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BYRE vs REIT

Principal Real Estate Active Opportunities ETF vs Alps Active Reit Etf

BYRE

Principal Real Estate Active Opportunities ETF

Principal Funds

Annual cost

0.60%

Fund size

$25M

REIT

ALPS Active REIT ETF

ALPS

Annual cost

0.68%

Fund size

$50M

Key differences

  • BYRE costs 0.08% less per year.
  • Over the last 3 years, REIT has delivered higher annualized returns.

Side-by-side comparison

BYREREIT
Annual cost (TER)0.60%0.68%
Fund size (AUM)$25M$50M
Since20222021
Dividend yield2.46%2.78%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+12.9%+18.5%
CAGR 3Y+10.1%+11.7%
CAGR 5YN/A+5.9%
Sharpe 3Y0.470.54
Volatility 1Y12.34%12.72%
Max drawdown-25.70%-29.30%

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

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