Compare BYRE and DFAR

BYRE and DFAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.38%+14.3%+14.3%+14.9%[…]−11.5%13.7%$8.5B1.3

Principal Real Estate Active Opportunities ETFSectors · Real estate0.60%2.81%+11.8%+10.8%+13.5%[…]−10.6%12.8%$27M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BYRE 2022 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Principal Real Estate Active Opportunities ETF · $27M[…]

BYRE

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5B[…]

$10,000 five years ago, dividends reinvested · they hold 47.4% in common

BYREMeasureDFAR

+11.8%Year to dateJan 1 → Nov 3+14.3%

+10.8%1 yearTotal return+14.3%

+13.5%3 years · per year$10,000 became $14,612 · $15,153+14.9%

[…]5 years · per year[…]

0.60%Expense ratio$60 · $22 a year on $10k · lower is better0.22%

2.81%Trailing 12-mo yield$281 · $338 a year on $10k3.38%

−10.6%Worst dropSmaller is better−11.5%

12.8%VolatilityLower is calmer13.7%

BYREDFAR Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5DFAR wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BYRE vs DFAR: Top 5 Holdings

Today

BYRE

33.7%in top 5

DFAR

in top 529.1%

BYREStockDFAR

8.6%WELL7.4%

8.0%EQIX5.1%

7.2%AMT5.1%

not top 5PLD6.4%

5.4%CCInot top 5

not top 5SPG5.0%

4.5%VTRnot top 5

Held in common47.4%

End-of-day Nov 3, 2026 · share of each fund

BYRE vs DFAR Returns, Every Period

1Y

PrincipalBYRE

+10.8%

past year

DFARDimensional

+14.3%

past year

BYREDFARFaded: behind in that period

0–3DFAR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BYRE vs DFAR

YTD

PrincipalBYRE

+11.8%

DFARDimensional

+14.3%

+11.8%Year to date+14.3%

−10.6%Worst drop · 1Y−11.5%

12.8%Volatility · 1Y13.7%

2.8%Yield3.4%

$27.2MAssets$8.5B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BYRE, DFAR

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

BYRE0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BYRE, DFAR

1Y

3.38%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.38%$338

BYRE2.81%$281

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$316most kept, DFAR

DFAR$338 − $22 = $316

BYRE$281 − $60 = $221

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BYRE, DFAR

Today

47.4%most shared, BYRE and DFAR

BYREDFAR

BYRE—47.4%

DFAR47.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+14.3%DFAR, at 13.7% volatility

BYREWorst drop−10.6%12.8% vol

DFARWorst drop−11.5%13.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFARBYRE

+14.3%Year to date+11.8%

3.4%Yield2.8%

+14.3%Past year+10.8%

0.22%Fee0.60%

4–0DFAR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026