BYRE vs. WTRE ETF Comparison

Comparison of Principal Real Estate Active Opportunities ETF (BYRE) to WisdomTree New Economy Real Estate Fund (WTRE)

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

$26.05

Average Daily Volume

1,048

Number of Holdings ^*

* may have additional holdings in another (foreign) market

WTRE

WisdomTree New Economy Real Estate Fund

WTRE Description

Watford Holdings Ltd., together with its subsidiaries, operates as a property and casualty insurance and reinsurance company worldwide. The company offers casualty reinsurance products, such as executive assurance, medical malpractice liability, other professional liability, workers' compensation, excess and umbrella liability, and excess auto liability; other specialty reinsurance, including personal and commercial auto, mortgage, surety, accident and health, workers' compensation catastrophe, agriculture and marine, and aviation; and property catastrophe reinsurance, as well as other insurance programs comprising general liability, umbrella liability, professional liability, personal and commercial automobile, and inland marine and property business with minimal catastrophe exposure. The company was incorporated in 2013 and is headquartered in Pembroke, Bermuda. As of July 1, 2021, Watford Holdings Ltd. was taken private.

Grade (RS Rating)

Last Trade

$18.35

Average Daily Volume

3,386

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	BYRE	WTRE
30 Days	-0.71%	-5.51%
60 Days	-3.29%	-6.90%
90 Days	1.70%	-2.25%
12 Months	18.85%	13.97%

10 Overlapping Holdings

Symbol	Grade	Weight in BYRE	Weight in WTRE	Overlap
AMT	D	7.12%	4.12%	4.12%
ARE	F	2.8%	4.62%	2.8%
CCI	C	1.79%	4.43%	1.79%
COLD	D	4.69%	1.71%	1.71%
DLR	A	3.08%	5.86%	3.08%
EQIX	A	6.66%	5.35%	5.35%
REXR	F	4.26%	2.46%	2.46%
SBAC	D	5.11%	5.71%	5.11%
TRNO	D	4.14%	1.58%	1.58%
VTR	B	8.53%	5.15%	5.15%

BYRE Overweight 12 Positions Relative to WTRE

Symbol	Grade	Weight
INVH	D	6.12%
EXR	C	5.61%
WELL	A	4.95%
SUI	C	4.47%
SBRA	B	4.26%
GLPI	C	4.19%
VICI	C	4.18%
AMH	C	3.98%
NHI	D	2.22%
RHP	B	1.97%
DRH	B	1.55%
VAC	C	1.09%

BYRE Underweight 13 Positions Relative to WTRE

Symbol	Grade	Weight
ABNB	C	-5.65%
PLD	D	-4.46%
DOC	D	-3.66%
IRM	C	-3.46%
EGP	D	-2.04%
FR	D	-1.38%
CUZ	B	-1.26%
KRC	C	-1.23%
CDP	D	-0.94%
DEI	A	-0.72%
DBRG	F	-0.58%
LXP	D	-0.52%
JBGS	D	-0.26%