BBRE vs ARKG

Comparison between JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF) and ARK GENOMIC REVOLUTION ETF (ARKG, ETF).

BBRE is from the Real Estate sector, while ARKG is from the Healthcare sector.

5-Year PerformanceBBRE has outperformed ARKG, delivering a return of +4.5% compared to -15.5%

BBRE vs ARKG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBRE(ETF)	ARKG(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	0.11%	0.75%
Max Drawdown	43.61%	83.69%
Sharpe Ratio	0.73	1.34
5Y Beta	0.56	1.65
P/E Ratio	34.92	-10.70
Forward P/E	34.85	N/A
5Y Dividends CAGR	4.87%	N/A
5Y EPS CAGR	9.34%	-8.15%
Debt to Equity	38.17%	-4.64%
P/S Ratio	7.21	8.89
P/B Ratio	2.36	4.38

Net Assets

BBRE

$1.10B

Winner

ARKG

$1.20B

Expense Ratio

Winner

BBRE

0.11%

ARKG

0.75%

Max Drawdown

Winner

BBRE

43.61%

ARKG

83.69%

Sharpe Ratio

BBRE

0.73

Winner

ARKG

1.34

5Y Beta

Winner

BBRE

0.56

ARKG

1.65

P/E Ratio

BBRE

34.92

Winner

ARKG

-10.70

Forward P/E

BBRE

34.85

ARKG

N/A

5Y Dividends CAGR

BBRE

4.87%

ARKG

N/A

5Y EPS CAGR

Winner

BBRE

9.34%

ARKG

-8.15%

Debt to Equity

BBRE

38.17%

Winner

ARKG

-4.64%

P/S Ratio

Winner

BBRE

7.21

ARKG

8.89

P/B Ratio

Winner

BBRE

2.36

ARKG

4.38

BBRE vs ARKG - Holdings Comparison

BBRE and ARKG have 1 common holdings. Overlap is -0.04%

BBRE's top 25 holdings weight is 71.11%. ARKG's top 25 holdings weight is 93.78%.

Rank	BBRE	ARKG
#1	WELLTOWER INC (WELL) - 10.69%	CRISPR THERAPEUTICS AG (CRSP) - 10.09%
#2	PROLOGIS INC (PLD) - 9.78%	TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 8.57%
#3	SIMON PROPERTY GROUP INC (SPG) - 4.43%	TWIST BIOSCIENCE CORP (TWST) - 8.19%
#4	DIGITAL REALTY TRUST INC (DLR) - 4.34%	10X GENOMICS INC ORDINARY SHARES CLASS A (TXG) - 5.97%
#5	EQUINIX INC (EQIX) - 4.33%	PERSONALIS INC (PSNL) - 5.93%
#6	REALTY INCOME CORP (O) - 4.00%	BEAM THERAPEUTICS INC (BEAM) - 5.01%
#7	PUBLIC STORAGE (PSA) - 3.74%	ILLUMINA INC (ILMN) - 4.16%
#8	IRON MOUNTAIN INC (IRM) - 3.00%	NATERA INC (NTRA) - 4.07%
#9	VENTAS INC (VTR) - 3.00%	GUARDANT HEALTH INC (GH) - 3.96%
#10	EXTRA SPACE STORAGE INC (EXR) - 2.42%	RECURSION PHARMACEUTICALS INC CLASS A (RXRX) - 3.75%
#11	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.39%	CAREDX INC (CDNA) - 3.50%
#12	AVALONBAY COMMUNITIES INC (AVB) - 2.11%	INTELLIA THERAPEUTICS INC (NTLA) - 3.45%
#13	EQUITY RESIDENTIAL (EQR) - 1.87%	VERACYTE INC (VCYT) - 3.23%
#14	ESSEX PROPERTY TRUST INC (ESS) - 1.48%	ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) - 2.87%
#15	INVITATION HOMES INC (INVH) - 1.42%	ABSCI CORP (ABSI) - 2.60%
#16	KIMCO REALTY CORP (KIM) - 1.39%	IONIS PHARMACEUTICALS INC (IONS) - 2.33%
#17	W.P. CAREY INC (WPC) - 1.35%	SCHRODINGER INC ORDINARY SHARES (SDGR) - 2.26%
#18	HOST HOTELS & RESORTS INC (HST) - 1.35%	NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 2.22%
#19	SUN COMMUNITIES INC (SUI) - 1.29%	GENEDX HOLDINGS CORP ORDINARY SHARES CLASS A (WGS) - 1.92%
#20	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.28%	COMPASS PATHWAYS PLC ADR (CMPS) - 1.83%
#21	HEALTHPEAK PROPERTIES INC (DOC) - 1.19%	BUTTERFLY NETWORK INC ORDINARY SHARES CLASS A (BFLY) - 1.80%
#22	REGENCY CENTERS CORP (REG) - 1.15%	PRIME MEDICINE INC (PRME) - 1.67%
#23	GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.08%	ARCTURUS THERAPEUTICS HOLDINGS INC (ARCT) - 1.66%
#24	UDR INC (UDR) - 1.03%	PACIFIC BIOSCIENCES OF CALIFORNIA INC (PACB) - 1.41%
#25	OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00%	ATAIBECKLEY INC (ATAI) - 1.33%
Total Holdings	111	39

BBRE vs ARKG - Historical Returns

Returns include dividend reinvestment.

Period	BBRE	ARKG
1 month	-1.61%	+14.69%
3 months	+0.10%	+16.18%
6 months	+9.59%	+16.42%
1 year	+12.99%	+60.58%
5 years(CAGR)	+4.50%	-15.53%
10 years(CAGR)	N/A	+7.55%
Max(CAGR)	+6.96%	+5.44%

BBRE

-1.61%

Winner

ARKG

+14.69%

BBRE

+0.10%

Winner

ARKG

+16.18%

BBRE

+9.59%

Winner

ARKG

+16.42%

BBRE

+12.99%

Winner

ARKG

+60.58%

5Y(CAGR)

Winner

BBRE

+4.50%

ARKG

-15.53%

10Y(CAGR)

BBRE

N/A

ARKG

+7.55%

Max(CAGR)

Winner

BBRE

+6.96%

ARKG

+5.44%

BBRE vs ARKG - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	BBRE	ARKG
2026	+11.01%	+19.09%
2025	+3.06%	+18.44%
2024	+7.20%	-28.04%
2023	+14.06%	+18.83%
2022	-24.16%	-55.37%
2021	+48.23%	-33.83%
2020	-6.02%	+181.99%
2019	+28.24%	+40.89%
2018	-2.56%	-4.68%
2017	N/A	+44.36%
2016	N/A	-15.91%
2015	N/A	-1.57%
2014	N/A	+5.62%

BBRE vs ARKG Drawdown Comparison

The maximum drawdown for BBRE was -43.61%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.

The maximum drawdown for ARKG was -83.59%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current BBRE drawdown is -3.74%. The current ARKG drawdown is -68.91%.

Rank	BBRE	ARKG
#1	-43.61% Feb 21, 2020 - Apr 20, 2021	-83.59% Jan 20, 2021 - Apr 8, 2025
#2	-31.13% Dec 31, 2021 - Nov 26, 2024	-37.44% Jun 22, 2015 - Aug 29, 2017
#3	-18.92% Nov 27, 2024 - Feb 10, 2026	-35.09% Aug 31, 2018 - Apr 3, 2019
#4	-14.30% Aug 6, 2018 - Feb 5, 2019	-34.99% Mar 6, 2020 - Apr 20, 2020
#5	-8.07% Mar 2, 2026 - Apr 16, 2026	-20.71% Jul 30, 2019 - Dec 17, 2019
#6	-7.40% Sep 3, 2021 - Oct 26, 2021	-17.57% Mar 9, 2018 - Jun 14, 2018
#7	-6.11% Oct 24, 2019 - Jan 21, 2020	-15.74% Apr 10, 2019 - Jul 3, 2019
#8	-5.67% Nov 24, 2021 - Dec 8, 2021	-14.04% May 22, 2020 - Jun 22, 2020
#9	-5.07% Jun 20, 2019 - Jul 10, 2019	-13.43% Jan 29, 2018 - Mar 8, 2018
#10	-4.26% Apr 30, 2021 - May 24, 2021	-12.70% Oct 13, 2020 - Nov 19, 2020
#11	-4.06% Apr 12, 2019 - May 3, 2019	-12.31% Aug 21, 2020 - Sep 18, 2020
#12	-4.04% Jul 10, 2019 - Aug 19, 2019	-11.23% Oct 6, 2017 - Jan 22, 2018
#13	-3.86% Jun 10, 2021 - Jul 12, 2021	-11.00% Dec 22, 2020 - Jan 8, 2021
#14	-3.74% May 26, 2026 - Jun 1, 2026	-9.59% Feb 19, 2020 - Mar 6, 2020
#15	-2.73% Apr 20, 2026 - May 6, 2026	-9.59% Jul 13, 2018 - Aug 22, 2018