Compare · 2 funds side by side · dividends reinvested

USRT and BYRE

USRTiShares×BYREPrincipal×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,898USRT · best of the two

02 / 04

USRT and BYRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.5%+16.4%+16.4%+3.5%−12.4%13.9%$4.4B1.4

Principal Real Estate Active Opportunities ETFSectors · Real estate0.60%2.76%+13.5%+12.5%+13.1%[…]−10.6%13.3%$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 5, 2026 · returns include dividends · since: USRT 2007 · BYRE 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.4B$11,898

USRT

BYRE

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

$10,000 five years ago, dividends reinvested · they hold 44.0% in common

USRTMeasureBYRE

+16.5%Year to dateJan 1 → Nov 5+13.5%

+16.4%1 yearTotal return+12.5%

+16.4%3 years · per year$10,000 became $15,762 · $14,486+13.1%

+3.5%5 years · per year$10,000 became $11,898 · […][…]

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

2.69%Trailing 12-mo yield$269 · $276 a year on $10k2.76%

−12.4%Worst dropSmaller is better−10.6%

13.9%VolatilityLower is calmer13.3%

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

4–3USRT wins

End-of-day Nov 5, 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 534.5%

USRTStockBYRE

9.2%WELL8.7%

6.0%EQIX8.6%

not top 5AMT7.2%

6.9%PLDnot top 5

not top 5CCI5.5%

4.8%SPGnot top 5

4.5%PSAnot top 5

not top 5SBRA4.5%

Held in common44.0%

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

USRT vs BYRE Returns, Every Period

iSharesUSRT

+16.4%

past year

BYREPrincipal

+12.5%

past year

USRTBYREFaded: behind in that period

3–0USRT wins

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

USRT vs BYRE

YTD

iSharesUSRT

+16.5%

BYREPrincipal

+13.5%

+16.5%Year to date+13.5%

−12.4%Worst drop · 1Y−10.6%

13.9%Volatility · 1Y13.3%

2.7%Yield2.8%

$4.4BAssets$27.3M

3–1BYRE wins

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

Cost, Income and Risk

Fees: USRT, BYRE

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

BYRE0.60%$60

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

Yields: USRT, BYRE

2.76%highest, BYRE

FundTrailing yieldYield$10k

BYRE2.76%$276

USRT2.69%$269

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

BYRE$276 − $60 = $216

KeptFee

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

Overlap: USRT, BYRE

Today

44.0%most shared, USRT and BYRE

USRTBYRE

USRT—44.0%

BYRE44.0%—

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

Return vs Bumpiness: 2 ETFs

+16.4%USRT, at 13.9% volatility

BYREWorst drop−10.6%13.3% vol

USRTWorst drop−12.4%13.9% vol

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

Paid More vs Made More

YTD

BYREUSRT

+13.5%Year to date+16.5%

2.8%Yield2.7%

+12.5%Past year+16.4%

0.60%Fee0.08%

3–1USRT 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