BYREvsRWRETF Comparison
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Principal Real Estate Active Opportunities ETF (BYRE) and State Street SPDR Dow Jones REIT ETF (RWR) belong to the same industry segment: US Real Estate. BYRE's top 3 sector exposures are Finance, Non-Corporate and Technology. In contrast, RWR's top sector exposures are Finance. BYRE is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.25% for RWR. BYRE is up 11.57% year-to-date (YTD) with +$4M in YTD flows. RWR performs better with 14.56% YTD performance, and -$44M in YTD flows. Run a side-by-side ETF comparison of BYRE and RWR 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 RWR 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 RWR | +4.96%+5.56% | -3.02%-4.33% | +11.57%+14.56% | +10.74%+15.45% | +37.60%+46.36% | n/a+13.34% |
| Flows | BYRE RWR | +$506K-$10M | +$524K-$18M | +$4M-$44M | +$6M+$4M | +$16M+$200M | -+$9M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BYRE RWR | +12.37%+13.01% | +12.76%+14.01% | +15.17%+16.60% | n/a+19.09% |
| Max drawdown | BYRE RWR | -8.68%-10.23% | -10.62%-12.71% | -14.99%-18.77% | n/a-32.62% |
| Max drawdown duration | BYRE RWR | 69d92d | 99d100d | 507d434d | n/a1499d |
Trading data
BYRE | RWR | |
Last sale 11/4/2026 at 2:30 PM | $27.68 | $112.94 |
| Previous close 11/03/2026 | $26.81 | $109.80 |
| Consolidated volume 11/03/2026 | ||
| 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 | RWR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 11/4/2026 at 2:30 PM
Live
Closed
BYRE | RWR | |
|---|---|---|
| Last price | $27.68 | $112.94 |
| 1D performance | +3.24% | +2.86% |
| AuM | $27.22 M | $1.85 B |
| E/R | 0.6% | 0.25% |
Characteristics
BYRE | RWR | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Principal Global Investors | State Street Investment Management |
| Benchmark | - | Dow Jones U.S. Select REIT Capped Index |
| N° of holdings | 48 | 97 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 19, 2022 | April 23, 2001 |
| ESG | No | No |
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Exposure
Countries
BYRE
USA
92.19%
Other
7.81%
RWR
USA
99.34%
Other
0.66%
Sectors
BYRE
Finance
97.19%
Other
2.81%
RWR
Finance
99.34%
Other
0.66%
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Diversification
BYRE
Total weight of top 15 holdings out of 15
67.67%
RWR
Total weight of top 15 holdings out of 15
61.73%
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%
RWR
Welltower, Inc.
10.15%
Prologis, Inc.
9.95%
Simon Property Group, Inc.
4.59%
Equinix, Inc.
4.54%
Public Storage
4.49%
Ventas, Inc.
4.44%
Equity Residential
4.38%
Digital Realty Trust, Inc.
4.34%
Realty Income Corp.
4.23%
Extra Space Storage, Inc.
2.83%
Essex Property Trust, Inc.
1.76%
Host Hotels & Resorts, Inc.
1.56%
Kimco Realty Corp.
1.52%
W.P. Carey, Inc.
1.50%
Invitation Homes, Inc.
1.44%
Frequently asked questions about BYRE and RWR
How have the BYRE and RWR ETFs performed in 2026?
As of November 2, 2026, BYRE is up 11.57% year-to-date (YTD), while RWR has returned 14.56%. That puts RWR better performer ahead so far this year.
Which ETF is attracting more investor money: BYRE or RWR?
Year-to-date, the BYRE ETF saw +$4M in flows, compared to -$44M for RWR.
Which ETF is more volatile: BYRE or RWR?
Over the past year, BYRE had a volatility of 12.76%, while RWR experienced 14.01%.
Which ETF is bigger: BYRE or RWR?
As of November 2, 2026, BYRE holds $27.22 M in assets under management (AUM), while RWR manages $1.85 B.
What sectors do the BYRE and RWR ETFs invest in?
BYRE leans toward sectors like Finance. Meanwhile, RWR focuses on Finance.
What are the top holdings of the BYRE ETF and RWR ETF?
BYRE top holdings include Equinix, Inc., Welltower, Inc. and American Tower Corp.. RWR holds in its top three: Welltower, Inc., Prologis, Inc. and Simon Property Group, Inc..
Which ETF is more diversified: BYRE or RWR?
BYRE holds 48 securities with 67.67% of its assets in the top 15. RWR has 97 securities and a top 15 weight of 61.73%.
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Latest news about BYRE & RWR
Real Estate ETFs Hit Again by the Rise in Treasury Yields
April 15, 2024
RWR
Real Estate Sector Hit by Stronger-Than-Expected Inflation Data
March 19, 2024
RWR
Real Estate Sector Gains Momentum After Dovish Fed Comments
December 19, 2023
RWR
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Real Estate Funds Plunge Again Amid Spike in Interest Rates
October 24, 2023
RWR
Real Estate Funds Plunge Again Amid Spike in Interest Rates
October 24, 2023
RWR
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