Screener
BYRE vs VNQ
Principal Real Estate Active Opportunities ETF vs Vanguard Real Estate Index Fund ETF Shares
Key differences
- VNQ costs 0.47% less per year.
- VNQ is significantly larger than BYRE — larger funds tend to be more liquid and less likely to close.
- BYRE follows a active selection strategy; VNQ uses index tracking.
- VNQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BYRE | VNQ | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.13% |
| Fund size (AUM) | $25M | $69.9B |
| Since | 2022 | 2003 |
| Dividend yield | 2.46% | 3.62% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.9% | +15.1% |
| CAGR 3Y | +10.1% | +10.5% |
| CAGR 5Y | N/A | +3.8% |
| Sharpe 3Y | 0.47 | 0.47 |
| Volatility 1Y | 12.34% | 13.13% |
| Max drawdown | -25.70% | -42.40% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to BYRE and VNQ
Explore further