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BBRE vs FLHY

Comparison between JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF) and FRANKLIN HIGH YIELD CORPORATE ETF (FLHY, ETF).

5-Year PerformanceBBRE has outperformed FLHY, delivering a return of +5.3% compared to +4.6%

BBRE vs FLHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BBRE
$1.20B
FLHY
$1.20B
Expense Ratio
Winner
BBRE
0.11%
FLHY
0.40%
Max Drawdown
BBRE
43.61%
Winner
FLHY
22.98%
Sharpe Ratio
Winner
BBRE
1.05
FLHY
0.86
5Y Beta
BBRE
0.53
Winner
FLHY
0.24
P/E Ratio
BBRE
34.60
FLHY
N/A
Forward P/E
BBRE
35.08
FLHY
N/A
5Y Dividends CAGR
Winner
BBRE
6.49%
FLHY
5.05%
5Y EPS CAGR
BBRE
9.29%
FLHY
N/A
Debt to Equity
BBRE
40.18%
FLHY
N/A
P/S Ratio
BBRE
7.09
FLHY
N/A
P/B Ratio
BBRE
2.34
FLHY
N/A

BBRE vs FLHY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BBRE
+2.08%
FLHY
+0.42%
3M
Winner
BBRE
+13.77%
FLHY
+2.45%
6M
Winner
BBRE
+16.77%
FLHY
+2.00%
1Y
Winner
BBRE
+17.70%
FLHY
+6.80%
5Y(CAGR)
Winner
BBRE
+5.30%
FLHY
+4.60%
10Y(CAGR)
Winner
BBRE
+7.62%
FLHY
+5.89%
Max(CAGR)
Winner
BBRE
+7.62%
FLHY
+5.89%

BBRE vs FLHY - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearBBREFLHY
2026+17.03%+1.98%
2025+3.06%+9.08%
2024+7.20%+8.69%
2023+14.06%+13.35%
2022-24.16%-10.35%
2021+48.23%+4.62%
2020-6.02%+7.41%
2019+28.24%+16.64%
2018-2.56%-1.32%

BBRE vs FLHY Drawdown Comparison

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

The maximum drawdown for FLHY was -22.58%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.

The current BBRE drawdown is -0.11%. The current FLHY drawdown is -0.21%.

RankBBREFLHY
#1-43.61%
Feb 21, 2020 - Apr 20, 2021
-22.58%
Feb 12, 2020 - Jul 29, 2020
#2-31.13%
Dec 31, 2021 - Nov 26, 2024
-15.19%
Dec 27, 2021 - Dec 13, 2023
#3-18.92%
Nov 27, 2024 - Feb 10, 2026
-5.44%
Sep 28, 2018 - Jan 18, 2019
#4-14.30%
Aug 6, 2018 - Feb 5, 2019
-4.50%
Mar 3, 2025 - May 12, 2025
#5-8.07%
Mar 2, 2026 - Apr 16, 2026
-2.48%
Sep 15, 2021 - Dec 22, 2021
#6-7.40%
Sep 3, 2021 - Oct 26, 2021
-2.46%
Sep 2, 2020 - Oct 7, 2020
#7-6.11%
Oct 24, 2019 - Jan 21, 2020
-2.43%
Feb 18, 2026 - Apr 9, 2026
#8-5.67%
Nov 24, 2021 - Dec 8, 2021
-2.42%
Feb 12, 2021 - May 3, 2021
#9-5.07%
Jun 20, 2019 - Jul 10, 2019
-1.75%
Mar 27, 2024 - May 3, 2024
#10-4.26%
Apr 30, 2021 - May 24, 2021
-1.61%
Oct 12, 2020 - Nov 5, 2020
#11-4.06%
Apr 12, 2019 - May 3, 2019
-1.60%
Apr 30, 2019 - Jun 11, 2019
#12-4.04%
Jul 10, 2019 - Aug 19, 2019
-1.55%
Dec 4, 2024 - Jan 21, 2025
#13-3.86%
Jun 10, 2021 - Jul 12, 2021
-1.52%
Dec 27, 2023 - Jan 29, 2024
#14-3.74%
May 26, 2026 - Jun 9, 2026
-1.42%
Jul 3, 2019 - Aug 27, 2019
#15-2.95%
Jun 12, 2026 - Jun 17, 2026
-1.40%
Jan 16, 2020 - Feb 11, 2020

Correlation

Correlation between BBRE and FLHY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2018 - 2026)

BBRE vs FLHY dividend yield comparison.

YearBBREFLHY
20261.02%2.63%
20253.24%6.53%
20243.19%6.51%
20233.68%6.26%
20222.62%6.54%
20211.70%5.76%
20203.17%5.47%
20192.19%5.61%
20181.96%4.27%

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