Screener
USRT vs BYRE
iShares Core U.S. REIT ETF vs Principal Real Estate Active Opportunities ETF
Key differences
- USRT costs 0.52% less per year.
- USRT is significantly larger than BYRE — larger funds tend to be more liquid and less likely to close.
- USRT follows a index tracking strategy; BYRE uses active selection.
- Over the last 3 years, USRT has delivered higher annualized returns.
- USRT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| USRT | BYRE | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.60% |
| Fund size (AUM) | $3.8B | $25M |
| Since | 2007 | 2022 |
| Dividend yield | 2.65% | 2.46% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +20.9% | +12.9% |
| CAGR 3Y | +13.1% | +10.1% |
| CAGR 5Y | +6.4% | N/A |
| Sharpe 3Y | 0.60 | 0.47 |
| Volatility 1Y | 13.23% | 12.34% |
| Max drawdown | -44.38% | -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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