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DFGR vs BYRE

Dimensional Global Real Estate ETF vs Principal Real Estate Active Opportunities ETF

DFGR

Dimensional Global Real Estate ETF

Annual cost

0.22%

Fund size

$3.6B

BYRE

Principal Real Estate Active Opportunities ETF

Annual cost

0.60%

Fund size

$26M

Key differences

Both DFGR and BYRE are equity ETFs. DFGR charges 0.22% a year and BYRE 0.60%. The main difference: DFGR costs 0.38% less per year.

  • DFGR costs 0.38% less per year.
  • DFGR is much larger than BYRE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DFGRBYRE
Annual cost (TER)0.22%0.60%
Fund size (AUM)$3.6B$26M
Since20222022
Dividend yield3.88%2.46%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+13.8%+11.5%
CAGR 3Y+10.0%+9.7%
CAGR 5YN/AN/A
Sharpe 3Y0.470.44
Volatility 1Y12.12%12.72%
Max drawdown-21.28%-25.70%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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