Compare · 2 funds side by side · dividends reinvested

BYRE and REET

BYREPrincipal×REETiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,038REET · best of the two

02 / 04

BYRE and REET, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global REIT ETFSectors · Real estate0.14%3.39%+12.2%+12.6%+15.1%+2.0%−11.3%12.5%$4.8B1.4

Principal Real Estate Active Opportunities ETFSectors · Real estate0.60%2.71%+15.6%+14.1%+14.4%[…]−10.6%13.2%$27M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: BYRE 2022 · REET 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

BYRE

REET

iShares Global REIT ETF · $4.8B$11,038

$10,000 five years ago, dividends reinvested · they hold 37.2% in common

BYREMeasureREET

+15.6%Year to dateJan 1 → Nov 4+12.2%

+14.1%1 yearTotal return+12.6%

+14.4%3 years · per year$10,000 became $14,978 · $15,230+15.1%

[…]5 years · per year$10,000 became […] · $11,038+2.0%

0.60%Expense ratio$60 · $14 a year on $10k · lower is better0.14%

2.71%Trailing 12-mo yield$271 · $339 a year on $10k3.39%

−10.6%Worst dropSmaller is better−11.3%

13.2%VolatilityLower is calmer12.5%

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

3–4REET wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BYRE vs REET: Top 5 Holdings

Today

BYRE

33.7%in top 5

REET

in top 529.9%

BYREStockREET

8.7%WELL9.7%

8.1%EQIX5.6%

7.1%AMTnot top 5

not top 5PLD6.8%

5.3%CCInot top 5

4.5%SBRAnot top 5

not top 5SPG4.0%

not top 5DLR3.7%

Held in common37.2%

End-of-day Nov 4, 2026 · share of each fund

BYRE vs REET Returns, Every Period

PrincipalBYRE

+14.1%

past year

REETiShares

+12.6%

past year

BYREREETFaded: behind in that period

2–1BYRE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BYRE vs REET

YTD

PrincipalBYRE

+15.6%

REETiShares

+12.2%

+15.6%Year to date+12.2%

−10.6%Worst drop · 1Y−11.3%

13.2%Volatility · 1Y12.5%

2.7%Yield3.4%

$27.2MAssets$4.8B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BYRE, REET

Today

0.14%lowest, REET

FundExpense ratioFee$10k

REET0.14%$14

BYRE0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BYRE, REET

3.39%highest, REET

FundTrailing yieldYield$10k

REET3.39%$339

BYRE2.71%$271

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$325most kept, REET

REET$339 − $14 = $325

BYRE$271 − $60 = $211

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BYRE, REET

Today

37.2%most shared, BYRE and REET

BYREREET

BYRE—37.2%

REET37.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.1%BYRE, at 13.2% volatility

REETWorst drop−11.3%12.5% vol

BYREWorst drop−10.6%13.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

REETBYRE

+12.2%Year to date+15.6%

3.4%Yield2.7%

+12.6%Past year+14.1%

0.14%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026