Principal Real Estate Active Opportunities ETF (BYRE)
- Expense ratio0.67%
- Net assets$26.5M
- Dividend yield2.76%
- 1-year return+6.14%
- Holdings43
BYRE ETF price chart
BYRE quote & trading statistics
BYRE performance
Total return · as of October 17, 2026- YTD+8.58%
- 1 year+6.14%
- 3 years+10.28%/yr
- 5 years0.00%/yr
- 10 years0.00%/yr
- 1Y volatility
- 16.42%
- 3Y volatility
- 16.15%
- 3Y Sharpe ratio
- 0.40
Returns include reinvested distributions; 3-, 5- and 10-year figures are annualized.
BYRE top 10 holdings
| # | Symbol | Name | Weight |
|---|---|---|---|
| 1 | WELL | Welltower Inc | 9.02% |
| 2 | EQIX | Equinix Inc | 8.00% |
| 3 | AMT | American Tower Corp | 6.91% |
| 4 | CCI | Crown Castle | 5.11% |
| 5 | VTR | Ventas Inc | 4.40% |
| 6 | SBRA | Sabra Healthcare REIT Inc | 4.17% |
| 7 | PLD | Prologis Inc | 4.16% |
| 8 | EXR | Extra Space Storage Inc | 3.85% |
| 9 | GLPI | Gaming & Leisure Properties | 3.69% |
| 10 | IRM | Iron Mountain Incorporated | 3.45% |
The top 10 holdings make up 52.8% of the fund (43 holdings in total). As of October 17, 2026.
About Principal Real Estate Active Opportunities ETF
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. It invests primarily in equity securities of U.S. and non-U.S. companies, including those of small companies. The fund is non-diversified.
BYRE ETF FAQ
What is the BYRE expense ratio?
Principal Real Estate Active Opportunities ETF has a net expense ratio of 0.67%, or $67.00 a year for every $10,000 invested.
How much money is in BYRE?
Principal Real Estate Active Opportunities ETF has about $26.5M in net assets.
What are the top holdings of BYRE?
The largest positions in BYRE are Welltower Inc (9.02%), Equinix Inc (8.00%), American Tower Corp (6.91%). The fund holds 43 securities in total.
How has BYRE performed?
BYRE returned +6.14% over the past year and 0.00% a year over the past five years, including reinvested distributions.
Does BYRE pay dividends?
BYRE has a dividend yield of 2.76%.
When was BYRE launched?
Principal Real Estate Active Opportunities ETF began trading on May 18, 2022.
ETFs similar to BYRE
Funds that track the same index or whose top-10 holdings overlap most with BYRE's. Overlap: shared top-10 weight as a share of the larger top-10 total of the two funds.
| Symbol | Fund | Overlap | Expense ratio | Net assets | 1-year return |
|---|---|---|---|---|---|
| BYRE | Principal Real Estate Active Opportunities ETF | — | 0.67% | $26.5M | +6.14% |
| JPRE | JPMorgan Realty Income ETF | 60% | 0.50% | $462.5M | +8.07% |
| CSRE | Cohen & Steers Real Estate Active ETF | 57% | 0.68% | $629.8M | +9.08% |
| XLRE | The Real Estate Select Sector SPDR Fund | 55% | 0.08% | $7.85B | +4.59% |
| ICF | iShares Cohen & Steers REIT ETF | 53% | 0.33% | $2.08B | +8.76% |
| VGSR | Vert Global Sustainable Real Estate ETF | 51% | 0.43% | $482.7M | +3.94% |
| PSR | Invesco Active U.S. Real Estate Fund | 51% | 0.33% | $56.0M | +9.27% |
| FPRO | Fidelity Real Estate Investment ETF | 51% | 0.56% | $15.3M | +6.66% |
| RLTY | Cohen & Steers Real Estate Opportunities and… | 51% | 0.00% | — | -0.55% |