BBRE vs. RITA
BBRE (JPMorgan BetaBuilders MSCI US REIT ETF) and RITA (ETFB Green SRI REITs ETF) are both REIT funds - BBRE tracks the MSCI US REIT Index while RITA tracks the FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index - Benchmark TR Gross. Both are passively managed. Over the past 3 years, BBRE returned 12.65%/yr vs 8.06%/yr for RITA. Their 0.95 correlation means they have historically moved very closely together. BBRE charges 0.11%/yr vs 0.50%/yr for RITA.
Performance
BBRE vs. RITA - Performance Comparison
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Returns By Period
In the year-to-date period, BBRE achieves a 19.96% return, which is significantly higher than RITA's 14.27% return.
BBRE
- 1D
- 0.04%
- 1M
- 0.92%
- 6M
- 17.87%
- YTD
- 19.96%
- 1Y
- 24.66%
- 3Y*
- 12.65%
- 5Y*
- 5.15%
- 10Y*
- —
- ALL TIME*
- 7.86%
RITA
- 1D
- -0.04%
- 1M
- 1.61%
- 6M
- 12.27%
- YTD
- 14.27%
- 1Y
- 18.83%
- 3Y*
- 8.06%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -0.35%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.84M | $3.54M | $5.31M | |
| $160.52K | $90.77K | $56.08K |
BBRE vs. RITA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 19.96% | 2.09% | 8.24% | 13.85% | -24.68% | 3.86% |
RITA ETFB Green SRI REITs ETF | 14.27% | 3.93% | 1.93% | 9.66% | -29.30% | 4.81% |
Correlation
The correlation between BBRE and RITA is 0.95, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.95 |
Correlation (3Y) Balances recent behavior with more history. | 0.96 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021 | 0.95 |
The correlation between BBRE and RITA has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.
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Return for Risk
BBRE vs. RITA — Risk / Return Rank
BBRE
RITA
BBRE vs. RITA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and ETFB Green SRI REITs ETF (RITA). 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 | RITA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.25 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.07 | 2.12 | +0.95 |
| Martin ratioReturn relative to average drawdown | 10.12 | 7.60 | +2.52 |
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Drawdowns
BBRE vs. RITA - Drawdown Comparison
The maximum BBRE drawdown since its inception was -43.61%, which is greater than RITA's maximum drawdown of -35.92%. Use the drawdown chart below to compare losses from any high point for BBRE and RITA.
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Drawdown Indicators
| BBRE | RITA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.61% | -35.92% | -7.69% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -8.93% | +0.86% |
Max Drawdown (3Y)Largest decline over 3 years | -18.92% | -20.85% | +1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -31.15% | — | — |
Current DrawdownCurrent decline from peak | -2.79% | -6.15% | +3.36% |
Average DrawdownAverage peak-to-trough decline | -10.33% | -20.17% | +9.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 2.48% | -0.04% |
Volatility
BBRE vs. RITA - Volatility Comparison
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and ETFB Green SRI REITs ETF (RITA) have volatilities of 4.56% and 4.54%, 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 | RITA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 4.54% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 10.87% | 11.24% | -0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.97% | 13.67% | +0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.83% | 17.75% | +1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.46% | 17.75% | +4.71% |
BBRE vs. RITA - Expense Ratio Comparison
BBRE has a 0.11% expense ratio, which is lower than RITA's 0.50% expense ratio.
Dividends
BBRE vs. RITA - Dividend Comparison
BBRE's dividend yield for the trailing twelve months is around 2.58%, more than RITA's 2.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 2.58% | 3.24% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% |
RITA ETFB Green SRI REITs ETF | 2.32% | 2.50% | 3.12% | 3.25% | 2.41% | 0.21% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.95, BBRE and RITA move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
BBRE has higher volatility (4.56%) compared to RITA (4.54%). In terms of maximum drawdown, BBRE dropped -43.61% vs RITA's -35.92%.
On 3-year performance, BBRE leads with 12.65% vs 8.06% for RITA. On fees, BBRE is cheaper at 0.11% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, BBRE has performed better with a 12.65% return vs 8.06%. 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 0.50% for RITA.
BBRE has the higher dividend yield at 2.58%, compared with 2.32% for RITA.
BBRE tracks MSCI US REIT Index, while RITA tracks FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index - Benchmark TR Gross. They also come from different issuers: JPMorgan and ETFB. Their fees differ too: 0.11% for BBRE and 0.50% for RITA.
BBRE currently has the higher Sharpe Ratio (1.78 vs 1.39), 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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