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REZ vs BYRE
iShares Residential and Multisector Real Estate ETF vs Principal Real Estate Active Opportunities ETF
Key differences
- REZ costs 0.12% less per year.
- REZ is significantly larger than BYRE — larger funds tend to be more liquid and less likely to close.
- REZ follows a index tracking strategy; BYRE uses active selection.
- Over the last 3 years, REZ has delivered higher annualized returns.
- REZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| REZ | BYRE | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.60% |
| Fund size (AUM) | $843M | $25M |
| Since | 2007 | 2022 |
| Dividend yield | 2.10% | 2.46% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +15.6% | +13.1% |
| CAGR 3Y | +12.1% | +10.5% |
| CAGR 5Y | +5.8% | N/A |
| Sharpe 3Y | 0.54 | 0.49 |
| Volatility 1Y | 14.19% | 12.35% |
| Max drawdown | -44.15% | -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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