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BYRE vs APUE

Principal Real Estate Active Opportunities ETF vs ActivePassive U.S. Equity ETF

BYRE

Principal Real Estate Active Opportunities ETF

Principal Funds

Annual cost

0.60%

Fund size

$25M

APUE

ActivePassive U.S. Equity ETF

Active Passive Funds

Annual cost

0.31%

Fund size

$2.4B

Key differences

  • APUE costs 0.29% less per year.
  • APUE is significantly larger than BYRE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, APUE has delivered higher annualized returns.

Side-by-side comparison

BYREAPUE
Annual cost (TER)0.60%0.31%
Fund size (AUM)$25M$2.4B
Since20222023
Dividend yield2.46%0.79%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+12.9%+30.2%
CAGR 3Y+10.1%+22.9%
CAGR 5YN/AN/A
Sharpe 3Y0.471.24
Volatility 1Y12.34%12.36%
Max drawdown-25.70%-18.83%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BYRE and APUE