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BYRE vs SPY

Comparison between PRINCIPAL REAL ESTATE ACTIVE OPPORTUNITIES ETF (BYRE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

BYRE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BYRE
$26M
Winner
SPY
$781B
Expense Ratio
BYRE
0.60%
Winner
SPY
0.09%
Max Drawdown
Winner
BYRE
28.16%
SPY
56.47%
Sharpe Ratio
BYRE
0.54
Winner
SPY
1.12
5Y Beta
Winner
BYRE
0.39
SPY
1.00
P/E Ratio
BYRE
45.73
Winner
SPY
28.53
Forward P/E
BYRE
35.35
Winner
SPY
21.47
PEG Ratio
BYRE
9.88
SPY
N/A
5Y Dividends CAGR
BYRE
N/A
SPY
6.00%
5Y EPS CAGR
BYRE
6.34%
Winner
SPY
25.58%
Debt to Equity
Winner
BYRE
4.86%
SPY
32.09%
P/S Ratio
BYRE
7.60
Winner
SPY
3.75
P/B Ratio
Winner
BYRE
2.93
SPY
5.64

BYRE vs SPY - Holdings Comparison

BYRE and SPY have 13 common holdings. Overlap is 1.11%

BYRE's top 25 holdings weight is 83.84%. SPY's top 25 holdings weight is 51.74%.

RankBYRESPY
#1
WELLTOWER INC (WELL) - 8.24%
NVIDIA CORP (NVDA) - 7.89%
#2
EQUINIX INC (EQIX) - 8.02%
APPLE INC (AAPL) - 7.37%
#3
AMERICAN TOWER CORP (AMT) - 6.30%
MICROSOFT CORP (MSFT) - 4.50%
#4
CROWN CASTLE INC (CCI) - 4.79%
AMAZON.COM INC (AMZN) - 3.82%
#5
VENTAS INC (VTR) - 4.64%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
PROLOGIS INC (PLD) - 4.46%
BROADCOM INC (AVGO) - 2.86%
#7
SABRA HEALTH CARE REIT INC (SBRA) - 4.27%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
IRON MOUNTAIN INC (IRM) - 4.02%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
GAMING AND LEISURE PROPERTIES INC (GLPI) - 3.85%
TESLA INC (TSLA) - 1.70%
#10
EXTRA SPACE STORAGE INC (EXR) - 3.63%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ESSEX PROPERTY TRUST INC (ESS) - 3.50%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
AMERICAN HOMES 4 RENT CLASS A (AMH) - 3.42%
ELI LILLY AND CO (LLY) - 1.40%
#13
EASTGROUP PROPERTIES INC (EGP) - 3.10%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
DIGITAL REALTY TRUST INC (DLR) - 3.03%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
HEALTHPEAK PROPERTIES INC (DOC) - 2.72%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
REXFORD INDUSTRIAL REALTY INC (REXR) - 2.21%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 2.06%
VISA INC CLASS A (V) - 0.90%
#18
RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.76%
WALMART INC (WMT) - 0.76%
#19
REGENCY CENTERS CORP (REG) - 1.75%
INTEL CORP (INTC) - 0.75%
#20
COUSINS PROPERTIES INC (CUZ) - 1.59%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
SMARTSTOP SELF STORAGE REIT INC ORDINARY SHARES (SMA) - 1.38%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
UI BOUSTEAD REIT UNITS (n/a) - 1.37%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
GO RESIDENTIAL REAL ESTATE INVESTMENT TRUST UNITS (n/a) - 1.33%
ABBVIE INC (ABBV) - 0.66%
#24
NATIONAL HEALTH INVESTORS INC (NHI) - 1.22%
CATERPILLAR INC (CAT) - 0.65%
#25
BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 1.18%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings53505

BYRE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BYRE
+2.31%
SPY
+0.63%
3M
Winner
BYRE
+5.37%
SPY
+4.46%
6M
Winner
BYRE
+13.21%
SPY
+7.67%
1Y
BYRE
+10.39%
Winner
SPY
+17.68%
5Y(CAGR)
BYRE
+5.36%
Winner
SPY
+12.42%
10Y(CAGR)
BYRE
N/A
SPY
+14.84%
Max(CAGR)
BYRE
+5.36%
Winner
SPY
+8.44%

BYRE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBYRESPY
2026+15.62%+8.63%
2025+3.60%+18.00%
2024+3.12%+25.59%
2023+11.08%+26.72%
2022-9.01%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BYRE vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BYRE drawdown is -0.61%. The current SPY drawdown is -2.57%.

RankBYRESPY
#1-25.68%
Aug 15, 2022 - Aug 23, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-15.13%
Sep 16, 2024 - Feb 12, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-12.77%
May 27, 2022 - Aug 9, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-7.76%
Mar 2, 2026 - Apr 16, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-3.43%
May 26, 2026 - Jun 12, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.79%
Apr 20, 2026 - Apr 30, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.70%
Jun 12, 2026 - Jun 26, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.48%
May 6, 2026 - May 20, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.13%
Jun 26, 2026 - Jul 16, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.68%
Feb 17, 2026 - Mar 2, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.88%
Apr 30, 2026 - May 6, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.62%
Jul 17, 2026 - Jul 21, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.61%
Jul 21, 2026 - Jul 23, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.55%
Aug 27, 2024 - Aug 30, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.46%
Aug 10, 2022 - Aug 12, 2022		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BYRE and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

BYRE vs SPY dividend yield comparison.

YearBYRESPY
20261.49%0.50%
20252.71%1.07%
20242.31%1.21%
20232.63%1.40%
20221.86%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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