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BYRE vs YLD

Principal Real Estate Active Opportunities ETF vs Principal Active High Yield ETF

BYRE

Principal Real Estate Active Opportunities ETF

Principal Funds

Annual cost

0.60%

Fund size

$25M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.21% less per year.
  • YLD is significantly larger than BYRE — larger funds tend to be more liquid and less likely to close.
  • BYRE is classified as equity, while YLD is alternative — different risk/return profiles.
  • BYRE follows a active selection strategy; YLD uses multi strategy.
  • Over the last 3 years, BYRE has delivered higher annualized returns.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BYREYLD
Annual cost (TER)0.60%0.39%
Fund size (AUM)$25M$524M
Since20222015
Dividend yield2.46%7.31%
Asset classequityalternative
Regionglobal
Strategyactive selectionmulti strategy
CAGR 1Y+12.9%+8.3%
CAGR 3Y+10.1%+8.9%
CAGR 5YN/A+5.0%
Sharpe 3Y0.470.90
Volatility 1Y12.34%4.32%
Max drawdown-25.70%-28.34%

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

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