IYR vs. BYRE ETF Comparison
Comparison of iShares U.S. Real Estate ETF (IYR) to Principal Real Estate Active Opportunities ETF (BYRE)
IYR
iShares U.S. Real Estate ETF
IYR Description
The investment seeks to track the investment results of an index composed of U.S. equities in the real estate sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Real Estate Index (the "underlying index"), which measures the performance of the real estate sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include real estate investment trusts ("REITs").
Grade (RS Rating)
Last Trade
$100.36
Average Daily Volume
5,386,246
64
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
22
Performance
Period | IYR | BYRE |
---|---|---|
30 Days | -0.55% | -1.13% |
60 Days | -2.05% | -3.51% |
90 Days | 1.93% | 0.81% |
12 Months | 25.16% | 19.29% |
17 Overlapping Holdings
Symbol | Grade | Weight in IYR | Weight in BYRE | Overlap | |
---|---|---|---|---|---|
AMH | D | 0.89% | 3.98% | 0.89% | |
AMT | D | 6.8% | 7.12% | 6.8% | |
ARE | D | 1.23% | 2.8% | 1.23% | |
CCI | D | 3.38% | 1.79% | 1.79% | |
COLD | D | 0.43% | 4.69% | 0.43% | |
DLR | B | 4.14% | 3.08% | 3.08% | |
EQIX | A | 6.31% | 6.66% | 6.31% | |
EXR | D | 2.61% | 5.61% | 2.61% | |
GLPI | C | 1.01% | 4.19% | 1.01% | |
INVH | D | 1.44% | 6.12% | 1.44% | |
REXR | F | 0.69% | 4.26% | 0.69% | |
SBAC | D | 1.78% | 5.11% | 1.78% | |
SBRA | C | 0.32% | 4.26% | 0.32% | |
SUI | D | 1.1% | 4.47% | 1.1% | |
VICI | C | 2.48% | 4.18% | 2.48% | |
VTR | C | 1.97% | 8.53% | 1.97% | |
WELL | A | 4.84% | 4.95% | 4.84% |
IYR Overweight 47 Positions Relative to BYRE
Symbol | Grade | Weight | |
---|---|---|---|
PLD | D | 7.78% | |
SPG | B | 4.14% | |
PSA | D | 3.95% | |
O | D | 3.69% | |
CBRE | B | 2.94% | |
IRM | D | 2.52% | |
AVB | B | 2.44% | |
CSGP | D | 2.19% | |
EQR | B | 1.88% | |
WY | D | 1.69% | |
ESS | B | 1.45% | |
MAA | B | 1.38% | |
KIM | A | 1.26% | |
DOC | D | 1.1% | |
UDR | B | 1.0% | |
ELS | C | 0.99% | |
CPT | B | 0.96% | |
JLL | D | 0.93% | |
HST | C | 0.91% | |
WPC | D | 0.91% | |
REG | B | 0.9% | |
BXP | D | 0.86% | |
LAMR | D | 0.83% | |
CUBE | D | 0.82% | |
Z | A | 0.82% | |
OHI | C | 0.77% | |
NLY | C | 0.74% | |
BRX | A | 0.65% | |
FRT | B | 0.64% | |
EGP | F | 0.63% | |
NNN | D | 0.58% | |
ADC | B | 0.57% | |
AGNC | D | 0.56% | |
FR | C | 0.52% | |
VNO | B | 0.51% | |
STAG | F | 0.5% | |
HR | C | 0.48% | |
STWD | C | 0.46% | |
RITM | C | 0.42% | |
CUZ | B | 0.35% | |
KRC | C | 0.31% | |
RYN | D | 0.3% | |
ZG | A | 0.29% | |
LINE | F | 0.28% | |
PCH | D | 0.23% | |
HHH | B | 0.18% | |
SEG | B | 0.02% |
IYR: Top Represented Industries & Keywords
BYRE: Top Represented Industries & Keywords