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BYRE vs TEQI

Principal Real Estate Active Opportunities ETF vs T. Rowe Price Equity Income ETF

BYRE

Principal Real Estate Active Opportunities ETF

Principal Funds

Annual cost

0.60%

Fund size

$25M

TEQI

T. Rowe Price Equity Income ETF

T. Rowe Price

Annual cost

0.54%

Fund size

$403M

Key differences

  • TEQI costs 0.06% less per year.
  • TEQI is significantly larger than BYRE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, TEQI has delivered higher annualized returns.

Side-by-side comparison

BYRETEQI
Annual cost (TER)0.60%0.54%
Fund size (AUM)$25M$403M
Since20222020
Dividend yield2.46%1.57%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+12.9%+23.3%
CAGR 3Y+10.1%+16.8%
CAGR 5YN/A+9.4%
Sharpe 3Y0.471.00
Volatility 1Y12.34%10.62%
Max drawdown-25.70%-17.82%

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

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