Screener
IG vs BYRE
Principal Investment Grade Corporate ETF vs Principal Real Estate Active Opportunities ETF
Key differences
- IG costs 0.41% less per year.
- IG is significantly larger than BYRE — larger funds tend to be more liquid and less likely to close.
- IG is classified as fixed income, while BYRE is equity — different risk/return profiles.
- Over the last 3 years, BYRE has delivered higher annualized returns.
Side-by-side comparison
| IG | BYRE | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.60% |
| Fund size (AUM) | $179M | $25M |
| Since | 2018 | 2022 |
| Dividend yield | 5.06% | 2.46% |
| Asset class | fixed income | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.0% | +12.9% |
| CAGR 3Y | +5.1% | +10.1% |
| CAGR 5Y | +0.2% | N/A |
| Sharpe 3Y | 0.27 | 0.47 |
| Volatility 1Y | 4.81% | 12.34% |
| Max drawdown | -23.17% | -25.70% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IG and BYRE
Explore further