PSR vs. VOO
Compare and contrast key facts about Invesco Active U.S. Real Estate Fund (PSR) and Vanguard S&P 500 ETF (VOO).
PSR and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSR or VOO.
Correlation
The correlation between PSR and VOO is 0.56, 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.
Performance
PSR vs. VOO - Performance Comparison
Key characteristics
PSR:
0.78
VOO:
0.32
PSR:
1.16
VOO:
0.57
PSR:
1.15
VOO:
1.08
PSR:
0.48
VOO:
0.32
PSR:
2.75
VOO:
1.42
PSR:
5.00%
VOO:
4.19%
PSR:
17.65%
VOO:
18.73%
PSR:
-42.31%
VOO:
-33.99%
PSR:
-18.23%
VOO:
-13.85%
Returns By Period
In the year-to-date period, PSR achieves a -0.46% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, PSR has underperformed VOO with an annualized return of 4.88%, while VOO has yielded a comparatively higher 11.66% annualized return.
PSR
-0.46%
-3.41%
-8.39%
14.88%
5.62%
4.88%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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. VOO - Expense Ratio Comparison
PSR has a 0.35% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PSR vs. VOO — Risk-Adjusted Performance Rank
PSR
VOO
PSR vs. VOO - 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 S&P 500 ETF (VOO). 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.
Dividends
PSR vs. VOO - Dividend Comparison
PSR's dividend yield for the trailing twelve months is around 2.95%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSR Invesco Active U.S. Real Estate Fund | 2.95% | 3.06% | 2.93% | 2.95% | 2.12% | 3.09% | 2.55% | 2.64% | 0.14% | 3.60% | 2.03% | 1.24% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PSR vs. VOO - Drawdown Comparison
The maximum PSR drawdown since its inception was -42.31%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PSR and VOO. For additional features, visit the drawdowns tool.
Volatility
PSR vs. VOO - Volatility Comparison
The current volatility for Invesco Active U.S. Real Estate Fund (PSR) is 9.77%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that PSR experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.