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BYRE vs CGUS

Principal Real Estate Active Opportunities ETF vs Capital Group Core Equity ETF

BYRE

Principal Real Estate Active Opportunities ETF

Principal Funds

Annual cost

0.60%

Fund size

$25M

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

Key differences

  • CGUS costs 0.27% less per year.
  • CGUS is significantly larger than BYRE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, CGUS has delivered higher annualized returns.

Side-by-side comparison

BYRECGUS
Annual cost (TER)0.60%0.33%
Fund size (AUM)$25M$10.3B
Since20222022
Dividend yield2.46%0.90%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+13.1%+29.2%
CAGR 3Y+10.5%+22.9%
CAGR 5YN/AN/A
Sharpe 3Y0.491.26
Volatility 1Y12.35%12.48%
Max drawdown-25.70%-22.15%

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

Similar to BYRE and CGUS