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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 +12.4% compared to +5.0%

JRE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JRE
$4.10M
Winner
SPY
$781B
Expense Ratio
JRE
0.65%
Winner
SPY
0.09%
Max Drawdown
Winner
JRE
34.43%
SPY
56.47%
Sharpe Ratio
Winner
JRE
1.41
SPY
1.06
5Y Beta
Winner
JRE
0.50
SPY
1.00
P/E Ratio
JRE
41.22
Winner
SPY
28.53
Forward P/E
JRE
37.94
Winner
SPY
21.48
PEG Ratio
JRE
1.15
SPY
N/A
5Y Dividends CAGR
JRE
N/A
SPY
6.00%
5Y EPS CAGR
JRE
11.88%
Winner
SPY
25.58%
Debt to Equity
JRE
98.64%
Winner
SPY
32.09%
P/S Ratio
JRE
7.56
Winner
SPY
3.75
P/B Ratio
Winner
JRE
3.55
SPY
5.64

JRE vs SPY - Holdings Comparison

JRE and SPY have 12 common holdings. Overlap is 1.20%

JRE's top 25 holdings weight is 100.00%. SPY's top 25 holdings weight is 51.74%.

RankJRESPY
#1
WELLTOWER INC (WELL) - 14.04%
NVIDIA CORP (NVDA) - 7.89%
#2
PROLOGIS INC (PLD) - 11.81%
APPLE INC (AAPL) - 7.37%
#3
EQUINIX INC (EQIX) - 8.71%
MICROSOFT CORP (MSFT) - 4.50%
#4
SIMON PROPERTY GROUP INC (SPG) - 7.06%
AMAZON.COM INC (AMZN) - 3.82%
#5
DIGITAL REALTY TRUST INC (DLR) - 6.94%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
VENTAS INC (VTR) - 5.12%
BROADCOM INC (AVGO) - 2.86%
#7
PUBLIC STORAGE (PSA) - 4.66%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
TERRENO REALTY CORP (TRNO) - 3.50%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
JANUS LIVING INC ORDINARY SHARES CLASS A-1 (JAN) - 3.38%
TESLA INC (TSLA) - 1.70%
#10
HILTON WORLDWIDE HOLDINGS INC (HLT) - 3.19%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CURBLINE PROPERTIES CORP (CURB) - 3.18%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
OMEGA HEALTHCARE INVESTORS INC (OHI) - 3.16%
ELI LILLY AND CO (LLY) - 1.40%
#13
LAMAR ADVERTISING CO CLASS A (LAMR) - 3.05%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.02%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
AGREE REALTY CORP (ADC) - 2.81%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
NETSTREIT CORP ORDINARY SHARES (NTST) - 2.73%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
CBRE GROUP INC CLASS A (CBRE) - 2.72%
VISA INC CLASS A (V) - 0.90%
#18
TANGER INC (SKT) - 2.45%
WALMART INC (WMT) - 0.76%
#19
EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.38%
INTEL CORP (INTC) - 0.75%
#20
WYNDHAM HOTELS & RESORTS INC ORDINARY SHARES (WH) - 2.38%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
HIGHWOODS PROPERTIES INC (HIW) - 1.91%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
D.R. HORTON INC (DHI) - 1.38%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.41%
ABBVIE INC (ABBV) - 0.66%
#24
US DOLLAR (n/a) - 0.01%
CATERPILLAR INC (CAT) - 0.65%
#25N/A
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings24505

JRE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JRE
+5.30%
SPY
+0.78%
3M
Winner
JRE
+9.71%
SPY
+3.76%
6M
Winner
JRE
+23.06%
SPY
+7.78%
1Y
Winner
JRE
+26.49%
SPY
+17.76%
5Y(CAGR)
JRE
+4.98%
Winner
SPY
+12.44%
10Y(CAGR)
JRE
N/A
SPY
+14.90%
Max(CAGR)
JRE
+5.97%
Winner
SPY
+8.44%

JRE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJRESPY
2026+25.01%+8.74%
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 SPY drawdown is -2.47%.

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 9, 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
#9-2.23%
Jun 12, 2026 - Jun 23, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.01%
Dec 8, 2021 - Dec 22, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.91%
Jun 26, 2026 - Jul 7, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.70%
Jun 25, 2021 - Jul 6, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.68%
Jul 7, 2026 - Jul 16, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.49%
Jul 16, 2021 - Jul 20, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.34%
Feb 17, 2026 - Feb 25, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between JRE and SPY is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (1999 - 2026)

JRE vs SPY dividend yield comparison.

YearJRESPY
20260.42%0.50%
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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