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JRE vs SPY

Comparison between JANUS HENDERSON U.S. REAL ESTATE ETF (JRE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed JRE, delivering a return of +13.3% compared to +4.3%

JRE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JRE
$4M
Winner
SPY
$735B
Expense Ratio
JRE
0.65%
Winner
SPY
0.09%
Max Drawdown
Winner
JRE
34.43%
SPY
56.47%
Sharpe Ratio
JRE
1.02
Winner
SPY
1.62
5Y Beta
Winner
JRE
0.53
SPY
1.00
P/E Ratio
JRE
42.59
Winner
SPY
28.99
Forward P/E
JRE
41.66
Winner
SPY
22.37
PEG Ratio
JRE
1.26
SPY
N/A
5Y Dividends CAGR
JRE
N/A
SPY
5.43%
5Y EPS CAGR
JRE
9.86%
Winner
SPY
26.05%
Debt to Equity
JRE
100.36%
Winner
SPY
32.40%
P/S Ratio
JRE
6.96
Winner
SPY
3.74
P/B Ratio
Winner
JRE
3.09
SPY
5.61

JRE vs SPY - Holdings Comparison

JRE and SPY have 13 common holdings. Overlap is 1.19%

JRE's top 25 holdings weight is 99.99%. SPY's top 25 holdings weight is 52.37%.

RankJRESPY
#1
WELLTOWER INC (WELL) - 13.23%
NVIDIA CORP (NVDA) - 8.10%
#2
PROLOGIS INC (PLD) - 12.38%
APPLE INC (AAPL) - 7.02%
#3
EQUINIX INC (EQIX) - 9.35%
MICROSOFT CORP (MSFT) - 4.79%
#4
SIMON PROPERTY GROUP INC (SPG) - 7.12%
AMAZON.COM INC (AMZN) - 4.02%
#5
DIGITAL REALTY TRUST INC (DLR) - 6.78%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
VENTAS INC (VTR) - 4.88%
BROADCOM INC (AVGO) - 3.10%
#7
PUBLIC STORAGE (PSA) - 4.66%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
TERRENO REALTY CORP (TRNO) - 3.34%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.30%
TESLA INC (TSLA) - 1.89%
#10
LAMAR ADVERTISING CO CLASS A (LAMR) - 3.16%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
SABRA HEALTH CARE REIT INC (SBRA) - 3.06%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
CBRE GROUP INC CLASS A (CBRE) - 3.00%
ELI LILLY AND CO (LLY) - 1.31%
#13
HIGHWOODS PROPERTIES INC (HIW) - 2.95%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.93%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
AGREE REALTY CORP (ADC) - 2.79%
EXXON MOBIL CORP (XOM) - 0.97%
#16
JANUS LIVING INC ORDINARY SHARES CLASS A-1 (JAN) - 2.72%
INTEL CORP (INTC) - 0.90%
#17
NETSTREIT CORP ORDINARY SHARES (NTST) - 2.65%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
CURBLINE PROPERTIES CORP (CURB) - 2.63%
VISA INC CLASS A (V) - 0.85%
#19
EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.39%
WALMART INC (WMT) - 0.81%
#20
FEDERAL REALTY INVESTMENT TRUST (FRT) - 2.23%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
MACERICH CO (MAC) - 2.17%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
D.R. HORTON INC (DHI) - 1.35%
CATERPILLAR INC (CAT) - 0.66%
#23
INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.94%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
US DOLLAR (n/a) - -0.02%
LAM RESEARCH CORP (LRCX) - 0.62%
#25N/A
ABBVIE INC (ABBV) - 0.58%
Total Holdings24505

JRE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
JRE
+0.86%
Winner
SPY
+1.90%
3M
JRE
+5.03%
Winner
SPY
+8.55%
6M
Winner
JRE
+13.70%
SPY
+8.18%
1Y
JRE
+17.96%
Winner
SPY
+25.79%
5Y(CAGR)
JRE
+4.34%
Winner
SPY
+13.32%
10Y(CAGR)
JRE
N/A
SPY
+15.19%
Max(CAGR)
JRE
+4.34%
Winner
SPY
+8.47%

JRE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJRESPY
2026+14.90%+8.26%
2025+3.92%+18.00%
2024+7.09%+25.59%
2023+8.87%+26.72%
2022-22.51%-18.64%
2021+16.46%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-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%

JRE vs SPY Drawdown Comparison

The maximum drawdown for JRE was -31.69%, occurring on Oct 27, 2023. Recovery took 1033 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current JRE drawdown is -1.05%. The current SPY drawdown is -2.90%.

RankJRESPY
#1-31.69%
Dec 31, 2021 - Feb 13, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-8.21%
Sep 3, 2021 - Nov 24, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-7.14%
Mar 2, 2026 - Apr 13, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.00%
Nov 24, 2021 - Dec 8, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-3.95%
May 26, 2026 - Jun 1, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.55%
May 12, 2026 - May 26, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.45%
Apr 20, 2026 - May 6, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.39%
Aug 5, 2021 - Aug 31, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.01%
Dec 8, 2021 - Dec 22, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.70%
Jun 25, 2021 - Jul 6, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.49%
Jul 16, 2021 - Jul 20, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.34%
Feb 17, 2026 - Feb 25, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.23%
Jul 12, 2021 - Jul 16, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.73%
May 6, 2026 - May 12, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.59%
Jul 20, 2021 - Jul 23, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JRE and SPY is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70
-101

Dividend Comparison (1999 - 2026)

JRE vs SPY dividend yield comparison.

YearJRESPY
20260.05%0.24%
20255.81%1.07%
20242.20%1.21%
20232.77%1.40%
20222.87%1.65%
20210.90%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%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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