BBRE vs. DTRE
BBRE (JPMorgan BetaBuilders MSCI US REIT ETF) and DTRE (First Trust Alerian Disruptive Technology Real Estate ETF) are both REIT funds - BBRE tracks the MSCI US REIT Index while DTRE tracks the Alerian Disruptive Technology Real Estate Index - Benchmark TR Net. Both are passively managed. Over the past 5 years, BBRE returned 5.13%/yr vs -1.27%/yr for DTRE. Their correlation of 0.86 suggests significant overlap in exposure. BBRE charges 0.11%/yr vs 0.60%/yr for DTRE.
Performance
BBRE vs. DTRE - Performance Comparison
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Returns By Period
In the year-to-date period, BBRE achieves a 17.09% return, which is significantly higher than DTRE's 7.19% return.
BBRE
- 1D
- 0.17%
- 1M
- 2.09%
- YTD
- 17.09%
- 6M
- 16.78%
- 1Y
- 17.71%
- 3Y*
- 13.72%
- 5Y*
- 5.13%
- 10Y*
- —
DTRE
- 1D
- -0.05%
- 1M
- -1.60%
- YTD
- 7.19%
- 6M
- 7.46%
- 1Y
- 6.53%
- 3Y*
- 6.34%
- 5Y*
- -1.27%
- 10Y*
- 2.66%
BBRE vs. DTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 17.09% | 2.09% | 8.24% | 13.85% | -24.68% | 42.99% | -7.55% | 26.06% | -2.41% |
DTRE First Trust Alerian Disruptive Technology Real Estate ETF | 7.19% | 8.32% | -9.71% | 13.89% | -26.53% | 27.43% | -8.81% | 21.84% | -4.66% |
Correlation
The correlation between BBRE and DTRE is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2018 | 0.86 |
The correlation between BBRE and DTRE has been stable across timeframes, ranging from 0.78 to 0.86 - a consistent structural relationship.
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Return for Risk
BBRE vs. DTRE — Risk / Return Rank
BBRE
DTRE
BBRE vs. DTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and First Trust Alerian Disruptive Technology Real Estate ETF (DTRE). 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 | DTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.80 | ||
| Sortino ratioReturn per unit of downside risk | +1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.09 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.20 | 0.68 | +1.52 |
| Martin ratioReturn relative to average drawdown | 7.01 | 2.05 | +4.96 |
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Drawdowns
BBRE vs. DTRE - Drawdown Comparison
The maximum BBRE drawdown since its inception was -43.61%, smaller than the maximum DTRE drawdown of -72.26%. Use the drawdown chart below to compare losses from any high point for BBRE and DTRE.
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Drawdown Indicators
| BBRE | DTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.61% | -72.26% | +28.65% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -9.61% | +1.54% |
Max Drawdown (3Y)Largest decline over 3 years | -18.92% | -20.65% | +1.73% |
Max Drawdown (5Y)Largest decline over 5 years | -31.15% | -34.62% | +3.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.79% | — |
Current DrawdownCurrent decline from peak | -0.10% | -12.28% | +12.18% |
Average DrawdownAverage peak-to-trough decline | -10.45% | -16.87% | +6.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 3.24% | -0.67% |
Volatility
BBRE vs. DTRE - Volatility Comparison
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) has a higher volatility of 5.32% compared to First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) at 4.79%. This indicates that BBRE's price experiences larger fluctuations and is considered to be riskier than DTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBRE | DTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.32% | 4.79% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 10.27% | 10.61% | -0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.97% | 13.82% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.82% | 18.11% | +0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.54% | 18.53% | +4.01% |
BBRE vs. DTRE - Expense Ratio Comparison
BBRE has a 0.11% expense ratio, which is lower than DTRE's 0.60% expense ratio.
Dividends
BBRE vs. DTRE - Dividend Comparison
BBRE's dividend yield for the trailing twelve months is around 2.65%, less than DTRE's 3.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 2.65% | 3.24% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% | 0.00% | 0.00% | 0.00% |
DTRE First Trust Alerian Disruptive Technology Real Estate ETF | 3.35% | 3.42% | 3.75% | 2.56% | 2.49% | 2.64% | 0.79% | 4.97% | 3.38% | 3.07% | 4.16% | 1.74% |
Frequently Asked Questions
BBRE and DTRE have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBRE has higher volatility (5.32%) compared to DTRE (4.79%). In terms of maximum drawdown, BBRE dropped -43.61% vs DTRE's -72.26%.
On 5-year performance, BBRE leads with 5.13% vs -1.27% for DTRE. On fees, BBRE is cheaper at 0.11% per year. On volatility, DTRE has been the lower-risk option at 4.79%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, BBRE has performed better with a 5.13% return vs -1.27%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BBRE is cheaper with a 0.11% expense ratio, compared with 0.60% for DTRE.
DTRE has the higher dividend yield at 3.35%, compared with 2.65% for BBRE.
BBRE tracks MSCI US REIT Index, while DTRE tracks Alerian Disruptive Technology Real Estate Index - Benchmark TR Net. They also come from different issuers: JPMorgan and First Trust. Their fees differ too: 0.11% for BBRE and 0.60% for DTRE.
BBRE currently has the higher Sharpe Ratio (1.27 vs 0.47), 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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