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BYRE vs XLRE
Principal Real Estate Active Opportunities ETF vs State Street Real Estate Select Sector SPDR ETF
Key differences
- XLRE costs 0.52% less per year.
- XLRE is significantly larger than BYRE — larger funds tend to be more liquid and less likely to close.
- BYRE follows a active selection strategy; XLRE uses index tracking.
- XLRE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BYRE | XLRE | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.08% |
| Fund size (AUM) | $25M | $7.7B |
| Since | 2022 | 2015 |
| Dividend yield | 2.46% | 3.15% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.9% | +13.1% |
| CAGR 3Y | +10.1% | +10.6% |
| CAGR 5Y | N/A | +4.6% |
| Sharpe 3Y | 0.47 | 0.48 |
| Volatility 1Y | 12.34% | 13.40% |
| Max drawdown | -25.70% | -38.82% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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