LGLV vs BBRE

Comparison between SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF) and JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF).

5-Year PerformanceLGLV has outperformed BBRE, delivering a return of +7.8% compared to +4.5%

LGLV vs BBRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LGLV(ETF)	BBRE(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.12%	0.11%
Max Drawdown	36.99%	43.61%
Sharpe Ratio	-0.00	0.73
5Y Beta	0.45	0.56
P/E Ratio	23.38	34.92
Forward P/E	19.70	34.85
PEG Ratio	0.48	N/A
5Y Dividends CAGR	10.68%	4.87%
5Y EPS CAGR	11.23%	9.34%
Debt to Equity	59.33%	38.17%
P/S Ratio	2.69	7.21
P/B Ratio	3.17	2.36

Net Assets

LGLV

$1.10B

BBRE

$1.10B

Expense Ratio

LGLV

0.12%

Winner

BBRE

0.11%

Max Drawdown

Winner

LGLV

36.99%

BBRE

43.61%

Sharpe Ratio

LGLV

-0.00

Winner

BBRE

0.73

5Y Beta

Winner

LGLV

0.45

BBRE

0.56

P/E Ratio

Winner

LGLV

23.38

BBRE

34.92

Forward P/E

Winner

LGLV

19.70

BBRE

34.85

PEG Ratio

LGLV

0.48

BBRE

N/A

5Y Dividends CAGR

Winner

LGLV

10.68%

BBRE

4.87%

5Y EPS CAGR

Winner

LGLV

11.23%

BBRE

9.34%

Debt to Equity

LGLV

59.33%

Winner

BBRE

38.17%

P/S Ratio

Winner

LGLV

2.69

BBRE

7.21

P/B Ratio

LGLV

3.17

Winner

BBRE

2.36

LGLV vs BBRE - Holdings Comparison

LGLV and BBRE have 28 common holdings. Overlap is 16.85%

LGLV's top 25 holdings weight is 28.49%. BBRE's top 25 holdings weight is 71.11%.

Rank	LGLV	BBRE
#1	WELLTOWER INC (WELL) - 4.02%	WELLTOWER INC (WELL) - 10.69%
#2	REALTY INCOME CORP (O) - 1.89%	PROLOGIS INC (PLD) - 9.78%
#3	DUKE ENERGY CORP (DUK) - 1.44%	SIMON PROPERTY GROUP INC (SPG) - 4.43%
#4	PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.23%	DIGITAL REALTY TRUST INC (DLR) - 4.34%
#5	SOUTHERN CO (SO) - 1.21%	EQUINIX INC (EQIX) - 4.33%
#6	CONSOLIDATED EDISON INC (ED) - 1.16%	REALTY INCOME CORP (O) - 4.00%
#7	CME GROUP INC CLASS A (CME) - 1.13%	PUBLIC STORAGE (PSA) - 3.74%
#8	PEPSICO INC (PEP) - 1.12%	IRON MOUNTAIN INC (IRM) - 3.00%
#9	COCA-COLA CO (KO) - 1.03%	VENTAS INC (VTR) - 3.00%
#10	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.96%	EXTRA SPACE STORAGE INC (EXR) - 2.42%
#11	AMEREN CORP (AEE) - 0.96%	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.39%
#12	DTE ENERGY CO (DTE) - 0.94%	AVALONBAY COMMUNITIES INC (AVB) - 2.11%
#13	MARSH (MRSH) - 0.92%	EQUITY RESIDENTIAL (EQR) - 1.87%
#14	MCDONALD'S CORP (MCD) - 0.92%	ESSEX PROPERTY TRUST INC (ESS) - 1.48%
#15	JOHNSON & JOHNSON (JNJ) - 0.90%	INVITATION HOMES INC (INVH) - 1.42%
#16	GENERAL DYNAMICS CORP (GD) - 0.90%	KIMCO REALTY CORP (KIM) - 1.39%
#17	FIRSTENERGY CORP (FE) - 0.89%	W.P. CAREY INC (WPC) - 1.35%
#18	CENTERPOINT ENERGY INC (CNP) - 0.88%	HOST HOTELS & RESORTS INC (HST) - 1.35%
#19	CHUBB LTD (CB) - 0.87%	SUN COMMUNITIES INC (SUI) - 1.29%
#20	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.87%	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.28%
#21	VISA INC CLASS A (V) - 0.86%	HEALTHPEAK PROPERTIES INC (DOC) - 1.19%
#22	THE TRAVELERS COMPANIES INC (TRV) - 0.86%	REGENCY CENTERS CORP (REG) - 1.15%
#23	LINDE PLC (LIN) - 0.85%	GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.08%
#24	COLGATE-PALMOLIVE CO (CL) - 0.85%	UDR INC (UDR) - 1.03%
#25	CISCO SYSTEMS INC (CSCO) - 0.83%	OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00%
Total Holdings	172	111

LGLV vs BBRE - Historical Returns

Returns include dividend reinvestment.

Period	LGLV	BBRE
1 month	-2.62%	-1.61%
3 months	-6.79%	+0.10%
6 months	+0.88%	+9.59%
1 year	+2.73%	+12.99%
5 years(CAGR)	+7.84%	+4.50%
10 years(CAGR)	+10.96%	N/A
Max(CAGR)	+11.55%	+6.96%

LGLV

-2.62%

Winner

BBRE

-1.61%

LGLV

-6.79%

Winner

BBRE

+0.10%

LGLV

+0.88%

Winner

BBRE

+9.59%

LGLV

+2.73%

Winner

BBRE

+12.99%

5Y(CAGR)

Winner

LGLV

+7.84%

BBRE

+4.50%

10Y(CAGR)

LGLV

+10.96%

BBRE

N/A

Max(CAGR)

Winner

LGLV

+11.55%

BBRE

+6.96%

LGLV vs BBRE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	LGLV	BBRE
2026	+0.48%	+11.01%
2025	+8.79%	+3.06%
2024	+15.88%	+7.20%
2023	+9.02%	+14.06%
2022	-7.09%	-24.16%
2021	+30.70%	+48.23%
2020	+7.07%	-6.02%
2019	+31.91%	+28.24%
2018	+0.78%	-2.56%
2017	+17.66%	N/A
2016	+13.77%	N/A
2015	+3.00%	N/A
2014	+18.26%	N/A
2013	+18.38%	N/A

LGLV vs BBRE Drawdown Comparison

The maximum drawdown for LGLV was -36.62%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.

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

The current LGLV drawdown is -6.79%. The current BBRE drawdown is -3.74%.

Rank	LGLV	BBRE
#1	-36.62% Feb 14, 2020 - Dec 17, 2020	-43.61% Feb 21, 2020 - Apr 20, 2021
#2	-17.49% Dec 29, 2021 - Dec 28, 2023	-31.13% Dec 31, 2021 - Nov 26, 2024
#3	-13.61% Sep 21, 2018 - Feb 19, 2019	-18.92% Nov 27, 2024 - Feb 10, 2026
#4	-10.18% Nov 27, 2024 - May 19, 2025	-14.30% Aug 6, 2018 - Feb 5, 2019
#5	-10.04% Nov 19, 2015 - Mar 16, 2016	-8.07% Mar 2, 2026 - Apr 16, 2026
#6	-9.04% Aug 17, 2015 - Oct 28, 2015	-7.40% Sep 3, 2021 - Oct 26, 2021
#7	-7.99% Jan 26, 2018 - Jul 18, 2018	-6.11% Oct 24, 2019 - Jan 21, 2020
#8	-7.52% Sep 2, 2016 - Dec 13, 2016	-5.67% Nov 24, 2021 - Dec 8, 2021
#9	-6.86% Mar 2, 2026 - Mar 27, 2026	-5.07% Jun 20, 2019 - Jul 10, 2019
#10	-6.10% Sep 2, 2021 - Oct 21, 2021	-4.26% Apr 30, 2021 - May 24, 2021
#11	-5.91% May 21, 2013 - Jul 15, 2013	-4.06% Apr 12, 2019 - May 3, 2019
#12	-5.56% Aug 2, 2013 - Oct 18, 2013	-4.04% Jul 10, 2019 - Aug 19, 2019
#13	-5.18% Mar 28, 2024 - Jun 24, 2024	-3.86% Jun 10, 2021 - Jul 12, 2021
#14	-5.14% Sep 19, 2014 - Oct 28, 2014	-3.74% May 26, 2026 - Jun 1, 2026
#15	-4.50% Jul 26, 2019 - Sep 4, 2019	-2.73% Apr 20, 2026 - May 6, 2026

Correlation

Correlation between LGLV and BBRE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2013 - 2026)

LGLV vs BBRE dividend yield comparison.

Year	LGLV	BBRE
2026	0.55%	0.40%
2025	1.94%	3.24%
2024	1.93%	3.19%
2023	2.03%	3.68%
2022	1.95%	2.62%
2021	1.65%	1.70%
2020	1.98%	3.17%
2019	1.89%	2.19%
2018	2.09%	1.96%
2017	4.39%	0.00%
2016	2.54%	0.00%
2015	2.97%	0.00%
2014	7.14%	0.00%
2013	2.99%	0.00%