BYRE vs WTRE
Principal Real Estate Active Opportunities ETF against WisdomTree New Economy Real Estate Fund: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
32%
12 shared positions
Fee gap
2 bp
WTRE is cheaper
1-year return gap
12.9 pts
BYRE is ahead
Larger fund
BYRE
$27M
Side by side
| BYRE | WTRE | |
|---|---|---|
| Fund | Principal Real Estate Active Opportunities ETF | WisdomTree New Economy Real Estate Fund |
| Issuer | Principal | WisdomTree |
| Category | Real Estate | Real Estate |
| Expense ratio | 0.60% | 0.58% |
| Assets | $27M | $14M |
| Average daily dollar volume | $91K | $32K |
| Listed | May 18, 2022 | Jun 5, 2007 |
| FrenzyCap score | 22 | 24 |
| 1-month return | +1.9% | −6.1% |
| 3-month return | −6.5% | −10.2% |
| Year to date | +8.3% | +0.9% |
| 1-year return | +4.2% | −8.7% |
| 30-day volatility | 13.4% | 18.8% |
| Worst drawdown, 1 year | −11.1% | −21.5% |
| Trailing 12-month yield | 2.84% | 2.71% |
| Holdings | 52 | 63 |
| Top 10 weight | 52.3% | 45.2% |
| Look-through P/E | 49.4 | — |
| Holdings vs fair value | +7.0% | +4.7% |
| Holdings above 200-day average | 60% | 33% |
| Net flow, latest 3 reported months | $0 thru Jun 2026 | $0 thru Jun 2026 |
| 30-day implied volatility | — | 32.6% |
| Holdings as of | as of Jun 30, 2026SEC filing | as of Jun 30, 2026SEC filing |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
39% of BYRE · 41% of WTRE
Sector mix of the stock holdings
| Sector | BYRE | WTRE | Gap |
|---|---|---|---|
| Real Estate | 87.9% | 41.8% | +46.1% |
| Communication Services | 0.0% | 11.5% | −11.5% |
| Financials | 0.0% | 5.2% | −5.2% |
| Technology | 0.0% | 3.6% | −3.6% |
More: full overlap table · BYRE holdings · WTRE holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.