BBRE vs SPY
Comparison between JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BBRE, delivering a return of +13.3% compared to +5.7%
BBRE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBRE
$1B
Winner
SPY
$652B
Expense Ratio
BBRE
0.11%
Winner
SPY
0.09%
Max Drawdown
Winner
BBRE
43.61%
SPY
56.47%
Sharpe Ratio
BBRE
0.97
Winner
SPY
2.07
5Y Beta
Winner
BBRE
0.56
SPY
1.00
P/E Ratio
BBRE
33.23
Winner
SPY
28.24
Forward P/E
BBRE
34.77
Winner
SPY
21.85
5Y Dividends CAGR
BBRE
4.87%
Winner
SPY
5.43%
5Y EPS CAGR
BBRE
9.63%
Winner
SPY
25.79%
Debt to Equity
BBRE
38.05%
Winner
SPY
22.35%
P/S Ratio
BBRE
7.24
Winner
SPY
3.55
P/B Ratio
Winner
BBRE
2.30
SPY
5.29
BBRE vs SPY - Holdings Comparison
BBRE and SPY have 26 common holdings. Overlap is 1.51%
BBRE's top 25 holdings weight is 71.29%. SPY's top 25 holdings weight is 51.32%.
| Rank | BBRE | SPY |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.45% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | PROLOGIS INC (PLD) - 9.76% | APPLE INC (AAPL) - 6.48% |
| #3 | DIGITAL REALTY TRUST INC (DLR) - 4.66% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | EQUINIX INC (EQIX) - 4.54% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.52% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | REALTY INCOME CORP (O) - 4.24% | BROADCOM INC (AVGO) - 3.09% |
| #7 | PUBLIC STORAGE (PSA) - 3.91% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | VENTAS INC (VTR) - 2.88% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | IRON MOUNTAIN INC (IRM) - 2.85% | TESLA INC (TSLA) - 1.73% |
| #10 | EXTRA SPACE STORAGE INC (EXR) - 2.50% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.39% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | AVALONBAY COMMUNITIES INC (AVB) - 2.02% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | EQUITY RESIDENTIAL (EQR) - 1.81% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | ESSEX PROPERTY TRUST INC (ESS) - 1.40% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | KIMCO REALTY CORP (KIM) - 1.39% | WALMART INC (WMT) - 0.91% |
| #16 | SUN COMMUNITIES INC (SUI) - 1.38% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | W.P. CAREY INC (WPC) - 1.38% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | INVITATION HOMES INC (INVH) - 1.34% | VISA INC CLASS A (V) - 0.85% |
| #19 | HOST HOTELS & RESORTS INC (HST) - 1.28% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.27% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | REGENCY CENTERS CORP (REG) - 1.20% | INTEL CORP (INTC) - 0.65% |
| #22 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.09% | NETFLIX INC (NFLX) - 0.64% |
| #23 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.04% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | HEALTHPEAK PROPERTIES INC (DOC) - 1.01% | CHEVRON CORP (CVX) - 0.58% |
| #25 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.98% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 111 | 505 |
BBRE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BBRE
+5.83%
Winner
SPY
+9.11%
3M
Winner
BBRE
+7.38%
SPY
+6.59%
6M
Winner
BBRE
+12.28%
SPY
+10.56%
1Y
BBRE
+17.89%
Winner
SPY
+32.04%
5Y(CAGR)
BBRE
+5.71%
Winner
SPY
+13.35%
10Y(CAGR)
BBRE
N/A
SPY
+15.49%
Max(CAGR)
BBRE
+7.37%
Winner
SPY
+8.50%
BBRE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BBRE | SPY |
|---|---|---|
| 2026 | +13.86% | +8.27% |
| 2025 | +3.06% | +18.00% |
| 2024 | +7.20% | +25.59% |
| 2023 | +14.06% | +26.72% |
| 2022 | -24.16% | -18.64% |
| 2021 | +48.23% | +30.52% |
| 2020 | -6.02% | +17.28% |
| 2019 | +28.24% | +31.09% |
| 2018 | -2.56% | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BBRE vs SPY Drawdown Comparison
The maximum drawdown for BBRE was -43.61%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BBRE drawdown is -0.36%.
| Rank | BBRE | SPY |
|---|---|---|
| #1 | -43.61% Feb 21, 2020 - Apr 20, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -31.13% Dec 31, 2021 - Nov 26, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -18.92% Nov 27, 2024 - Feb 10, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -14.30% Aug 6, 2018 - Feb 5, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -8.07% Mar 2, 2026 - Apr 16, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -7.40% Sep 3, 2021 - Oct 26, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -6.11% Oct 24, 2019 - Jan 21, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -5.67% Nov 24, 2021 - Dec 8, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.07% Jun 20, 2019 - Jul 10, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.26% Apr 30, 2021 - May 24, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.06% Apr 12, 2019 - May 3, 2019 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.04% Jul 10, 2019 - Aug 19, 2019 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.86% Jun 10, 2021 - Jul 12, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.73% Apr 20, 2026 - May 6, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.57% Jul 6, 2018 - Aug 6, 2018 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BBRE and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (1999 - 2026)
BBRE vs SPY dividend yield comparison.
| Year | BBRE | SPY |
|---|---|---|
| 2026 | 0.39% | 0.24% |
| 2025 | 3.24% | 1.07% |
| 2024 | 3.19% | 1.21% |
| 2023 | 3.68% | 1.40% |
| 2022 | 2.62% | 1.65% |
| 2021 | 1.70% | 1.20% |
| 2020 | 3.17% | 1.52% |
| 2019 | 2.19% | 1.75% |
| 2018 | 1.96% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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