Correlation
The correlation between BBRE and BBUS is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
BBRE vs. BBUS
Compare and contrast key facts about JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and JP Morgan Betabuilders U.S. Equity ETF (BBUS).
BBRE and BBUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBRE is a passively managed fund by JPMorgan Chase that tracks the performance of the MSCI US REIT Index. It was launched on Jun 15, 2018. BBUS is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Mar 12, 2019. Both BBRE and BBUS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBRE or BBUS.
Performance
BBRE vs. BBUS - Performance Comparison
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Key characteristics
BBRE:
0.77
BBUS:
0.74
BBRE:
1.17
BBUS:
1.05
BBRE:
1.16
BBUS:
1.15
BBRE:
0.75
BBUS:
0.69
BBRE:
2.42
BBUS:
2.61
BBRE:
6.04%
BBUS:
5.03%
BBRE:
18.59%
BBUS:
19.82%
BBRE:
-43.61%
BBUS:
-35.35%
BBRE:
-7.88%
BBUS:
-3.55%
Returns By Period
In the year-to-date period, BBRE achieves a 0.20% return, which is significantly lower than BBUS's 1.04% return.
BBRE
0.20%
2.10%
-7.28%
14.12%
2.65%
9.20%
N/A
BBUS
1.04%
6.48%
-1.50%
14.66%
14.52%
15.77%
N/A
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BBRE vs. BBUS - Expense Ratio Comparison
BBRE has a 0.11% expense ratio, which is higher than BBUS's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BBRE vs. BBUS — Risk-Adjusted Performance Rank
BBRE
BBUS
BBRE vs. BBUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and JP Morgan Betabuilders U.S. Equity ETF (BBUS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BBRE vs. BBUS - Dividend Comparison
BBRE's dividend yield for the trailing twelve months is around 3.16%, more than BBUS's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 3.16% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% |
BBUS JP Morgan Betabuilders U.S. Equity ETF | 1.23% | 1.21% | 1.39% | 1.57% | 1.11% | 1.42% | 1.37% | 0.00% |
Drawdowns
BBRE vs. BBUS - Drawdown Comparison
The maximum BBRE drawdown since its inception was -43.61%, which is greater than BBUS's maximum drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for BBRE and BBUS.
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Volatility
BBRE vs. BBUS - Volatility Comparison
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and JP Morgan Betabuilders U.S. Equity ETF (BBUS) have volatilities of 4.99% and 4.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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