Compare · 2 funds side by side · dividends reinvested

BYRE and VOO

BYREPrincipal×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

BYRE and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.3

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

BYRE

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

BYREMeasureVOO

+11.8%Year to dateJan 1 → Nov 3+11.5%

+10.8%1 yearTotal return+11.9%

+13.5%3 years · per year$10,000 became $14,612 · $19,094+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

2.81%Trailing 12-mo yield$281 · $107 a year on $10k1.07%

−10.6%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer12.7%

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

2–5VOO 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 VOO: Top 5 Holdings

Today

BYRE

33.7%in top 5

VOO

in top 528.3%

BYREStockVOO

8.6%WELLnot top 5

not top 5NVDA8.4%

8.0%EQIXnot top 5

not top 5AAPL7.4%

7.2%AMTnot top 5

not top 5MSFT5.8%

5.4%CCInot top 5

4.5%VTRnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common1.1%

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

BYRE vs VOO Returns, Every Period

PrincipalBYRE

+10.8%

past year

VOOVanguard

+11.9%

past year

BYREVOOFaded: behind in that period

1–2VOO wins

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

Sector vs Core: BYRE vs VOO

YTD

PrincipalBYRE

+11.8%

VOOVanguard

+11.5%

+11.8%Year to date+11.5%

−10.6%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y12.7%

2.8%Yield1.1%

$27.2MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: BYRE, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

BYRE0.60%$60

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

Yields: BYRE, VOO

2.81%highest, BYRE

FundTrailing yieldYield$10k

BYRE2.81%$281

VOO1.07%$107

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

Income After Fees on $10,000

$221most kept, BYRE

BYRE$281 − $60 = $221

VOO$107 − $3 = $104

KeptFee

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

Overlap: BYRE, VOO

Today

1.1%most shared, BYRE and VOO

BYREVOO

BYRE—1.1%

VOO1.1%—

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

Return vs Bumpiness: 2 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

BYREWorst drop−10.6%12.8% vol

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

Paid More vs Made More

YTD

BYREVOO

+11.8%Year to date+11.5%

2.8%Yield1.1%

+10.8%Past year+11.9%

0.60%Fee0.03%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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