BBRE vs UNIY

Comparison between JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

BBRE vs UNIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBRE(ETF)	UNIY(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.11%	0.15%
Max Drawdown	43.61%	8.35%
Sharpe Ratio	1.05	0.32
5Y Beta	0.53	0.06
P/E Ratio	34.60	N/A
Forward P/E	35.08	N/A
5Y Dividends CAGR	6.49%	N/A
5Y EPS CAGR	9.29%	N/A
Debt to Equity	40.18%	N/A
P/S Ratio	7.09	N/A
P/B Ratio	2.34	N/A

Net Assets

BBRE

$1.20B

Winner

UNIY

$1.30B

Expense Ratio

Winner

BBRE

0.11%

UNIY

0.15%

Max Drawdown

BBRE

43.61%

Winner

UNIY

8.35%

Sharpe Ratio

Winner

BBRE

1.05

UNIY

0.32

5Y Beta

BBRE

0.53

Winner

UNIY

0.06

P/E Ratio

BBRE

34.60

UNIY

N/A

Forward P/E

BBRE

35.08

UNIY

N/A

5Y Dividends CAGR

BBRE

6.49%

UNIY

N/A

5Y EPS CAGR

BBRE

9.29%

UNIY

N/A

Debt to Equity

BBRE

40.18%

UNIY

N/A

P/S Ratio

BBRE

7.09

UNIY

N/A

P/B Ratio

BBRE

2.34

UNIY

N/A

BBRE vs UNIY - Historical Returns

Returns include dividend reinvestment.

Period	BBRE	UNIY
1 month	+2.08%	+1.15%
3 months	+13.77%	+1.72%
6 months	+16.77%	+0.95%
1 year	+17.70%	+4.80%
5 years(CAGR)	+5.30%	N/A
10 years(CAGR)	+7.62%	N/A
Max(CAGR)	+7.62%	+4.19%

Winner

BBRE

+2.08%

UNIY

+1.15%

Winner

BBRE

+13.77%

UNIY

+1.72%

Winner

BBRE

+16.77%

UNIY

+0.95%

Winner

BBRE

+17.70%

UNIY

+4.80%

5Y(CAGR)

BBRE

+5.30%

UNIY

N/A

10Y(CAGR)

BBRE

+7.62%

UNIY

N/A

Max(CAGR)

Winner

BBRE

+7.62%

UNIY

+4.19%

BBRE vs UNIY - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	BBRE	UNIY
2026	+17.03%	+1.13%
2025	+3.06%	+7.33%
2024	+7.20%	+2.22%
2023	+14.06%	+3.91%
2022	-24.16%	N/A
2021	+48.23%	N/A
2020	-6.02%	N/A
2019	+28.24%	N/A
2018	-2.56%	N/A

BBRE vs UNIY Drawdown Comparison

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

The maximum drawdown for UNIY was -6.27%, occurring on Oct 19, 2023. Recovery took 170 trading sessions.

The current BBRE drawdown is -0.11%. The current UNIY drawdown is -0.51%.

Rank	BBRE	UNIY
#1	-43.61% Feb 21, 2020 - Apr 20, 2021	-6.27% Apr 5, 2023 - Dec 7, 2023
#2	-31.13% Dec 31, 2021 - Nov 26, 2024	-4.39% Sep 16, 2024 - Jun 24, 2025
#3	-18.92% Nov 27, 2024 - Feb 10, 2026	-3.31% Feb 1, 2024 - Jun 14, 2024
#4	-14.30% Aug 6, 2018 - Feb 5, 2019	-2.69% Feb 8, 2023 - Mar 22, 2023
#5	-8.07% Mar 2, 2026 - Apr 16, 2026	-2.53% Feb 27, 2026 - Mar 27, 2026
#6	-7.40% Sep 3, 2021 - Oct 26, 2021	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-6.11% Oct 24, 2019 - Jan 21, 2020	-1.17% Jun 14, 2024 - Jul 8, 2024
#8	-5.67% Nov 24, 2021 - Dec 8, 2021	-1.09% Oct 28, 2025 - Jan 14, 2026
#9	-5.07% Jun 20, 2019 - Jul 10, 2019	-1.01% Jul 1, 2025 - Jul 29, 2025
#10	-4.26% Apr 30, 2021 - May 24, 2021	-0.97% Mar 24, 2023 - Apr 3, 2023
#11	-4.06% Apr 12, 2019 - May 3, 2019	-0.92% Aug 2, 2024 - Aug 14, 2024
#12	-4.04% Jul 10, 2019 - Aug 19, 2019	-0.74% Jul 17, 2024 - Jul 31, 2024
#13	-3.86% Jun 10, 2021 - Jul 12, 2021	-0.70% Sep 16, 2025 - Oct 13, 2025
#14	-3.74% May 26, 2026 - Jun 9, 2026	-0.62% Jan 14, 2026 - Feb 5, 2026
#15	-2.95% Jun 12, 2026 - Jun 17, 2026	-0.51% Aug 23, 2024 - Sep 4, 2024