQUITY 6M BFR10 FEB/AUG ETF (SIXF) - 16.95% |
| #2 | WELLTOWER INC (WELL) - 8.48% | ALLIANZIM US EQUITY 6M BFR10 MAR/SEP ETF (SIXP) - 16.95% |
| #3 | AMERICAN TOWER CORP (AMT) - 7.22% | ALLIANZIM US EQUITY 6M BFR10 JAN/JUL ETF (SIXJ) - 16.88% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 6.10% | ALLIANZIM US EQUITY 6M BFR10 JUN/DEC ETF (SIXD) - 16.65% |
| #5 | EQUINIX INC (EQIX) - 4.86% | ALLIANZIM US EQUITY 6M BFR10 MAY/NOV ETF (SIXZ) - 16.50% |
| #6 | TERRENO REALTY CORP (TRNO) - 4.43% | ALLIANZIM US EQUITY 6M BFR10 APR/OCT ETF (SIXO) - 16.08% |
| #7 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 4.13% | N/A |
| #8 | TANGER INC (SKT) - 4.10% | N/A |
| #9 | UDR INC (UDR) - 4.00% | N/A |
| #10 | CAMDEN PROPERTY TRUST (CPT) - 3.97% | N/A |
| #11 | W.P. CAREY INC (WPC) - 3.59% | N/A |
| #12 | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 3.39% | N/A |
| #13 | IRON MOUNTAIN INC (IRM) - 3.32% | N/A |
| #14 | BRIXMOR PROPERTY GROUP INC (BRX) - 3.03% | N/A |
| #15 | EASTGROUP PROPERTIES INC (EGP) - 2.88% | N/A |
| #16 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.84% | N/A |
| #17 | PUBLIC STORAGE (PSA) - 2.69% | N/A |
| #18 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.59% | N/A |
| #19 | CUBESMART (CUBE) - 2.37% | N/A |
| #20 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.16% | N/A |
| #21 | VENTAS INC (VTR) - 2.04% | N/A |
| #22 | SIMON PROPERTY GROUP INC (SPG) - 1.91% | N/A |
| #23 | VORNADO REALTY TRUST (VNO) - 1.88% | N/A |
| #24 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.63% | N/A |
| #25 | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 1.61% | N/A |
| Total Holdings | 32 | 6 |
PSR vs SPBX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PSR
+4.30%
SPBX
+0.65%
3M
Winner
PSR
+7.68%
SPBX
+4.26%
6M
Winner
PSR
+16.42%
SPBX
+6.27%
1Y
Winner
PSR
+18.35%
SPBX
+12.40%
5Y(CAGR)
PSR
+2.53%
SPBX
N/A
10Y(CAGR)
PSR
+5.47%
SPBX
N/A
Max(CAGR)
Winner
PSR
+12.46%
SPBX
+10.96%
PSR vs SPBX - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | PSR | SPBX |
|---|---|---|
| 2026 | +19.53% | +6.74% |
| 2025 | +3.54% | +9.86% |
| 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 SPBX Drawdown Comparison
The maximum drawdown for PSR was -42.28%, occurring on Mar 23, 2020. Recovery took 296 trading sessions.
The maximum drawdown for SPBX was -11.11%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current PSR drawdown is -0.45%. The current SPBX drawdown is -0.19%.
| Rank | PSR | SPBX |
|---|---|---|
| #1 | -42.28% Feb 14, 2020 - Apr 20, 2021 | -11.11% Feb 19, 2025 - Jun 24, 2025 |
| #2 | -37.98% Dec 19, 2008 - Aug 4, 2009 | -4.49% Feb 25, 2026 - Apr 14, 2026 |
| #3 | -34.80% Dec 31, 2021 - Jul 16, 2026 | -1.66% Nov 12, 2025 - Nov 26, 2025 |
| #4 | -21.54% Jul 22, 2011 - Jan 26, 2012 | -1.41% Jun 2, 2026 - Jun 15, 2026 |
| #5 | -18.70% May 21, 2013 - Jun 5, 2014 | -1.25% Feb 9, 2026 - Feb 25, 2026 |
| #6 | -16.92% Jan 27, 2015 - May 6, 2016 | -1.22% Feb 2, 2026 - Feb 9, 2026 |
| #7 | -16.61% Apr 29, 2010 - Sep 3, 2010 | -1.18% Jan 12, 2026 - Jan 27, 2026 |
| #8 | -14.25% Aug 1, 2016 - Nov 6, 2017 | -0.98% Oct 8, 2025 - Oct 20, 2025 |
| #9 | -12.25% Dec 6, 2018 - Jan 31, 2019 | -0.94% Dec 11, 2025 - Dec 19, 2025 |
| #10 | -11.81% Nov 13, 2017 - Jul 6, 2018 | -0.86% Jul 28, 2025 - Aug 8, 2025 |
| #11 | -11.25% Dec 28, 2009 - Mar 5, 2010 | -0.80% Jan 8, 2025 - Jan 15, 2025 |
| #12 | -10.78% Aug 7, 2009 - Sep 14, 2009 | -0.77% Jun 15, 2026 - Jun 30, 2026 |
| #13 | -9.76% Sep 22, 2009 - Dec 2, 2009 | -0.67% Jan 24, 2025 - Feb 6, 2025 |
| #14 | -9.14% May 1, 2012 - Jul 5, 2012 | -0.58% Oct 27, 2025 - Nov 10, 2025 |
| #15 | -9.03% Aug 20, 2018 - Dec 6, 2018 | -0.55% Jul 15, 2026 - Jul 17, 2026 |
Correlation
Correlation between PSR and SPBX is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
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