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BYRE vs BDYN

Principal Real Estate Active Opportunities ETF vs iShares Dynamic Equity Active ETF

BYRE

Principal Real Estate Active Opportunities ETF

Annual cost

0.60%

Fund size

$26M

BDYN

iShares Dynamic Equity Active ETF

Annual cost

0.40%

Fund size

$2.9B

Key differences

BYRE is an equity ETF, while BDYN is a mixed asset ETF. BYRE charges 0.60% a year and BDYN 0.40%.

  • BYRE is an equity fund, while BDYN is a mixed asset fund. They carry different risk/return profiles.
  • BDYN costs 0.20% less per year.
  • BDYN is much larger than BYRE. Larger funds are usually more liquid and less likely to close.
  • BDYN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BYREBDYN
Annual cost (TER)0.60%0.40%
Fund size (AUM)$26M$2.9B
Since20222017
Dividend yield2.46%0.91%
Asset classequitymixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+11.1%N/A
CAGR 3Y+10.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.49N/A
Volatility 1Y12.52%
Max drawdown-25.70%-10.85%

Similar to BYRE and BDYN