BBRE vs IGPT
Comparison between JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF) and INVESCO AI AND NEXT GEN SOFTWARE ETF (IGPT, ETF).
5-Year PerformanceIGPT has outperformed BBRE, delivering a return of +15.9% compared to +4.8%
BBRE vs IGPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBRE
$1.20B
IGPT
$1.20B
Expense Ratio
Winner
BBRE
0.11%
IGPT
0.56%
Max Drawdown
Winner
BBRE
43.61%
IGPT
53.09%
Sharpe Ratio
BBRE
1.05
Winner
IGPT
2.36
5Y Beta
Winner
BBRE
0.54
IGPT
1.57
P/E Ratio
Winner
BBRE
34.77
IGPT
47.47
Forward P/E
BBRE
35.48
Winner
IGPT
19.54
5Y Dividends CAGR
Winner
BBRE
4.87%
IGPT
-5.82%
5Y EPS CAGR
BBRE
9.34%
Winner
IGPT
34.43%
Debt to Equity
BBRE
38.17%
Winner
IGPT
36.26%
P/S Ratio
Winner
BBRE
7.40
IGPT
9.44
P/B Ratio
Winner
BBRE
2.40
IGPT
8.01
BBRE vs IGPT - Holdings Comparison
BBRE and IGPT have 3 common holdings. Overlap is 2.88%
BBRE's top 25 holdings weight is 71.11%. IGPT's top 25 holdings weight is 87.12%.
| Rank | BBRE | IGPT |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.69% | SK HYNIX INC (n/a) - 11.47% |
| #2 | PROLOGIS INC (PLD) - 9.78% | MICRON TECHNOLOGY INC (MU) - 11.22% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.43% | INTEL CORP (INTC) - 7.42% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.34% | ADVANCED MICRO DEVICES INC (AMD) - 7.28% |
| #5 | EQUINIX INC (EQIX) - 4.33% | ALPHABET INC CLASS A (GOOGL) - 6.50% |
| #6 | REALTY INCOME CORP (O) - 4.00% | NVIDIA CORP (NVDA) - 5.95% |
| #7 | PUBLIC STORAGE (PSA) - 3.74% | META PLATFORMS INC CLASS A (META) - 4.87% |
| #8 | IRON MOUNTAIN INC (IRM) - 3.00% | QUALCOMM INC (QCOM) - 3.93% |
| #9 | VENTAS INC (VTR) - 3.00% | MEDIATEK INC (n/a) - 3.86% |
| #10 | EXTRA SPACE STORAGE INC (EXR) - 2.42% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.19% |
| #11 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.39% | WESTERN DIGITAL CORP (WDC) - 3.07% |
| #12 | AVALONBAY COMMUNITIES INC (AVB) - 2.11% | INTUITIVE SURGICAL INC (ISRG) - 2.60% |
| #13 | EQUITY RESIDENTIAL (EQR) - 1.87% | EQUINIX INC (EQIX) - 1.83% |
| #14 | ESSEX PROPERTY TRUST INC (ESS) - 1.48% | KEYENCE CORP (n/a) - 1.74% |
| #15 | INVITATION HOMES INC (INVH) - 1.42% | ADOBE INC (ADBE) - 1.71% |
| #16 | KIMCO REALTY CORP (KIM) - 1.39% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.56% |
| #17 | W.P. CAREY INC (WPC) - 1.35% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.52% |
| #18 | HOST HOTELS & RESORTS INC (HST) - 1.35% | SYNOPSYS INC (SNPS) - 1.17% |
| #19 | SUN COMMUNITIES INC (SUI) - 1.29% | DIGITAL REALTY TRUST INC (DLR) - 1.09% |
| #20 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.28% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.05% |
| #21 | HEALTHPEAK PROPERTIES INC (DOC) - 1.19% | AUTODESK INC (ADSK) - 0.87% |
| #22 | REGENCY CENTERS CORP (REG) - 1.15% | STRATEGY INC CLASS A (MSTR) - 0.87% |
| #23 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.08% | ASTERA LABS INC (ALAB) - 0.84% |
| #24 | UDR INC (UDR) - 1.03% | ARM HOLDINGS PLC ADR (ARM) - 0.77% |
| #25 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00% | EMERSON ELECTRIC CO (EMR) - 0.74% |
| Total Holdings | 111 | 114 |
BBRE vs IGPT - Historical Returns
Returns include dividend reinvestment.
1M
BBRE
+4.51%
Winner
IGPT
+17.40%
3M
BBRE
+8.39%
Winner
IGPT
+64.73%
6M
BBRE
+15.77%
Winner
IGPT
+78.49%
1Y
BBRE
+18.76%
Winner
IGPT
+118.83%
5Y(CAGR)
BBRE
+4.84%
Winner
IGPT
+15.85%
10Y(CAGR)
BBRE
N/A
IGPT
+22.49%
Max(CAGR)
BBRE
+7.57%
Winner
IGPT
+15.89%
BBRE vs IGPT - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | BBRE | IGPT |
|---|---|---|
| 2026 | +16.42% | +68.78% |
| 2025 | +3.06% | +30.52% |
| 2024 | +7.20% | +20.71% |
| 2023 | +14.06% | +27.99% |
| 2022 | -24.16% | -26.94% |
| 2021 | +48.23% | -10.06% |
| 2020 | -6.02% | +53.11% |
| 2019 | +28.24% | +35.80% |
| 2018 | -2.56% | +15.43% |
| 2017 | N/A | +33.68% |
| 2016 | N/A | +15.04% |
| 2015 | N/A | +7.84% |
| 2014 | N/A | +11.44% |
| 2013 | N/A | +29.37% |
| 2012 | N/A | +15.69% |
| 2011 | N/A | -7.39% |
| 2010 | N/A | +17.40% |
| 2009 | N/A | +51.50% |
| 2008 | N/A | -32.06% |
| 2007 | N/A | +4.26% |
| 2006 | N/A | +8.83% |
| 2005 | N/A | +14.69% |
BBRE vs IGPT Drawdown Comparison
The maximum drawdown for BBRE was -43.61%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The maximum drawdown for IGPT was -50.08%, occurring on Jun 16, 2022. Recovery took 1168 trading sessions.
The current BBRE drawdown is -0.63%.
| Rank | BBRE | IGPT |
|---|---|---|
| #1 | -43.61% Feb 21, 2020 - Apr 20, 2021 | -50.08% Feb 12, 2021 - Oct 8, 2025 |
| #2 | -31.13% Dec 31, 2021 - Nov 26, 2024 | -48.44% Oct 31, 2007 - Mar 5, 2010 |
| #3 | -18.92% Nov 27, 2024 - Feb 10, 2026 | -30.69% Feb 19, 2020 - May 22, 2020 |
| #4 | -14.30% Aug 6, 2018 - Feb 5, 2019 | -27.75% Jul 7, 2011 - Sep 6, 2012 |
| #5 | -8.07% Mar 2, 2026 - Apr 16, 2026 | -27.57% May 6, 2010 - Jul 7, 2011 |
| #6 | -7.40% Sep 3, 2021 - Oct 26, 2021 | -23.00% Sep 14, 2018 - Mar 1, 2019 |
| #7 | -6.11% Oct 24, 2019 - Jan 21, 2020 | -21.18% Jul 22, 2015 - Jun 7, 2016 |
| #8 | -5.67% Nov 24, 2021 - Dec 8, 2021 | -16.68% Jan 28, 2026 - Apr 14, 2026 |
| #9 | -5.07% Jun 20, 2019 - Jul 10, 2019 | -14.55% May 8, 2006 - Oct 5, 2006 |
| #10 | -4.26% Apr 30, 2021 - May 24, 2021 | -13.97% Mar 4, 2014 - Nov 10, 2014 |
| #11 | -4.06% Apr 12, 2019 - May 3, 2019 | -13.96% Jul 26, 2019 - Jan 16, 2020 |
| #12 | -4.04% Jul 10, 2019 - Aug 19, 2019 | -12.77% Jun 4, 2007 - Oct 9, 2007 |
| #13 | -3.86% Jun 10, 2021 - Jul 12, 2021 | -11.90% Oct 29, 2025 - Jan 6, 2026 |
| #14 | -3.74% May 26, 2026 - Jun 9, 2026 | -11.52% Jun 3, 2026 - Jun 15, 2026 |
| #15 | -2.73% Apr 20, 2026 - May 6, 2026 | -11.02% Sep 2, 2020 - Oct 12, 2020 |
Correlation
Correlation between BBRE and IGPT is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2014 - 2026)
BBRE vs IGPT dividend yield comparison.
| Year | BBRE | IGPT |
|---|---|---|
| 2026 | 0.38% | 0.00% |
| 2025 | 3.24% | 0.04% |
| 2024 | 3.19% | 0.00% |
| 2023 | 3.68% | 0.00% |
| 2022 | 2.62% | 1.41% |
| 2021 | 1.70% | 6.21% |
| 2020 | 3.17% | 0.04% |
| 2019 | 2.19% | 0.05% |
| 2018 | 1.96% | 0.00% |
| 2016 | 0.00% | 0.03% |
| 2015 | 0.00% | 0.15% |
| 2014 | 0.00% | 0.10% |
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