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REIT vs BYRE

Alps Active Reit Etf vs Principal Real Estate Active Opportunities ETF

REIT

ALPS Active REIT ETF

ALPS

Annual cost

0.68%

Fund size

$50M

BYRE

Principal Real Estate Active Opportunities ETF

Principal Funds

Annual cost

0.60%

Fund size

$25M

Key differences

  • BYRE costs 0.08% less per year.
  • Over the last 3 years, REIT has delivered higher annualized returns.

Side-by-side comparison

REITBYRE
Annual cost (TER)0.68%0.60%
Fund size (AUM)$50M$25M
Since20212022
Dividend yield2.78%2.46%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+18.5%+12.9%
CAGR 3Y+11.7%+10.1%
CAGR 5Y+5.9%N/A
Sharpe 3Y0.540.47
Volatility 1Y12.72%12.34%
Max drawdown-29.30%-25.70%

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

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