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PSR vs SPY

Comparison between INVESCO ACTIVE U.S. REAL ESTATE ETF (PSR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PSR, delivering a return of +13.3% compared to +2.7%

PSR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PSR
$52M
Winner
SPY
$735B
Expense Ratio
PSR
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
PSR
42.96%
SPY
56.47%
Sharpe Ratio
PSR
0.85
Winner
SPY
1.62
5Y Beta
Winner
PSR
0.47
SPY
1.00
P/E Ratio
PSR
31.68
Winner
SPY
28.99
Forward P/E
PSR
36.98
Winner
SPY
22.37
PEG Ratio
PSR
0.34
SPY
N/A
5Y Dividends CAGR
PSR
-1.88%
Winner
SPY
5.43%
5Y EPS CAGR
PSR
12.00%
Winner
SPY
26.05%
Debt to Equity
PSR
38.88%
Winner
SPY
32.40%
P/S Ratio
PSR
7.95
Winner
SPY
3.74
P/B Ratio
Winner
PSR
3.31
SPY
5.61

PSR vs SPY - Holdings Comparison

PSR and SPY have 16 common holdings. Overlap is 1.32%

PSR's top 25 holdings weight is 95.86%. SPY's top 25 holdings weight is 52.37%.

RankPSRSPY
#1
PROLOGIS INC (PLD) - 9.74%
NVIDIA CORP (NVDA) - 8.10%
#2
WELLTOWER INC (WELL) - 8.06%
APPLE INC (AAPL) - 7.02%
#3
AMERICAN TOWER CORP (AMT) - 8.05%
MICROSOFT CORP (MSFT) - 4.79%
#4
DIGITAL REALTY TRUST INC (DLR) - 6.81%
AMAZON.COM INC (AMZN) - 4.02%
#5
EQUINIX INC (EQIX) - 5.71%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
CUBESMART (CUBE) - 3.87%
BROADCOM INC (AVGO) - 3.10%
#7
W.P. CAREY INC (WPC) - 3.81%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
TANGER INC (SKT) - 3.79%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
OMEGA HEALTHCARE INVESTORS INC (OHI) - 3.75%
TESLA INC (TSLA) - 1.89%
#10
UDR INC (UDR) - 3.71%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CAMDEN PROPERTY TRUST (CPT) - 3.65%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
IRON MOUNTAIN INC (IRM) - 3.65%
ELI LILLY AND CO (LLY) - 1.31%
#13
BRIXMOR PROPERTY GROUP INC (BRX) - 3.21%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
GAMING AND LEISURE PROPERTIES INC (GLPI) - 3.13%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
VORNADO REALTY TRUST (VNO) - 3.10%
EXXON MOBIL CORP (XOM) - 0.97%
#16
AVALONBAY COMMUNITIES INC (AVB) - 3.04%
INTEL CORP (INTC) - 0.90%
#17
AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 2.94%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
EASTGROUP PROPERTIES INC (EGP) - 2.85%
VISA INC CLASS A (V) - 0.85%
#19
PUBLIC STORAGE (PSA) - 2.52%
WALMART INC (WMT) - 0.81%
#20
AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.02%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
VENTAS INC (VTR) - 2.00%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
SIMON PROPERTY GROUP INC (SPG) - 1.79%
CATERPILLAR INC (CAT) - 0.66%
#23
CROWN CASTLE INC (CCI) - 1.60%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 1.57%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.49%
ABBVIE INC (ABBV) - 0.58%
Total Holdings32505

PSR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PSR
+1.86%
Winner
SPY
+1.90%
3M
PSR
+5.08%
Winner
SPY
+8.55%
6M
Winner
PSR
+14.27%
SPY
+8.18%
1Y
PSR
+15.29%
Winner
SPY
+25.79%
5Y(CAGR)
PSR
+2.69%
Winner
SPY
+13.32%
10Y(CAGR)
PSR
+5.90%
Winner
SPY
+15.19%
Max(CAGR)
Winner
PSR
+12.29%
SPY
+8.47%

PSR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPSRSPY
2026+14.67%+8.26%
2025+3.54%+18.00%
2024+0.80%+25.59%
2023+8.21%+26.72%
2022-24.78%-18.64%
2021+46.63%+30.52%
2020-4.44%+17.28%
2019+31.92%+31.09%
2018-4.15%-5.24%
2017+9.52%+20.78%
2016+6.23%+13.59%
2015+1.24%+1.31%
2014+33.32%+14.56%
2013-0.12%+29.00%
2012+14.39%+14.17%
2011+9.35%+0.85%
2010+27.90%+13.14%
2009+29.27%+22.67%
2008+44.81%-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

PSR vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PSR drawdown is -3.26%. The current SPY drawdown is -2.90%.

RankPSRSPY
#1-42.28%
Feb 14, 2020 - Apr 20, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-37.98%
Dec 19, 2008 - Aug 4, 2009		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-34.80%
Dec 31, 2021 - Oct 25, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.54%
Jul 22, 2011 - Jan 26, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.70%
May 21, 2013 - Jun 5, 2014		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.92%
Jan 27, 2015 - May 6, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.61%
Apr 29, 2010 - Sep 3, 2010		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.25%
Aug 1, 2016 - Nov 6, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.25%
Dec 6, 2018 - Jan 31, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.81%
Nov 13, 2017 - Jul 6, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.25%
Dec 28, 2009 - Mar 5, 2010		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.78%
Aug 7, 2009 - Sep 14, 2009		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.76%
Sep 22, 2009 - Dec 2, 2009		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.14%
May 1, 2012 - Jul 5, 2012		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.03%
Aug 20, 2018 - Dec 6, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PSR and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (1999 - 2026)

PSR vs SPY dividend yield comparison.

YearPSRSPY
20260.65%0.24%
20252.56%1.07%
20243.06%1.21%
20232.93%1.40%
20222.94%1.65%
20212.12%1.20%
20203.09%1.52%
20192.55%1.75%
20182.64%2.04%
20170.14%1.80%
20163.60%2.03%
20153.20%2.06%
20141.24%1.87%
20131.56%1.81%
20121.99%2.18%
20110.84%2.05%
20102.11%1.80%
20091.70%1.95%
20081.21%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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