BYRE vs. DTRE ETF Comparison

Comparison of Principal Real Estate Active Opportunities ETF (BYRE) to First Trust Alerian Disruptive Technology Real Estate ETF (DTRE)

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

$25.62

Average Daily Volume

957

Number of Holdings ^*

* may have additional holdings in another (foreign) market

DTRE

First Trust Alerian Disruptive Technology Real Estate ETF

DTRE Description

First Trust Alerian Disruptive Technology Real Estate ETF is an exchange traded fund launched and managed by First Trust Advisors LP. The fund invests in public equity markets. It invests in stocks of companies operating across real estate sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Alerian Disruptive Technology Real Estate Index, by using full replication technique. First Trust Alerian Disruptive Technology Real Estate ETF was formed on August 27, 2007 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$41.40

Average Daily Volume

1,065

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	BYRE	DTRE
30 Days	-3.18%	-5.35%
60 Days	-1.84%	-2.80%
90 Days	1.75%	-1.92%
12 Months	23.30%	10.50%

8 Overlapping Holdings

Symbol	Grade	Weight in BYRE	Weight in DTRE	Overlap
AMT	D	7.12%	6.85%	6.85%
CCI	D	1.79%	6.7%	1.79%
COLD	F	4.69%	4.1%	4.1%
DLR	A	3.08%	6.87%	3.08%
EQIX	B	6.66%	6.8%	6.66%
REXR	F	4.26%	4.32%	4.26%
SBAC	D	5.11%	6.97%	5.11%
TRNO	F	4.14%	4.22%	4.14%

BYRE Overweight 14 Positions Relative to DTRE

Symbol	Grade	Weight
VTR	B	8.53%
INVH	F	6.12%
EXR	D	5.61%
WELL	A	4.95%
SUI	D	4.47%
SBRA	B	4.26%
GLPI	D	4.19%
VICI	D	4.18%
AMH	F	3.98%
ARE	F	2.8%
NHI	C	2.22%
RHP	B	1.97%
DRH	D	1.55%
VAC	B	1.09%

BYRE Underweight 7 Positions Relative to DTRE

Symbol	Grade	Weight
PLD	F	-6.72%
FR	D	-4.58%
STAG	D	-4.28%
EGP	D	-4.23%
LXP	D	-3.33%
UNIT	C	-2.27%
PLYM	F	-1.07%