QQQJ vs BBRE
Comparison between INVESCO NASDAQ NEXT GEN 100 ETF (QQQJ, ETF) and JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF).
5-Year PerformanceQQQJ has outperformed BBRE, delivering a return of +7.1% compared to +4.8%
QQQJ vs BBRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
QQQJ vs BBRE - Holdings Comparison
QQQJ and BBRE have 1 common holdings. Overlap is -0.04%
QQQJ's top 25 holdings weight is 45.04%. BBRE's top 25 holdings weight is 71.11%.
| Rank | QQQJ | BBRE |
|---|---|---|
| #1 | TERADYNE INC (TER) - 2.91% | WELLTOWER INC (WELL) - 10.69% |
| #2 | ASTERA LABS INC (ALAB) - 2.59% | PROLOGIS INC (PLD) - 9.78% |
| #3 | FLEX LTD (FLEX) - 2.52% | SIMON PROPERTY GROUP INC (SPG) - 4.43% |
| #4 | EBAY INC (EBAY) - 2.47% | DIGITAL REALTY TRUST INC (DLR) - 4.34% |
| #5 | ON SEMICONDUCTOR CORP (ON) - 2.39% | EQUINIX INC (EQIX) - 4.33% |
| #6 | GLOBALFOUNDRIES INC (GFS) - 2.39% | REALTY INCOME CORP (O) - 4.00% |
| #7 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.24% | PUBLIC STORAGE (PSA) - 3.74% |
| #8 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 2.18% | IRON MOUNTAIN INC (IRM) - 3.00% |
| #9 | ELBIT SYSTEMS LTD (n/a) - 1.89% | VENTAS INC (VTR) - 3.00% |
| #10 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.83% | EXTRA SPACE STORAGE INC (EXR) - 2.42% |
| #11 | STEEL DYNAMICS INC (STLD) - 1.73% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.39% |
| #12 | UNITED AIRLINES HOLDINGS INC (UAL) - 1.64% | AVALONBAY COMMUNITIES INC (AVB) - 2.11% |
| #13 | n/a (ASTS) - 1.63% | EQUITY RESIDENTIAL (EQR) - 1.87% |
| #14 | KIMBERLY-CLARK CORP (KMB) - 1.57% | ESSEX PROPERTY TRUST INC (ESS) - 1.48% |
| #15 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.47% | INVITATION HOMES INC (INVH) - 1.42% |
| #16 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.47% | KIMCO REALTY CORP (KIM) - 1.39% |
| #17 | CASEY'S GENERAL STORES INC (CASY) - 1.43% | W.P. CAREY INC (WPC) - 1.35% |
| #18 | FISERV INC (FISV) - 1.42% | HOST HOTELS & RESORTS INC (HST) - 1.35% |
| #19 | FIRST SOLAR INC (FSLR) - 1.38% | SUN COMMUNITIES INC (SUI) - 1.29% |
| #20 | NATERA INC (NTRA) - 1.36% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.28% |
| #21 | VERISIGN INC (VRSN) - 1.35% | HEALTHPEAK PROPERTIES INC (DOC) - 1.19% |
| #22 | BIOGEN INC (BIIB) - 1.35% | REGENCY CENTERS CORP (REG) - 1.15% |
| #23 | NETAPP INC (NTAP) - 1.31% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.08% |
| #24 | ZOOM COMMUNICATIONS INC (ZM) - 1.27% | UDR INC (UDR) - 1.03% |
| #25 | EXPEDIA GROUP INC (EXPE) - 1.25% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00% |
| Total Holdings | 102 | 111 |
QQQJ vs BBRE - Historical Returns
Returns include dividend reinvestment.
QQQJ vs BBRE - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | QQQJ | BBRE |
|---|---|---|
| 2026 | +19.51% | +16.42% |
| 2025 | +20.32% | +3.06% |
| 2024 | +16.87% | +7.20% |
| 2023 | +14.35% | +14.06% |
| 2022 | -27.99% | -24.16% |
| 2021 | +11.36% | +48.23% |
| 2020 | +15.25% | -6.02% |
| 2019 | N/A | +28.24% |
| 2018 | N/A | -2.56% |
QQQJ vs BBRE Drawdown Comparison
The maximum drawdown for QQQJ was -39.57%, occurring on Oct 14, 2022. Recovery took 953 trading sessions.
The maximum drawdown for BBRE was -43.61%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The current QQQJ drawdown is -1.95%. The current BBRE drawdown is -0.63%.
| Rank | QQQJ | BBRE |
|---|---|---|
| #1 | -39.57% Nov 16, 2021 - Sep 5, 2025 | -43.61% Feb 21, 2020 - Apr 20, 2021 |
| #2 | -12.87% Feb 12, 2021 - Aug 30, 2021 | -31.13% Dec 31, 2021 - Nov 26, 2024 |
| #3 | -11.84% Jan 22, 2026 - Apr 13, 2026 | -18.92% Nov 27, 2024 - Feb 10, 2026 |
| #4 | -7.77% Sep 3, 2021 - Nov 1, 2021 | -14.30% Aug 6, 2018 - Feb 5, 2019 |
| #5 | -7.35% Nov 12, 2025 - Dec 5, 2025 | -8.07% Mar 2, 2026 - Apr 16, 2026 |
| #6 | -6.98% Oct 13, 2020 - Nov 5, 2020 | -7.40% Sep 3, 2021 - Oct 26, 2021 |
| #7 | -6.33% Jun 2, 2026 - Jun 10, 2026 | -6.11% Oct 24, 2019 - Jan 21, 2020 |
| #8 | -5.15% Jan 22, 2021 - Feb 4, 2021 | -5.67% Nov 24, 2021 - Dec 8, 2021 |
| #9 | -4.16% Oct 6, 2025 - Oct 27, 2025 | -5.07% Jun 20, 2019 - Jul 10, 2019 |
| #10 | -4.13% Apr 20, 2026 - May 6, 2026 | -4.26% Apr 30, 2021 - May 24, 2021 |
| #11 | -3.31% Dec 11, 2025 - Dec 22, 2025 | -4.06% Apr 12, 2019 - May 3, 2019 |
| #12 | -2.96% May 6, 2026 - May 21, 2026 | -4.04% Jul 10, 2019 - Aug 19, 2019 |
| #13 | -2.90% Dec 22, 2020 - Jan 7, 2021 | -3.86% Jun 10, 2021 - Jul 12, 2021 |
| #14 | -2.56% Dec 22, 2025 - Jan 5, 2026 | -3.74% May 26, 2026 - Jun 9, 2026 |
| #15 | -2.39% Sep 22, 2025 - Oct 2, 2025 | -2.73% Apr 20, 2026 - May 6, 2026 |
Correlation
Correlation between QQQJ and BBRE is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2018 - 2026)
QQQJ vs BBRE dividend yield comparison.
| Year | QQQJ | BBRE |
|---|---|---|
| 2026 | 0.12% | 0.38% |
| 2025 | 0.85% | 3.24% |
| 2024 | 0.77% | 3.19% |
| 2023 | 0.67% | 3.68% |
| 2022 | 0.76% | 2.62% |
| 2021 | 0.91% | 1.70% |
| 2020 | 0.09% | 3.17% |
| 2019 | 0.00% | 2.19% |
| 2018 | 0.00% | 1.96% |
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