Principal Real Estate Active Opportunities ETF
$27.38−0.21 (−0.75%)
- 0.60%
- $28M
- +13.9%
- 2.71%
- 3.11K sh
- low $24.23high $28.58
The ETF.net BYRE Grade
C
Score 52 out of 100
- 12 of 35
Score 52 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.B56 out of 100Rank 15 of 35Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.B63 out of 100Rank 9 of 35Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.F19 out of 100Rank 33 of 35Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.A73 out of 100Rank 7 of 35Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.B55 out of 100Rank 17 of 35
Our read on BYRE
In short
CActive US real estate: about 50 names hand-picked instead of a whole REIT index, priced under what the typical active equity fund charges. Small and thinly traded, so it's a niche tool rather than a crowd favorite.
Stated mandate
The Fund seeks total return.
Why people hold it
Worth knowing
BYRE Holdings
- Stocks
- 54
- 54%
- WELL
Sectors
- Real Estate98.0%
- Technology0.7%
- Energy0.5%
- Financials0.3%
- Health Care0.3%
- Industrials0.3%
Geography
- United States92.80%
- Singapore2.76%
- Australia1.83%
- France1.25%
- Belgium0.55%
- Netherlands0.47%
- Canada0.34%
BYRE Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.Not enough history yet.
BYRE$11,386
Returns run to the Nov 9, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | BYRE |
|---|---|
| Year to date | +15.6% |
| 1 month | +7.0% |
| 3 months | +0.7% |
| 1 year | +13.9% |
| 3 years | +12.9% |
| 5 years | |
| 10 years |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | BYRE |
|---|---|---|
| 2026 YTD | +15.6% | |
| 2025 | +2.3% | |
| 2024 | +4.2% | |
| 2023 | +10.8% | |
| 2022 | −9.0% |
BYRE in the news
BYRE Dividends
- 2.71%
- $0.75
- $0.14 per share
- Quarterly
BYRE Risk
- 15.7%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.53
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −25.7%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.90
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
BYRE Cost
Overpaying vs TRUF, tied cheapest in US Active Sector
$9,711
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
BYRE 0.60%
$11,817
TRUF 0.10% Tied cheapest
$2,106
Cost over time
Year by year
| Year | BYRE | TRUF | Overpaying |
|---|---|---|---|
| 10 | $1,076 | $183 | $893 |
| 20 | $4,116 | $717 | $3,399 |
| 30 | $11,817 | $2,106 | $9,711 |
Other funds in US Active Sector
- BDFNLDavis Select Financial ETFExpense ratio 0.61%1 year return +14.9%
- BPYZInvesco Dorsey Wright Basic Materials Momentum ETFExpense ratio 0.60%1 year return +11.7%
- CUSNGAmplify Samsung U.S. Natural Gas Infrastructure ETFExpense ratio 0.59%1 year return +17.6%
- CCSRECohen & Steers Real Estate Active ETFExpense ratio 0.70%1 year return +13.6%
- CEIPIFT Energy Income Partners Enhanced Income ETFExpense ratio 1.11%1 year return +18.9%
