BYRE vs ILIT
Comparison between PRINCIPAL REAL ESTATE ACTIVE OPPORTUNITIES ETF (BYRE, ETF) and ISHARES LITHIUM MINERS AND PRODUCERS ETF (ILIT, ETF).
BYRE vs ILIT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BYRE
$26M
Winner
ILIT
$26M
Expense Ratio
BYRE
0.60%
Winner
ILIT
0.47%
Max Drawdown
Winner
BYRE
28.16%
ILIT
75.33%
Sharpe Ratio
BYRE
0.63
Winner
ILIT
2.04
5Y Beta
Winner
BYRE
0.41
ILIT
1.19
P/E Ratio
BYRE
44.20
ILIT
N/A
Forward P/E
BYRE
35.58
ILIT
N/A
PEG Ratio
BYRE
7.89
ILIT
N/A
5Y EPS CAGR
BYRE
6.54%
ILIT
N/A
Debt to Equity
BYRE
-3.51%
ILIT
N/A
P/S Ratio
BYRE
7.40
ILIT
N/A
P/B Ratio
BYRE
2.79
ILIT
N/A
BYRE vs ILIT - Holdings Comparison
BYRE and ILIT have 1 common holdings. Overlap is -0.20%
BYRE's top 25 holdings weight is 83.53%. ILIT's top 25 holdings weight is 93.12%.
| Rank | BYRE | ILIT |
|---|---|---|
| #1 | EQUINIX INC (EQIX) - 8.41% | LIONTOWN LTD (n/a) - 9.73% |
| #2 | AMERICAN TOWER CORP (AMT) - 7.15% | PLS GROUP LTD (n/a) - 8.91% |
| #3 | WELLTOWER INC (WELL) - 7.12% | MINERAL RESOURCES LTD (n/a) - 8.22% |
| #4 | CROWN CASTLE INC (CCI) - 5.60% | SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 7.44% |
| #5 | PROLOGIS INC (PLD) - 4.57% | ALBEMARLE CORP (ALB) - 7.21% |
| #6 | SABRA HEALTH CARE REIT INC (SBRA) - 4.40% | LITHIUM ARGENTINA AG (n/a) - 5.60% |
| #7 | IRON MOUNTAIN INC (IRM) - 4.20% | LITHIUM AMERICAS CORP (n/a) - 4.27% |
| #8 | VENTAS INC (VTR) - 4.19% | SIGMA LITHIUM CORP (n/a) - 4.13% |
| #9 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 4.17% | GANFENG LITHIUM GROUP CO LTD CLASS A (n/a) - 4.05% |
| #10 | EXTRA SPACE STORAGE INC (EXR) - 3.99% | GUANGZHOU TINCI MATERIALS TECHNOLOGY CO LTD CLASS A (n/a) - 3.64% |
| #11 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 3.37% | COSMO ADVANCED MATERIALS & TECHNOLOGY CO LTD (n/a) - 3.45% |
| #12 | EQUITY RESIDENTIAL (EQR) - 3.34% | TIANQI LITHIUM CORP CLASS A (n/a) - 3.28% |
| #13 | EASTGROUP PROPERTIES INC (EGP) - 2.89% | CRITICAL METALS CORP (CRML) - 2.93% |
| #14 | HEALTHPEAK PROPERTIES INC (DOC) - 2.43% | CANMAX TECHNOLOGIES CO LTD CLASS A (n/a) - 2.47% |
| #15 | REXFORD INDUSTRIAL REALTY INC (REXR) - 2.24% | YUNNAN ENERGY NEW MATERIAL (GROUP) CO LTD CLASS A (n/a) - 2.44% |
| #16 | DIGITAL REALTY TRUST INC (DLR) - 2.22% | HUNAN YUNENG NEW ENERGY BATTERY MATERIAL CO LTD ORDINARY SHARES CLASS A (n/a) - 2.28% |
| #17 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.92% | SHENZHEN CAPCHEM TECHNOLOGY CO LTD CLASS A (n/a) - 2.08% |
| #18 | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 1.84% | AMERICAN BATTERY TECHNOLOGY CO (ABAT) - 1.94% |
| #19 | REGENCY CENTERS CORP (REG) - 1.70% | SINOMINE RESOURCE GROUP CO LTD CLASS A (n/a) - 1.59% |
| #20 | GO RESIDENTIAL REAL ESTATE INVESTMENT TRUST UNITS (n/a) - 1.44% | CHENGXIN LITHIUM GROUP CO LTD CLASS A (n/a) - 1.49% |
| #21 | COUSINS PROPERTIES INC (CUZ) - 1.37% | FULIN PRECISION CO LTD CLASS A (n/a) - 1.40% |
| #22 | UI BOUSTEAD REIT UNITS (n/a) - 1.35% | NINGBO SHANSHAN CO LTD CLASS A (n/a) - 1.18% |
| #23 | SMARTSTOP SELF STORAGE REIT INC ORDINARY SHARES (SMA) - 1.30% | DO-FLUORIDE NEW MATERIALS CO LTD CLASS A (n/a) - 1.17% |
| #24 | NATIONAL HEALTH INVESTORS INC (NHI) - 1.18% | XTC NEW ENERGY MATERIALS (XIAMEN) CO LTD CLASS A (n/a) - 1.13% |
| #25 | SAUL CENTERS INC (BFS) - 1.14% | BEIJING EASPRING MATERIAL TECHNOLOGY CO LTD CLASS A (n/a) - 1.09% |
| Total Holdings | 52 | 46 |
BYRE vs ILIT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BYRE
+0.81%
ILIT
-12.11%
3M
BYRE
+7.74%
Winner
ILIT
+16.62%
6M
BYRE
+13.93%
Winner
ILIT
+34.01%
1Y
BYRE
+11.13%
Winner
ILIT
+157.57%
5Y(CAGR)
BYRE
+5.11%
ILIT
N/A
Max(CAGR)
Winner
BYRE
+5.11%
ILIT
-3.64%
BYRE vs ILIT - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BYRE | ILIT |
|---|---|---|
| 2026 | +13.83% | +22.69% |
| 2025 | +3.60% | +81.77% |
| 2024 | +3.12% | -44.29% |
| 2023 | +11.08% | -28.84% |
| 2022 | -9.01% | N/A |
BYRE vs ILIT Drawdown Comparison
The maximum drawdown for BYRE was -25.68%, occurring on Oct 25, 2023. Recovery took 509 trading sessions.
The maximum drawdown for ILIT was -73.67%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current ILIT drawdown is -17.29%.
| Rank | BYRE | ILIT |
|---|---|---|
| #1 | -25.68% Aug 15, 2022 - Aug 23, 2024 | -73.67% Jul 13, 2023 - Apr 8, 2025 |
| #2 | -15.13% Sep 16, 2024 - Feb 12, 2026 | -4.08% Jul 3, 2023 - Jul 11, 2023 |
| #3 | -12.77% May 27, 2022 - Aug 9, 2022 | -0.93% Jun 27, 2023 - Jun 30, 2023 |
| #4 | -7.76% Mar 2, 2026 - Apr 16, 2026 | N/A |
| #5 | -3.43% May 26, 2026 - Jun 12, 2026 | N/A |
| #6 | -2.79% Apr 20, 2026 - Apr 30, 2026 | N/A |
| #7 | -2.48% May 6, 2026 - May 20, 2026 | N/A |
| #8 | -1.68% Feb 17, 2026 - Mar 2, 2026 | N/A |
| #9 | -0.88% Apr 30, 2026 - May 6, 2026 | N/A |
| #10 | -0.55% Aug 27, 2024 - Aug 30, 2024 | N/A |
| #11 | -0.46% Aug 10, 2022 - Aug 12, 2022 | N/A |
| #12 | -0.24% May 25, 2022 - May 27, 2022 | N/A |
| #13 | -0.22% Aug 23, 2024 - Aug 27, 2024 | N/A |
| #14 | -0.21% Sep 4, 2024 - Sep 9, 2024 | N/A |
| #15 | -0.09% Sep 10, 2024 - Sep 12, 2024 | N/A |
Correlation
Correlation between BYRE and ILIT is -0.05 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.05
-101
Dividend Comparison (2022 - 2026)
BYRE vs ILIT dividend yield comparison.
| Year | BYRE | ILIT |
|---|---|---|
| 2026 | 0.58% | 0.00% |
| 2025 | 2.71% | 2.27% |
| 2024 | 2.31% | 6.48% |
| 2023 | 2.63% | 0.69% |
| 2022 | 1.86% | 0.00% |
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