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BYRE vs XLRI

Principal Real Estate Active Opportunities ETF vs State Street Real Estate Select Sector SPDR Premium Income ETF

BYRE

Principal Real Estate Active Opportunities ETF

Principal Funds

Annual cost

0.60%

Fund size

$25M

XLRI

State Street Real Estate Select Sector SPDR Premium Income ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$2M

Key differences

  • XLRI costs 0.25% less per year.
  • BYRE is significantly larger than XLRI — larger funds tend to be more liquid and less likely to close.
  • BYRE is classified as equity, while XLRI is alternative — different risk/return profiles.
  • BYRE follows a active selection strategy; XLRI uses option income.

Side-by-side comparison

BYREXLRI
Annual cost (TER)0.60%0.35%
Fund size (AUM)$25M$2M
Since20222025
Dividend yield2.46%
Asset classequityalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+12.9%N/A
CAGR 3Y+10.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.47N/A
Volatility 1Y12.34%
Max drawdown-25.70%-7.12%

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

Similar to BYRE and XLRI