BBRE vs. VGT
Compare and contrast key facts about JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and Vanguard Information Technology ETF (VGT).
BBRE and VGT 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 Chase that tracks the performance of the MSCI US REIT Index. It was launched on Jun 15, 2018. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004. Both BBRE and VGT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBRE or VGT.
Correlation
The correlation between BBRE and VGT is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BBRE vs. VGT - Performance Comparison
Key characteristics
BBRE:
0.63
VGT:
0.39
BBRE:
1.04
VGT:
0.73
BBRE:
1.14
VGT:
1.10
BBRE:
0.64
VGT:
0.43
BBRE:
2.20
VGT:
1.39
BBRE:
5.71%
VGT:
8.33%
BBRE:
18.40%
VGT:
29.76%
BBRE:
-43.61%
VGT:
-54.63%
BBRE:
-8.64%
VGT:
-11.63%
Returns By Period
In the year-to-date period, BBRE achieves a -0.63% return, which is significantly higher than VGT's -8.02% return.
BBRE
-0.63%
5.57%
-6.29%
11.47%
9.47%
N/A
VGT
-8.02%
7.01%
-8.30%
11.53%
18.78%
19.37%
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BBRE vs. VGT - Expense Ratio Comparison
BBRE has a 0.11% expense ratio, which is higher than VGT's 0.10% 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%.
Risk-Adjusted Performance
BBRE vs. VGT — Risk-Adjusted Performance Rank
BBRE
VGT
BBRE vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and Vanguard Information Technology ETF (VGT). 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.
Dividends
BBRE vs. VGT - Dividend Comparison
BBRE's dividend yield for the trailing twelve months is around 3.19%, more than VGT's 0.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 3.19% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.56% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
BBRE vs. VGT - Drawdown Comparison
The maximum BBRE drawdown since its inception was -43.61%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for BBRE and VGT. For additional features, visit the drawdowns tool.
Volatility
BBRE vs. VGT - Volatility Comparison
The current volatility for JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) is 5.30%, while Vanguard Information Technology ETF (VGT) has a volatility of 9.35%. This indicates that BBRE experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.