UFOX vs BBRE
Comparison between Defiance Connective Technologies ETF (UFOX, ETF) and JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF).
UFOX is from the Technology sector, while BBRE is from the Real Estate sector.
5-Year PerformanceUFOX has outperformed BBRE, delivering a return of +22.3% compared to +4.8%
UFOX vs BBRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UFOX
$1.10B
Winner
BBRE
$1.20B
Expense Ratio
UFOX
0.30%
Winner
BBRE
0.11%
Max Drawdown
Winner
UFOX
34.97%
BBRE
43.61%
Sharpe Ratio
Winner
UFOX
2.45
BBRE
1.05
5Y Beta
UFOX
1.43
Winner
BBRE
0.54
P/E Ratio
UFOX
84.29
Winner
BBRE
34.77
Forward P/E
Winner
UFOX
21.69
BBRE
35.48
PEG Ratio
UFOX
0.22
BBRE
N/A
5Y Dividends CAGR
Winner
UFOX
5.86%
BBRE
4.87%
5Y EPS CAGR
Winner
UFOX
19.69%
BBRE
9.34%
Debt to Equity
UFOX
43.33%
Winner
BBRE
38.17%
P/S Ratio
Winner
UFOX
4.44
BBRE
7.40
P/B Ratio
UFOX
6.84
Winner
BBRE
2.40
UFOX vs BBRE - Holdings Comparison
UFOX and BBRE have 3 common holdings. Overlap is 2.06%
UFOX's top 25 holdings weight is 68.35%. BBRE's top 25 holdings weight is 71.11%.
| Rank | UFOX | BBRE |
|---|---|---|
| #1 | ROCKET LAB CORP (RKLB) - 5.62% | WELLTOWER INC (WELL) - 10.69% |
| #2 | BROADCOM INC (AVGO) - 4.62% | PROLOGIS INC (PLD) - 9.78% |
| #3 | AST SPACEMOBILE INC ORDINARY SHARES CLASS A (ASTS) - 4.39% | SIMON PROPERTY GROUP INC (SPG) - 4.43% |
| #4 | MAXLINEAR INC (MXL) - 4.26% | DIGITAL REALTY TRUST INC (DLR) - 4.34% |
| #5 | APPLE INC (AAPL) - 3.96% | EQUINIX INC (EQIX) - 4.33% |
| #6 | NVIDIA CORP (NVDA) - 3.93% | REALTY INCOME CORP (O) - 4.00% |
| #7 | MARVELL TECHNOLOGY INC (MRVL) - 3.52% | PUBLIC STORAGE (PSA) - 3.74% |
| #8 | CISCO SYSTEMS INC (CSCO) - 3.47% | IRON MOUNTAIN INC (IRM) - 3.00% |
| #9 | ORACLE CORP (ORCL) - 3.22% | VENTAS INC (VTR) - 3.00% |
| #10 | ARM HOLDINGS PLC ADR (ARM) - 2.98% | EXTRA SPACE STORAGE INC (EXR) - 2.42% |
| #11 | QUALCOMM INC (QCOM) - 2.47% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.39% |
| #12 | PLANET LABS PBC CLASS A (PL) - 2.32% | AVALONBAY COMMUNITIES INC (AVB) - 2.11% |
| #13 | NOKIA OYJ ADR (NOK) - 2.20% | EQUITY RESIDENTIAL (EQR) - 1.87% |
| #14 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.08% | ESSEX PROPERTY TRUST INC (ESS) - 1.48% |
| #15 | DATADOG INC CLASS A (DDOG) - 2.05% | INVITATION HOMES INC (INVH) - 1.42% |
| #16 | CEVA INC (CEVA) - 2.02% | KIMCO REALTY CORP (KIM) - 1.39% |
| #17 | ECHOSTAR CORP CLASS A (SATS) - 1.96% | W.P. CAREY INC (WPC) - 1.35% |
| #18 | ARISTA NETWORKS INC (ANET) - 1.84% | HOST HOTELS & RESORTS INC (HST) - 1.35% |
| #19 | CIENA CORP (CIEN) - 1.79% | SUN COMMUNITIES INC (SUI) - 1.29% |
| #20 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.78% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.28% |
| #21 | CELESTICA INC ORDINARY SHARES (SUBORDINATE VOTING) (CLS) - 1.70% | HEALTHPEAK PROPERTIES INC (DOC) - 1.19% |
| #22 | EXTREME NETWORKS INC (EXTR) - 1.65% | REGENCY CENTERS CORP (REG) - 1.15% |
| #23 | NETAPP INC (NTAP) - 1.58% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.08% |
| #24 | LUMENTUM HOLDINGS INC (LITE) - 1.47% | UDR INC (UDR) - 1.03% |
| #25 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.47% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00% |
| Total Holdings | 60 | 111 |
UFOX vs BBRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UFOX
+4.68%
BBRE
+4.51%
3M
Winner
UFOX
+41.35%
BBRE
+8.39%
6M
Winner
UFOX
+52.35%
BBRE
+15.77%
1Y
Winner
UFOX
+97.32%
BBRE
+18.76%
5Y(CAGR)
Winner
UFOX
+22.34%
BBRE
+4.84%
Max(CAGR)
Winner
UFOX
+22.04%
BBRE
+7.57%
UFOX vs BBRE - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | UFOX | BBRE |
|---|---|---|
| 2026 | +50.52% | +16.42% |
| 2025 | +34.27% | +3.06% |
| 2024 | +36.84% | +7.20% |
| 2023 | +21.53% | +14.06% |
| 2022 | -27.96% | -24.16% |
| 2021 | +26.69% | +48.23% |
| 2020 | +28.09% | -6.02% |
| 2019 | +6.81% | +28.24% |
| 2018 | N/A | -2.56% |
UFOX vs BBRE Drawdown Comparison
The maximum drawdown for UFOX was -33.89%, occurring on Oct 14, 2022. Recovery took 618 trading sessions.
The maximum drawdown for BBRE was -43.61%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The current UFOX drawdown is -8.44%. The current BBRE drawdown is -0.63%.
| Rank | UFOX | BBRE |
|---|---|---|
| #1 | -33.89% Dec 27, 2021 - Jun 12, 2024 | -43.61% Feb 21, 2020 - Apr 20, 2021 |
| #2 | -29.50% Jan 23, 2020 - Jun 3, 2020 | -31.13% Dec 31, 2021 - Nov 26, 2024 |
| #3 | -28.14% Jan 23, 2025 - Jun 24, 2025 | -18.92% Nov 27, 2024 - Feb 10, 2026 |
| #4 | -15.76% Jul 16, 2024 - Oct 9, 2024 | -14.30% Aug 6, 2018 - Feb 5, 2019 |
| #5 | -15.31% Apr 24, 2019 - Jan 2, 2020 | -8.07% Mar 2, 2026 - Apr 16, 2026 |
| #6 | -14.14% Jun 2, 2026 - Jun 10, 2026 | -7.40% Sep 3, 2021 - Oct 26, 2021 |
| #7 | -11.04% Oct 31, 2025 - Jan 28, 2026 | -6.11% Oct 24, 2019 - Jan 21, 2020 |
| #8 | -10.55% Feb 12, 2021 - Apr 23, 2021 | -5.67% Nov 24, 2021 - Dec 8, 2021 |
| #9 | -9.50% Sep 2, 2020 - Oct 12, 2020 | -5.07% Jun 20, 2019 - Jul 10, 2019 |
| #10 | -8.84% Mar 25, 2026 - Apr 2, 2026 | -4.26% Apr 30, 2021 - May 24, 2021 |
| #11 | -7.30% Sep 3, 2021 - Nov 2, 2021 | -4.06% Apr 12, 2019 - May 3, 2019 |
| #12 | -7.25% Apr 26, 2021 - Jun 4, 2021 | -4.04% Jul 10, 2019 - Aug 19, 2019 |
| #13 | -7.01% Jun 8, 2020 - Jul 6, 2020 | -3.86% Jun 10, 2021 - Jul 12, 2021 |
| #14 | -6.65% Oct 12, 2020 - Nov 5, 2020 | -3.74% May 26, 2026 - Jun 9, 2026 |
| #15 | -5.84% Dec 16, 2024 - Jan 21, 2025 | -2.73% Apr 20, 2026 - May 6, 2026 |
Correlation
Correlation between UFOX and BBRE is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2018 - 2026)
UFOX vs BBRE dividend yield comparison.
| Year | UFOX | BBRE |
|---|---|---|
| 2026 | 0.10% | 0.38% |
| 2025 | 0.56% | 3.24% |
| 2024 | 0.79% | 3.19% |
| 2023 | 1.40% | 3.68% |
| 2022 | 1.63% | 2.62% |
| 2021 | 1.17% | 1.70% |
| 2020 | 0.99% | 3.17% |
| 2019 | 0.75% | 2.19% |
| 2018 | 0.00% | 1.96% |
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