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BYRE vs TSPA

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

BYRE

Principal Real Estate Active Opportunities ETF

Principal Funds

Annual cost

0.60%

Fund size

$25M

TSPA

T. Rowe Price US Equity Research ETF

T. Rowe Price

Annual cost

0.34%

Fund size

$2.6B

Key differences

  • TSPA costs 0.26% less per year.
  • TSPA is significantly larger than BYRE — larger funds tend to be more liquid and less likely to close.
  • BYRE follows a active selection strategy; TSPA uses index tracking.
  • Over the last 3 years, TSPA has delivered higher annualized returns.

Side-by-side comparison

BYRETSPA
Annual cost (TER)0.60%0.34%
Fund size (AUM)$25M$2.6B
Since20222021
Dividend yield2.46%0.59%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+12.9%+29.4%
CAGR 3Y+10.1%+23.9%
CAGR 5YN/AN/A
Sharpe 3Y0.471.27
Volatility 1Y12.34%12.44%
Max drawdown-25.70%-24.72%

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

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