Compare · 2 funds side by side · dividends reinvested

BYRE and USRT

BYREPrincipal×USRTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,294USRT · best of the two

02 / 04

BYRE and USRT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.64%+18.5%+18.4%+17.7%+4.2%−12.4%13.8%$4.4B1.4

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 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.4B$12,294

USRT

BYRE

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

$10,000 five years ago, dividends reinvested · they hold 43.8% in common

USRTMeasureBYRE

+18.5%Year to dateJan 1 → Nov 4+15.6%

+18.4%1 yearTotal return+14.1%

+17.7%3 years · per year$10,000 became $16,301 · $14,978+14.4%

+4.2%5 years · per year$10,000 became $12,294 · […][…]

0.08%Expense ratio$8 · $60 a year on $10k · lower is better0.60%

2.64%Trailing 12-mo yield$264 · $271 a year on $10k2.71%

−12.4%Worst dropSmaller is better−10.6%

13.8%VolatilityLower is calmer13.2%

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

4–3USRT wins

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

More Ways to See the Pairs

USRT vs BYRE: Top 5 Holdings

Today

USRT

31.4%in top 5

BYRE

in top 533.7%

USRTStockBYRE

9.2%WELL8.7%

6.0%EQIX8.1%

not top 5AMT7.1%

6.9%PLDnot top 5

not top 5CCI5.3%

4.8%SPGnot top 5

4.5%PSAnot top 5

not top 5SBRA4.5%

Held in common43.8%

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

USRT vs BYRE Returns, Every Period

iSharesUSRT

+18.4%

past year

BYREPrincipal

+14.1%

past year

USRTBYREFaded: behind in that period

3–0USRT wins

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

USRT vs BYRE

YTD

iSharesUSRT

+18.5%

BYREPrincipal

+15.6%

+18.5%Year to date+15.6%

−12.4%Worst drop · 1Y−10.6%

13.8%Volatility · 1Y13.2%

2.6%Yield2.7%

$4.4BAssets$27.3M

3–1BYRE wins

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

Cost, Income and Risk

Fees: BYRE, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

BYRE0.60%$60

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

Yields: BYRE, USRT

2.71%highest, BYRE

FundTrailing yieldYield$10k

BYRE2.71%$271

USRT2.64%$264

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

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

BYRE$271 − $60 = $211

KeptFee

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

Overlap: BYRE, USRT

Today

43.8%most shared, BYRE and USRT

BYREUSRT

BYRE—43.8%

USRT43.8%—

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

Return vs Bumpiness: 2 ETFs

+18.4%USRT, at 13.8% volatility

BYREWorst drop−10.6%13.2% vol

USRTWorst drop−12.4%13.8% vol

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

Paid More vs Made More

YTD

BYREUSRT

+15.6%Year to date+18.5%

2.7%Yield2.6%

+14.1%Past year+18.4%

0.60%Fee0.08%

3–1USRT wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026