BBRE vs SOXS

Comparison between JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF) and Direxion Daily Semiconductor Bear 3X ETF (SOXS, ETF).

5-Year PerformanceBBRE has outperformed SOXS, delivering a return of +4.7% compared to -79.3%

BBRE vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBRE(ETF)	SOXS(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.11%	N/A
Max Drawdown	43.61%	100.00%
Sharpe Ratio	1.26	-2.03
5Y Beta	0.50	0.00
P/E Ratio	37.32	N/A
Forward P/E	36.60	N/A
5Y Dividends CAGR	6.49%	N/A
5Y EPS CAGR	9.81%	N/A
Debt to Equity	42.76%	N/A
P/S Ratio	7.35	N/A
P/B Ratio	2.43	N/A

Net Assets

BBRE

$1.30B

Winner

SOXS

$1.40B

Expense Ratio

BBRE

0.11%

SOXS

N/A

Max Drawdown

Winner

BBRE

43.61%

SOXS

100.00%

Sharpe Ratio

Winner

BBRE

1.26

SOXS

-2.03

5Y Beta

BBRE

0.50

Winner

SOXS

0.00

P/E Ratio

BBRE

37.32

SOXS

N/A

Forward P/E

BBRE

36.60

SOXS

N/A

5Y Dividends CAGR

BBRE

6.49%

SOXS

N/A

5Y EPS CAGR

BBRE

9.81%

SOXS

N/A

Debt to Equity

BBRE

42.76%

SOXS

N/A

P/S Ratio

BBRE

7.35

SOXS

N/A

P/B Ratio

BBRE

2.43

SOXS

N/A

BBRE vs SOXS - Holdings Comparison

BBRE and SOXS have 0 common holdings. Overlap is 0.00%

BBRE's top 25 holdings weight is 70.82%. SOXS's top 25 holdings weight is 114.45%.

Rank	BBRE	SOXS
#1	WELLTOWER INC (WELL) - 11.91%	BNY DREYFUS TREASURY SECS CSH MGMT INST (DIRXX) - 62.88%
#2	PROLOGIS INC (PLD) - 9.58%	BNY DREYFUS GOVT CASH MGMT INSTL (DGCXX) - 34.52%
#3	SIMON PROPERTY GROUP INC (SPG) - 4.41%	GOLDMAN SACHS FS TREASURY INTMS D (FRDXX) - 17.05%
#4	EQUINIX INC (EQIX) - 4.06%	N/A
#5	REALTY INCOME CORP (O) - 4.00%	N/A
#6	PUBLIC STORAGE (PSA) - 4.00%	N/A
#7	DIGITAL REALTY TRUST INC (DLR) - 3.95%	N/A
#8	VENTAS INC (VTR) - 3.18%	N/A
#9	IRON MOUNTAIN INC (IRM) - 2.81%	N/A
#10	EXTRA SPACE STORAGE INC (EXR) - 2.34%	N/A
#11	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.13%	N/A
#12	AVALONBAY COMMUNITIES INC (AVB) - 2.04%	N/A
#13	EQUITY RESIDENTIAL (EQR) - 1.79%	N/A
#14	ESSEX PROPERTY TRUST INC (ESS) - 1.50%	N/A
#15	KIMCO REALTY CORP (KIM) - 1.41%	N/A
#16	HOST HOTELS & RESORTS INC (HST) - 1.35%	N/A
#17	W.P. CAREY INC (WPC) - 1.31%	N/A
#18	INVITATION HOMES INC (INVH) - 1.29%	N/A
#19	HEALTHPEAK PROPERTIES INC (DOC) - 1.28%	N/A
#20	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.24%	N/A
#21	SUN COMMUNITIES INC (SUI) - 1.18%	N/A
#22	REGENCY CENTERS CORP (REG) - 1.11%	N/A
#23	OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.01%	N/A
#24	EQUITY LIFESTYLE PROPERTIES INC (ELS) - 0.97%	N/A
#25	UDR INC (UDR) - 0.97%	N/A
Total Holdings	106	3

BBRE vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	BBRE	SOXS
1 month	-0.58%	-12.33%
3 months	+4.74%	-59.93%
6 months	+12.16%	-88.56%
1 year	+22.24%	-97.14%
5 years(CAGR)	+4.68%	-79.28%
10 years(CAGR)	+7.69%	-78.48%
Max(CAGR)	+7.69%	-71.17%

Winner

BBRE

-0.58%

SOXS

-12.33%

Winner

BBRE

+4.74%

SOXS

-59.93%

Winner

BBRE

+12.16%

SOXS

-88.56%

Winner

BBRE

+22.24%

SOXS

-97.14%

5Y(CAGR)

Winner

BBRE

+4.68%

SOXS

-79.28%

10Y(CAGR)

Winner

BBRE

+7.69%

SOXS

-78.48%

Max(CAGR)

Winner

BBRE

+7.69%

SOXS

-71.17%

BBRE vs SOXS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	BBRE	SOXS
2026	+18.77%	-92.22%
2025	+3.06%	-85.29%
2024	+7.20%	-63.31%
2023	+14.06%	-85.08%
2022	-24.16%	+22.94%
2021	+48.23%	-81.18%
2020	-6.02%	-92.42%
2019	+28.24%	-83.37%
2018	-2.56%	-12.21%
2017	N/A	-69.30%
2016	N/A	-74.03%
2015	N/A	-25.17%
2014	N/A	-65.79%
2013	N/A	-67.79%
2012	N/A	-39.67%
2011	N/A	-24.71%
2010	N/A	-59.45%

BBRE vs SOXS Drawdown Comparison

The maximum drawdown for BBRE was -43.61%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.

The maximum drawdown for SOXS was -100.00%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current BBRE drawdown is -3.71%. The current SOXS drawdown is -100.00%.

Rank	BBRE	SOXS
#1	-43.61% Feb 21, 2020 - Apr 20, 2021	-100.00% Aug 31, 2010 - Jun 30, 2026
#2	-31.13% Dec 31, 2021 - Nov 26, 2024	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-18.92% Nov 27, 2024 - Feb 10, 2026	N/A
#4	-14.30% Aug 6, 2018 - Feb 5, 2019	N/A
#5	-8.07% Mar 2, 2026 - Apr 16, 2026	N/A
#6	-7.40% Sep 3, 2021 - Oct 26, 2021	N/A
#7	-6.11% Oct 24, 2019 - Jan 21, 2020	N/A
#8	-5.67% Nov 24, 2021 - Dec 8, 2021	N/A
#9	-5.07% Jun 20, 2019 - Jul 10, 2019	N/A
#10	-4.26% Apr 30, 2021 - May 24, 2021	N/A
#11	-4.07% Jul 24, 2026 - Aug 6, 2026	N/A
#12	-4.06% Apr 12, 2019 - May 3, 2019	N/A
#13	-4.04% Jul 10, 2019 - Aug 19, 2019	N/A
#14	-3.86% Jun 10, 2021 - Jul 12, 2021	N/A
#15	-3.74% May 26, 2026 - Jun 9, 2026	N/A

Correlation

Correlation between BBRE and SOXS is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53

-101

Dividend Comparison (2010 - 2026)

BBRE vs SOXS dividend yield comparison.

Year	BBRE	SOXS
2026	1.00%	7.78%
2025	3.24%	10.80%
2024	3.19%	5.45%
2023	3.68%	9.22%
2022	2.62%	0.19%
2021	1.70%	0.00%
2020	3.17%	3.58%
2019	2.19%	2.30%
2018	1.96%	0.76%
2011	0.00%	1.31%
2010	0.00%	4.56%