BYREvsBBREETF Comparison
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Principal Real Estate Active Opportunities ETF (BYRE) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) belong to the same industry segment: US Real Estate. BYRE's top 3 sector exposures are Finance, Non-Corporate and Technology. In contrast, BBRE's top sector exposures are Finance. BYRE is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.11% for BBRE. BYRE is up 11.57% year-to-date (YTD) with +$4M in YTD flows. BBRE performs better with 14.96% YTD performance, and +$151M in YTD flows. Run a side-by-side ETF comparison of BYRE and BBRE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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BYRE vs BBRE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/02/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BYRE BBRE | +4.96%+4.86% | -3.02%-4.30% | +11.57%+14.96% | +10.74%+14.73% | +37.60%+48.33% | n/a+15.90% |
| Flows | BYRE BBRE | +$506K-$39M | +$524K+$30M | +$4M+$151M | +$6M+$169M | +$16M+$215M | --$241M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BYRE BBRE | +12.37%+12.98% | +12.76%+13.98% | +15.17%+16.55% | n/a+18.95% |
| Max drawdown | BYRE BBRE | -8.68%-9.98% | -10.62%-12.45% | -14.99%-18.77% | n/a-31.17% |
| Max drawdown duration | BYRE BBRE | 69d91d | 99d99d | 507d438d | n/a1058d |
Trading data
BYRE | BBRE | |
Last sale 11/3/2026 at 2:30 PM | $26.78 | $104.35 |
| Previous close 11/02/2026 | $26.70 | $103.11 |
| Consolidated volume 11/02/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 2026
1-year trailing difference
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BYRE
is actively managed and doesn’t replicate an indexBYRE | BBRE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 11/3/2026 at 2:30 PM
Live
Closed
BYRE | BBRE | |
|---|---|---|
| Last price | $26.78 | $104.35 |
| 1D performance | +0.26% | +1.20% |
| AuM | $27.22 M | $1.25 B |
| E/R | 0.6% | 0.11% |
Characteristics
BYRE | BBRE | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Principal Global Investors | J.P. Morgan Asset Management |
| Benchmark | - | MSCI US Reit Custom Capped Index |
| N° of holdings | 48 | 102 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 19, 2022 | June 18, 2018 |
| ESG | No | No |
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Exposure
Countries
BYRE
USA
92.19%
Other
7.81%
BBRE
USA
100.01%
Other
-0.01%
Sectors
BYRE
Finance
97.19%
Other
2.81%
BBRE
Finance
100.01%
Other
-0.01%
Diversification
BYRE
Total weight of top 15 holdings out of 15
67.67%
BBRE
Total weight of top 15 holdings out of 15
61.47%
Top 15 holdings
Data as of September 30, 2026
BYRE
Equinix, Inc.
8.55%
Welltower, Inc.
8.50%
American Tower Corp.
6.72%
Crown Castle, Inc.
4.48%
Ventas, Inc.
4.43%
Sabra Health Care REIT, Inc.
4.37%
Prologis, Inc.
4.34%
Iron Mountain, Inc.
3.67%
Extra Space Storage, Inc.
3.61%
Gaming & Leisure Properties, Inc.
3.60%
Essex Property Trust, Inc.
3.46%
American Homes 4 Rent
3.36%
EastGroup Properties, Inc.
3.06%
Digital Realty Trust, Inc.
2.99%
Rexford Industrial Realty, Inc.
2.53%
BBRE
Welltower, Inc.
12.44%
Prologis, Inc.
9.46%
Equinix, Inc.
4.51%
Digital Realty Trust, Inc.
4.47%
Simon Property Group, Inc.
4.42%
Public Storage
4.01%
Realty Income Corp.
3.80%
Equity Residential
3.69%
Ventas, Inc.
3.14%
Iron Mountain, Inc.
2.78%
Extra Space Storage, Inc.
2.39%
VICI Properties, Inc.
2.10%
Essex Property Trust, Inc.
1.54%
Host Hotels & Resorts, Inc.
1.38%
Kimco Realty Corp.
1.35%
Frequently asked questions about BYRE and BBRE
How have the BYRE and BBRE ETFs performed in 2026?
As of November 2, 2026, BYRE is up 11.57% year-to-date (YTD), while BBRE has returned 14.96%. That puts BBRE better performer ahead so far this year.
Which ETF is attracting more investor money: BYRE or BBRE?
Year-to-date, the BYRE ETF saw +$4M in flows, compared to +$151M for BBRE.
Which ETF is more volatile: BYRE or BBRE?
Over the past year, BYRE had a volatility of 12.76%, while BBRE experienced 13.98%.
Which ETF is bigger: BYRE or BBRE?
As of November 2, 2026, BYRE holds $27.22 M in assets under management (AUM), while BBRE manages $1.25 B.
What sectors do the BYRE and BBRE ETFs invest in?
BYRE leans toward sectors like Finance. Meanwhile, BBRE focuses on Finance.
What are the top holdings of the BYRE ETF and BBRE ETF?
BYRE top holdings include Equinix, Inc., Welltower, Inc. and American Tower Corp.. BBRE holds in its top three: Welltower, Inc., Prologis, Inc. and Equinix, Inc..
Which ETF is more diversified: BYRE or BBRE?
BYRE holds 48 securities with 67.67% of its assets in the top 15. BBRE has 102 securities and a top 15 weight of 61.47%.
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