BBRE vs DVYE

Comparison between JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF) and ISHARES EMERGING MARKETS DIVIDEND ETF (DVYE, ETF).

5-Year PerformanceDVYE has outperformed BBRE, delivering a return of +4.9% compared to +4.8%

BBRE vs DVYE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBRE(ETF)	DVYE(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.11%	0.50%
Max Drawdown	43.61%	60.92%
Sharpe Ratio	1.05	1.38
5Y Beta	0.54	0.60
P/E Ratio	34.77	N/A
Forward P/E	35.48	N/A
5Y Dividends CAGR	4.87%	-0.27%
5Y EPS CAGR	9.34%	N/A
Debt to Equity	38.17%	N/A
P/S Ratio	7.40	N/A
P/B Ratio	2.40	N/A

Net Assets

BBRE

$1.20B

Winner

DVYE

$1.30B

Expense Ratio

Winner

BBRE

0.11%

DVYE

0.50%

Max Drawdown

Winner

BBRE

43.61%

DVYE

60.92%

Sharpe Ratio

BBRE

1.05

Winner

DVYE

1.38

5Y Beta

Winner

BBRE

0.54

DVYE

0.60

P/E Ratio

BBRE

34.77

DVYE

N/A

Forward P/E

BBRE

35.48

DVYE

N/A

5Y Dividends CAGR

Winner

BBRE

4.87%

DVYE

-0.27%

5Y EPS CAGR

BBRE

9.34%

DVYE

N/A

Debt to Equity

BBRE

38.17%

DVYE

N/A

P/S Ratio

BBRE

7.40

DVYE

N/A

P/B Ratio

BBRE

2.40

DVYE

N/A

BBRE vs DVYE - Holdings Comparison

BBRE and DVYE have 1 common holdings. Overlap is -0.15%

BBRE's top 25 holdings weight is 71.11%. DVYE's top 25 holdings weight is 51.30%.

Rank	BBRE	DVYE
#1	WELLTOWER INC (WELL) - 10.69%	n/a (n/a) - 4.09%
#2	PROLOGIS INC (PLD) - 9.78%	VALE SA (n/a) - 3.55%
#3	SIMON PROPERTY GROUP INC (SPG) - 4.43%	EVERGREEN MARINE CORP (TAIWAN) LTD (n/a) - 3.37%
#4	DIGITAL REALTY TRUST INC (DLR) - 4.34%	CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 3.00%
#5	EQUINIX INC (EQIX) - 4.33%	n/a (n/a) - 2.47%
#6	REALTY INCOME CORP (O) - 4.00%	ORLEN SA (n/a) - 2.37%
#7	PUBLIC STORAGE (PSA) - 3.74%	n/a (n/a) - 2.29%
#8	IRON MOUNTAIN INC (IRM) - 3.00%	NOVATEK MICROELECTRONICS CORP (n/a) - 2.23%
#9	VENTAS INC (VTR) - 3.00%	BANK OF CHINA LTD CLASS H (n/a) - 2.22%
#10	EXTRA SPACE STORAGE INC (EXR) - 2.42%	n/a (n/a) - 2.20%
#11	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.39%	n/a (n/a) - 2.10%
#12	AVALONBAY COMMUNITIES INC (AVB) - 2.11%	COSCO SHIPPING HOLDINGS CO LTD CLASS H (n/a) - 1.90%
#13	EQUITY RESIDENTIAL (EQR) - 1.87%	CHINA SHENHUA ENERGY CO LTD CLASS H (n/a) - 1.77%
#14	ESSEX PROPERTY TRUST INC (ESS) - 1.48%	COAL INDIA LTD (n/a) - 1.73%
#15	INVITATION HOMES INC (INVH) - 1.42%	YANG MING MARINE TRANSPORT CORP (n/a) - 1.71%
#16	KIMCO REALTY CORP (KIM) - 1.39%	BANK POLSKA KASA OPIEKI SA (n/a) - 1.65%
#17	W.P. CAREY INC (WPC) - 1.35%	ECOPETROL SA (n/a) - 1.64%
#18	HOST HOTELS & RESORTS INC (HST) - 1.35%	n/a (n/a) - 1.55%
#19	SUN COMMUNITIES INC (SUI) - 1.29%	SITC INTERNATIONAL HOLDINGS CO LTD (n/a) - 1.50%
#20	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.28%	WPG HOLDING CO LTD (n/a) - 1.37%
#21	HEALTHPEAK PROPERTIES INC (DOC) - 1.19%	BB SEGURIDADE PARTICIPACOES SA (n/a) - 1.36%
#22	REGENCY CENTERS CORP (REG) - 1.15%	PT BANK MANDIRI (PERSERO) TBK (n/a) - 1.35%
#23	GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.08%	AGRICULTURAL BANK OF CHINA LTD CLASS H (n/a) - 1.31%
#24	UDR INC (UDR) - 1.03%	MALAYAN BANKING BHD (n/a) - 1.30%
#25	OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00%	EXXARO RESOURCES LTD (n/a) - 1.27%
Total Holdings	111	143

BBRE vs DVYE - Historical Returns

Returns include dividend reinvestment.

Period	BBRE	DVYE
1 month	+2.64%	-1.59%
3 months	+9.81%	+2.39%
6 months	+17.46%	+12.37%
1 year	+18.36%	+25.82%
5 years(CAGR)	+4.79%	+4.89%
10 years(CAGR)	N/A	+8.11%
Max(CAGR)	+7.66%	+2.96%

Winner

BBRE

+2.64%

DVYE

-1.59%

Winner

BBRE

+9.81%

DVYE

+2.39%

Winner

BBRE

+17.46%

DVYE

+12.37%

BBRE

+18.36%

Winner

DVYE

+25.82%

5Y(CAGR)

BBRE

+4.79%

Winner

DVYE

+4.89%

10Y(CAGR)

BBRE

N/A

DVYE

+8.11%

Max(CAGR)

Winner

BBRE

+7.66%

DVYE

+2.96%

BBRE vs DVYE - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BBRE	DVYE
2026	+17.16%	+9.32%
2025	+3.06%	+29.08%
2024	+7.20%	+9.72%
2023	+14.06%	+21.31%
2022	-24.16%	-31.74%
2021	+48.23%	+11.14%
2020	-6.02%	-4.26%
2019	+28.24%	+14.13%
2018	-2.56%	-7.18%
2017	N/A	+25.92%
2016	N/A	+23.25%
2015	N/A	-23.36%
2014	N/A	-8.12%
2013	N/A	-11.53%
2012	N/A	+7.39%

BBRE vs DVYE Drawdown Comparison

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

The maximum drawdown for DVYE was -47.42%, occurring on Jan 21, 2016. Recovery took 1276 trading sessions.

The current DVYE drawdown is -3.69%.

Rank	BBRE	DVYE
#1	-43.61% Feb 21, 2020 - Apr 20, 2021	-47.42% Jan 2, 2013 - Jan 26, 2018
#2	-31.13% Dec 31, 2021 - Nov 26, 2024	-40.81% Feb 16, 2022 - Jul 3, 2025
#3	-18.92% Nov 27, 2024 - Feb 10, 2026	-38.22% Jan 17, 2020 - Mar 11, 2021
#4	-14.30% Aug 6, 2018 - Feb 5, 2019	-17.12% Jan 26, 2018 - Jan 2, 2020
#5	-8.07% Mar 2, 2026 - Apr 16, 2026	-14.68% Mar 1, 2012 - Dec 6, 2012
#6	-7.40% Sep 3, 2021 - Oct 26, 2021	-8.25% Oct 18, 2021 - Feb 8, 2022
#7	-6.11% Oct 24, 2019 - Jan 21, 2020	-7.64% Jun 14, 2021 - Oct 13, 2021
#8	-5.67% Nov 24, 2021 - Dec 8, 2021	-7.10% Apr 17, 2026 - Jun 8, 2026
#9	-5.07% Jun 20, 2019 - Jul 10, 2019	-6.50% Feb 25, 2026 - Apr 13, 2026
#10	-4.26% Apr 30, 2021 - May 24, 2021	-4.95% Sep 17, 2025 - Oct 23, 2025
#11	-4.06% Apr 12, 2019 - May 3, 2019	-4.89% Mar 15, 2021 - Apr 28, 2021
#12	-4.04% Jul 10, 2019 - Aug 19, 2019	-4.04% Jul 23, 2025 - Aug 12, 2025
#13	-3.86% Jun 10, 2021 - Jul 12, 2021	-3.59% Nov 12, 2025 - Jan 2, 2026
#14	-3.74% May 26, 2026 - Jun 9, 2026	-3.03% Feb 11, 2026 - Feb 25, 2026
#15	-2.73% Apr 20, 2026 - May 6, 2026	-3.01% May 7, 2021 - May 28, 2021

Correlation

Correlation between BBRE and DVYE is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2012 - 2026)

BBRE vs DVYE dividend yield comparison.

Year	BBRE	DVYE
2026	0.38%	0.30%
2025	3.24%	5.88%
2024	3.19%	11.81%
2023	3.68%	9.05%
2022	2.62%	9.89%
2021	1.70%	7.31%
2020	3.17%	5.27%
2019	2.19%	5.97%
2018	1.96%	5.69%
2017	0.00%	4.81%
2016	0.00%	4.56%
2015	0.00%	6.53%
2014	0.00%	4.51%
2013	0.00%	4.59%
2012	0.00%	3.36%