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

Number of Holdings *

64

* may have additional holdings in another (foreign) market
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
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 Underweight 5 Positions Relative to BYRE
Symbol Grade Weight
TRNO F -4.14%
NHI D -2.22%
RHP B -1.97%
DRH B -1.55%
VAC B -1.09%
Compare ETFs