evenfolioETF Details
Principal Funds·Real Estate·BYRE · NYSE Arca
Principal Real Estate Active Opportunities ETF (BYRE)
- Price
- $26.56
- —30 Oct 2026
- Assets
- $25.6M
- Total net assets
- Expense ratio
- 0.60%
- Category 1.08%
- Yield
- 2.90%
- Trailing distributions
- 1Y return
- 10.2%+2.3%
- Category 7.9%
- 3Y CAGR
- 12.9%0.0%
- Category 12.8%
- 5Y CAGR
- —
- Category 0.5%
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Principal Real Estate Active Opportunities ETF
Calendar-year returns
Fund only: no comparison series covers this fund's history.
Risk statistics
Five years of daily closes. Risk-free rate 4% a year.
- Standard deviation
- —
- Maximum drawdown
- —
- Sharpe ratio
- —
- Sortino ratio
- —
- Beta
- —
- Alpha
- —
- R²
- —
- Information ratio
- —
- Upside capture
- —
- Downside capture
- —
- Tracking error
- —
| Period | 1M | 3M | 6M | YTD | 1Y | 3YCAGR | 5YCAGR | 10YCAGR | LaunchCAGR |
|---|---|---|---|---|---|---|---|---|---|
| ETF | +4.0% | -3.7% | -0.7% | +10.9% | +10.2% | +12.9% | — | — | +4.0% |
| Real Estate average | 2.3% | -6.5% | -3.2% | 7.1% | 7.9% | 12.8% | 0.5% | 4.6% | 4.8% |
| Difference | +1.6% | +2.7% | +2.5% | +3.8% | +2.3% | 0.0% | — | — | -0.8% |
Holdings
The 10 largest positions make up 52.2% of the fund.
Top holdings
| Ticker | Holding | Weight |
|---|---|---|
| WELL | Welltower Inc | 8.72% |
| EQIX | Equinix Inc | 8.44% |
| AMT | American Tower Corp | 6.62% |
| VTR | Ventas Inc | 4.63% |
| SBRA | Sabra Health Care REIT Inc | 4.51% |
| PLD | Prologis Inc | 4.37% |
| CCI | Crown Castle Inc | 4.28% |
| IRM | Iron Mountain Inc | 3.56% |
| EXR | Extra Space Storage Inc | 3.55% |
| GLPI | Gaming and Leisure Properties Inc | 3.54% |
Portfolio valuation
Weighted averages of what the fund holds.
- P/E
- 31.1
- P/B
- 1.9
- P/S
- 6.4
- P/CF
- 15.0
Sector allocation
Share of the equity the fund holds.
- Real estate99.2%
- Technology0.8%
Asset mix
- Stocks98.1%
- Cash1.9%
ETF details
- Issuer
- Principal Funds
- Category
- Equity · Real Estate
- Ticker
- BYRE
- Exchange
- NYSE Arca
- Inception
- 18 May 2022 (4.5 years)
- Structure
- Exchange Traded Fund
- Expense ratio
- 0.60% (category 1.08%)
- Holdings turnover
- 53% (category 66%)
- Distribution yield
- 2.90%
- Beta, 3 years
- 0.91
- Total net assets
- $25.6M
Prices and returns as of 30 Oct 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.
Other real estate ETFs
Other ETFs in the Real Estate category.
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- FPRO · Fidelity Real Estate Investment ETFFidelity Investments · $15M · ER 0.57%5Y 1.7%
- RDOG · ALPS REIT Dividend Dogs ETFALPS · $10.4M · ER 0.35%5Y 0.7%
- HAUS · Residential REIT ETFArmada ETF · $7.3M · ER 0.60%
- RITA · ETFB Green SRI REITs ETFRita ETF · $6.5M · ER 0.50%
- DESK · VanEck Office and Commercial REIT ETFVanEck · $5.6M · ER 0.51%