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BYREPrincipal Real Estate Active Opportunities ETF

Grow my money#2174 of 2944 for Grow my money

Seeks total return and income.

Principal Funds · Since 2022 (3 years)

Annual Cost

0.60%

#2918 out of 5,332 ETFs

Fund Size

$24M

#3997 out of 5,332 ETFs

Dividend Yield

2.65%

Track Record

3 years

#2777 out of 5,332 ETFs

Performance

1 Year

+9.9%

3 Years

+9.4%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Focus
Real Assets

Asset allocation

Stocks
98.4%
Cash
1.6%

Sector breakdown

Real Estate
100.0%

Top holdings

Equinix IncEQIX8.4%
Welltower IncWELL7.6%
American Tower CorpAMT6.7%
Sabra Health Care REIT IncSBRA5.5%
Prologis IncPLD4.8%
Crown Castle IncCCI4.6%
Ventas IncVTR4.5%
Iron Mountain IncIRM4.3%
Gaming and Leisure Properties IncGLPI4.2%
Extra Space Storage IncEXR4.1%

Risk profile

Volatility (1Y)

12.6%

Moderate

Max drawdown

-25.7%

Worst peak-to-trough loss

Sharpe (3Y)

0.42

Below average

Sortino (3Y)

0.60

Moderate downside risk

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Data updated on 2026-05-05