BYRE vs VXUS
Principal Real Estate Active Opportunities ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | BYRE | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.05% | |
| AUM | $28M | $158.1B | |
| Dividend Yield | 2.68% | 2.59% | |
| Holdings | 56 | 8,747 | |
| YTD Return | +14.33% | +15.44% | |
| 1Y Return | +14.63% | +26.36% | |
| 3Y Return (annualized) | +11.50% | +20.98% | |
| 5Y Return (annualized) | - | +9.68% | |
| Volatility (annualized) | 17.7% | 15.1% | |
| Max Drawdown | -25.7% | -39.9% | |
| Fund Family | Principal Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 18, 2022 | Jan 26, 2011 |
BYRE vs VXUS Performance
Principal Real Estate Active Opportunities ETF (BYRE) is a ETF from Principal Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BYRE returned +14.63% while VXUS returned +26.36%. Year to date, BYRE is up 14.33% versus a gain of 15.44% for VXUS.
Over three years, BYRE compounded at +11.50% per year against +20.98% for VXUS. Across the full 4-year window we track, BYRE has the edge at +4.98% annualized vs +4.90%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BYRE has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -25.7% for BYRE and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BYRE charges 0.60% per year while VXUS charges 0.05%. On a $10,000 position that is $60 vs $5 annually, a gap of $55 per year that compounds over a long holding period. On income, BYRE currently yields 2.68% against 2.59% for VXUS.
Holdings Overlap
BYRE and VXUS share 13 holdings out of 7906 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BYRE or VXUS?
BYRE has an expense ratio of 0.60% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, BYRE or VXUS?
Over the past year BYRE returned +14.63% vs +26.36% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), BYRE annualized +4.98% vs +4.90% for VXUS. Past performance does not guarantee future results.
Which is riskier, BYRE or VXUS?
BYRE has been the more volatile fund at 17.7% annualized versus 15.1% for VXUS. Worst drawdown: BYRE -25.7% vs VXUS -39.9%.
Should I hold both BYRE and VXUS?
BYRE and VXUS have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BYRE and VXUS?
BYRE and VXUS share 13 common holdings with a 0.4% weight overlap. Combined, they hold 7906 unique securities.
Which pays a higher dividend, BYRE or VXUS?
BYRE yields 2.68% while VXUS yields 2.59%, so BYRE currently pays the higher dividend yield.
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