BYRE vs. CSB ETF Comparison
Comparison of Principal Real Estate Active Opportunities ETF (BYRE) to Compass EMP US Small Cap High Dividend 100 Volatility Weighted Index ETF (CSB)
BYRE
Principal Real Estate Active Opportunities ETF
BYRE Description
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies principally engaged in the real estate industry at the time of purchase. It invests primarily in equity securities of U.S. companies, including those of small companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$26.02
Average Daily Volume
1,029
Number of Holdings
*
22
* may have additional holdings in another (foreign) market
CSB
Compass EMP US Small Cap High Dividend 100 Volatility Weighted Index ETF
CSB Description
CSB's take on the US small-cap space mirrors that of its large-cap sibling, CDL. To qualify for this fund, a company must be among the 500 largest US companies under 3 billion USD in market cap and must have positive earnings for the four most recent quarters. The index selects the 100 highest dividend-yielding stocks from this group and weights them by inverse volatility, giving overweight to low-vol stocks. The index applies 20% country cap and 25% sector cap with semi-annual reconstitution starting each March. The funds closest peers are sibling funds: CSA, which has the same exposure but without the dividend yield screen, and CSF with a cash toggle feature during downturns.Grade (RS Rating)
Last Trade
$62.85
Average Daily Volume
12,585
Number of Holdings
*
97
* may have additional holdings in another (foreign) market
Performance
Period | BYRE | CSB |
---|---|---|
30 Days | -0.57% | 6.62% |
60 Days | -2.84% | 7.76% |
90 Days | 0.27% | 8.24% |
12 Months | 18.65% | 28.46% |
1 Overlapping Holdings
Symbol | Grade | Weight in BYRE | Weight in CSB | Overlap | |
---|---|---|---|---|---|
VAC | C | 1.09% | 0.87% | 0.87% |
BYRE Overweight 21 Positions Relative to CSB
BYRE Underweight 96 Positions Relative to CSB
Symbol | Grade | Weight | |
---|---|---|---|
DTM | A | -2.05% | |
IDA | A | -1.7% | |
FHI | B | -1.67% | |
SR | A | -1.47% | |
NJR | A | -1.43% | |
NFG | A | -1.42% | |
PNM | B | -1.42% | |
POR | C | -1.38% | |
KNTK | A | -1.37% | |
BKH | A | -1.37% | |
NWE | B | -1.37% | |
AWR | B | -1.36% | |
PINC | B | -1.35% | |
OGS | A | -1.32% | |
FLO | D | -1.32% | |
CALM | A | -1.3% | |
TGNA | B | -1.28% | |
WEN | D | -1.28% | |
GEF | A | -1.24% | |
FHB | B | -1.22% | |
AVA | A | -1.22% | |
KMT | B | -1.2% | |
SON | F | -1.2% | |
MSM | C | -1.19% | |
ENR | B | -1.19% | |
AVT | C | -1.19% | |
SWX | B | -1.18% | |
ASB | B | -1.15% | |
SXT | C | -1.14% | |
SJW | F | -1.12% | |
BANR | B | -1.12% | |
NWBI | B | -1.12% | |
HNI | B | -1.09% | |
WMG | D | -1.09% | |
APAM | B | -1.08% | |
FFBC | B | -1.08% | |
UBSI | B | -1.05% | |
BOH | B | -1.05% | |
TNL | A | -1.04% | |
SNV | C | -1.04% | |
WU | F | -1.03% | |
KTB | B | -1.03% | |
CVBF | A | -1.02% | |
FRME | B | -1.02% | |
WKC | C | -1.0% | |
FULT | A | -0.99% | |
WSBC | B | -0.99% | |
MC | C | -0.97% | |
CAKE | C | -0.96% | |
AROC | A | -0.96% | |
SFNC | C | -0.96% | |
AUB | B | -0.95% | |
NOG | B | -0.93% | |
MAN | F | -0.93% | |
CCOI | B | -0.91% | |
OTTR | C | -0.91% | |
INDB | B | -0.91% | |
SEE | C | -0.89% | |
LNC | C | -0.89% | |
NAVI | F | -0.89% | |
TRN | B | -0.88% | |
PFS | B | -0.87% | |
BKE | B | -0.87% | |
FIBK | B | -0.86% | |
HP | C | -0.85% | |
CRI | F | -0.84% | |
CWEN | C | -0.84% | |
UPBD | B | -0.84% | |
OZK | B | -0.81% | |
UGI | C | -0.81% | |
IPAR | B | -0.8% | |
CRGY | B | -0.8% | |
PDCO | F | -0.79% | |
HEES | C | -0.78% | |
CRC | A | -0.78% | |
INSW | F | -0.77% | |
COLB | B | -0.76% | |
AESI | B | -0.75% | |
NSP | F | -0.74% | |
CABO | B | -0.72% | |
STRA | C | -0.72% | |
VLY | B | -0.71% | |
LCII | C | -0.68% | |
AEO | F | -0.66% | |
PII | F | -0.66% | |
PTEN | C | -0.65% | |
PTVE | B | -0.63% | |
LEVI | F | -0.62% | |
JWN | D | -0.6% | |
M | F | -0.59% | |
CVI | F | -0.58% | |
MLKN | F | -0.57% | |
AAP | D | -0.54% | |
KSS | F | -0.49% | |
OGN | F | -0.47% | |
CC | C | -0.45% |
BYRE: Top Represented Industries & Keywords
Industries:
REIT - Diversified
REIT - Healthcare Facilities
REIT - Industrial
REIT - Residential
REIT - Hotel & Motel
REIT - Office
Telecom Services
Resorts & Casinos
Keywords:
Real Estate Investment Trust
S&P 500
Sba Communications
Assisted Living
Communications Sites
Distributed Antenna System
Hospitality Industry
Industrial Real Estate
Information And Communications Technology
Marriott International
Pcia The Wireless Infrastructure Association
Real Estate Properties
Rental Homes
Site Development Services
Telecommunications
Tourism
Tower Site
Travel
Wireless Communication
Wireless Networking
CSB: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Utilities - Regulated Gas
Oil & Gas E&P
Packaging & Containers
Utilities - Diversified
Utilities - Regulated Electric
Apparel Manufacturing
Asset Management
Department Stores
Apparel Stores
Business Equipment
Credit Services
Oil & Gas Drilling
Oil & Gas Equipment & Services
Oil & Gas Midstream
Oil & Gas Refining & Marketing
Packaged Foods
Recreational Vehicles
Rental & Leasing Services
Restaurants