Correlation
The correlation between PSR and VNQ is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
PSR vs. VNQ
Compare and contrast key facts about Invesco Active U.S. Real Estate Fund (PSR) and Vanguard Real Estate ETF (VNQ).
PSR and VNQ 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. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSR or VNQ.
Performance
PSR vs. VNQ - Performance Comparison
Loading data...
Key characteristics
PSR:
0.78
VNQ:
0.77
PSR:
1.19
VNQ:
1.17
PSR:
1.15
VNQ:
1.15
PSR:
0.53
VNQ:
0.60
PSR:
2.56
VNQ:
2.46
PSR:
5.55%
VNQ:
5.84%
PSR:
17.74%
VNQ:
18.17%
PSR:
-42.31%
VNQ:
-73.07%
PSR:
-15.65%
VNQ:
-12.42%
Returns By Period
In the year-to-date period, PSR achieves a 2.69% return, which is significantly higher than VNQ's 1.30% return. Both investments have delivered pretty close results over the past 10 years, with PSR having a 5.31% annualized return and VNQ not far ahead at 5.35%.
PSR
2.69%
0.99%
-5.66%
11.21%
-0.91%
5.98%
5.31%
VNQ
1.30%
0.79%
-7.18%
11.75%
0.66%
6.90%
5.35%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PSR vs. VNQ - Expense Ratio Comparison
PSR has a 0.35% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
PSR vs. VNQ — Risk-Adjusted Performance Rank
PSR
VNQ
PSR vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Active U.S. Real Estate Fund (PSR) and Vanguard Real Estate ETF (VNQ). 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.
Loading data...
Dividends
PSR vs. VNQ - Dividend Comparison
PSR's dividend yield for the trailing twelve months is around 2.86%, less than VNQ's 4.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSR Invesco Active U.S. Real Estate Fund | 2.86% | 3.06% | 2.93% | 2.95% | 2.12% | 3.09% | 2.55% | 2.64% | 0.14% | 3.60% | 2.03% | 1.24% |
VNQ Vanguard Real Estate ETF | 4.07% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
PSR vs. VNQ - Drawdown Comparison
The maximum PSR drawdown since its inception was -42.31%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for PSR and VNQ.
Loading data...
Volatility
PSR vs. VNQ - Volatility Comparison
The current volatility for Invesco Active U.S. Real Estate Fund (PSR) is 4.44%, while Vanguard Real Estate ETF (VNQ) has a volatility of 4.82%. This indicates that PSR experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...