DFGR vs. BBRE
Compare and contrast key facts about Dimensional Global Real Estate ETF (DFGR) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE).
DFGR and BBRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFGR is an actively managed fund by Dimensional. It was launched on Dec 6, 2022. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFGR or BBRE.
Correlation
The correlation between DFGR and BBRE is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DFGR vs. BBRE - Performance Comparison
Key characteristics
DFGR:
0.76
BBRE:
0.98
DFGR:
1.10
BBRE:
1.38
DFGR:
1.14
BBRE:
1.17
DFGR:
0.80
BBRE:
0.70
DFGR:
2.04
BBRE:
3.56
DFGR:
5.30%
BBRE:
4.27%
DFGR:
14.12%
BBRE:
15.54%
DFGR:
-21.28%
BBRE:
-43.61%
DFGR:
-6.81%
BBRE:
-4.48%
Returns By Period
In the year-to-date period, DFGR achieves a 4.27% return, which is significantly higher than BBRE's 3.90% return.
DFGR
4.27%
2.86%
-2.49%
8.79%
N/A
N/A
BBRE
3.90%
2.88%
0.21%
12.87%
5.52%
N/A
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DFGR vs. BBRE - Expense Ratio Comparison
DFGR has a 0.22% expense ratio, which is higher than BBRE's 0.11% 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
DFGR vs. BBRE — Risk-Adjusted Performance Rank
DFGR
BBRE
DFGR vs. BBRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Global Real Estate ETF (DFGR) 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
DFGR vs. BBRE - Dividend Comparison
DFGR's dividend yield for the trailing twelve months is around 3.58%, more than BBRE's 3.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
DFGR Dimensional Global Real Estate ETF | 3.58% | 3.73% | 2.76% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% |
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 3.07% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% |
Drawdowns
DFGR vs. BBRE - Drawdown Comparison
The maximum DFGR drawdown since its inception was -21.28%, smaller than the maximum BBRE drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for DFGR and BBRE. For additional features, visit the drawdowns tool.
Volatility
DFGR vs. BBRE - Volatility Comparison
Dimensional Global Real Estate ETF (DFGR) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) have volatilities of 2.82% and 2.87%, 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.