BBRE vs IYC
Comparison between JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF) and ISHARES U.S. CONSUMER DISCRETIONARY ETF (IYC, ETF).
5-Year PerformanceIYC has outperformed BBRE, delivering a return of +6.7% compared to +4.8%
BBRE vs IYC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBRE
$1.20B
IYC
$1.20B
Expense Ratio
Winner
BBRE
0.11%
IYC
0.38%
Max Drawdown
Winner
BBRE
43.61%
IYC
54.01%
Sharpe Ratio
Winner
BBRE
1.05
IYC
0.13
5Y Beta
Winner
BBRE
0.54
IYC
0.99
P/E Ratio
BBRE
34.77
Winner
IYC
27.88
Forward P/E
BBRE
35.48
Winner
IYC
22.67
PEG Ratio
BBRE
N/A
IYC
0.65
5Y Dividends CAGR
BBRE
4.87%
Winner
IYC
5.17%
5Y EPS CAGR
BBRE
9.34%
Winner
IYC
14.99%
Debt to Equity
BBRE
38.17%
Winner
IYC
-143.93%
P/S Ratio
BBRE
7.40
Winner
IYC
1.88
P/B Ratio
Winner
BBRE
2.40
IYC
5.93
BBRE vs IYC - Holdings Comparison
BBRE and IYC have 1 common holdings. Overlap is -0.04%
BBRE's top 25 holdings weight is 71.11%. IYC's top 25 holdings weight is 70.56%.
| Rank | BBRE | IYC |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.69% | AMAZON.COM INC (AMZN) - 14.15% |
| #2 | PROLOGIS INC (PLD) - 9.78% | TESLA INC (TSLA) - 8.08% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.43% | COSTCO WHOLESALE CORP (COST) - 4.34% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.34% | WALMART INC (WMT) - 4.17% |
| #5 | EQUINIX INC (EQIX) - 4.33% | NETFLIX INC (NFLX) - 4.14% |
| #6 | REALTY INCOME CORP (O) - 4.00% | THE HOME DEPOT INC (HD) - 3.91% |
| #7 | PUBLIC STORAGE (PSA) - 3.74% | MCDONALD'S CORP (MCD) - 3.39% |
| #8 | IRON MOUNTAIN INC (IRM) - 3.00% | THE WALT DISNEY CO (DIS) - 3.08% |
| #9 | VENTAS INC (VTR) - 3.00% | TJX COMPANIES INC (TJX) - 2.98% |
| #10 | EXTRA SPACE STORAGE INC (EXR) - 2.42% | UBER TECHNOLOGIES INC (UBER) - 2.43% |
| #11 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.39% | BOOKING HOLDINGS INC (BKNG) - 2.20% |
| #12 | AVALONBAY COMMUNITIES INC (AVB) - 2.11% | LOWE'S COMPANIES INC (LOW) - 2.03% |
| #13 | EQUITY RESIDENTIAL (EQR) - 1.87% | STARBUCKS CORP (SBUX) - 1.97% |
| #14 | ESSEX PROPERTY TRUST INC (ESS) - 1.48% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.38% |
| #15 | INVITATION HOMES INC (INVH) - 1.42% | SPOTIFY TECHNOLOGY SA (SPOT) - 1.34% |
| #16 | KIMCO REALTY CORP (KIM) - 1.39% | O'REILLY AUTOMOTIVE INC (ORLY) - 1.30% |
| #17 | W.P. CAREY INC (WPC) - 1.35% | ROSS STORES INC (ROST) - 1.26% |
| #18 | HOST HOTELS & RESORTS INC (HST) - 1.35% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.23% |
| #19 | SUN COMMUNITIES INC (SUI) - 1.29% | GENERAL MOTORS CO (GM) - 1.20% |
| #20 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.28% | ROYAL CARIBBEAN GROUP (RCL) - 1.09% |
| #21 | HEALTHPEAK PROPERTIES INC (DOC) - 1.19% | n/a (WBD) - 1.06% |
| #22 | REGENCY CENTERS CORP (REG) - 1.15% | FORD MOTOR CO (F) - 0.98% |
| #23 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.08% | TARGET CORP (TGT) - 0.96% |
| #24 | UDR INC (UDR) - 1.03% | AUTOZONE INC (AZO) - 0.96% |
| #25 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.93% |
| Total Holdings | 111 | 170 |
BBRE vs IYC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBRE
+4.51%
IYC
+2.36%
3M
Winner
BBRE
+8.39%
IYC
+3.71%
6M
Winner
BBRE
+15.77%
IYC
-1.50%
1Y
Winner
BBRE
+18.76%
IYC
+6.36%
5Y(CAGR)
BBRE
+4.84%
Winner
IYC
+6.75%
10Y(CAGR)
BBRE
N/A
IYC
+11.94%
Max(CAGR)
BBRE
+7.57%
Winner
IYC
+8.52%
BBRE vs IYC - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | BBRE | IYC |
|---|---|---|
| 2026 | +16.42% | +0.10% |
| 2025 | +3.06% | +8.59% |
| 2024 | +7.20% | +28.89% |
| 2023 | +14.06% | +34.49% |
| 2022 | -24.16% | -32.81% |
| 2021 | +48.23% | +21.63% |
| 2020 | -6.02% | +23.36% |
| 2019 | +28.24% | +26.50% |
| 2018 | -2.56% | +0.42% |
| 2017 | N/A | +19.48% |
| 2016 | N/A | +7.50% |
| 2015 | N/A | +6.90% |
| 2014 | N/A | +14.72% |
| 2013 | N/A | +37.93% |
| 2012 | N/A | +22.52% |
| 2011 | N/A | +5.73% |
| 2010 | N/A | +22.30% |
| 2009 | N/A | +28.24% |
| 2008 | N/A | -29.20% |
| 2007 | N/A | -8.27% |
| 2006 | N/A | +13.25% |
| 2005 | N/A | -1.79% |
| 2004 | N/A | +11.53% |
| 2003 | N/A | +28.54% |
| 2002 | N/A | -24.28% |
| 2001 | N/A | +2.65% |
| 2000 | N/A | -6.22% |
BBRE vs IYC Drawdown Comparison
The maximum drawdown for BBRE was -43.61%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The maximum drawdown for IYC was -53.10%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The current BBRE drawdown is -0.63%. The current IYC drawdown is -4.09%.
| Rank | BBRE | IYC |
|---|---|---|
| #1 | -43.61% Feb 21, 2020 - Apr 20, 2021 | -53.10% Jun 4, 2007 - Feb 4, 2011 |
| #2 | -31.13% Dec 31, 2021 - Nov 26, 2024 | -41.37% May 22, 2001 - Oct 4, 2006 |
| #3 | -18.92% Nov 27, 2024 - Feb 10, 2026 | -35.89% Nov 5, 2021 - Sep 17, 2024 |
| #4 | -14.30% Aug 6, 2018 - Feb 5, 2019 | -33.31% Feb 19, 2020 - Aug 4, 2020 |
| #5 | -8.07% Mar 2, 2026 - Apr 16, 2026 | -21.62% Feb 6, 2025 - Jul 14, 2025 |
| #6 | -7.40% Sep 3, 2021 - Oct 26, 2021 | -20.49% Sep 27, 2018 - Apr 12, 2019 |
| #7 | -6.11% Oct 24, 2019 - Jan 21, 2020 | -18.96% Jul 14, 2000 - May 21, 2001 |
| #8 | -5.67% Nov 24, 2021 - Dec 8, 2021 | -17.91% Jul 7, 2011 - Jan 19, 2012 |
| #9 | -5.07% Jun 20, 2019 - Jul 10, 2019 | -14.99% Aug 4, 2015 - Jul 12, 2016 |
| #10 | -4.26% Apr 30, 2021 - May 24, 2021 | -11.97% Jan 13, 2026 - Mar 27, 2026 |
| #11 | -4.06% Apr 12, 2019 - May 3, 2019 | -10.26% Jan 29, 2018 - Jun 14, 2018 |
| #12 | -4.04% Jul 10, 2019 - Aug 19, 2019 | -8.25% Sep 16, 2025 - Jan 8, 2026 |
| #13 | -3.86% Jun 10, 2021 - Jul 12, 2021 | -7.72% Sep 5, 2014 - Nov 6, 2014 |
| #14 | -3.74% May 26, 2026 - Jun 9, 2026 | -7.62% Jul 15, 2019 - Nov 27, 2019 |
| #15 | -2.73% Apr 20, 2026 - May 6, 2026 | -7.40% Oct 13, 2020 - Nov 9, 2020 |
Correlation
Correlation between BBRE and IYC is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2000 - 2026)
BBRE vs IYC dividend yield comparison.
| Year | BBRE | IYC |
|---|---|---|
| 2026 | 0.38% | 0.26% |
| 2025 | 3.24% | 0.51% |
| 2024 | 3.19% | 0.47% |
| 2023 | 3.68% | 0.68% |
| 2022 | 2.62% | 0.68% |
| 2021 | 1.70% | 0.39% |
| 2020 | 3.17% | 0.65% |
| 2019 | 2.19% | 0.89% |
| 2018 | 1.96% | 0.90% |
| 2017 | 0.00% | 0.92% |
| 2016 | 0.00% | 1.10% |
| 2015 | 0.00% | 1.03% |
| 2014 | 0.00% | 0.79% |
| 2013 | 0.00% | 0.79% |
| 2012 | 0.00% | 1.52% |
| 2011 | 0.00% | 1.10% |
| 2010 | 0.00% | 0.99% |
| 2009 | 0.00% | 1.06% |
| 2008 | 0.00% | 1.61% |
| 2007 | 0.00% | 0.70% |
| 2006 | 0.00% | 0.60% |
| 2005 | 0.00% | 0.25% |
| 2004 | 0.00% | 0.23% |
| 2003 | 0.00% | 0.21% |
| 2002 | 0.00% | 0.08% |
| 2001 | 0.00% | 0.12% |
| 2000 | 0.00% | 0.47% |
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