BYRE vs. KBWY ETF Comparison

Comparison of Principal Real Estate Active Opportunities ETF (BYRE) to PowerShares KBW Premium Yield Equity REIT Portfolio ETF (KBWY)
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 *

22

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

PowerShares KBW Premium Yield Equity REIT Portfolio ETF

KBWY Description The PowerShares KBW Premium Yield Equity REIT Portfolio (Fund) is based on the KBW Premium Yield Equity REIT Index (Index). The Fund will normally invest at least 90% of its total assets in the securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 small- and mid-cap equity REITs in the United States. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$19.63

Average Daily Volume

109,037

Number of Holdings *

27

* may have additional holdings in another (foreign) market
Performance
Period BYRE KBWY
30 Days -0.57% -4.04%
60 Days -2.84% -6.32%
90 Days 0.27% -1.23%
12 Months 18.65% 20.01%
2 Overlapping Holdings
Symbol Grade Weight in BYRE Weight in KBWY Overlap
GLPI C 4.19% 3.25% 3.25%
SBRA C 4.26% 4.41% 4.26%
BYRE Overweight 20 Positions Relative to KBWY
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%
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 25 Positions Relative to KBWY
Symbol Grade Weight
GNL F -6.33%
GOOD B -5.09%
SVC F -4.94%
GMRE F -4.91%
DEA D -4.36%
OUT A -4.34%
APLE B -4.19%
OHI C -4.03%
EPR C -3.95%
LTC B -3.79%
HIW C -3.58%
BNL D -3.5%
AHH D -3.49%
GTY A -3.3%
WPC C -3.17%
SLG B -3.0%
IIPR D -2.96%
PDM D -2.91%
AAT B -2.86%
FCPT C -2.85%
LXP D -2.61%
KIM A -2.6%
NSA C -2.6%
NXRT B -2.21%
OPI F -0.59%
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