JPRE vs. BYRE ETF Comparison
Comparison of JPMorgan Realty Income ETF (JPRE) to Principal Real Estate Active Opportunities ETF (BYRE)
JPRE
JPMorgan Realty Income ETF
JPRE Description
The investment seeks to provide high total investment return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations. It may invest in both equity REITs and mortgage REITs. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$50.49
Average Daily Volume
23,825
29
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
$26.16
Average Daily Volume
1,035
22
Performance
Period | JPRE | BYRE |
---|---|---|
30 Days | -0.94% | -1.13% |
60 Days | -1.77% | -3.51% |
90 Days | 2.85% | 0.81% |
12 Months | 25.24% | 19.29% |
13 Overlapping Holdings
Symbol | Grade | Weight in JPRE | Weight in BYRE | Overlap | |
---|---|---|---|---|---|
AMH | D | 3.69% | 3.98% | 3.69% | |
AMT | D | 7.89% | 7.12% | 7.12% | |
ARE | D | 3.23% | 2.8% | 2.8% | |
COLD | D | 1.75% | 4.69% | 1.75% | |
DLR | B | 5.7% | 3.08% | 3.08% | |
EQIX | A | 8.35% | 6.66% | 6.66% | |
EXR | D | 3.73% | 5.61% | 3.73% | |
INVH | D | 1.41% | 6.12% | 1.41% | |
SBAC | D | 2.02% | 5.11% | 2.02% | |
SBRA | C | 1.72% | 4.26% | 1.72% | |
VICI | C | 4.05% | 4.18% | 4.05% | |
VTR | C | 4.67% | 8.53% | 4.67% | |
WELL | A | 7.66% | 4.95% | 4.95% |
JPRE: Top Represented Industries & Keywords
BYRE: Top Represented Industries & Keywords