Compare · 3 funds side by side · dividends reinvested

BYRE, VNQ and VOO

BYREPrincipal×VNQVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

BYRE, VNQ and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal Real Estate Active Opportunities ETFSectors · Real estate0.60%2.72%+15.2%+14.7%+12.5%[…]−10.6%13.4%$28M1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.9

Vanguard Real Estate ETFSectors · Real estate0.13%3.50%+13.1%+13.7%+13.0%+1.5%−11.4%14.3%$35.9B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: BYRE 2022 · VNQ 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Principal Real Estate Active Opportunities ETF · $28M[…]

BYRE

VNQ

Vanguard Real Estate ETF · $35.9B$10,786

$10,000 five years ago, dividends reinvested · they hold 45.1% in common

BYREMeasureVNQ

+15.2%Year to dateJan 1 → Nov 9+13.1%

+14.7%1 yearTotal return+13.7%

+12.5%3 years · per year$10,000 became $14,222 · $14,443+13.0%

[…]5 years · per year$10,000 became […] · $10,786+1.5%

0.60%Expense ratio$60 · $13 a year on $10k · lower is better0.13%

2.72%Trailing 12-mo yield$272 · $350 a year on $10k3.50%

−10.6%Worst dropSmaller is better−11.4%

13.4%VolatilityLower is calmer14.3%

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

4–3BYRE wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BYRE vs VNQ: Top 5 Holdings

Today

BYRE

34.4%in top 5

VNQ

in top 534.7%

BYREStockVNQ

8.8%WELL10.7%

8.5%EQIX6.6%

not top 5PLD8.0%

7.2%AMT5.1%

5.4%CCInot top 5

4.5%VTRnot top 5

not top 5SPG4.3%

Held in common45.1%

End-of-day Nov 9, 2026 · share of each fund

BYRE vs VNQ Returns, Every Period

PrincipalBYRE

+14.7%

past year

VNQVanguard

+13.7%

past year

BYREVNQFaded: behind in that period

2–1BYRE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

BYRE vs VNQ

YTD

PrincipalBYRE

+15.2%

VNQVanguard

+13.1%

+15.2%Year to date+13.1%

−10.6%Worst drop · 1Y−11.4%

13.4%Volatility · 1Y14.3%

2.7%Yield3.5%

$27.5MAssets$35.9B

3–1BYRE wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BYRE, VNQ, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VNQ0.13%$13

BYRE0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BYRE, VNQ, VOO

3.50%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.50%$350

BYRE2.72%$272

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$337most kept, VNQ

VNQ$350 − $13 = $337

BYRE$272 − $60 = $212

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BYRE, VNQ, VOO

Today

45.1%most shared, BYRE and VNQ

BYREVNQVOO

BYRE—45.1%1.1%

VNQ45.1%—1.7%

VOO1.1%1.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.7%BYRE, at 13.4% volatility

BYREWorst drop−10.6%13.4% vol

VOOWorst drop−8.9%13.7% vol

VNQWorst drop−11.4%14.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VNQBYRE

+13.1%Year to date+15.2%

3.5%Yield2.7%

+13.7%Past year+14.7%

0.13%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+13.1%

SCHHSchwab

+16.5%

+13.1%Year to date+16.5%

3.5%Yield2.8%

$35.9BAssets$11.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026