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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 +4.7%

BBRE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BBRE
$1.30B
Winner
SPY
$781B
Expense Ratio
BBRE
0.11%
Winner
SPY
0.09%
Max Drawdown
Winner
BBRE
43.61%
SPY
56.47%
Sharpe Ratio
BBRE
1.26
Winner
SPY
1.42
5Y Beta
Winner
BBRE
0.50
SPY
1.00
P/E Ratio
BBRE
37.32
Winner
SPY
26.48
Forward P/E
BBRE
36.60
Winner
SPY
20.90
PEG Ratio
BBRE
N/A
SPY
0.30
5Y Dividends CAGR
Winner
BBRE
6.49%
SPY
6.00%
5Y EPS CAGR
BBRE
9.81%
Winner
SPY
26.40%
Debt to Equity
Winner
BBRE
42.76%
SPY
48.17%
P/S Ratio
BBRE
7.35
Winner
SPY
3.72
P/B Ratio
Winner
BBRE
2.43
SPY
5.55

BBRE vs SPY - Holdings Comparison

BBRE and SPY have 26 common holdings. Overlap is 1.57%

BBRE's top 25 holdings weight is 70.82%. SPY's top 25 holdings weight is 51.49%.

RankBBRESPY
#1
WELLTOWER INC (WELL) - 11.91%
NVIDIA CORP (NVDA) - 7.76%
#2
PROLOGIS INC (PLD) - 9.58%
APPLE INC (AAPL) - 7.44%
#3
SIMON PROPERTY GROUP INC (SPG) - 4.41%
MICROSOFT CORP (MSFT) - 4.56%
#4
EQUINIX INC (EQIX) - 4.06%
AMAZON.COM INC (AMZN) - 3.74%
#5
REALTY INCOME CORP (O) - 4.00%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
PUBLIC STORAGE (PSA) - 4.00%
BROADCOM INC (AVGO) - 2.83%
#7
DIGITAL REALTY TRUST INC (DLR) - 3.95%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
VENTAS INC (VTR) - 3.18%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
IRON MOUNTAIN INC (IRM) - 2.81%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
EXTRA SPACE STORAGE INC (EXR) - 2.34%
TESLA INC (TSLA) - 1.65%
#11
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.13%
ELI LILLY AND CO (LLY) - 1.44%
#12
AVALONBAY COMMUNITIES INC (AVB) - 2.04%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
EQUITY RESIDENTIAL (EQR) - 1.79%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
ESSEX PROPERTY TRUST INC (ESS) - 1.50%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
KIMCO REALTY CORP (KIM) - 1.41%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
HOST HOTELS & RESORTS INC (HST) - 1.35%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
W.P. CAREY INC (WPC) - 1.31%
VISA INC CLASS A (V) - 0.91%
#18
INVITATION HOMES INC (INVH) - 1.29%
INTEL CORP (INTC) - 0.77%
#19
HEALTHPEAK PROPERTIES INC (DOC) - 1.28%
WALMART INC (WMT) - 0.75%
#20
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.24%
ABBVIE INC (ABBV) - 0.70%
#21
SUN COMMUNITIES INC (SUI) - 1.18%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
REGENCY CENTERS CORP (REG) - 1.11%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.01%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
EQUITY LIFESTYLE PROPERTIES INC (ELS) - 0.97%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
UDR INC (UDR) - 0.97%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings106505

BBRE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BBRE
-0.58%
Winner
SPY
+3.42%
3M
BBRE
+4.74%
Winner
SPY
+5.97%
6M
BBRE
+12.16%
Winner
SPY
+12.56%
1Y
BBRE
+22.24%
Winner
SPY
+23.65%
5Y(CAGR)
BBRE
+4.68%
Winner
SPY
+13.33%
10Y(CAGR)
BBRE
+7.69%
Winner
SPY
+15.34%
Max(CAGR)
BBRE
+7.69%
Winner
SPY
+8.61%

BBRE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBBRESPY
2026+18.77%+13.79%
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%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -3.71%.

RankBBRESPY
#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
#11-4.07%
Jul 24, 2026 - Aug 6, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.06%
Apr 12, 2019 - May 3, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.04%
Jul 10, 2019 - Aug 19, 2019		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.86%
Jun 10, 2021 - Jul 12, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.74%
May 26, 2026 - Jun 9, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BBRE and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (1999 - 2026)

BBRE vs SPY dividend yield comparison.

YearBBRESPY
20261.00%0.48%
20253.24%1.07%
20243.19%1.21%
20233.68%1.40%
20222.62%1.65%
20211.70%1.20%
20203.17%1.52%
20192.19%1.75%
20181.96%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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