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PPI vs BYRE

Astoria Real Asset ETF vs Principal Real Estate Active Opportunities ETF

PPI

Astoria Real Asset ETF

AXS

Annual cost

0.58%

Fund size

$159M

BYRE

Principal Real Estate Active Opportunities ETF

Principal Funds

Annual cost

0.60%

Fund size

$25M

Key differences

  • PPI is significantly larger than BYRE — larger funds tend to be more liquid and less likely to close.
  • PPI is classified as alternative, while BYRE is equity — different risk/return profiles.
  • Over the last 3 years, PPI has delivered higher annualized returns.

Side-by-side comparison

PPIBYRE
Annual cost (TER)0.58%0.60%
Fund size (AUM)$159M$25M
Since20212022
Dividend yield1.00%2.46%
Asset classalternativeequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+43.1%+13.1%
CAGR 3Y+22.8%+10.5%
CAGR 5YN/AN/A
Sharpe 3Y1.110.49
Volatility 1Y15.71%12.35%
Max drawdown-24.54%-25.70%

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

Similar to PPI and BYRE