BYREvsSRHRETF Comparison
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Principal Real Estate Active Opportunities ETF (BYRE) belongs to the US Real Estate segment. SRH REIT Covered Call ETF (SRHR) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: and Real Estate. BYRE is less expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.75% for SRHR. BYRE is up 9.75% year-to-date (YTD) with +$2M in YTD flows. SRHR performs worse with 7.59% YTD performance, and -$2K in YTD flows. Run a side-by-side ETF comparison of BYRE and SRHR 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 SRHR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BYRE SRHR | +6.86%+6.92% | +7.48%+4.55% | +9.75%+7.59% | +10.64%+11.04% | +26.38%n/a | n/an/a |
| Flows | BYRE SRHR | +$502K-$2K | +$2M-$2K | +$2M-$2K | +$11M-$8K | +$17M- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BYRE SRHR | +14.24%+15.83% | +12.45%+13.73% | +15.93%n/a | n/an/a |
| Max drawdown | BYRE SRHR | -7.99%-8.49% | -7.99%-8.49% | -15.23%n/a | n/an/a |
| Max drawdown duration | BYRE SRHR | 57d43d | 57d43d | 130dn/a | n/an/a |
Trading data
BYRE | SRHR | |
Last sale 4/27/2026 at 1:30 PM | $26.53 | $55.62 |
| Previous close 04/24/2026 | $26.67 | $55.67 |
| Consolidated volume 04/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 4/27/2026 at 1:30 PM
Live
Closed
BYRE | SRHR | |
|---|---|---|
| Last price | $26.53 | $55.62 |
| 1D performance | -0.54% | -0.09% |
| AuM | $25.04 M | $50.19 M |
| E/R | 0.6% | 0.75% |
Characteristics
BYRE | SRHR | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Principal Global Investors | SRH Funds |
| Benchmark | - | - |
| N° of holdings | 39 | 23 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 19, 2022 | November 1, 2023 |
| ESG | No | No |
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Exposure
Countries
BYRE
USA
85.11%
Other
14.89%
SRHR
USA
91.26%
Other
8.74%
Sectors
BYRE
Real Estate
90.38%
Other
9.62%
SRHR
Real Estate
90.69%
Other
9.31%
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Diversification
BYRE
Total weight of top 15 holdings out of 15
69.96%
SRHR
Total weight of top 15 holdings out of 15
74.65%
Top 15 holdings
Data as of March 31, 2026
BYRE
EQUINIX INC COMMON STOCK REIT
8.45%
WELLTOWER INC
7.68%
AMERICAN TOWER CL A REIT
6.74%
SABRA HEALTH CARE REIT
5.54%
PROLOGIS REIT
4.83%
CROWN CASTLE INTERNATIONAL
4.58%
VENTAS REIT
4.52%
IRON MOUNTAIN
4.35%
GAMING AND LEISURE PROPERTIES
4.26%
EXTRA SPACE STORAGE REIT
4.12%
INVITATION HOMES INC
3.40%
EQUITY RESIDENTIAL REIT
3.23%
EASTGROUP PROPERTIES REIT
2.96%
HEALTHPEAK PROPERTIES INC
2.94%
DIGITAL REALTY REIT
2.33%
SRHR
LAMAR ADVERTISING
9.98%
VENTAS REIT
8.41%
DIGITAL REALTY REIT
6.49%
GLOBAL NET LEASE
5.86%
CROWN CASTLE INTERNATIONAL
5.17%
FIRST INDUSTRIAL REIT
4.54%
SUN COMMUNITIES REIT
4.30%
HOST HOTELS & RESORTS REIT
4.21%
HEALTHPEAK PROPERTIES INC
4.00%
BRIXMOR PROPERTY GROUP REIT
3.92%
NEXPOINT RESIDENTIAL TRUST
3.82%
HIGHWOODS PROPERTIES REIT
3.63%
COUSINS PROPERTIES REIT
3.47%
ALEXANDRIA REAL ESTATE EQUITIES REIT
3.44%
EXTRA SPACE STORAGE REIT
3.41%
Frequently asked questions about BYRE and SRHR
How have the BYRE and SRHR ETFs performed in 2026?
As of April 23, 2026, BYRE is up 9.75% year-to-date (YTD), while SRHR has returned 7.59%. That puts BYRE better performer ahead so far this year.
Which ETF is attracting more investor money: BYRE or SRHR?
Year-to-date, the BYRE ETF saw +$2M in flows, compared to -$2K for SRHR.
Which ETF is more volatile: BYRE or SRHR?
Over the past year, BYRE had a volatility of 12.45%, while SRHR experienced 13.73%.
Which ETF is bigger: BYRE or SRHR?
As of April 23, 2026, BYRE holds $25.04 M in assets under management (AUM), while SRHR manages $50.19 M.
What sectors do the BYRE and SRHR ETFs invest in?
BYRE leans toward sectors like Real Estate. Meanwhile, SRHR focuses on Real Estate.
What are the top holdings of the BYRE ETF and SRHR ETF?
BYRE top holdings include EQUINIX INC COMMON STOCK REIT, WELLTOWER INC and AMERICAN TOWER CL A REIT. SRHR holds in its top three: LAMAR ADVERTISING, VENTAS REIT and DIGITAL REALTY REIT.
Which ETF is more diversified: BYRE or SRHR?
BYRE holds 41 securities with 69.96% of its assets in the top 15. SRHR has 23 securities and a top 15 weight of 74.65%.
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