BBRE vs. DFGR
Compare and contrast key facts about JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and Dimensional Global Real Estate ETF (DFGR).
BBRE and DFGR 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 that tracks the performance of the MSCI US REIT Index. It was launched on Jun 15, 2018. DFGR is an actively managed fund by Dimensional. It was launched on Dec 6, 2022.
Performance
BBRE vs. DFGR - Performance Comparison
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BBRE vs. DFGR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 3.79% | 2.09% | 8.24% | 13.85% | -2.43% |
DFGR Dimensional Global Real Estate ETF | 0.98% | 7.65% | 1.89% | 9.64% | -1.24% |
Returns By Period
In the year-to-date period, BBRE achieves a 3.79% return, which is significantly higher than DFGR's 0.98% return.
BBRE
- 1D
- 1.42%
- 1M
- -5.95%
- YTD
- 3.79%
- 6M
- 1.76%
- 1Y
- 4.97%
- 3Y*
- 8.39%
- 5Y*
- 4.84%
- 10Y*
- —
DFGR
- 1D
- 1.72%
- 1M
- -7.30%
- YTD
- 0.98%
- 6M
- 0.03%
- 1Y
- 5.53%
- 3Y*
- 6.35%
- 5Y*
- —
- 10Y*
- —
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BBRE vs. DFGR - Expense Ratio Comparison
BBRE has a 0.11% expense ratio, which is lower than DFGR's 0.22% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
BBRE vs. DFGR — Risk / Return Rank
BBRE
DFGR
BBRE vs. DFGR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and Dimensional Global Real Estate ETF (DFGR). 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.
| BBRE | DFGR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.38 | -0.09 |
Sortino ratioReturn per unit of downside risk | 0.52 | 0.62 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.08 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 0.57 | -0.13 |
Martin ratioReturn relative to average drawdown | 1.85 | 2.24 | -0.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBRE | DFGR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.38 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.37 | -0.09 |
Correlation
The correlation between BBRE and DFGR is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BBRE vs. DFGR - Dividend Comparison
BBRE's dividend yield for the trailing twelve months is around 3.03%, less than DFGR's 4.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 3.03% | 3.24% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% |
DFGR Dimensional Global Real Estate ETF | 4.21% | 4.05% | 3.73% | 2.77% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BBRE vs. DFGR - Drawdown Comparison
The maximum BBRE drawdown since its inception was -43.61%, which is greater than DFGR's maximum drawdown of -21.28%. Use the drawdown chart below to compare losses from any high point for BBRE and DFGR.
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Drawdown Indicators
| BBRE | DFGR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.61% | -21.28% | -22.33% |
Max Drawdown (1Y)Largest decline over 1 year | -13.24% | -10.85% | -2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -31.15% | — | — |
Current DrawdownCurrent decline from peak | -6.45% | -7.39% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -10.73% | -6.55% | -4.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 2.77% | +0.42% |
Volatility
BBRE vs. DFGR - Volatility Comparison
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and Dimensional Global Real Estate ETF (DFGR) have volatilities of 4.53% and 4.51%, 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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Volatility by Period
| BBRE | DFGR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 4.51% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.29% | 8.35% | +0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.06% | 14.57% | +2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.79% | 15.53% | +3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.72% | 15.53% | +7.19% |