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BYRE vs VNQI

Principal Real Estate Active Opportunities ETF vs Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares

BYRE

Principal Real Estate Active Opportunities ETF

Principal Funds

Annual cost

0.60%

Fund size

$25M

VNQI

Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares

Vanguard

Annual cost

0.12%

Fund size

$3.9B

Key differences

  • VNQI costs 0.48% less per year.
  • VNQI is significantly larger than BYRE — larger funds tend to be more liquid and less likely to close.
  • BYRE follows a active selection strategy; VNQI uses index tracking.
  • Over the last 3 years, BYRE has delivered higher annualized returns.
  • VNQI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BYREVNQI
Annual cost (TER)0.60%0.12%
Fund size (AUM)$25M$3.9B
Since20222011
Dividend yield2.46%4.56%
Asset classequityequity
Regionglobal
Strategyactive selectionindex tracking
CAGR 1Y+12.9%+10.2%
CAGR 3Y+10.1%+8.3%
CAGR 5YN/A-0.4%
Sharpe 3Y0.470.38
Volatility 1Y12.34%13.35%
Max drawdown-25.70%-38.35%

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

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