PSR vs. SCHH
Compare and contrast key facts about Invesco Active U.S. Real Estate Fund (PSR) and Schwab US REIT ETF (SCHH).
PSR and SCHH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSR is an actively managed fund by Invesco. It was launched on Nov 20, 2008. SCHH is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Select REIT Index. It was launched on Jan 13, 2011.
Performance
PSR vs. SCHH - Performance Comparison
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PSR vs. SCHH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSR Invesco Active U.S. Real Estate Fund | 3.72% | 2.63% | 1.79% | 8.34% | -25.52% | 41.71% | -6.04% | 28.76% | -4.58% | 11.95% |
SCHH Schwab US REIT ETF | 3.86% | 2.20% | 4.99% | 11.18% | -24.99% | 41.07% | -14.81% | 22.85% | -4.26% | 3.68% |
Returns By Period
The year-to-date returns for both investments are quite close, with PSR having a 3.72% return and SCHH slightly higher at 3.86%. Over the past 10 years, PSR has outperformed SCHH with an annualized return of 4.91%, while SCHH has yielded a comparatively lower 3.29% annualized return.
PSR
- 1D
- 0.45%
- 1M
- -6.29%
- YTD
- 3.72%
- 6M
- 1.54%
- 1Y
- 3.06%
- 3Y*
- 5.06%
- 5Y*
- 2.36%
- 10Y*
- 4.91%
SCHH
- 1D
- 0.42%
- 1M
- -6.20%
- YTD
- 3.86%
- 6M
- 1.66%
- 1Y
- 3.35%
- 3Y*
- 6.79%
- 5Y*
- 3.52%
- 10Y*
- 3.29%
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PSR vs. SCHH - Expense Ratio Comparison
PSR has a 0.35% expense ratio, which is higher than SCHH's 0.07% expense ratio.
Return for Risk
PSR vs. SCHH — Risk / Return Rank
PSR
SCHH
PSR vs. SCHH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Active U.S. Real Estate Fund (PSR) and Schwab US REIT ETF (SCHH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PSR | SCHH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.19 | 0.21 | -0.01 |
Sortino ratioReturn per unit of downside risk | 0.37 | 0.39 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.05 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.27 | 0.28 | -0.01 |
Martin ratioReturn relative to average drawdown | 1.05 | 1.09 | -0.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PSR | SCHH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 0.21 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.19 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.16 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.32 | +0.17 |
Correlation
The correlation between PSR and SCHH is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PSR vs. SCHH - Dividend Comparison
PSR's dividend yield for the trailing twelve months is around 2.61%, less than SCHH's 3.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSR Invesco Active U.S. Real Estate Fund | 2.61% | 2.56% | 3.06% | 2.93% | 2.95% | 2.12% | 3.09% | 2.55% | 2.64% | 0.14% | 3.60% | 3.20% |
SCHH Schwab US REIT ETF | 3.02% | 3.04% | 3.22% | 3.24% | 2.55% | 1.50% | 2.86% | 2.86% | 3.64% | 2.22% | 2.81% | 2.48% |
Drawdowns
PSR vs. SCHH - Drawdown Comparison
The maximum PSR drawdown since its inception was -42.31%, roughly equal to the maximum SCHH drawdown of -44.22%. Use the drawdown chart below to compare losses from any high point for PSR and SCHH.
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Drawdown Indicators
| PSR | SCHH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.31% | -44.22% | +1.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.98% | -12.40% | +0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -34.81% | -33.28% | -1.53% |
Max Drawdown (10Y)Largest decline over 10 years | -42.31% | -44.22% | +1.91% |
Current DrawdownCurrent decline from peak | -12.57% | -7.07% | -5.50% |
Average DrawdownAverage peak-to-trough decline | -9.36% | -9.54% | +0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 3.17% | -0.08% |
Volatility
PSR vs. SCHH - Volatility Comparison
Invesco Active U.S. Real Estate Fund (PSR) and Schwab US REIT ETF (SCHH) have volatilities of 4.58% and 4.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSR | SCHH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 4.64% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 9.28% | -0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.81% | 16.20% | -0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.48% | 18.69% | -0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.29% | 20.97% | -0.68% |