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

$23.10

Average Daily Volume

1,215

Number of Holdings ^*

22

* 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

$26.79

Average Daily Volume

1,233

Number of Holdings ^*

9

* may have additional holdings in another (foreign) market

Performance

Period	BYRE	CLOD
30 Days	0.53%	-1.09%
60 Days	6.51%	6.23%
90 Days	0.77%	-1.24%
12 Months	7.15%

0 Overlapping Holdings

	Symbol	Grade	Weight in BYRE	Weight in CLOD	Overlap

BYRE Overweight 22 Positions Relative to CLOD

	Symbol	Grade	Weight
	VTR	A	7.93%
	AMT	B	7.74%
	INVH	A	6.98%
	EQIX	C	6.92%
	EXR	A	6.25%
	COLD	C	5.9%
	REXR	C	4.84%
	WELL	B	4.71%
	SUI	D	4.65%
	SBAC	D	4.58%
	TRNO	C	4.5%
	AMH	C	4.22%
	GLPI	B	4.15%
	VICI	D	4.1%
	SBRA	A	3.82%
	DLR	B	3.38%
	ARE	C	3.11%
	NHI	B	2.37%
	RHP	D	2.22%
	DRH	D	1.78%
	CCI	D	1.75%
	VAC	F	1.52%

BYRE Underweight 9 Positions Relative to CLOD

	Symbol	Grade	Weight
	GOOGL	A	-5.42%
	PANW	B	-5.15%
	MSFT	A	-4.7%
	SNPS	B	-4.65%
	AMZN	A	-4.64%
	ORCL	B	-4.46%
	INTU	C	-4.41%
	ADBE	C	-4.32%
	MELI	B	-4.26%

BYRE: Top Represented Industries & Keywords

Industries: REIT - Diversified REIT - Healthcare Facilities REIT - Industrial REIT - Residential REIT - Hotel & Motel REIT - Office Telecom Services Resorts & Casinos

Keywords: Real Estate Investment Trust S&P 500 Sba Communications Assisted Living Communications Sites Distributed Antenna System Hospitality Industry Industrial Real Estate Information And Communications Technology Marriott International Pcia The Wireless Infrastructure Association Real Estate Properties Rental Homes Site Development Services Telecommunications Tourism Tower Site Travel Wireless Communication Wireless Networking

CLOD: Top Represented Industries & Keywords

Industries: Software - Application Software - Infrastructure Specialty Retail Internet Content & Information

Keywords: Nasdaq 100 S&P 500 Work From Home Computing Software Hyperscale Online Shopping Operating System Application Software CRM Cloud Computing Dow Jones Component E Commerce E-Commerce Education Services Financial Management Online Retail Smartphones Software Development Sql