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XLRI vs BYRE

State Street Real Estate Select Sector SPDR Premium Income ETF vs Principal Real Estate Active Opportunities ETF

XLRI

State Street Real Estate Select Sector SPDR Premium Income ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$2M

BYRE

Principal Real Estate Active Opportunities ETF

Principal Funds

Annual cost

0.60%

Fund size

$25M

Key differences

  • XLRI costs 0.25% less per year.
  • BYRE is significantly larger than XLRI — larger funds tend to be more liquid and less likely to close.
  • XLRI is classified as alternative, while BYRE is equity — different risk/return profiles.
  • XLRI follows a option income strategy; BYRE uses active selection.

Side-by-side comparison

XLRIBYRE
Annual cost (TER)0.35%0.60%
Fund size (AUM)$2M$25M
Since20252022
Dividend yield2.46%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeactive selection
CAGR 1YN/A+12.9%
CAGR 3YN/A+10.1%
CAGR 5YN/AN/A
Sharpe 3YN/A0.47
Volatility 1Y12.34%
Max drawdown-7.12%-25.70%

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

Similar to XLRI and BYRE