BBUS vs XLRE
Comparison between JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS, ETF) and THE REAL ESTATE SELECT SECTOR SPDR FUND (XLRE, ETF).
5-Year PerformanceBBUS has outperformed XLRE, delivering a return of +13.7% compared to +4.6%
BBUS vs XLRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BBUS
$7.80B
XLRE
$7.70B
Expense Ratio
Winner
BBUS
0.02%
XLRE
0.08%
Max Drawdown
Winner
BBUS
35.35%
XLRE
39.28%
Sharpe Ratio
Winner
BBUS
1.82
XLRE
0.49
5Y Beta
BBUS
0.98
Winner
XLRE
0.50
P/E Ratio
Winner
BBUS
29.25
XLRE
35.76
Forward P/E
Winner
BBUS
22.00
XLRE
35.53
PEG Ratio
Winner
BBUS
0.46
XLRE
0.54
5Y Dividends CAGR
Winner
BBUS
6.78%
XLRE
1.63%
5Y EPS CAGR
Winner
BBUS
28.37%
XLRE
7.20%
Debt to Equity
BBUS
35.02%
Winner
XLRE
-53.94%
P/S Ratio
Winner
BBUS
3.66
XLRE
6.15
P/B Ratio
BBUS
5.57
Winner
XLRE
3.07
BBUS vs XLRE - Holdings Comparison
BBUS and XLRE have 24 common holdings. Overlap is 1.72%
BBUS's top 25 holdings weight is 49.58%. XLRE's top 25 holdings weight is 93.66%.
| Rank | BBUS | XLRE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.37% | WELLTOWER INC (WELL) - 10.24% |
| #2 | APPLE INC (AAPL) - 6.67% | PROLOGIS INC (PLD) - 8.93% |
| #3 | MICROSOFT CORP (MSFT) - 4.89% | EQUINIX INC (EQIX) - 7.26% |
| #4 | AMAZON.COM INC (AMZN) - 4.30% | AMERICAN TOWER CORP (AMT) - 5.71% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.62% | DIGITAL REALTY TRUST INC (DLR) - 4.69% |
| #6 | BROADCOM INC (AVGO) - 3.18% | SIMON PROPERTY GROUP INC (SPG) - 4.60% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.11% | CBRE GROUP INC CLASS A (CBRE) - 4.35% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.12% | VENTAS INC (VTR) - 4.33% |
| #9 | TESLA INC (TSLA) - 1.76% | PUBLIC STORAGE (PSA) - 4.29% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% | REALTY INCOME CORP (O) - 4.23% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.33% | IRON MOUNTAIN INC (IRM) - 4.09% |
| #12 | ELI LILLY AND CO (LLY) - 1.26% | CROWN CASTLE INC (CCI) - 4.08% |
| #13 | MICRON TECHNOLOGY INC (MU) - 1.15% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.25% |
| #14 | EXXON MOBIL CORP (XOM) - 1.03% | EXTRA SPACE STORAGE INC (EXR) - 3.12% |
| #15 | ADVANCED MICRO DEVICES INC (AMD) - 0.93% | AVALONBAY COMMUNITIES INC (AVB) - 2.76% |
| #16 | WALMART INC (WMT) - 0.90% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 2.43% |
| #17 | VISA INC CLASS A (V) - 0.87% | EQUITY RESIDENTIAL (EQR) - 2.39% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.87% | ESSEX PROPERTY TRUST INC (ESS) - 1.81% |
| #19 | INTEL CORP (INTC) - 0.75% | WEYERHAEUSER CO (WY) - 1.79% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.72% | INVITATION HOMES INC (INVH) - 1.70% |
| #21 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.28% | KIMCO REALTY CORP (KIM) - 1.67% |
| #22 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.28% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.60% |
| #23 | TJX COMPANIES INC (TJX) - 0.28% | COSTAR GROUP INC (CSGP) - 1.55% |
| #24 | GILEAD SCIENCES INC (GILD) - 0.27% | HOST HOTELS & RESORTS INC (HST) - 1.43% |
| #25 | SALESFORCE INC (CRM) - 0.27% | REGENCY CENTERS CORP (REG) - 1.36% |
| Total Holdings | 457 | 34 |
BBUS vs XLRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BBUS
+8.13%
XLRE
+2.77%
3M
Winner
BBUS
+9.03%
XLRE
+2.31%
6M
Winner
BBUS
+10.48%
XLRE
+10.18%
1Y
Winner
BBUS
+27.21%
XLRE
+11.30%
5Y(CAGR)
Winner
BBUS
+13.73%
XLRE
+4.63%
10Y(CAGR)
BBUS
N/A
XLRE
+6.86%
Max(CAGR)
Winner
BBUS
+16.15%
XLRE
+7.26%
BBUS vs XLRE - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | BBUS | XLRE |
|---|---|---|
| 2026 | +8.45% | +10.22% |
| 2025 | +17.98% | +3.56% |
| 2024 | +25.63% | +4.11% |
| 2023 | +27.68% | +11.95% |
| 2022 | -19.87% | -25.56% |
| 2021 | +28.82% | +50.96% |
| 2020 | +19.58% | -0.96% |
| 2019 | +16.54% | +31.71% |
| 2018 | N/A | -1.81% |
| 2017 | N/A | +10.33% |
| 2016 | N/A | +5.18% |
| 2015 | N/A | +4.38% |
BBUS vs XLRE Drawdown Comparison
The maximum drawdown for BBUS was -35.35%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The current XLRE drawdown is -1.46%.
| Rank | BBUS | XLRE |
|---|---|---|
| #1 | -35.35% Jan 16, 2020 - Aug 24, 2020 | -38.80% Feb 21, 2020 - Apr 1, 2021 |
| #2 | -25.46% Dec 29, 2021 - Dec 13, 2023 | -34.11% Dec 31, 2021 - Oct 25, 2023 |
| #3 | -19.01% Feb 19, 2025 - Jun 26, 2025 | -14.65% Aug 1, 2016 - Nov 7, 2017 |
| #4 | -9.57% Sep 2, 2020 - Nov 13, 2020 | -13.42% Dec 29, 2015 - Mar 17, 2016 |
| #5 | -9.21% Jan 12, 2026 - Apr 15, 2026 | -12.51% Dec 6, 2018 - Jan 31, 2019 |
| #6 | -8.54% Jul 16, 2024 - Sep 19, 2024 | -12.35% Nov 13, 2017 - Jul 5, 2018 |
| #7 | -6.68% May 3, 2019 - Jun 20, 2019 | -8.32% Aug 20, 2018 - Nov 30, 2018 |
| #8 | -5.94% Jul 26, 2019 - Oct 25, 2019 | -8.27% Sep 2, 2021 - Nov 3, 2021 |
| #9 | -5.31% Mar 28, 2024 - May 14, 2024 | -6.74% Oct 21, 2019 - Jan 21, 2020 |
| #10 | -5.28% Sep 3, 2021 - Oct 20, 2021 | -6.10% Oct 22, 2015 - Dec 29, 2015 |
| #11 | -5.18% Oct 29, 2025 - Dec 11, 2025 | -5.79% May 10, 2016 - Jun 29, 2016 |
| #12 | -4.72% Feb 12, 2021 - Mar 15, 2021 | -4.83% Jun 20, 2019 - Jul 10, 2019 |
| #13 | -4.45% Nov 18, 2021 - Dec 23, 2021 | -4.80% Nov 24, 2021 - Dec 7, 2021 |
| #14 | -4.31% Dec 6, 2024 - Jan 23, 2025 | -4.25% Apr 12, 2019 - May 24, 2019 |
| #15 | -4.05% May 7, 2021 - Jun 4, 2021 | -4.04% Apr 30, 2021 - May 24, 2021 |
Correlation
Correlation between BBUS and XLRE is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2015 - 2026)
BBUS vs XLRE dividend yield comparison.
| Year | BBUS | XLRE |
|---|---|---|
| 2026 | 0.22% | 0.61% |
| 2025 | 1.07% | 3.45% |
| 2024 | 1.21% | 3.43% |
| 2023 | 1.38% | 3.31% |
| 2022 | 1.57% | 3.70% |
| 2021 | 1.11% | 2.61% |
| 2020 | 1.43% | 3.15% |
| 2019 | 1.37% | 3.06% |
| 2018 | 0.00% | 3.78% |
| 2017 | 0.00% | 3.25% |
| 2016 | 0.00% | 4.22% |
| 2015 | 0.00% | 1.09% |
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