BBRE vs IVES
Comparison between JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF) and Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF).
BBRE vs IVES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBRE
$1.20B
IVES
$1.20B
Expense Ratio
Winner
BBRE
0.11%
IVES
0.75%
Max Drawdown
BBRE
43.61%
Winner
IVES
22.95%
Sharpe Ratio
BBRE
1.05
Winner
IVES
1.34
5Y Beta
Winner
BBRE
0.54
IVES
1.78
P/E Ratio
Winner
BBRE
34.77
IVES
86.13
Forward P/E
BBRE
35.48
Winner
IVES
11.16
5Y Dividends CAGR
BBRE
4.87%
IVES
N/A
5Y EPS CAGR
BBRE
9.34%
IVES
N/A
Debt to Equity
Winner
BBRE
38.17%
IVES
76.88%
P/S Ratio
BBRE
7.40
Winner
IVES
1.50
P/B Ratio
Winner
BBRE
2.40
IVES
3.80
BBRE vs IVES - Holdings Comparison
BBRE and IVES have 0 common holdings. Overlap is 0.00%
BBRE's top 25 holdings weight is 71.11%. IVES's top 25 holdings weight is 53.09%.
| Rank | BBRE | IVES |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.69% | ELASTIC NV (ESTC) - 4.43% |
| #2 | PROLOGIS INC (PLD) - 9.78% | GDS HOLDINGS LTD ADR (GDS) - 4.08% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.43% | MICROSTRATEGY INC CLASS A (MSTR) - 4.07% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.34% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 3.22% |
| #5 | EQUINIX INC (EQIX) - 4.33% | SUPER MICRO COMPUTER INC (SMCI) - 3.01% |
| #6 | REALTY INCOME CORP (O) - 4.00% | DATADOG INC CLASS A (DDOG) - 2.91% |
| #7 | PUBLIC STORAGE (PSA) - 3.74% | PURE STORAGE INC CLASS A (PSTG) - 2.86% |
| #8 | IRON MOUNTAIN INC (IRM) - 3.00% | NETAPP INC (NTAP) - 2.77% |
| #9 | VENTAS INC (VTR) - 3.00% | CLOUDFLARE INC (NET) - 2.68% |
| #10 | EXTRA SPACE STORAGE INC (EXR) - 2.42% | NUTANIX INC CLASS A (NTNX) - 2.51% |
| #11 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.39% | MONGODB INC CLASS A (MDB) - 2.34% |
| #12 | AVALONBAY COMMUNITIES INC (AVB) - 2.11% | OKTA INC CLASS A (OKTA) - 2.21% |
| #13 | EQUITY RESIDENTIAL (EQR) - 1.87% | DROPBOX INC CLASS A (DBX) - 1.49% |
| #14 | ESSEX PROPERTY TRUST INC (ESS) - 1.48% | APPFOLIO INC CLASS A (APPF) - 1.47% |
| #15 | INVITATION HOMES INC (INVH) - 1.42% | GITLAB INC CLASS A (GTLB) - 1.44% |
| #16 | KIMCO REALTY CORP (KIM) - 1.39% | SMARTSHEET INC CLASS A (SMAR) - 1.39% |
| #17 | W.P. CAREY INC (WPC) - 1.35% | INFORMATICA INC (INFA) - 1.38% |
| #18 | HOST HOTELS & RESORTS INC (HST) - 1.35% | HASHICORP INC ORDINARY SHARES CLASS A (HCP) - 1.25% |
| #19 | SUN COMMUNITIES INC (SUI) - 1.29% | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 1.21% |
| #20 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.28% | COMMVAULT SYSTEMS INC (CVLT) - 1.21% |
| #21 | HEALTHPEAK PROPERTIES INC (DOC) - 1.19% | CONFLUENT INC CLASS A (CFLT) - 1.17% |
| #22 | REGENCY CENTERS CORP (REG) - 1.15% | VNET GROUP INC ADR (VNET) - 1.11% |
| #23 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.08% | KINGSOFT CLOUD HOLDINGS LTD ADR (KC) - 1.08% |
| #24 | UDR INC (UDR) - 1.03% | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 0.98% |
| #25 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00% | BOX INC CLASS A (BOX) - 0.82% |
| Total Holdings | 111 | 46 |
BBRE vs IVES - Historical Returns
Returns include dividend reinvestment.
1M
BBRE
+2.64%
Winner
IVES
+2.84%
3M
BBRE
+9.81%
Winner
IVES
+22.94%
6M
Winner
BBRE
+17.46%
IVES
+16.43%
1Y
BBRE
+18.36%
Winner
IVES
+41.88%
5Y(CAGR)
BBRE
+4.79%
IVES
N/A
Max(CAGR)
BBRE
+7.66%
Winner
IVES
+45.15%
BBRE vs IVES - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BBRE | IVES |
|---|---|---|
| 2026 | +17.16% | +15.56% |
| 2025 | +3.06% | +25.06% |
| 2024 | +7.20% | N/A |
| 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 IVES Drawdown Comparison
The maximum drawdown for BBRE was -43.61%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.
The current IVES drawdown is -11.38%.
| Rank | BBRE | IVES |
|---|---|---|
| #1 | -43.61% Feb 21, 2020 - Apr 20, 2021 | -22.64% Oct 29, 2025 - May 6, 2026 |
| #2 | -31.13% Dec 31, 2021 - Nov 26, 2024 | -13.54% Jun 1, 2026 - Jun 10, 2026 |
| #3 | -18.92% Nov 27, 2024 - Feb 10, 2026 | -4.63% Aug 13, 2025 - Aug 28, 2025 |
| #4 | -14.30% Aug 6, 2018 - Feb 5, 2019 | -4.26% Jul 28, 2025 - Aug 13, 2025 |
| #5 | -8.07% Mar 2, 2026 - Apr 16, 2026 | -4.20% Oct 8, 2025 - Oct 24, 2025 |
| #6 | -7.40% Sep 3, 2021 - Oct 26, 2021 | -3.33% May 14, 2026 - May 21, 2026 |
| #7 | -6.11% Oct 24, 2019 - Jan 21, 2020 | -2.61% Jul 3, 2025 - Jul 17, 2025 |
| #8 | -5.67% Nov 24, 2021 - Dec 8, 2021 | -2.49% Sep 22, 2025 - Oct 1, 2025 |
| #9 | -5.07% Jun 20, 2019 - Jul 10, 2019 | -1.81% Jun 30, 2025 - Jul 3, 2025 |
| #10 | -4.26% Apr 30, 2021 - May 24, 2021 | -1.64% Jun 12, 2025 - Jun 16, 2025 |
| #11 | -4.06% Apr 12, 2019 - May 3, 2019 | -1.61% May 11, 2026 - May 14, 2026 |
| #12 | -4.04% Jul 10, 2019 - Aug 19, 2019 | -1.57% Aug 28, 2025 - Sep 5, 2025 |
| #13 | -3.86% Jun 10, 2021 - Jul 12, 2021 | -1.41% Jun 16, 2025 - Jun 24, 2025 |
| #14 | -3.74% May 26, 2026 - Jun 9, 2026 | -1.32% Oct 6, 2025 - Oct 8, 2025 |
| #15 | -2.73% Apr 20, 2026 - May 6, 2026 | -1.04% Jul 18, 2025 - Jul 23, 2025 |
Correlation
Correlation between BBRE and IVES is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2018 - 2026)
BBRE vs IVES dividend yield comparison.
| Year | BBRE | IVES |
|---|---|---|
| 2026 | 0.38% | 0.00% |
| 2025 | 3.24% | 0.41% |
| 2024 | 3.19% | 0.00% |
| 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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