Compare · 2 funds side by side · dividends reinvested

BYRE and XLRE

BYREPrincipal×XLRESPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,775XLRE · best of the two

02 / 04

BYRE and XLRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal Real Estate Active Opportunities ETFSectors · Real estate0.60%2.81%+11.8%+10.8%+13.5%[…]−10.6%12.8%$27M1.4

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.30%+10.8%+10.5%+14.4%+1.5%−11.1%14.2%$8.3B1.5

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 · XLRE 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

BYRE

XLRE

State Street Real Estate Select Sector SPDR ETF · $8.3B$10,775

$10,000 five years ago, dividends reinvested · they hold 48.7% in common

BYREMeasureXLRE

+11.8%Year to dateJan 1 → Nov 3+10.8%

+10.8%1 yearTotal return+10.5%

+13.5%3 years · per year$10,000 became $14,612 · $14,961+14.4%

[…]5 years · per year$10,000 became […] · $10,775+1.5%

0.60%Expense ratio$60 · $8 a year on $10k · lower is better0.08%

2.81%Trailing 12-mo yield$281 · $330 a year on $10k3.30%

−10.6%Worst dropSmaller is better−11.1%

12.8%VolatilityLower is calmer14.2%

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

4–3BYRE 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 XLRE: Top 5 Holdings

Today

BYRE

33.7%in top 5

XLRE

in top 537.0%

BYREStockXLRE

8.6%WELL11.3%

not top 5PLD8.2%

8.0%EQIX6.9%

7.2%AMT5.8%

5.4%CCInot top 5

not top 5PSA4.9%

4.5%VTRnot top 5

Held in common48.7%

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

BYRE vs XLRE Returns, Every Period

PrincipalBYRE

+10.8%

past year

XLRESPDR

+10.5%

past year

BYREXLREFaded: behind in that period

2–1BYRE wins

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

BYRE vs XLRE

YTD

PrincipalBYRE

+11.8%

XLRESPDR

+10.8%

+11.8%Year to date+10.8%

−10.6%Worst drop · 1Y−11.1%

12.8%Volatility · 1Y14.2%

2.8%Yield3.3%

$27.2MAssets$8.3B

3–1BYRE wins

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

Cost, Income and Risk

Fees: BYRE, XLRE

Today

0.08%lowest, XLRE

FundExpense ratioFee$10k

XLRE0.08%$8

BYRE0.60%$60

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

Yields: BYRE, XLRE

3.30%highest, XLRE

FundTrailing yieldYield$10k

XLRE3.30%$330

BYRE2.81%$281

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

Income After Fees on $10,000

$322most kept, XLRE

XLRE$330 − $8 = $322

BYRE$281 − $60 = $221

KeptFee

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

Overlap: BYRE, XLRE

Today

48.7%most shared, BYRE and XLRE

BYREXLRE

BYRE—48.7%

XLRE48.7%—

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

Return vs Bumpiness: 2 ETFs

+10.8%BYRE, at 12.8% volatility

BYREWorst drop−10.6%12.8% vol

XLREWorst drop−11.1%14.2% vol

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

Paid More vs Made More

YTD

XLREBYRE

+10.8%Year to date+11.8%

3.3%Yield2.8%

+10.5%Past year+10.8%

0.08%Fee0.60%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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