BYRE vs VXUS
Principal Real Estate Active Opportunities ETF vs Vanguard Total International Stock ETF
Which is better, BYRE or VXUS?
Small Cap Blend against Large Cap Blend.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BYRE | VXUS |
|---|---|---|
| Expense Ratio | 0.60% | 0.05%Best |
| AUM | $28M | $158.1B |
| Dividend Yield | 2.74% | 2.51% |
| Holdings | 53 | 8,747 |
| YTD Return | +10.25% | +12.57%Best |
| 1Y Return | +7.72% | +19.71%Best |
| 3Y Return (annualized) | +9.35% | +19.25%Best |
| 5Y Return (annualized) | - | +8.59% |
| Volatility (annualized) | 17.6% | 15.3%Best |
| Max Drawdown | -25.7% | -19.3%Best |
| $10,000 over 4.3 years | $11,842 | $17,907Best |
| Fund Family | Principal Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | May 18, 2022 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.3 years row, are measured over the window both funds cover: May 19, 2022 to Sep 15, 2026 (4.3 years).
BYRE vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.3 years both funds cover.
BYRE vs VXUS Performance
Principal Real Estate Active Opportunities ETF (BYRE) is an ETF from Principal Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year BYRE returned +7.72% while VXUS returned +19.71%. Year to date, BYRE is up 10.25% versus a gain of 12.57% for VXUS.
Over three years, BYRE compounded at +9.35% per year against +19.25% for VXUS. Across the full 4-year window we track, VXUS has the edge at +14.51% annualized vs +4.01%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BYRE has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 15.3% 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 -19.3% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 2.74% against 2.51% for VXUS.
Holdings Overlap
At least 8.1% of BYRE's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
BYRE and VXUS share little of their money.
11 positions in common, counted across the 51 positions we hold weights for in BYRE and 8,082 in VXUS, against full books of 53 and 8,747.
Top Shared Holdings
| Stock | Weight in BYRE | Weight in VXUS | Difference |
|---|---|---|---|
| EGPEastgroup Properties Inc. Real Estate Investment Trust | 2.93% | 0.00% | 2.93% |
| MERY:PAMercialys Sa | 1.01% | 0.00% | 1.01% |
| GMG:AUGoodman Group | 0.80% | 0.09% | 0.71% |
| STON:SNStoneweg Europe Stapled Trust | 0.75% | 0.00% | 0.75% |
| CTPNV:ASCTP NV | 0.52% | 0.01% | 0.51% |
| H78:BMHongkong Land Holdings Limited Ordinary Shares | 0.48% | 0.02% | 0.46% |
| URW:PAUnibail Rodamco We Stapled Units | 0.40% | 0.03% | 0.37% |
| CNI:CACanadian Natl Railway Co | 0.27% | 0.15% | 0.12% |
| DREUF:CADream Industrial Real Estate Investment Trust | 0.36% | 0.01% | 0.35% |
| 0101:HKHang Lung Properties Ltd | 0.31% | 0.00% | 0.31% |
You are not choosing between two funds in isolation.
Whichever of BYRE and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $55 a year on a $10,000 investment.
Which performed better, BYRE or VXUS?
Over the past year BYRE returned +7.72% vs +19.71% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), BYRE annualized +4.01% vs +14.51% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BYRE or VXUS?
BYRE has been the more volatile fund at 17.6% annualized versus 15.3% for VXUS. Worst drawdown: BYRE -25.7% vs VXUS -19.3%.
Should I hold both BYRE and VXUS?
BYRE and VXUS have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BYRE and VXUS?
At least 8.1% of BYRE's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 11 positions in common, counted across the 51 positions we hold weights for in BYRE and 8,082 in VXUS.
Which pays a higher dividend, BYRE or VXUS?
BYRE yields 2.74% while VXUS yields 2.51%, so BYRE currently pays the higher dividend yield.
Is VXUS better than BYRE?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.