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BYRE vs RAAX

Principal Real Estate Active Opportunities ETF vs VanEck Real Assets ETF

BYRE

Principal Real Estate Active Opportunities ETF

Principal Funds

Annual cost

0.60%

Fund size

$25M

RAAX

VanEck Real Assets ETF

VanEck

Annual cost

0.69%

Fund size

$905M

Key differences

  • BYRE costs 0.09% less per year.
  • RAAX is significantly larger than BYRE — larger funds tend to be more liquid and less likely to close.
  • BYRE is classified as equity, while RAAX is alternative — different risk/return profiles.
  • Over the last 3 years, RAAX has delivered higher annualized returns.

Side-by-side comparison

BYRERAAX
Annual cost (TER)0.60%0.69%
Fund size (AUM)$25M$905M
Since20222018
Dividend yield2.46%1.93%
Asset classequityalternative
Region
Strategyactive selectionactive selection
CAGR 1Y+13.1%+37.4%
CAGR 3Y+10.5%+21.7%
CAGR 5YN/A+14.2%
Sharpe 3Y0.491.23
Volatility 1Y12.35%13.64%
Max drawdown-25.70%-33.91%

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

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