BBRE vs. DGRO
BBRE (JPMorgan BetaBuilders MSCI US REIT ETF) and DGRO (iShares Core Dividend Growth ETF) are both exchange-traded funds - BBRE is a REIT fund tracking the MSCI US REIT Index, while DGRO is a Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index. Both are passively managed. Over the past 5 years, BBRE returned 5.60%/yr vs 11.10%/yr for DGRO. Their 0.66 correlation means they have sometimes moved together and sometimes differently. BBRE charges 0.11%/yr vs 0.08%/yr for DGRO.
Performance
BBRE vs. DGRO - Performance Comparison
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Returns By Period
In the year-to-date period, BBRE achieves a 23.40% return, which is significantly higher than DGRO's 13.15% return.
BBRE
- 1D
- 2.14%
- 1M
- 4.84%
- 6M
- 20.78%
- YTD
- 23.40%
- 1Y
- 24.14%
- 3Y*
- 12.24%
- 5Y*
- 5.60%
- 10Y*
- —
- ALL TIME*
- 8.26%
DGRO
- 1D
- 0.83%
- 1M
- 3.14%
- 6M
- 10.33%
- YTD
- 13.15%
- 1Y
- 20.83%
- 3Y*
- 16.11%
- 5Y*
- 11.10%
- 10Y*
- 13.29%
- ALL TIME*
- 12.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.35M | $4.29M | $4.76M | |
| $96.40M | $101.84M | $109.07M |
BBRE vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 23.40% | 2.09% | 8.24% | 13.85% | -24.68% | 42.99% | -7.55% | 26.06% | -2.41% |
DGRO iShares Core Dividend Growth ETF | 13.15% | 15.69% | 16.62% | 10.47% | -7.91% | 26.64% | 9.50% | 29.87% | -4.48% |
Correlation
The correlation between BBRE and DGRO is 0.59, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.59 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2018 | 0.66 |
The correlation between BBRE and DGRO shifts across timeframes, from 0.59 (1 year) to 0.72 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
BBRE vs. DGRO — Risk / Return Rank
BBRE
DGRO
BBRE vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and iShares Core Dividend Growth ETF (DGRO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BBRE | DGRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.56 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.41 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.99 | 3.30 | -0.31 |
| Martin ratioReturn relative to average drawdown | 9.58 | 12.72 | -3.14 |
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Drawdowns
BBRE vs. DGRO - Drawdown Comparison
The maximum BBRE drawdown since its inception was -43.61%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for BBRE and DGRO.
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Drawdown Indicators
| BBRE | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.61% | -35.10% | -8.51% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -6.47% | -1.60% |
Max Drawdown (3Y)Largest decline over 3 years | -18.92% | -14.03% | -4.89% |
Max Drawdown (5Y)Largest decline over 5 years | -31.15% | -19.31% | -11.84% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -10.35% | -3.41% | -6.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 1.68% | +0.83% |
Volatility
BBRE vs. DGRO - Volatility Comparison
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) has a higher volatility of 4.86% compared to iShares Core Dividend Growth ETF (DGRO) at 2.81%. This indicates that BBRE's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBRE | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 2.81% | +2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | 6.96% | +3.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.29% | 9.52% | +4.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.81% | 13.78% | +5.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.49% | 16.57% | +5.92% |
BBRE vs. DGRO - Expense Ratio Comparison
BBRE has a 0.11% expense ratio, which is higher than DGRO's 0.08% 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%.
Dividends
BBRE vs. DGRO - Dividend Comparison
BBRE's dividend yield for the trailing twelve months is around 2.51%, more than DGRO's 1.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 2.51% | 3.24% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 1.90% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
Frequently Asked Questions
BBRE and DGRO have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBRE has higher volatility (4.86%) compared to DGRO (2.81%). In terms of maximum drawdown, BBRE dropped -43.61% vs DGRO's -35.10%.
On 5-year performance, DGRO leads with 11.10% vs 5.60% for BBRE. On fees, DGRO is cheaper at 0.08% per year. On volatility, DGRO has been the lower-risk option at 2.81%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, DGRO has performed better with a 11.10% return vs 5.60%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DGRO is cheaper with a 0.08% expense ratio, compared with 0.11% for BBRE.
BBRE has the higher dividend yield at 2.51%, compared with 1.90% for DGRO.
BBRE is categorized as REIT, while DGRO is Large Cap Growth Equities. BBRE tracks MSCI US REIT Index, while DGRO tracks Morningstar US Dividend Growth Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.11% for BBRE and 0.08% for DGRO.
DGRO currently has the higher Sharpe Ratio (2.25 vs 1.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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