PPTY vs BYRE

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

Both PPTY and BYRE are from the Real Estate sector.

PPTY vs BYRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

PPTY

$26M

BYRE

$26M

Expense Ratio

Winner

PPTY

0.53%

BYRE

0.60%

Max Drawdown

PPTY

41.69%

Winner

BYRE

28.16%

Sharpe Ratio

Winner

PPTY

0.82

BYRE

0.54

5Y Beta

PPTY

0.57

Winner

BYRE

0.39

P/E Ratio

Winner

PPTY

30.65

BYRE

45.73

Forward P/E

PPTY

35.45

Winner

BYRE

35.35

PEG Ratio

PPTY

N/A

BYRE

9.88

5Y Dividends CAGR

PPTY

3.65%

BYRE

N/A

5Y EPS CAGR

Winner

PPTY

8.70%

BYRE

6.34%

Debt to Equity

PPTY

78.45%

Winner

BYRE

4.86%

P/S Ratio

Winner

PPTY

6.97

BYRE

7.60

P/B Ratio

Winner

PPTY

2.11

BYRE

2.93

PPTY vs BYRE - Holdings Comparison

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

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

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

PPTY vs BYRE - Historical Returns

Returns include dividend reinvestment.

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

Winner

PPTY

+3.17%

BYRE

+2.31%

Winner

PPTY

+8.83%

BYRE

+5.37%

Winner

PPTY

+15.21%

BYRE

+13.21%

Winner

PPTY

+15.45%

BYRE

+10.39%

5Y(CAGR)

PPTY

+2.90%

Winner

BYRE

+5.36%

10Y(CAGR)

PPTY

+7.49%

BYRE

N/A

Max(CAGR)

Winner

PPTY

+7.49%

BYRE

+5.36%

PPTY vs BYRE - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

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

PPTY vs BYRE Drawdown Comparison

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

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

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

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