BBUS vs. BBRE
Compare and contrast key facts about JP Morgan Betabuilders U.S. Equity ETF (BBUS) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE).
BBUS and BBRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBUS is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Mar 12, 2019. 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. Both BBUS and BBRE 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: BBUS or BBRE.
Correlation
The correlation between BBUS and BBRE is 0.64, 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
BBUS vs. BBRE - Performance Comparison
Key characteristics
BBUS:
0.54
BBRE:
0.66
BBUS:
0.87
BBRE:
1.01
BBUS:
1.13
BBRE:
1.13
BBUS:
0.55
BBRE:
0.59
BBUS:
2.24
BBRE:
2.25
BBUS:
4.65%
BBRE:
5.41%
BBUS:
19.47%
BBRE:
18.50%
BBUS:
-35.35%
BBRE:
-43.61%
BBUS:
-10.05%
BBRE:
-10.82%
Returns By Period
In the year-to-date period, BBUS achieves a -5.77% return, which is significantly lower than BBRE's -3.00% return.
BBUS
-5.77%
-3.21%
-4.21%
10.85%
15.96%
N/A
BBRE
-3.00%
-3.52%
-7.80%
12.92%
9.88%
N/A
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BBUS vs. BBRE - Expense Ratio Comparison
BBUS has a 0.02% expense ratio, which is lower than BBRE's 0.11% expense ratio. Despite the difference, 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
BBUS vs. BBRE — Risk-Adjusted Performance Rank
BBUS
BBRE
BBUS vs. BBRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JP Morgan Betabuilders U.S. Equity ETF (BBUS) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE). 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
BBUS vs. BBRE - Dividend Comparison
BBUS's dividend yield for the trailing twelve months is around 1.32%, less than BBRE's 3.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
BBUS JP Morgan Betabuilders U.S. Equity ETF | 1.32% | 1.21% | 1.39% | 1.57% | 1.11% | 1.42% | 1.37% | 0.00% |
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 3.27% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% |
Drawdowns
BBUS vs. BBRE - Drawdown Comparison
The maximum BBUS drawdown since its inception was -35.35%, smaller than the maximum BBRE drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for BBUS and BBRE. For additional features, visit the drawdowns tool.
Volatility
BBUS vs. BBRE - Volatility Comparison
JP Morgan Betabuilders U.S. Equity ETF (BBUS) has a higher volatility of 14.21% compared to JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) at 11.20%. This indicates that BBUS's price experiences larger fluctuations and is considered to be riskier than BBRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.