BYRE vs JPSV
Comparison between PRINCIPAL REAL ESTATE ACTIVE OPPORTUNITIES ETF (BYRE, ETF) and JPMORGAN ACTIVE SMALL CAP VALUE ETF (JPSV, ETF).
BYRE vs JPSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BYRE
$26M
JPSV
$25M
Expense Ratio
Winner
BYRE
0.60%
JPSV
0.74%
Max Drawdown
BYRE
28.16%
Winner
JPSV
23.70%
Sharpe Ratio
BYRE
0.61
Winner
JPSV
0.90
5Y Beta
Winner
BYRE
0.42
JPSV
0.80
P/E Ratio
BYRE
43.94
Winner
JPSV
20.53
Forward P/E
BYRE
34.48
Winner
JPSV
13.11
PEG Ratio
BYRE
13.51
JPSV
N/A
5Y EPS CAGR
BYRE
6.31%
Winner
JPSV
11.04%
Debt to Equity
Winner
BYRE
-1.42%
JPSV
177.24%
P/S Ratio
BYRE
7.35
Winner
JPSV
1.16
P/B Ratio
BYRE
2.74
Winner
JPSV
1.66
BYRE vs JPSV - Holdings Comparison
BYRE and JPSV have 4 common holdings. Overlap is 2.13%
BYRE's top 25 holdings weight is 84.11%. JPSV's top 25 holdings weight is 36.23%.
| Rank | BYRE | JPSV |
|---|---|---|
| #1 | EQUINIX INC (EQIX) - 8.38% | INSIGHT ENTERPRISES INC (NSIT) - 1.98% |
| #2 | WELLTOWER INC (WELL) - 7.64% | RALLIANT CORP (RAL) - 1.69% |
| #3 | AMERICAN TOWER CORP (AMT) - 6.85% | JOHN WILEY & SONS INC CLASS A (WLY) - 1.68% |
| #4 | CROWN CASTLE INC (CCI) - 5.42% | CARS.COM INC (CARS) - 1.68% |
| #5 | SABRA HEALTH CARE REIT INC (SBRA) - 5.12% | OLD NATIONAL BANCORP (ONB) - 1.66% |
| #6 | PROLOGIS INC (PLD) - 4.84% | SCANSOURCE INC (SCSC) - 1.63% |
| #7 | VENTAS INC (VTR) - 4.40% | KODIAK GAS SERVICES INC (KGS) - 1.62% |
| #8 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 4.15% | SANMINA CORP (SANM) - 1.59% |
| #9 | IRON MOUNTAIN INC (IRM) - 4.14% | LIVANOVA PLC (LIVN) - 1.58% |
| #10 | EXTRA SPACE STORAGE INC (EXR) - 3.97% | STAGWELL INC ORDINARY SHARES CLASS A (STGW) - 1.56% |
| #11 | EQUITY RESIDENTIAL (EQR) - 3.26% | MEDIAALPHA INC ORDINARY SHARES CLASS A (MAX) - 1.52% |
| #12 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 3.24% | SELECTIVE INSURANCE GROUP INC (SIGI) - 1.46% |
| #13 | HEALTHPEAK PROPERTIES INC (DOC) - 3.00% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 1.41% |
| #14 | EASTGROUP PROPERTIES INC (EGP) - 2.98% | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 1.37% |
| #15 | REXFORD INDUSTRIAL REALTY INC (REXR) - 2.29% | QCR HOLDINGS INC (QCRH) - 1.33% |
| #16 | DIGITAL REALTY TRUST INC (DLR) - 2.26% | RADIAN GROUP INC (RDN) - 1.32% |
| #17 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.85% | n/a (WFRD) - 1.30% |
| #18 | REGENCY CENTERS CORP (REG) - 1.71% | MATADOR RESOURCES CO (MTDR) - 1.28% |
| #19 | GO RESIDENTIAL REAL ESTATE INVESTMENT TRUST UNITS (n/a) - 1.46% | SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 1.26% |
| #20 | COUSINS PROPERTIES INC (CUZ) - 1.35% | H.B. FULLER CO (FUL) - 1.25% |
| #21 | UI BOUSTEAD REIT UNITS (n/a) - 1.30% | INGRAM MICRO HOLDING CORP (INGM) - 1.25% |
| #22 | NATIONAL HEALTH INVESTORS INC (NHI) - 1.22% | COLUMBIA BANKING SYSTEM INC (COLB) - 1.24% |
| #23 | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 1.11% | ENPRO INC (NPO) - 1.23% |
| #24 | SAUL CENTERS INC (BFS) - 1.11% | WSFS FINANCIAL CORP (WSFS) - 1.19% |
| #25 | SMARTSTOP SELF STORAGE REIT INC ORDINARY SHARES (SMA) - 1.06% | SOUTHSTATE BANK CORP (SSB) - 1.15% |
| Total Holdings | 52 | 109 |
BYRE vs JPSV - Historical Returns
Returns include dividend reinvestment.
1M
BYRE
+1.06%
Winner
JPSV
+2.08%
3M
BYRE
+4.22%
Winner
JPSV
+5.41%
6M
Winner
BYRE
+12.16%
JPSV
+10.31%
1Y
BYRE
+11.01%
Winner
JPSV
+18.22%
5Y(CAGR)
BYRE
+4.83%
JPSV
N/A
Max(CAGR)
BYRE
+4.83%
Winner
JPSV
+9.22%
BYRE vs JPSV - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BYRE | JPSV |
|---|---|---|
| 2026 | +12.53% | +10.95% |
| 2025 | +3.60% | +1.44% |
| 2024 | +3.12% | +9.24% |
| 2023 | +11.08% | +9.70% |
| 2022 | -9.01% | N/A |
BYRE vs JPSV Drawdown Comparison
The maximum drawdown for BYRE was -25.68%, occurring on Oct 25, 2023. Recovery took 509 trading sessions.
The maximum drawdown for JPSV was -22.78%, occurring on Apr 8, 2025. Recovery took 299 trading sessions.
The current BYRE drawdown is -1.08%. The current JPSV drawdown is -0.87%.
| Rank | BYRE | JPSV |
|---|---|---|
| #1 | -25.68% Aug 15, 2022 - Aug 23, 2024 | -22.78% Nov 25, 2024 - Feb 6, 2026 |
| #2 | -15.13% Sep 16, 2024 - Feb 12, 2026 | -11.02% Aug 7, 2023 - Dec 13, 2023 |
| #3 | -12.77% May 27, 2022 - Aug 9, 2022 | -9.34% Mar 8, 2023 - Jul 13, 2023 |
| #4 | -7.76% Mar 2, 2026 - Apr 16, 2026 | -9.02% Feb 6, 2026 - Apr 17, 2026 |
| #5 | -3.43% May 26, 2026 - Jun 3, 2026 | -8.80% Jul 31, 2024 - Nov 6, 2024 |
| #6 | -2.79% Apr 20, 2026 - Apr 30, 2026 | -6.75% Mar 28, 2024 - May 15, 2024 |
| #7 | -2.48% May 6, 2026 - May 20, 2026 | -6.15% Dec 26, 2023 - Mar 21, 2024 |
| #8 | -1.68% Feb 17, 2026 - Mar 2, 2026 | -5.28% May 15, 2024 - Jul 11, 2024 |
| #9 | -0.88% Apr 30, 2026 - May 6, 2026 | -3.11% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -0.55% Aug 27, 2024 - Aug 30, 2024 | -2.57% May 8, 2026 - May 22, 2026 |
| #11 | -0.46% Aug 10, 2022 - Aug 12, 2022 | -2.33% Jul 17, 2024 - Jul 25, 2024 |
| #12 | -0.24% May 25, 2022 - May 27, 2022 | -2.00% Apr 28, 2026 - May 8, 2026 |
| #13 | -0.22% Aug 23, 2024 - Aug 27, 2024 | -1.47% Mar 21, 2024 - Mar 27, 2024 |
| #14 | -0.21% Sep 4, 2024 - Sep 9, 2024 | -1.33% May 27, 2026 - Jun 3, 2026 |
| #15 | -0.09% Sep 10, 2024 - Sep 12, 2024 | -1.30% Apr 20, 2026 - Apr 28, 2026 |
Correlation
Correlation between BYRE and JPSV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2022 - 2026)
BYRE vs JPSV dividend yield comparison.
| Year | BYRE | JPSV |
|---|---|---|
| 2026 | 0.59% | 0.00% |
| 2025 | 2.71% | 1.42% |
| 2024 | 2.31% | 1.21% |
| 2023 | 2.63% | 1.09% |
| 2022 | 1.86% | 0.00% |
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