BYRE vs XAUG

Comparison between PRINCIPAL REAL ESTATE ACTIVE OPPORTUNITIES ETF (BYRE, ETF) and FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - AUGUST (XAUG, ETF).

BYRE vs XAUG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BYRE(ETF)	XAUG(ETF)
Net Assets	$26M	$25M
Expense Ratio	0.60%	0.85%
Max Drawdown	28.16%	8.70%
Sharpe Ratio	0.54	1.14
5Y Beta	0.39	0.39
P/E Ratio	45.73	N/A
Forward P/E	35.35	N/A
PEG Ratio	9.88	N/A
5Y EPS CAGR	6.34%	N/A
Debt to Equity	4.86%	N/A
P/S Ratio	7.60	N/A
P/B Ratio	2.93	N/A

Net Assets

Winner

BYRE

$26M

XAUG

$25M

Expense Ratio

Winner

BYRE

0.60%

XAUG

0.85%

Max Drawdown

BYRE

28.16%

Winner

XAUG

8.70%

Sharpe Ratio

BYRE

0.54

Winner

XAUG

1.14

5Y Beta

Winner

BYRE

0.39

XAUG

0.39

P/E Ratio

BYRE

45.73

XAUG

N/A

Forward P/E

BYRE

35.35

XAUG

N/A

PEG Ratio

BYRE

9.88

XAUG

N/A

5Y EPS CAGR

BYRE

6.34%

XAUG

N/A

Debt to Equity

BYRE

4.86%

XAUG

N/A

P/S Ratio

BYRE

7.60

XAUG

N/A

P/B Ratio

BYRE

2.93

XAUG

N/A

BYRE vs XAUG - Historical Returns

Returns include dividend reinvestment.

Period	BYRE	XAUG
1 month	+2.31%	+0.69%
3 months	+5.37%	+2.40%
6 months	+13.21%	+4.24%
1 year	+10.39%	+8.99%
5 years(CAGR)	+5.36%	N/A
Max(CAGR)	+5.36%	+9.84%

Winner

BYRE

+2.31%

XAUG

+0.69%

Winner

BYRE

+5.37%

XAUG

+2.40%

Winner

BYRE

+13.21%

XAUG

+4.24%

Winner

BYRE

+10.39%

XAUG

+8.99%

5Y(CAGR)

BYRE

+5.36%

XAUG

N/A

Max(CAGR)

BYRE

+5.36%

Winner

XAUG

+9.84%

BYRE vs XAUG - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	BYRE	XAUG
2026	+15.62%	+4.78%
2025	+3.60%	+9.50%
2024	+3.12%	+9.16%
2023	+11.08%	+5.22%
2022	-9.01%	N/A

BYRE vs XAUG Drawdown Comparison

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

The maximum drawdown for XAUG was -8.70%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.

The current BYRE drawdown is -0.61%. The current XAUG drawdown is -0.17%.

Rank	BYRE	XAUG
#1	-25.68% Aug 15, 2022 - Aug 23, 2024	-8.70% Feb 19, 2025 - May 13, 2025
#2	-15.13% Sep 16, 2024 - Feb 12, 2026	-3.77% Sep 14, 2023 - Nov 10, 2023
#3	-12.77% May 27, 2022 - Aug 9, 2022	-3.12% Feb 25, 2026 - Apr 9, 2026
#4	-7.76% Mar 2, 2026 - Apr 16, 2026	-1.81% Oct 27, 2025 - Nov 28, 2025
#5	-3.43% May 26, 2026 - Jun 12, 2026	-1.69% Aug 30, 2024 - Sep 13, 2024
#6	-2.79% Apr 20, 2026 - Apr 30, 2026	-1.05% Oct 6, 2025 - Oct 20, 2025
#7	-2.70% Jun 12, 2026 - Jun 26, 2026	-1.05% Dec 6, 2024 - Dec 24, 2024
#8	-2.48% May 6, 2026 - May 20, 2026	-0.96% May 19, 2025 - Jun 2, 2025
#9	-2.13% Jun 26, 2026 - Jul 16, 2026	-0.80% Oct 22, 2024 - Nov 6, 2024
#10	-1.68% Feb 17, 2026 - Mar 2, 2026	-0.79% Feb 2, 2026 - Feb 9, 2026
#11	-0.88% Apr 30, 2026 - May 6, 2026	-0.78% Dec 24, 2024 - Jan 15, 2025
#12	-0.62% Jul 17, 2026 - Jul 21, 2026	-0.74% Jan 12, 2026 - Jan 26, 2026
#13	-0.61% Jul 21, 2026 - Jul 23, 2026	-0.68% Sep 30, 2024 - Oct 11, 2024
#14	-0.55% Aug 27, 2024 - Aug 30, 2024	-0.60% Dec 29, 2023 - Jan 8, 2024
#15	-0.46% Aug 10, 2022 - Aug 12, 2022	-0.60% Sep 1, 2023 - Sep 14, 2023