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 +13.2% compared to +5.2%
BBRE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBRE
$1.20B
Winner
SPY
$784B
Expense Ratio
BBRE
0.11%
Winner
SPY
0.09%
Max Drawdown
Winner
BBRE
43.61%
SPY
56.47%
Sharpe Ratio
BBRE
1.05
Winner
SPY
1.54
5Y Beta
Winner
BBRE
0.53
SPY
1.00
P/E Ratio
BBRE
34.60
Winner
SPY
27.62
Forward P/E
BBRE
35.08
Winner
SPY
21.11
5Y Dividends CAGR
Winner
BBRE
6.49%
SPY
6.00%
5Y EPS CAGR
BBRE
9.29%
Winner
SPY
25.30%
Debt to Equity
BBRE
40.18%
Winner
SPY
31.11%
P/S Ratio
BBRE
7.09
Winner
SPY
3.49
P/B Ratio
Winner
BBRE
2.34
SPY
5.30
BBRE vs SPY - Holdings Comparison
BBRE and SPY have 26 common holdings. Overlap is 1.51%
BBRE's top 25 holdings weight is 70.88%. SPY's top 25 holdings weight is 51.24%.
| Rank | BBRE | SPY |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.59% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | PROLOGIS INC (PLD) - 9.55% | APPLE INC (AAPL) - 6.81% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.64% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | EQUINIX INC (EQIX) - 4.62% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.37% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | REALTY INCOME CORP (O) - 3.95% | BROADCOM INC (AVGO) - 2.77% |
| #7 | PUBLIC STORAGE (PSA) - 3.90% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | IRON MOUNTAIN INC (IRM) - 2.98% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | VENTAS INC (VTR) - 2.84% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | EXTRA SPACE STORAGE INC (EXR) - 2.45% | TESLA INC (TSLA) - 1.76% |
| #11 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.31% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | AVALONBAY COMMUNITIES INC (AVB) - 2.03% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | EQUITY RESIDENTIAL (EQR) - 1.79% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | ESSEX PROPERTY TRUST INC (ESS) - 1.48% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | HOST HOTELS & RESORTS INC (HST) - 1.44% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | KIMCO REALTY CORP (KIM) - 1.40% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | W.P. CAREY INC (WPC) - 1.33% | VISA INC CLASS A (V) - 0.87% |
| #18 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.32% | INTEL CORP (INTC) - 0.85% |
| #19 | INVITATION HOMES INC (INVH) - 1.30% | WALMART INC (WMT) - 0.82% |
| #20 | SUN COMMUNITIES INC (SUI) - 1.28% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | HEALTHPEAK PROPERTIES INC (DOC) - 1.16% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | REGENCY CENTERS CORP (REG) - 1.11% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.03% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 1.02% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 0.99% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 109 | 505 |
BBRE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBRE
+1.91%
SPY
-1.37%
3M
Winner
BBRE
+13.18%
SPY
+12.22%
6M
Winner
BBRE
+17.52%
SPY
+7.20%
1Y
BBRE
+17.64%
Winner
SPY
+23.58%
5Y(CAGR)
BBRE
+5.17%
Winner
SPY
+13.19%
10Y(CAGR)
BBRE
+7.60%
Winner
SPY
+15.12%
Max(CAGR)
BBRE
+7.60%
Winner
SPY
+8.44%
BBRE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BBRE | SPY |
|---|---|---|
| 2026 | +16.84% | +7.95% |
| 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 -0.28%. The current SPY drawdown is -3.18%.
| 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 | -3.74% May 26, 2026 - Jun 9, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.95% Jun 12, 2026 - Jun 17, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BBRE and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (1999 - 2026)
BBRE vs SPY dividend yield comparison.
| Year | BBRE | SPY |
|---|---|---|
| 2026 | 1.02% | 0.50% |
| 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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