BBRE vs TYG

Comparison between JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF) and Tortoise Energy Infrastructure Corp (TYG, ETF).

5-Year PerformanceTYG has outperformed BBRE, delivering a return of +22.4% compared to +5.7%

BBRE vs TYG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBRE(ETF)	TYG(ETF)
Net Assets	$1B	$1B
Expense Ratio	0.11%	N/A
Max Drawdown	43.61%	97.33%
Sharpe Ratio	0.97	1.32
5Y Beta	0.56	0.64
P/E Ratio	33.23	N/A
Forward P/E	34.77	N/A
5Y Dividends CAGR	4.87%	42.65%
5Y EPS CAGR	9.63%	N/A
Debt to Equity	38.05%	N/A
P/S Ratio	7.24	N/A
P/B Ratio	2.30	N/A

Net Assets

BBRE

$1B

TYG

$1B

Expense Ratio

BBRE

0.11%

TYG

N/A

Max Drawdown

Winner

BBRE

43.61%

TYG

97.33%

Sharpe Ratio

BBRE

0.97

Winner

TYG

1.32

5Y Beta

Winner

BBRE

0.56

TYG

0.64

P/E Ratio

BBRE

33.23

TYG

N/A

Forward P/E

BBRE

34.77

TYG

N/A

5Y Dividends CAGR

BBRE

4.87%

Winner

TYG

42.65%

5Y EPS CAGR

BBRE

9.63%

TYG

N/A

Debt to Equity

BBRE

38.05%

TYG

N/A

P/S Ratio

BBRE

7.24

TYG

N/A

P/B Ratio

BBRE

2.30

TYG

N/A

BBRE vs TYG - Historical Returns

Returns include dividend reinvestment.

Period	BBRE	TYG
1 month	+5.83%	-1.24%
3 months	+7.38%	+3.85%
6 months	+12.28%	+15.18%
1 year	+17.89%	+30.36%
5 years(CAGR)	+5.71%	+22.40%
10 years(CAGR)	N/A	+0.14%
Max(CAGR)	+7.37%	+4.44%

Winner

BBRE

+5.83%

TYG

-1.24%

Winner

BBRE

+7.38%

TYG

+3.85%

BBRE

+12.28%

Winner

TYG

+15.18%

BBRE

+17.89%

Winner

TYG

+30.36%

5Y(CAGR)

BBRE

+5.71%

Winner

TYG

+22.40%

10Y(CAGR)

BBRE

N/A

TYG

+0.14%

Max(CAGR)

Winner

BBRE

+7.37%

TYG

+4.44%

BBRE vs TYG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	BBRE	TYG
2026	+13.86%	+16.42%
2025	+3.06%	+8.38%
2024	+7.20%	+58.74%
2023	+14.06%	+1.65%
2022	-24.16%	+19.50%
2021	+48.23%	+45.17%
2020	-6.02%	-70.89%
2019	+28.24%	-1.81%
2018	-2.56%	-26.72%
2017	N/A	+0.67%
2016	N/A	+19.78%
2015	N/A	-30.70%
2014	N/A	-2.18%
2013	N/A	+26.84%
2012	N/A	-0.99%
2011	N/A	+8.51%
2010	N/A	+29.88%
2009	N/A	+94.53%
2008	N/A	-45.23%
2007	N/A	+2.46%
2006	N/A	+34.43%
2005	N/A	+5.74%
2004	N/A	+13.96%

BBRE vs TYG Drawdown Comparison

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

The maximum drawdown for TYG was -95.33%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current BBRE drawdown is -0.36%. The current TYG drawdown is -32.61%.

Rank	BBRE	TYG
#1	-43.61% Feb 21, 2020 - Apr 20, 2021	-95.33% Jun 26, 2014 - Mar 18, 2020
#2	-31.13% Dec 31, 2021 - Nov 26, 2024	-75.57% Jul 12, 2007 - Aug 5, 2010
#3	-18.92% Nov 27, 2024 - Feb 10, 2026	-21.58% Mar 21, 2011 - Dec 1, 2011
#4	-14.30% Aug 6, 2018 - Feb 5, 2019	-17.61% Jul 29, 2005 - Aug 25, 2006
#5	-8.07% Mar 2, 2026 - Apr 16, 2026	-16.59% Dec 2, 2013 - May 16, 2014
#6	-7.40% Sep 3, 2021 - Oct 26, 2021	-15.42% Mar 1, 2004 - Sep 15, 2004
#7	-6.11% Oct 24, 2019 - Jan 21, 2020	-15.05% Mar 27, 2013 - Nov 21, 2013
#8	-5.67% Nov 24, 2021 - Dec 8, 2021	-11.59% Apr 25, 2012 - Oct 26, 2012
#9	-5.07% Jun 20, 2019 - Jul 10, 2019	-11.57% Jan 5, 2012 - Apr 24, 2012
#10	-4.26% Apr 30, 2021 - May 24, 2021	-9.90% Nov 5, 2012 - Jan 17, 2013
#11	-4.06% Apr 12, 2019 - May 3, 2019	-8.53% Feb 16, 2005 - Jun 15, 2005
#12	-4.04% Jul 10, 2019 - Aug 19, 2019	-7.79% Dec 1, 2006 - Feb 12, 2007
#13	-3.86% Jun 10, 2021 - Jul 12, 2021	-7.33% Sep 24, 2004 - Nov 11, 2004
#14	-2.73% Apr 20, 2026 - May 6, 2026	-6.84% Aug 6, 2010 - Sep 13, 2010
#15	-2.57% Jul 6, 2018 - Aug 6, 2018	-5.81% Nov 11, 2010 - Dec 13, 2010

Correlation

Correlation between BBRE and TYG is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

0.16

-101

Dividend Comparison (2004 - 2026)

BBRE vs TYG dividend yield comparison.

Year	BBRE	TYG
2026	0.39%	4.10%
2025	3.24%	11.25%
2024	3.19%	7.96%
2023	3.68%	9.87%
2022	2.62%	8.94%
2021	1.70%	5.27%
2020	3.17%	10.85%
2019	2.19%	14.61%
2018	1.96%	13.17%
2017	0.00%	9.01%
2016	0.00%	8.54%
2015	0.00%	13.95%
2014	0.00%	5.44%
2013	0.00%	4.79%
2012	0.00%	5.92%
2011	0.00%	5.50%
2010	0.00%	5.65%
2009	0.00%	6.96%
2008	0.00%	13.16%
2007	0.00%	7.26%
2006	0.00%	6.64%
2005	0.00%	6.62%
2004	0.00%	3.53%