BBRE vs JHML
Comparison between JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF) and JOHN HANCOCK MULTIFACTOR LARGE CAP ETF (JHML, ETF).
5-Year PerformanceJHML has outperformed BBRE, delivering a return of +12.0% compared to +4.8%
BBRE vs JHML - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBRE
$1.20B
JHML
$1.20B
Expense Ratio
Winner
BBRE
0.11%
JHML
0.29%
Max Drawdown
BBRE
43.61%
Winner
JHML
36.13%
Sharpe Ratio
BBRE
1.05
Winner
JHML
1.61
5Y Beta
Winner
BBRE
0.54
JHML
0.91
P/E Ratio
BBRE
34.77
Winner
JHML
26.50
Forward P/E
BBRE
35.48
Winner
JHML
19.92
5Y Dividends CAGR
Winner
BBRE
4.87%
JHML
2.28%
5Y EPS CAGR
BBRE
9.34%
Winner
JHML
20.65%
Debt to Equity
BBRE
38.17%
Winner
JHML
36.37%
P/S Ratio
BBRE
7.40
Winner
JHML
2.73
P/B Ratio
Winner
BBRE
2.40
JHML
4.50
BBRE vs JHML - Holdings Comparison
BBRE and JHML have 39 common holdings. Overlap is 1.78%
BBRE's top 25 holdings weight is 71.11%. JHML's top 25 holdings weight is 34.59%.
| Rank | BBRE | JHML |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.69% | NVIDIA CORP (NVDA) - 4.37% |
| #2 | PROLOGIS INC (PLD) - 9.78% | APPLE INC (AAPL) - 4.30% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.43% | AMAZON.COM INC (AMZN) - 3.08% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.34% | ALPHABET INC CLASS A (GOOGL) - 2.92% |
| #5 | EQUINIX INC (EQIX) - 4.33% | MICROSOFT CORP (MSFT) - 2.83% |
| #6 | REALTY INCOME CORP (O) - 4.00% | BROADCOM INC (AVGO) - 1.98% |
| #7 | PUBLIC STORAGE (PSA) - 3.74% | META PLATFORMS INC CLASS A (META) - 1.72% |
| #8 | IRON MOUNTAIN INC (IRM) - 3.00% | MICRON TECHNOLOGY INC (MU) - 1.27% |
| #9 | VENTAS INC (VTR) - 3.00% | JPMORGAN CHASE & CO (JPM) - 1.07% |
| #10 | EXTRA SPACE STORAGE INC (EXR) - 2.42% | ELI LILLY AND CO (LLY) - 0.97% |
| #11 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.39% | ALPHABET INC CLASS C (GOOG) - 0.92% |
| #12 | AVALONBAY COMMUNITIES INC (AVB) - 2.11% | ADVANCED MICRO DEVICES INC (AMD) - 0.91% |
| #13 | EQUITY RESIDENTIAL (EQR) - 1.87% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.87% |
| #14 | ESSEX PROPERTY TRUST INC (ESS) - 1.48% | TESLA INC (TSLA) - 0.83% |
| #15 | INVITATION HOMES INC (INVH) - 1.42% | INTEL CORP (INTC) - 0.73% |
| #16 | KIMCO REALTY CORP (KIM) - 1.39% | WALMART INC (WMT) - 0.71% |
| #17 | W.P. CAREY INC (WPC) - 1.35% | EXXON MOBIL CORP (XOM) - 0.70% |
| #18 | HOST HOTELS & RESORTS INC (HST) - 1.35% | JOHNSON & JOHNSON (JNJ) - 0.66% |
| #19 | SUN COMMUNITIES INC (SUI) - 1.29% | CATERPILLAR INC (CAT) - 0.62% |
| #20 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.28% | VISA INC CLASS A (V) - 0.61% |
| #21 | HEALTHPEAK PROPERTIES INC (DOC) - 1.19% | LAM RESEARCH CORP (LRCX) - 0.57% |
| #22 | REGENCY CENTERS CORP (REG) - 1.15% | CISCO SYSTEMS INC (CSCO) - 0.57% |
| #23 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.08% | APPLIED MATERIALS INC (AMAT) - 0.47% |
| #24 | UDR INC (UDR) - 1.03% | MASTERCARD INC CLASS A (MA) - 0.47% |
| #25 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00% | PROCTER & GAMBLE CO (PG) - 0.44% |
| Total Holdings | 111 | 780 |
BBRE vs JHML - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBRE
+4.51%
JHML
+3.71%
3M
BBRE
+8.39%
Winner
JHML
+12.71%
6M
Winner
BBRE
+15.77%
JHML
+12.42%
1Y
BBRE
+18.76%
Winner
JHML
+26.46%
5Y(CAGR)
BBRE
+4.84%
Winner
JHML
+11.97%
10Y(CAGR)
BBRE
N/A
JHML
+14.42%
Max(CAGR)
BBRE
+7.57%
Winner
JHML
+14.31%
BBRE vs JHML - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | BBRE | JHML |
|---|---|---|
| 2026 | +16.42% | +11.84% |
| 2025 | +3.06% | +16.16% |
| 2024 | +7.20% | +20.27% |
| 2023 | +14.06% | +21.56% |
| 2022 | -24.16% | -16.13% |
| 2021 | +48.23% | +28.85% |
| 2020 | -6.02% | +16.13% |
| 2019 | +28.24% | +31.19% |
| 2018 | -2.56% | -6.88% |
| 2017 | N/A | +20.69% |
| 2016 | N/A | +14.89% |
| 2015 | N/A | +6.38% |
BBRE vs JHML Drawdown Comparison
The maximum drawdown for BBRE was -43.61%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The maximum drawdown for JHML was -36.13%, occurring on Mar 23, 2020. Recovery took 132 trading sessions.
The current BBRE drawdown is -0.63%.
| Rank | BBRE | JHML |
|---|---|---|
| #1 | -43.61% Feb 21, 2020 - Apr 20, 2021 | -36.13% Feb 19, 2020 - Aug 26, 2020 |
| #2 | -31.13% Dec 31, 2021 - Nov 26, 2024 | -23.46% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -18.92% Nov 27, 2024 - Feb 10, 2026 | -19.78% Sep 21, 2018 - Apr 12, 2019 |
| #4 | -14.30% Aug 6, 2018 - Feb 5, 2019 | -18.20% Feb 19, 2025 - Jun 27, 2025 |
| #5 | -8.07% Mar 2, 2026 - Apr 16, 2026 | -13.78% Nov 3, 2015 - Apr 18, 2016 |
| #6 | -7.40% Sep 3, 2021 - Oct 26, 2021 | -9.80% Jan 26, 2018 - Aug 20, 2018 |
| #7 | -6.11% Oct 24, 2019 - Jan 21, 2020 | -8.55% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -5.67% Nov 24, 2021 - Dec 8, 2021 | -7.95% Feb 9, 2026 - Apr 14, 2026 |
| #9 | -5.07% Jun 20, 2019 - Jul 10, 2019 | -7.56% Jul 16, 2024 - Aug 30, 2024 |
| #10 | -4.26% Apr 30, 2021 - May 24, 2021 | -6.90% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -4.06% Apr 12, 2019 - May 3, 2019 | -6.58% May 3, 2019 - Jun 20, 2019 |
| #12 | -4.04% Jul 10, 2019 - Aug 19, 2019 | -6.29% Jul 26, 2019 - Oct 25, 2019 |
| #13 | -3.86% Jun 10, 2021 - Jul 12, 2021 | -5.90% Jun 8, 2016 - Jul 8, 2016 |
| #14 | -3.74% May 26, 2026 - Jun 9, 2026 | -5.57% Mar 28, 2024 - May 15, 2024 |
| #15 | -2.73% Apr 20, 2026 - May 6, 2026 | -5.27% Dec 4, 2024 - Feb 19, 2025 |
Correlation
Correlation between BBRE and JHML is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2015 - 2026)
BBRE vs JHML dividend yield comparison.
| Year | BBRE | JHML |
|---|---|---|
| 2026 | 0.38% | 0.00% |
| 2025 | 3.24% | 1.06% |
| 2024 | 3.19% | 1.16% |
| 2023 | 3.68% | 1.39% |
| 2022 | 2.62% | 1.46% |
| 2021 | 1.70% | 1.08% |
| 2020 | 3.17% | 1.59% |
| 2019 | 2.19% | 1.73% |
| 2018 | 1.96% | 1.57% |
| 2017 | 0.00% | 1.44% |
| 2016 | 0.00% | 1.36% |
| 2015 | 0.00% | 0.38% |
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