BBRE vs. PFFR
Compare and contrast key facts about JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and InfraCap REIT Preferred ETF (PFFR).
BBRE and PFFR 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. PFFR is a passively managed fund by Virtus Investment Partners that tracks the performance of the Indxx REIT Preferred Stock Index. It was launched on Feb 7, 2017. Both BBRE and PFFR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BBRE vs. PFFR - Performance Comparison
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BBRE vs. PFFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 3.79% | 2.09% | 8.24% | 13.85% | -24.68% | 42.99% | -7.55% | 26.06% | -2.60% |
PFFR InfraCap REIT Preferred ETF | -2.23% | 5.36% | 7.12% | 21.04% | -23.90% | 6.76% | 0.19% | 20.28% | -6.72% |
Returns By Period
In the year-to-date period, BBRE achieves a 3.79% return, which is significantly higher than PFFR's -2.23% return.
BBRE
- 1D
- 1.42%
- 1M
- -5.95%
- YTD
- 3.79%
- 6M
- 1.76%
- 1Y
- 4.97%
- 3Y*
- 8.39%
- 5Y*
- 4.84%
- 10Y*
- —
PFFR
- 1D
- 0.64%
- 1M
- -2.73%
- YTD
- -2.23%
- 6M
- -3.91%
- 1Y
- 3.15%
- 3Y*
- 9.23%
- 5Y*
- 0.69%
- 10Y*
- —
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BBRE vs. PFFR - Expense Ratio Comparison
BBRE has a 0.11% expense ratio, which is lower than PFFR's 0.45% expense ratio.
Return for Risk
BBRE vs. PFFR — Risk / Return Rank
BBRE
PFFR
BBRE vs. PFFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and InfraCap REIT Preferred ETF (PFFR). 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 | PFFR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.37 | -0.08 |
Sortino ratioReturn per unit of downside risk | 0.52 | 0.55 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.07 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 0.36 | +0.09 |
Martin ratioReturn relative to average drawdown | 1.85 | 0.89 | +0.96 |
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 | PFFR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.37 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.07 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.14 | +0.13 |
Correlation
The correlation between BBRE and PFFR is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BBRE vs. PFFR - Dividend Comparison
BBRE's dividend yield for the trailing twelve months is around 3.03%, less than PFFR's 8.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
PFFR InfraCap REIT Preferred ETF | 8.40% | 7.99% | 7.78% | 7.72% | 8.60% | 6.08% | 6.11% | 5.77% | 6.48% | 6.59% |
Drawdowns
BBRE vs. PFFR - Drawdown Comparison
The maximum BBRE drawdown since its inception was -43.61%, smaller than the maximum PFFR drawdown of -53.02%. Use the drawdown chart below to compare losses from any high point for BBRE and PFFR.
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Drawdown Indicators
| BBRE | PFFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.61% | -53.02% | +9.41% |
Max Drawdown (1Y)Largest decline over 1 year | -13.24% | -6.57% | -6.67% |
Max Drawdown (5Y)Largest decline over 5 years | -31.15% | -29.80% | -1.35% |
Current DrawdownCurrent decline from peak | -6.45% | -5.97% | -0.48% |
Average DrawdownAverage peak-to-trough decline | -10.73% | -7.07% | -3.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 2.65% | +0.54% |
Volatility
BBRE vs. PFFR - Volatility Comparison
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) has a higher volatility of 4.53% compared to InfraCap REIT Preferred ETF (PFFR) at 3.66%. This indicates that BBRE's price experiences larger fluctuations and is considered to be riskier than PFFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBRE | PFFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 3.66% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 9.29% | 5.77% | +3.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.06% | 8.61% | +8.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.79% | 10.38% | +8.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.72% | 20.70% | +2.02% |