SRHRvsBYREETF Comparison
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SRH REIT Covered Call ETF (SRHR) belongs to the Options Strategies segment. Principal Real Estate Active Opportunities ETF (BYRE) is part of the US Real Estate segment. Both ETFs have the same top 3 sector exposures: and Real Estate. SRHR is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.6% for BYRE. SRHR is up 7.59% year-to-date (YTD) with -$2K in YTD flows. BYRE performs better with 9.75% YTD performance, and +$2M in YTD flows. Run a side-by-side ETF comparison of SRHR and BYRE 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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SRHR vs BYRE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SRHR BYRE | +6.92%+6.86% | +4.55%+7.48% | +7.59%+9.75% | +11.04%+10.64% | n/a+26.38% | n/an/a |
| Flows | SRHR BYRE | -$2K+$502K | -$2K+$2M | -$2K+$2M | -$8K+$11M | -+$17M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SRHR BYRE | +15.83%+14.24% | +13.73%+12.45% | n/a+15.93% | n/an/a |
| Max drawdown | SRHR BYRE | -8.49%-7.99% | -8.49%-7.99% | n/a-15.23% | n/an/a |
| Max drawdown duration | SRHR BYRE | 43d57d | 43d57d | n/a130d | n/an/a |
Trading data
SRHR | BYRE | |
Last sale 4/27/2026 at 1:30 PM | $55.62 | $26.53 |
| Previous close 04/24/2026 | $55.67 | $26.67 |
| 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
SRHR | BYRE | |
|---|---|---|
| Last price | $55.62 | $26.53 |
| 1D performance | -0.09% | -0.54% |
| AuM | $50.19 M | $25.04 M |
| E/R | 0.75% | 0.6% |
Characteristics
SRHR | BYRE | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | SRH Funds | Principal Global Investors |
| Benchmark | - | - |
| N° of holdings | 23 | 39 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 1, 2023 | May 19, 2022 |
| ESG | No | No |
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Exposure
Countries
SRHR
USA
91.26%
Other
8.74%
BYRE
USA
85.11%
Other
14.89%
Sectors
SRHR
Real Estate
90.69%
Other
9.31%
BYRE
Real Estate
90.38%
Other
9.62%
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Diversification
SRHR
Total weight of top 15 holdings out of 15
74.65%
BYRE
Total weight of top 15 holdings out of 15
69.96%
Top 15 holdings
Data as of March 31, 2026
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%
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%
Frequently asked questions about SRHR and BYRE
How have the SRHR and BYRE ETFs performed in 2026?
As of April 24, 2026, SRHR is up 7.59% year-to-date (YTD), while BYRE has returned 9.75%. That puts BYRE better performer ahead so far this year.
Which ETF is attracting more investor money: SRHR or BYRE?
Year-to-date, the SRHR ETF saw -$2K in flows, compared to +$2M for BYRE.
Which ETF is more volatile: SRHR or BYRE?
Over the past year, SRHR had a volatility of 13.73%, while BYRE experienced 12.45%.
Which ETF is bigger: SRHR or BYRE?
As of April 24, 2026, SRHR holds $50.19 M in assets under management (AUM), while BYRE manages $25.04 M.
What sectors do the SRHR and BYRE ETFs invest in?
SRHR leans toward sectors like Real Estate. Meanwhile, BYRE focuses on Real Estate.
What are the top holdings of the SRHR ETF and BYRE ETF?
SRHR top holdings include LAMAR ADVERTISING, VENTAS REIT and DIGITAL REALTY REIT. BYRE holds in its top three: EQUINIX INC COMMON STOCK REIT, WELLTOWER INC and AMERICAN TOWER CL A REIT.
Which ETF is more diversified: SRHR or BYRE?
SRHR holds 23 securities with 74.65% of its assets in the top 15. BYRE has 41 securities and a top 15 weight of 69.96%.
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