BBRE vs. XLRI
BBRE (JPMorgan BetaBuilders MSCI US REIT ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - BBRE is a REIT fund tracking the MSCI US REIT Index, while XLRI is a Derivative Income fund actively managed by State Street. BBRE is passively managed, while XLRI is actively managed. Over the past year, BBRE returned 24.66% vs 10.04% for XLRI. Their correlation of 0.91 means they have usually moved in the same direction. BBRE charges 0.11%/yr vs 0.35%/yr for XLRI.
Performance
BBRE vs. XLRI - 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 XLRI's 7.92% 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%
XLRI
- 1D
- -0.49%
- 1M
- 0.85%
- 6M
- 6.33%
- YTD
- 7.92%
- 1Y
- 10.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.84M | $3.54M | $5.31M | |
| $67.65K | $68.45K | $64.14K |
BBRE vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 19.96% | 0.22% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 7.92% | -0.57% |
Correlation
The correlation between BBRE and XLRI is 0.90, 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. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.91 |
The correlation between BBRE and XLRI has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.
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Return for Risk
BBRE vs. XLRI — Risk / Return Rank
BBRE
XLRI
BBRE vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) and State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI). 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 | XLRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.86 | ||
| Sortino ratioReturn per unit of downside risk | +1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.17 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 3.07 | 1.42 | +1.65 |
| Martin ratioReturn relative to average drawdown | 10.12 | 4.95 | +5.17 |
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Drawdowns
BBRE vs. XLRI - Drawdown Comparison
The maximum BBRE drawdown since its inception was -43.61%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for BBRE and XLRI.
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Drawdown Indicators
| BBRE | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.61% | -7.12% | -36.49% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -7.12% | -0.95% |
Max Drawdown (3Y)Largest decline over 3 years | -18.92% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -31.15% | — | — |
Current DrawdownCurrent decline from peak | -2.79% | -1.11% | -1.68% |
Average DrawdownAverage peak-to-trough decline | -10.33% | -1.54% | -8.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 2.03% | +0.41% |
Volatility
BBRE vs. XLRI - Volatility Comparison
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) has a higher volatility of 4.56% compared to State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI) at 3.34%. This indicates that BBRE's price experiences larger fluctuations and is considered to be riskier than XLRI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBRE | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 3.34% | +1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 10.87% | 8.74% | +2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.97% | 11.02% | +2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.83% | 11.10% | +7.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.46% | 11.10% | +11.36% |
BBRE vs. XLRI - Expense Ratio Comparison
BBRE has a 0.11% expense ratio, which is lower than XLRI's 0.35% expense ratio.
Dividends
BBRE vs. XLRI - Dividend Comparison
BBRE's dividend yield for the trailing twelve months is around 2.58%, less than XLRI's 14.37% 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% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 14.37% | 6.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.90, BBRE and XLRI 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 XLRI (3.34%). In terms of maximum drawdown, BBRE dropped -43.61% vs XLRI's -7.12%.
On 1-year performance, BBRE leads with 24.66% vs 10.04% for XLRI. On fees, BBRE is cheaper at 0.11% per year. On volatility, XLRI has been the lower-risk option at 3.34%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, BBRE has performed better with a 24.66% return vs 10.04%. 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 0.35% for XLRI.
XLRI has the higher dividend yield at 14.37%, compared with 2.58% for BBRE.
BBRE is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: JPMorgan and State Street. Their fees differ too: 0.11% for BBRE and 0.35% for XLRI.
BBRE currently has the higher Sharpe Ratio (1.78 vs 0.92), 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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