Compare · 2 funds side by side · dividends reinvested

BYRE and RWR

BYREPrincipal×RWRSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,973RWR · best of the two

02 / 04

BYRE and RWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.34%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.8B1.3

Principal Real Estate Active Opportunities ETFSectors · Real estate0.60%2.76%+13.5%+12.5%+13.1%[…]−10.6%13.3%$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 5, 2026 · returns include dividends · since: BYRE 2022 · RWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

BYRE

RWR

State Street SPDR Dow Jones REIT ETF · $1.8B$11,973

$10,000 five years ago, dividends reinvested · they hold 40.5% in common

BYREMeasureRWR

+13.5%Year to dateJan 1 → Nov 5+17.8%

+12.5%1 yearTotal return+18.8%

+13.1%3 years · per year$10,000 became $14,486 · $16,229+17.5%

[…]5 years · per year$10,000 became […] · $11,973+3.7%

0.60%Expense ratio$60 · $25 a year on $10k · lower is better0.25%

2.76%Trailing 12-mo yield$276 · $334 a year on $10k3.34%

−10.6%Worst dropSmaller is better−12.8%

13.3%VolatilityLower is calmer14.2%

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

2–5RWR wins

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

More Ways to See the Pairs

BYRE vs RWR: Top 5 Holdings

Today

BYRE

34.5%in top 5

RWR

in top 534.1%

BYREStockRWR

8.7%WELL10.3%

not top 5PLD9.4%

8.6%EQIX4.4%

7.2%AMTnot top 5

5.5%CCInot top 5

not top 5PSA5.1%

not top 5SPG4.9%

4.5%SBRAnot top 5

Held in common40.5%

End-of-day Nov 5, 2026 · share of each fund

BYRE vs RWR Returns, Every Period

PrincipalBYRE

+12.5%

past year

RWRSPDR

+18.8%

past year

BYRERWRFaded: behind in that period

0–3RWR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BYRE vs RWR

YTD

PrincipalBYRE

+13.5%

RWRSPDR

+17.8%

+13.5%Year to date+17.8%

−10.6%Worst drop · 1Y−12.8%

13.3%Volatility · 1Y14.2%

2.8%Yield3.3%

$27.3MAssets$1.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BYRE, RWR

Today

0.25%lowest, RWR

FundExpense ratioFee$10k

RWR0.25%$25

BYRE0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BYRE, RWR

3.34%highest, RWR

FundTrailing yieldYield$10k

RWR3.34%$334

BYRE2.76%$276

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$309most kept, RWR

RWR$334 − $25 = $309

BYRE$276 − $60 = $216

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BYRE, RWR

Today

40.5%most shared, BYRE and RWR

BYRERWR

BYRE—40.5%

RWR40.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.8%RWR, at 14.2% volatility

BYREWorst drop−10.6%13.3% vol

RWRWorst drop−12.8%14.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

RWRBYRE

+17.8%Year to date+13.5%

3.3%Yield2.8%

+18.8%Past year+12.5%

0.25%Fee0.60%

4–0RWR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026