Screener
BYRE vs REZ
Principal Real Estate Active Opportunities ETF vs iShares Residential and Multisector Real Estate ETF
Key differences
- REZ costs 0.12% less per year.
- REZ is significantly larger than BYRE — larger funds tend to be more liquid and less likely to close.
- BYRE follows a active selection strategy; REZ uses index tracking.
- Over the last 3 years, REZ has delivered higher annualized returns.
- REZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BYRE | REZ | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.48% |
| Fund size (AUM) | $25M | $843M |
| Since | 2022 | 2007 |
| Dividend yield | 2.46% | 2.10% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.9% | +15.3% |
| CAGR 3Y | +10.1% | +11.8% |
| CAGR 5Y | N/A | +5.8% |
| Sharpe 3Y | 0.47 | 0.53 |
| Volatility 1Y | 12.34% | 14.21% |
| Max drawdown | -25.70% | -44.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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