BYRE vs. CLOD ETF Comparison

Comparison of Principal Real Estate Active Opportunities ETF (BYRE) to Themes Cloud Computing ETF (CLOD)

BYRE

Principal Real Estate Active Opportunities ETF

BYRE Description

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies principally engaged in the real estate industry at the time of purchase. It invests primarily in equity securities of U.S. companies, including those of small companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$26.02

Average Daily Volume

1,029

Number of Holdings ^*

* may have additional holdings in another (foreign) market

CLOD

Themes Cloud Computing ETF

CLOD Description

The index is designed to provide exposure to companies that have business operations in the field of cloud computing based in developed market countries. The fund will invest, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities that comprise the index and in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") based on the securities in the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$32.04

Average Daily Volume

225

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	BYRE	CLOD
30 Days	-0.57%	11.29%
60 Days	-2.84%	14.28%
90 Days	0.27%	17.23%
12 Months	18.65%

0 Overlapping Holdings

	Symbol	Grade	Weight in BYRE	Weight in CLOD	Overlap

BYRE Overweight 22 Positions Relative to CLOD

Symbol	Grade	Weight
VTR	B	8.53%
AMT	C	7.12%
EQIX	A	6.66%
INVH	D	6.12%
EXR	C	5.61%
SBAC	D	5.11%
WELL	A	4.95%
COLD	D	4.69%
SUI	C	4.47%
REXR	F	4.26%
SBRA	C	4.26%
GLPI	C	4.19%
VICI	C	4.18%
TRNO	F	4.14%
AMH	C	3.98%
DLR	B	3.08%
ARE	F	2.8%
NHI	D	2.22%
RHP	B	1.97%
CCI	C	1.79%
DRH	B	1.55%
VAC	C	1.09%

BYRE Underweight 45 Positions Relative to CLOD

Symbol	Grade	Weight
CRM	B	-4.81%
NOW	A	-4.59%
INTU	B	-4.55%
GOOGL	C	-4.5%
AMZN	C	-4.49%
PANW	B	-4.46%
ORCL	A	-4.37%
ADBE	C	-4.12%
MSFT	D	-4.02%
MELI	C	-3.85%
SNPS	B	-3.7%
CDNS	B	-3.62%
CRWD	B	-3.51%
ADSK	A	-2.92%
APP	B	-2.81%
MSTR	B	-2.71%
FTNT	C	-2.61%
WDAY	B	-2.48%
SNOW	B	-1.75%
TEAM	A	-1.74%
DDOG	A	-1.59%
HUBS	A	-1.51%
ANSS	B	-1.36%
NET	B	-1.25%
GDDY	A	-1.11%
BAH	F	-1.06%
ZM	C	-1.02%
MDB	B	-0.92%
ZS	B	-0.82%
NTNX	B	-0.79%
MANH	D	-0.79%
GEN	B	-0.76%
VRSN	C	-0.72%
FFIV	B	-0.65%
CHKP	C	-0.63%
DT	D	-0.62%
AKAM	D	-0.61%
CYBR	A	-0.58%
CACI	D	-0.58%
OKTA	C	-0.57%
WIX	A	-0.44%
CVLT	B	-0.34%
CFLT	B	-0.28%
DBX	B	-0.27%
IDCC	B	-0.21%