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BYRE vs PSR

Principal Real Estate Active Opportunities ETF vs Invesco Active U.S. Real Estate Fund

BYRE

Principal Real Estate Active Opportunities ETF

Principal Funds

Annual cost

0.60%

Fund size

$25M

PSR

Invesco Active U.S. Real Estate Fund

Invesco

Annual cost

0.35%

Fund size

$52M

Key differences

  • PSR costs 0.25% less per year.
  • PSR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BYREPSR
Annual cost (TER)0.60%0.35%
Fund size (AUM)$25M$52M
Since20222008
Dividend yield2.46%2.38%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+12.9%+16.8%
CAGR 3Y+10.1%+10.1%
CAGR 5YN/A+3.6%
Sharpe 3Y0.470.45
Volatility 1Y12.34%13.02%
Max drawdown-25.70%-42.31%

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

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