BYRE vs PPTY

Comparison between PRINCIPAL REAL ESTATE ACTIVE OPPORTUNITIES ETF (BYRE, ETF) and U.S. DIVERSIFIED REAL ESTATE ETF (PPTY, ETF).

Both BYRE and PPTY are from the Real Estate sector.

BYRE vs PPTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BYRE(ETF)	PPTY(ETF)
Net Assets	$26M	$26M
Expense Ratio	0.60%	0.53%
Max Drawdown	28.16%	41.69%
Sharpe Ratio	0.54	0.82
5Y Beta	0.39	0.57
P/E Ratio	45.73	30.65
Forward P/E	35.35	35.45
PEG Ratio	9.88	N/A
5Y Dividends CAGR	N/A	3.65%
5Y EPS CAGR	6.34%	8.70%
Debt to Equity	4.86%	78.45%
P/S Ratio	7.60	6.97
P/B Ratio	2.93	2.11

Net Assets

BYRE

$26M

Winner

PPTY

$26M

Expense Ratio

BYRE

0.60%

Winner

PPTY

0.53%

Max Drawdown

Winner

BYRE

28.16%

PPTY

41.69%

Sharpe Ratio

BYRE

0.54

Winner

PPTY

0.82

5Y Beta

Winner

BYRE

0.39

PPTY

0.57

P/E Ratio

BYRE

45.73

Winner

PPTY

30.65

Forward P/E

Winner

BYRE

35.35

PPTY

35.45

PEG Ratio

BYRE

9.88

PPTY

N/A

5Y Dividends CAGR

BYRE

N/A

PPTY

3.65%

5Y EPS CAGR

BYRE

6.34%

Winner

PPTY

8.70%

Debt to Equity

Winner

BYRE

4.86%

PPTY

78.45%

P/S Ratio

BYRE

7.60

Winner

PPTY

6.97

P/B Ratio

BYRE

2.93

Winner

PPTY

2.11

BYRE vs PPTY - Holdings Comparison

BYRE and PPTY have 21 common holdings. Overlap is 30.13%

BYRE's top 25 holdings weight is 83.84%. PPTY's top 25 holdings weight is 63.53%.

Rank	BYRE	PPTY
#1	WELLTOWER INC (WELL) - 8.24%	EQUINIX INC (EQIX) - 4.53%
#2	EQUINIX INC (EQIX) - 8.02%	PROLOGIS INC (PLD) - 4.00%
#3	AMERICAN TOWER CORP (AMT) - 6.30%	FOUR CORNERS PROPERTY TRUST INC (FCPT) - 3.72%
#4	CROWN CASTLE INC (CCI) - 4.79%	AVALONBAY COMMUNITIES INC (AVB) - 3.66%
#5	VENTAS INC (VTR) - 4.64%	DIGITAL REALTY TRUST INC (DLR) - 3.39%
#6	PROLOGIS INC (PLD) - 4.46%	WELLTOWER INC (WELL) - 3.11%
#7	SABRA HEALTH CARE REIT INC (SBRA) - 4.27%	KILROY REALTY CORP (KRC) - 3.08%
#8	IRON MOUNTAIN INC (IRM) - 4.02%	EQUITY RESIDENTIAL (EQR) - 2.90%
#9	GAMING AND LEISURE PROPERTIES INC (GLPI) - 3.85%	SIMON PROPERTY GROUP INC (SPG) - 2.89%
#10	EXTRA SPACE STORAGE INC (EXR) - 3.63%	TERRENO REALTY CORP (TRNO) - 2.79%
#11	ESSEX PROPERTY TRUST INC (ESS) - 3.50%	HIGHWOODS PROPERTIES INC (HIW) - 2.42%
#12	AMERICAN HOMES 4 RENT CLASS A (AMH) - 3.42%	AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.25%
#13	EASTGROUP PROPERTIES INC (EGP) - 3.10%	MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 2.24%
#14	DIGITAL REALTY TRUST INC (DLR) - 3.03%	ESSEX PROPERTY TRUST INC (ESS) - 2.12%
#15	HEALTHPEAK PROPERTIES INC (DOC) - 2.72%	W.P. CAREY INC (WPC) - 1.99%
#16	REXFORD INDUSTRIAL REALTY INC (REXR) - 2.21%	ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.98%
#17	AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 2.06%	UDR INC (UDR) - 1.96%
#18	RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.76%	EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 1.94%
#19	REGENCY CENTERS CORP (REG) - 1.75%	STAG INDUSTRIAL INC (STAG) - 1.92%
#20	COUSINS PROPERTIES INC (CUZ) - 1.59%	INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 1.91%
#21	SMARTSTOP SELF STORAGE REIT INC ORDINARY SHARES (SMA) - 1.38%	COPT DEFENSE PROPERTIES (CDP) - 1.87%
#22	UI BOUSTEAD REIT UNITS (n/a) - 1.37%	HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.74%
#23	GO RESIDENTIAL REAL ESTATE INVESTMENT TRUST UNITS (n/a) - 1.33%	VORNADO REALTY TRUST (VNO) - 1.73%
#24	NATIONAL HEALTH INVESTORS INC (NHI) - 1.22%	COUSINS PROPERTIES INC (CUZ) - 1.70%
#25	BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 1.18%	EASTGROUP PROPERTIES INC (EGP) - 1.69%
Total Holdings	53	85

BYRE vs PPTY - Historical Returns

Returns include dividend reinvestment.

Period	BYRE	PPTY
1 month	+2.31%	+3.17%
3 months	+5.37%	+8.83%
6 months	+13.21%	+15.21%
1 year	+10.39%	+15.45%
5 years(CAGR)	+5.36%	+2.90%
10 years(CAGR)	N/A	+7.49%
Max(CAGR)	+5.36%	+7.49%

BYRE

+2.31%

Winner

PPTY

+3.17%

BYRE

+5.37%

Winner

PPTY

+8.83%

BYRE

+13.21%

Winner

PPTY

+15.21%

BYRE

+10.39%

Winner

PPTY

+15.45%

5Y(CAGR)

Winner

BYRE

+5.36%

PPTY

+2.90%

10Y(CAGR)

BYRE

N/A

PPTY

+7.49%

Max(CAGR)

BYRE

+5.36%

Winner

PPTY

+7.49%

BYRE vs PPTY - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	BYRE	PPTY
2026	+15.62%	+17.08%
2025	+3.60%	-2.80%
2024	+3.12%	+8.67%
2023	+11.08%	+12.69%
2022	-9.01%	-25.82%
2021	N/A	+45.22%
2020	N/A	-5.74%
2019	N/A	+33.39%
2018	N/A	+4.09%

BYRE vs PPTY Drawdown Comparison

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

The maximum drawdown for PPTY was -41.69%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.

The current BYRE drawdown is -0.61%. The current PPTY drawdown is -1.44%.

Rank	BYRE	PPTY
#1	-25.68% Aug 15, 2022 - Aug 23, 2024	-41.69% Feb 21, 2020 - Apr 20, 2021
#2	-15.13% Sep 16, 2024 - Feb 12, 2026	-32.41% Jan 4, 2022 - Jun 9, 2026
#3	-12.77% May 27, 2022 - Aug 9, 2022	-12.86% Dec 6, 2018 - Jan 30, 2019
#4	-7.76% Mar 2, 2026 - Apr 16, 2026	-8.50% Aug 29, 2018 - Dec 6, 2018
#5	-3.43% May 26, 2026 - Jun 12, 2026	-5.92% Nov 24, 2021 - Dec 8, 2021
#6	-2.79% Apr 20, 2026 - Apr 30, 2026	-5.29% Sep 2, 2021 - Oct 18, 2021
#7	-2.70% Jun 12, 2026 - Jun 26, 2026	-4.85% Jun 20, 2019 - Jul 10, 2019
#8	-2.48% May 6, 2026 - May 20, 2026	-4.69% Oct 30, 2019 - Jan 16, 2020
#9	-2.13% Jun 26, 2026 - Jul 16, 2026	-4.38% Jul 10, 2019 - Aug 19, 2019
#10	-1.68% Feb 17, 2026 - Mar 2, 2026	-4.37% Apr 30, 2021 - May 24, 2021
#11	-0.88% Apr 30, 2026 - May 6, 2026	-4.03% Jun 14, 2021 - Jul 12, 2021
#12	-0.62% Jul 17, 2026 - Jul 21, 2026	-3.87% May 10, 2018 - May 30, 2018
#13	-0.61% Jul 21, 2026 - Jul 23, 2026	-3.82% Apr 12, 2019 - May 3, 2019
#14	-0.55% Aug 27, 2024 - Aug 30, 2024	-3.15% Jun 12, 2026 - Jun 26, 2026
#15	-0.46% Aug 10, 2022 - Aug 12, 2022	-2.81% Apr 17, 2018 - Apr 27, 2018