BYRE vs. IVRA ETF Comparison

Comparison of Principal Real Estate Active Opportunities ETF (BYRE) to Invesco Real Assets ESG ETF (IVRA)
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

$26.16

Average Daily Volume

1,035

Number of Holdings *

22

* may have additional holdings in another (foreign) market
IVRA

Invesco Real Assets ESG ETF

IVRA Description Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Real Assets ESG ETF is an exchange traded fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., Invesco Capital Management LLC. It invests in public equity markets of the United States and Canada region. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental analysis to create its portfolio. It employs proprietary research to create its portfolio. It does not invest in stocks of companies operating across include substantial involvement in the production of tobacco products, controversial weapons, engagement in cultivation, production or distribution of recreational cannabis, extraction of thermal coal, and extraction of fossil fuels from unconventional sources, among other exclusionary criteria sectors. Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Real Assets ESG ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$16.74

Average Daily Volume

4,431

Number of Holdings *

43

* may have additional holdings in another (foreign) market
Performance
Period BYRE IVRA
30 Days -1.13% 2.83%
60 Days -3.51% 2.56%
90 Days 0.81% 6.40%
12 Months 19.29% 31.33%
12 Overlapping Holdings
Symbol Grade Weight in BYRE Weight in IVRA Overlap
AMH D 3.98% 0.95% 0.95%
AMT D 7.12% 4.87% 4.87%
ARE D 2.8% 2.92% 2.8%
CCI D 1.79% 2.36% 1.79%
DLR B 3.08% 2.22% 2.22%
EQIX A 6.66% 5.67% 5.67%
EXR D 5.61% 1.08% 1.08%
INVH D 6.12% 1.18% 1.18%
REXR F 4.26% 2.42% 2.42%
SBAC D 5.11% 1.78% 1.78%
SUI D 4.47% 2.69% 2.69%
TRNO F 4.14% 1.61% 1.61%
BYRE Overweight 10 Positions Relative to IVRA
Symbol Grade Weight
VTR C 8.53%
WELL A 4.95%
COLD D 4.69%
SBRA C 4.26%
GLPI C 4.19%
VICI C 4.18%
NHI D 2.22%
RHP B 1.97%
DRH B 1.55%
VAC B 1.09%
BYRE Underweight 31 Positions Relative to IVRA
Symbol Grade Weight
PLD D -6.06%
LNG B -4.51%
SPG B -3.94%
OKE A -3.29%
SRE A -2.98%
PSA D -2.95%
TRGP B -2.56%
HST C -1.88%
CNP B -1.87%
NEM D -1.75%
WMB A -1.71%
WFG D -1.52%
KMI A -1.43%
WTRG B -1.39%
KIM A -1.3%
WY D -1.28%
DOC D -1.1%
CTVA C -1.09%
SW A -1.04%
ASR D -1.02%
WPC D -1.01%
AWK D -0.98%
PAC B -0.98%
RLJ C -0.94%
IP B -0.89%
PCH D -0.89%
ATO A -0.79%
REG B -0.76%
DBRG F -0.61%
ADM D -0.43%
KRC C -0.25%
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