BBRE vs. SRS
Compare and contrast key facts about JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and ProShares UltraShort Real Estate (SRS).
BBRE and SRS 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. SRS is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Real Estate Index (-200%). It was launched on Jan 30, 2007. Both BBRE and SRS 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. SRS - Performance Comparison
Loading graphics...
BBRE vs. SRS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 5.52% | 2.09% | 8.24% | 13.85% | -24.68% | 42.99% | -7.55% | 26.06% | -2.60% |
SRS ProShares UltraShort Real Estate | -6.50% | -1.45% | -3.55% | -18.78% | 54.68% | -52.22% | -33.05% | -38.97% | 4.15% |
Returns By Period
In the year-to-date period, BBRE achieves a 5.52% return, which is significantly higher than SRS's -6.50% return.
BBRE
- 1D
- 1.10%
- 1M
- -4.14%
- YTD
- 5.52%
- 6M
- 3.88%
- 1Y
- 5.97%
- 3Y*
- 9.19%
- 5Y*
- 5.19%
- 10Y*
- —
SRS
- 1D
- -3.08%
- 1M
- 8.90%
- YTD
- -6.50%
- 6M
- 0.31%
- 1Y
- -1.22%
- 3Y*
- -9.67%
- 5Y*
- -8.04%
- 10Y*
- -16.17%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BBRE vs. SRS - Expense Ratio Comparison
BBRE has a 0.11% expense ratio, which is lower than SRS's 0.95% expense ratio.
Return for Risk
BBRE vs. SRS — Risk / Return Rank
BBRE
SRS
BBRE vs. SRS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and ProShares UltraShort Real Estate (SRS). 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 | SRS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.35 | -0.04 | +0.39 |
Sortino ratioReturn per unit of downside risk | 0.60 | 0.19 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.02 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | -0.07 | +0.57 |
Martin ratioReturn relative to average drawdown | 2.05 | -0.10 | +2.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BBRE | SRS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.35 | -0.04 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | -0.22 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.40 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | -0.49 | +0.78 |
Correlation
The correlation between BBRE and SRS is -0.95. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
BBRE vs. SRS - Dividend Comparison
BBRE's dividend yield for the trailing twelve months is around 2.98%, less than SRS's 3.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 2.98% | 3.24% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% |
SRS ProShares UltraShort Real Estate | 3.37% | 3.61% | 6.06% | 4.49% | 0.30% | 0.00% | 0.19% | 1.80% | 0.47% |
Drawdowns
BBRE vs. SRS - Drawdown Comparison
The maximum BBRE drawdown since its inception was -43.61%, smaller than the maximum SRS drawdown of -99.96%. Use the drawdown chart below to compare losses from any high point for BBRE and SRS.
Loading graphics...
Drawdown Indicators
| BBRE | SRS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.61% | -99.96% | +56.35% |
Max Drawdown (1Y)Largest decline over 1 year | -9.43% | -29.66% | +20.23% |
Max Drawdown (5Y)Largest decline over 5 years | -31.15% | -50.15% | +19.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -85.42% | — |
Current DrawdownCurrent decline from peak | -4.88% | -99.95% | +95.07% |
Average DrawdownAverage peak-to-trough decline | -10.72% | -91.15% | +80.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 21.00% | -17.78% |
Volatility
BBRE vs. SRS - Volatility Comparison
The current volatility for JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) is 4.77%, while ProShares UltraShort Real Estate (SRS) has a volatility of 9.73%. This indicates that BBRE experiences smaller price fluctuations and is considered to be less risky than SRS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BBRE | SRS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 9.73% | -4.96% |
Volatility (6M)Calculated over the trailing 6-month period | 9.34% | 19.28% | -9.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.08% | 32.88% | -15.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.77% | 37.53% | -18.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.71% | 40.63% | -17.92% |