BBRE vs CARY
Comparison between JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF) and Angel Oak Income ETF (CARY, ETF).
BBRE vs CARY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBRE
$1B
CARY
$1B
Expense Ratio
Winner
BBRE
0.11%
CARY
0.79%
Max Drawdown
BBRE
43.61%
Winner
CARY
1.68%
Sharpe Ratio
BBRE
0.97
Winner
CARY
1.91
5Y Beta
BBRE
0.56
Winner
CARY
0.02
P/E Ratio
BBRE
33.23
CARY
N/A
Forward P/E
BBRE
34.77
CARY
N/A
5Y Dividends CAGR
BBRE
4.87%
CARY
N/A
5Y EPS CAGR
BBRE
9.63%
CARY
N/A
Debt to Equity
BBRE
38.05%
CARY
N/A
P/S Ratio
BBRE
7.24
CARY
N/A
P/B Ratio
BBRE
2.30
CARY
N/A
BBRE vs CARY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBRE
+5.83%
CARY
+0.55%
3M
Winner
BBRE
+7.38%
CARY
+0.75%
6M
Winner
BBRE
+12.28%
CARY
+2.63%
1Y
Winner
BBRE
+17.89%
CARY
+7.14%
5Y(CAGR)
BBRE
+5.71%
CARY
N/A
Max(CAGR)
Winner
BBRE
+7.37%
CARY
+6.22%
BBRE vs CARY - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BBRE | CARY |
|---|---|---|
| 2026 | +13.86% | +1.78% |
| 2025 | +3.06% | +7.69% |
| 2024 | +7.20% | -0.74% |
| 2023 | +14.06% | N/A |
| 2022 | -24.16% | N/A |
| 2021 | +48.23% | N/A |
| 2020 | -6.02% | N/A |
| 2019 | +28.24% | N/A |
| 2018 | -2.56% | N/A |
BBRE vs CARY Drawdown Comparison
The maximum drawdown for BBRE was -43.61%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The maximum drawdown for CARY was -1.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current BBRE drawdown is -0.36%. The current CARY drawdown is -0.04%.
| Rank | BBRE | CARY |
|---|---|---|
| #1 | -43.61% Feb 21, 2020 - Apr 20, 2021 | -1.28% Mar 2, 2026 - Mar 27, 2026 |
| #2 | -31.13% Dec 31, 2021 - Nov 26, 2024 | -1.27% Dec 30, 2024 - Feb 14, 2025 |
| #3 | -18.92% Nov 27, 2024 - Feb 10, 2026 | -1.15% Apr 3, 2025 - May 30, 2025 |
| #4 | -14.30% Aug 6, 2018 - Feb 5, 2019 | -0.42% Oct 28, 2025 - Nov 25, 2025 |
| #5 | -8.07% Mar 2, 2026 - Apr 16, 2026 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
| #6 | -7.40% Sep 3, 2021 - Oct 26, 2021 | -0.29% Mar 4, 2025 - Apr 1, 2025 |
| #7 | -6.11% Oct 24, 2019 - Jan 21, 2020 | -0.26% Jan 14, 2026 - Jan 23, 2026 |
| #8 | -5.67% Nov 24, 2021 - Dec 8, 2021 | -0.26% Nov 28, 2025 - Dec 16, 2025 |
| #9 | -5.07% Jun 20, 2019 - Jul 10, 2019 | -0.24% Dec 23, 2024 - Dec 30, 2024 |
| #10 | -4.26% Apr 30, 2021 - May 24, 2021 | -0.24% Sep 11, 2025 - Oct 1, 2025 |
| #11 | -4.06% Apr 12, 2019 - May 3, 2019 | -0.19% Feb 14, 2025 - Feb 21, 2025 |
| #12 | -4.04% Jul 10, 2019 - Aug 19, 2019 | -0.19% Oct 2, 2025 - Oct 14, 2025 |
| #13 | -3.86% Jun 10, 2021 - Jul 12, 2021 | -0.17% Jul 22, 2025 - Jul 29, 2025 |
| #14 | -2.73% Apr 20, 2026 - May 6, 2026 | -0.15% May 30, 2025 - Jun 10, 2025 |
| #15 | -2.57% Jul 6, 2018 - Aug 6, 2018 | -0.14% Apr 1, 2025 - Apr 3, 2025 |
Correlation
Correlation between BBRE and CARY is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2018 - 2026)
BBRE vs CARY dividend yield comparison.
| Year | BBRE | CARY |
|---|---|---|
| 2026 | 0.39% | 1.67% |
| 2025 | 3.24% | 6.13% |
| 2024 | 3.19% | 0.42% |
| 2023 | 3.68% | 0.00% |
| 2022 | 2.62% | 0.00% |
| 2021 | 1.70% | 0.00% |
| 2020 | 3.17% | 0.00% |
| 2019 | 2.19% | 0.00% |
| 2018 | 1.96% | 0.00% |
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