BBRE vs LGLV
Comparison between JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF) and SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF).
5-Year PerformanceLGLV has outperformed BBRE, delivering a return of +7.8% compared to +4.5%
BBRE vs LGLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBRE
$1.10B
LGLV
$1.10B
Expense Ratio
Winner
BBRE
0.11%
LGLV
0.12%
Max Drawdown
BBRE
43.61%
Winner
LGLV
36.99%
Sharpe Ratio
Winner
BBRE
0.73
LGLV
-0.00
5Y Beta
BBRE
0.56
Winner
LGLV
0.45
P/E Ratio
BBRE
34.92
Winner
LGLV
23.38
Forward P/E
BBRE
34.85
Winner
LGLV
19.70
PEG Ratio
BBRE
N/A
LGLV
0.48
5Y Dividends CAGR
BBRE
4.87%
Winner
LGLV
10.68%
5Y EPS CAGR
BBRE
9.34%
Winner
LGLV
11.23%
Debt to Equity
Winner
BBRE
38.17%
LGLV
59.33%
P/S Ratio
BBRE
7.21
Winner
LGLV
2.69
P/B Ratio
Winner
BBRE
2.36
LGLV
3.17
BBRE vs LGLV - Holdings Comparison
BBRE and LGLV have 28 common holdings. Overlap is 16.85%
BBRE's top 25 holdings weight is 71.11%. LGLV's top 25 holdings weight is 28.49%.
| Rank | BBRE | LGLV |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.69% | WELLTOWER INC (WELL) - 4.02% |
| #2 | PROLOGIS INC (PLD) - 9.78% | REALTY INCOME CORP (O) - 1.89% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.43% | DUKE ENERGY CORP (DUK) - 1.44% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.34% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.23% |
| #5 | EQUINIX INC (EQIX) - 4.33% | SOUTHERN CO (SO) - 1.21% |
| #6 | REALTY INCOME CORP (O) - 4.00% | CONSOLIDATED EDISON INC (ED) - 1.16% |
| #7 | PUBLIC STORAGE (PSA) - 3.74% | CME GROUP INC CLASS A (CME) - 1.13% |
| #8 | IRON MOUNTAIN INC (IRM) - 3.00% | PEPSICO INC (PEP) - 1.12% |
| #9 | VENTAS INC (VTR) - 3.00% | COCA-COLA CO (KO) - 1.03% |
| #10 | EXTRA SPACE STORAGE INC (EXR) - 2.42% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.96% |
| #11 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.39% | AMEREN CORP (AEE) - 0.96% |
| #12 | AVALONBAY COMMUNITIES INC (AVB) - 2.11% | DTE ENERGY CO (DTE) - 0.94% |
| #13 | EQUITY RESIDENTIAL (EQR) - 1.87% | MARSH (MRSH) - 0.92% |
| #14 | ESSEX PROPERTY TRUST INC (ESS) - 1.48% | MCDONALD'S CORP (MCD) - 0.92% |
| #15 | INVITATION HOMES INC (INVH) - 1.42% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #16 | KIMCO REALTY CORP (KIM) - 1.39% | GENERAL DYNAMICS CORP (GD) - 0.90% |
| #17 | W.P. CAREY INC (WPC) - 1.35% | FIRSTENERGY CORP (FE) - 0.89% |
| #18 | HOST HOTELS & RESORTS INC (HST) - 1.35% | CENTERPOINT ENERGY INC (CNP) - 0.88% |
| #19 | SUN COMMUNITIES INC (SUI) - 1.29% | CHUBB LTD (CB) - 0.87% |
| #20 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.28% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.87% |
| #21 | HEALTHPEAK PROPERTIES INC (DOC) - 1.19% | VISA INC CLASS A (V) - 0.86% |
| #22 | REGENCY CENTERS CORP (REG) - 1.15% | THE TRAVELERS COMPANIES INC (TRV) - 0.86% |
| #23 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.08% | LINDE PLC (LIN) - 0.85% |
| #24 | UDR INC (UDR) - 1.03% | COLGATE-PALMOLIVE CO (CL) - 0.85% |
| #25 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00% | CISCO SYSTEMS INC (CSCO) - 0.83% |
| Total Holdings | 111 | 172 |
BBRE vs LGLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBRE
-1.61%
LGLV
-2.62%
3M
Winner
BBRE
+0.10%
LGLV
-6.79%
6M
Winner
BBRE
+9.59%
LGLV
+0.88%
1Y
Winner
BBRE
+12.99%
LGLV
+2.73%
5Y(CAGR)
BBRE
+4.50%
Winner
LGLV
+7.84%
10Y(CAGR)
BBRE
N/A
LGLV
+10.96%
Max(CAGR)
BBRE
+6.96%
Winner
LGLV
+11.55%
BBRE vs LGLV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | BBRE | LGLV |
|---|---|---|
| 2026 | +11.01% | +0.48% |
| 2025 | +3.06% | +8.79% |
| 2024 | +7.20% | +15.88% |
| 2023 | +14.06% | +9.02% |
| 2022 | -24.16% | -7.09% |
| 2021 | +48.23% | +30.70% |
| 2020 | -6.02% | +7.07% |
| 2019 | +28.24% | +31.91% |
| 2018 | -2.56% | +0.78% |
| 2017 | N/A | +17.66% |
| 2016 | N/A | +13.77% |
| 2015 | N/A | +3.00% |
| 2014 | N/A | +18.26% |
| 2013 | N/A | +18.38% |
BBRE vs LGLV Drawdown Comparison
The maximum drawdown for BBRE was -43.61%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The maximum drawdown for LGLV was -36.62%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.
The current BBRE drawdown is -3.74%. The current LGLV drawdown is -6.79%.
| Rank | BBRE | LGLV |
|---|---|---|
| #1 | -43.61% Feb 21, 2020 - Apr 20, 2021 | -36.62% Feb 14, 2020 - Dec 17, 2020 |
| #2 | -31.13% Dec 31, 2021 - Nov 26, 2024 | -17.49% Dec 29, 2021 - Dec 28, 2023 |
| #3 | -18.92% Nov 27, 2024 - Feb 10, 2026 | -13.61% Sep 21, 2018 - Feb 19, 2019 |
| #4 | -14.30% Aug 6, 2018 - Feb 5, 2019 | -10.18% Nov 27, 2024 - May 19, 2025 |
| #5 | -8.07% Mar 2, 2026 - Apr 16, 2026 | -10.04% Nov 19, 2015 - Mar 16, 2016 |
| #6 | -7.40% Sep 3, 2021 - Oct 26, 2021 | -9.04% Aug 17, 2015 - Oct 28, 2015 |
| #7 | -6.11% Oct 24, 2019 - Jan 21, 2020 | -7.99% Jan 26, 2018 - Jul 18, 2018 |
| #8 | -5.67% Nov 24, 2021 - Dec 8, 2021 | -7.52% Sep 2, 2016 - Dec 13, 2016 |
| #9 | -5.07% Jun 20, 2019 - Jul 10, 2019 | -6.86% Mar 2, 2026 - Mar 27, 2026 |
| #10 | -4.26% Apr 30, 2021 - May 24, 2021 | -6.10% Sep 2, 2021 - Oct 21, 2021 |
| #11 | -4.06% Apr 12, 2019 - May 3, 2019 | -5.91% May 21, 2013 - Jul 15, 2013 |
| #12 | -4.04% Jul 10, 2019 - Aug 19, 2019 | -5.56% Aug 2, 2013 - Oct 18, 2013 |
| #13 | -3.86% Jun 10, 2021 - Jul 12, 2021 | -5.18% Mar 28, 2024 - Jun 24, 2024 |
| #14 | -3.74% May 26, 2026 - Jun 1, 2026 | -5.14% Sep 19, 2014 - Oct 28, 2014 |
| #15 | -2.73% Apr 20, 2026 - May 6, 2026 | -4.50% Jul 26, 2019 - Sep 4, 2019 |
Correlation
Correlation between BBRE and LGLV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2013 - 2026)
BBRE vs LGLV dividend yield comparison.
| Year | BBRE | LGLV |
|---|---|---|
| 2026 | 0.40% | 0.55% |
| 2025 | 3.24% | 1.94% |
| 2024 | 3.19% | 1.93% |
| 2023 | 3.68% | 2.03% |
| 2022 | 2.62% | 1.95% |
| 2021 | 1.70% | 1.65% |
| 2020 | 3.17% | 1.98% |
| 2019 | 2.19% | 1.89% |
| 2018 | 1.96% | 2.09% |
| 2017 | 0.00% | 4.39% |
| 2016 | 0.00% | 2.54% |
| 2015 | 0.00% | 2.97% |
| 2014 | 0.00% | 7.14% |
| 2013 | 0.00% | 2.99% |
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