BYREvsUSRTETF Comparison
VS
Principal Real Estate Active Opportunities ETF (BYRE) and iShares Core U.S. REIT ETF (USRT) belong to the same industry segment: US Real Estate. Both ETFs have the same top 2 sector exposures: Finance and Non-Corporate. BYRE is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.08% for USRT. BYRE is up 15.06% year-to-date (YTD) with +$4M in YTD flows. USRT performs better with 20.22% YTD performance, and +$717M in YTD flows. Run a side-by-side ETF comparison of BYRE and USRT 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 USRT performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 08/05/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BYRE USRT | +2.19%+1.31% | +1.79%+6.02% | +15.06%+20.22% | +13.25%+23.03% | +33.45%+42.00% | n/a+28.09% |
| Flows | BYRE USRT | +$1M+$173M | +$2M+$664M | +$4M+$717M | +$9M+$1.05B | +$18M+$1.68B | -+$1.84B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BYRE USRT | +13.66%+15.84% | +12.64%+13.86% | +15.69%+16.97% | n/a+18.95% |
| Max drawdown | BYRE USRT | -3.46%-3.57% | -7.99%-8.02% | -14.99%-18.73% | n/a-30.96% |
| Max drawdown duration | BYRE USRT | 16d13d | 57d44d | 507d434d | n/a985d |
Trading data
BYRE | USRT | |
Last sale 8/5/2026 at 7:59 PM | $27.68 | $67.25 |
| Previous close 08/05/2026 | $27.69 | $67.82 |
| Consolidated volume 08/05/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of July 31, 2026
1-year trailing difference
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BYRE
is actively managed and doesn’t replicate an indexBYRE | USRT | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 8/5/2026 at 7:59 PM
Live
Closed
BYRE | USRT | |
|---|---|---|
| Last price | $27.68 | $67.25 |
| 1D performance | -0.05% | -0.84% |
| AuM | $27.67 M | $4.67 B |
| E/R | 0.6% | 0.08% |
Characteristics
BYRE | USRT | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Principal Global Investors | iShares |
| Benchmark | - | FTSE Nareit Equity REITs 40 Act Capped Index |
| N° of holdings | 51 | 128 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 19, 2022 | May 1, 2007 |
| ESG | No | No |
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Exposure
Countries
BYRE
USA
89.78%
Other
10.22%
USRT
USA
99.57%
Other
0.43%
Sectors
BYRE
Finance
98.13%
Other
1.87%
USRT
Finance
99.4%
Other
0.6%
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Diversification
BYRE
Total weight of top 15 holdings out of 15
67.45%
USRT
Total weight of top 15 holdings out of 15
57.77%
Top 15 holdings
Data as of June 30, 2026
BYRE
Equinix, Inc.
8.39%
Welltower, Inc.
7.87%
American Tower Corp.
6.43%
Crown Castle, Inc.
4.88%
Prologis, Inc.
4.42%
Ventas, Inc.
4.39%
Sabra Health Care REIT, Inc.
4.33%
Iron Mountain, Inc.
4.22%
Extra Space Storage, Inc.
4.07%
Gaming & Leisure Properties, Inc.
3.93%
American Homes 4 Rent
3.41%
Equity Residential
3.29%
EastGroup Properties, Inc.
2.95%
Healthpeak Properties, Inc.
2.64%
Digital Realty Trust, Inc.
2.23%
USRT
Welltower, Inc.
8.87%
Prologis, Inc.
7.12%
Equinix, Inc.
6.24%
Simon Property Group, Inc.
4.60%
Digital Realty Trust, Inc.
4.25%
Realty Income Corp.
4.16%
Public Storage
3.95%
Ventas, Inc.
3.51%
Iron Mountain, Inc.
3.05%
Extra Space Storage, Inc.
2.49%
VICI Properties, Inc.
2.35%
AvalonBay Communities, Inc.
2.14%
Equity Residential
2.07%
Essex Property Trust, Inc.
1.52%
Invitation Homes, Inc.
1.46%
Frequently asked questions about BYRE and USRT
How have the BYRE and USRT ETFs performed in 2026?
As of August 5, 2026, BYRE is up 15.06% year-to-date (YTD), while USRT has returned 20.22%. That puts USRT better performer ahead so far this year.
Which ETF is attracting more investor money: BYRE or USRT?
Year-to-date, the BYRE ETF saw +$4M in flows, compared to +$717M for USRT.
Which ETF is more volatile: BYRE or USRT?
Over the past year, BYRE had a volatility of 12.64%, while USRT experienced 13.86%.
Which ETF is bigger: BYRE or USRT?
As of August 5, 2026, BYRE holds $27.67 M in assets under management (AUM), while USRT manages $4.67 B.
What sectors do the BYRE and USRT ETFs invest in?
BYRE leans toward sectors like Finance. Meanwhile, USRT focuses on Finance.
What are the top holdings of the BYRE ETF and USRT ETF?
BYRE top holdings include Equinix, Inc., Welltower, Inc. and American Tower Corp.. USRT holds in its top three: Welltower, Inc., Prologis, Inc. and Equinix, Inc..
Which ETF is more diversified: BYRE or USRT?
BYRE holds 52 securities with 67.45% of its assets in the top 15. USRT has 128 securities and a top 15 weight of 57.77%.
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December 19, 2023
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