BYRE vs NISM

Comparison between PRINCIPAL REAL ESTATE ACTIVE OPPORTUNITIES ETF (BYRE, ETF) and NYLI INTERNATIONAL SMALL-MID CAP EQUITY ETF (NISM, ETF).

BYRE vs NISM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BYRE(ETF)	NISM(ETF)
Net Assets	$26M	$26M
Expense Ratio	0.60%	0.70%
Max Drawdown	28.16%	4.35%
Sharpe Ratio	0.63	-1.36
5Y Beta	0.41	0.87
P/E Ratio	44.20	N/A
Forward P/E	35.58	N/A
PEG Ratio	7.89	N/A
5Y EPS CAGR	6.54%	N/A
Debt to Equity	-3.51%	N/A
P/S Ratio	7.40	N/A
P/B Ratio	2.79	N/A

Net Assets

BYRE

$26M

NISM

$26M

Expense Ratio

Winner

BYRE

0.60%

NISM

0.70%

Max Drawdown

BYRE

28.16%

Winner

NISM

4.35%

Sharpe Ratio

Winner

BYRE

0.63

NISM

-1.36

5Y Beta

Winner

BYRE

0.41

NISM

0.87

P/E Ratio

BYRE

44.20

NISM

N/A

Forward P/E

BYRE

35.58

NISM

N/A

PEG Ratio

BYRE

7.89

NISM

N/A

5Y EPS CAGR

BYRE

6.54%

NISM

N/A

Debt to Equity

BYRE

-3.51%

NISM

N/A

P/S Ratio

BYRE

7.40

NISM

N/A

P/B Ratio

BYRE

2.79

NISM

N/A

BYRE vs NISM - Historical Returns

Returns include dividend reinvestment.

Period	BYRE	NISM
1 month	+0.81%	-1.54%
3 months	+7.74%	N/A
6 months	+13.93%	N/A
1 year	+11.13%	N/A
5 years(CAGR)	+5.11%	N/A
Max(CAGR)	+5.11%	-17.21%

Winner

BYRE

+0.81%

NISM

-1.54%

BYRE

+7.74%

NISM

N/A

BYRE

+13.93%

NISM

N/A

BYRE

+11.13%

NISM

N/A

5Y(CAGR)

BYRE

+5.11%

NISM

N/A

Max(CAGR)

Winner

BYRE

+5.11%

NISM

-17.21%

BYRE vs NISM - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	BYRE	NISM
2026	+13.83%	-1.54%
2025	+3.60%	N/A
2024	+3.12%	N/A
2023	+11.08%	N/A
2022	-9.01%	N/A

BYRE vs NISM Drawdown Comparison

The maximum drawdown for BYRE was -25.68%, occurring on Oct 25, 2023. Recovery took 509 trading sessions.

The maximum drawdown for NISM was -4.35%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The current NISM drawdown is -1.62%.

Rank	BYRE	NISM
#1	-25.68% Aug 15, 2022 - Aug 23, 2024	-4.35% May 26, 2026 - Jun 10, 2026
#2	-15.13% Sep 16, 2024 - Feb 12, 2026	-2.68% May 13, 2026 - May 26, 2026
#3	-12.77% May 27, 2022 - Aug 9, 2022	N/A
#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 NISM is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101