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BYRE vs DFGR

Principal Real Estate Active Opportunities ETF vs Dimensional Global Real Estate ETF

BYRE

Principal Real Estate Active Opportunities ETF

Annual cost

0.60%

Fund size

$26M

DFGR

Dimensional Global Real Estate ETF

Annual cost

0.22%

Fund size

$3.6B

Key differences

Both BYRE and DFGR are equity ETFs. BYRE charges 0.60% a year and DFGR 0.22%. The main difference: DFGR costs 0.38% less per year.

  • DFGR costs 0.38% less per year.
  • DFGR is much larger than BYRE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BYREDFGR
Annual cost (TER)0.60%0.22%
Fund size (AUM)$26M$3.6B
Since20222022
Dividend yield2.46%3.88%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+11.5%+13.8%
CAGR 3Y+9.7%+10.0%
CAGR 5YN/AN/A
Sharpe 3Y0.440.47
Volatility 1Y12.72%12.12%
Max drawdown-25.70%-21.28%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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