# BYRE (Principal Real Estate Active Opportunities ETF)

Principal · Stock ETFs · U.S. real estate · data as of Oct 2, 2026

BYRE is actively managed and returned +4.7% over the past year.

## Key facts

- BYRE, total return, 1 year: +4.7%, as of Oct 2, 2026.
- BYRE, expense ratio: 0.60%, as of Oct 2, 2026.
- BYRE, holdings: 51, as of Oct 2, 2026.
- BYRE, below its high: −10.0%, as of Oct 2, 2026.
- BYRE, net assets: $26m (SEC filing, whole fund, as filed for Jun 30, 2026).

## BYRE over each window to Oct 2, 2026

| Window | Total return | S&P 500 | Gap to S&P 500 | Gap to Nasdaq-100 |
| --- | --- | --- | --- | --- |
| 3 months | −6.3% | +3.6% | −9.8 pts | −11.6 pts |
| 6 months | +1.9% | +17.9% | −16.1 pts | −26.5 pts |
| 1 year | +4.7% | +16.2% | −11.5 pts | −19.6 pts |
| 3 years | +36.8% | +89.3% | −52.5 pts | −77.9 pts |
| Since listing | +14.4% | +109.9% | −95.5 pts | −151.6 pts |

## Every published field

| Field | Value | Source |
| --- | --- | --- |
| What it tracks | No index, actively managed | ETFIQ |
| Fund type | Equity fund | ETFIQ |
| Category | Stocks · U.S. real estate | ETFIQ |
| Expense ratio | 0.60% | 485BPOS XBRL, Oct 27, 2025 |
| Price | $25.48 | ETFIQ |
| Listed since | May 19, 2022 | ETFIQ |
| Net assets | $26m | SEC filing, whole fund, as filed for Jun 30, 2026 |
| Below its high | −10.0% | ETFIQ |
| Holdings | 51 | ETFIQ |
| Top ten weight | 53.0% | ETFIQ |
| Holdings as of | Jun 30, 2026 | SEC N-PORT |
| Already in the S&P 500, by weight | 54.6% | ETFIQ |
| Active share vs the S&P 500 | 98.9% | ETFIQ |
| Already in the Nasdaq-100, by weight | 0.0% | ETFIQ |

## Questions

### How has BYRE performed?

Over the year to Oct 2, 2026, BYRE returned +4.7% with distributions reinvested, against +16.2% for the S&P 500. Over three years the figure is +36.8%.

### What does BYRE cost?

The prospectus expense ratio is 0.60% a year.

### What does BYRE hold?

51 positions as filed for Jun 30, 2026, with the top ten at 53.0% of the fund. 55% of its weight is in stocks the S&P 500 also holds.

### How far is BYRE below its high?

10.0% below its high of Jul 24, 2026, measured on the reinvested series to Oct 2, 2026.


## Cite this page

ETFIQ, BYRE, data as of Oct 2, 2026. https://etfiq.com/funds/byre
Free to use with attribution; the underlying files are at https://etfiq.com/data/.

HTML: https://etfiq.com/funds/byre  ·  JSON: https://etfiq.com/funds/byre.json
