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XCHG vs BYRE

Ab US Equity ETF vs Principal Real Estate Active Opportunities ETF

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

BYRE

Principal Real Estate Active Opportunities ETF

Annual cost

0.60%

Fund size

$26M

Key differences

Both XCHG and BYRE are equity ETFs. XCHG charges 0.50% a year and BYRE 0.60%. The main difference: XCHG costs 0.10% less per year.

  • XCHG costs 0.10% less per year.
  • XCHG is much larger than BYRE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

XCHGBYRE
Annual cost (TER)0.50%0.60%
Fund size (AUM)$702M$26M
Since20252022
Dividend yield2.46%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+11.1%
CAGR 3YN/A+10.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.49
Volatility 1Y12.52%
Max drawdown-9.67%-25.70%

Similar to XCHG and BYRE