DGRO vs. BBRE
DGRO (iShares Core Dividend Growth ETF) and BBRE (JPMorgan BetaBuilders MSCI US REIT ETF) are both exchange-traded funds - DGRO is a Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index, while BBRE is a REIT fund tracking the MSCI US REIT Index. Both are passively managed. Over the past 5 years, DGRO returned 11.10%/yr vs 5.60%/yr for BBRE. Their 0.66 correlation means they have sometimes moved together and sometimes differently. DGRO charges 0.08%/yr vs 0.11%/yr for BBRE.
Performance
DGRO vs. BBRE - Performance Comparison
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Returns By Period
In the year-to-date period, DGRO achieves a 13.15% return, which is significantly lower than BBRE's 23.40% return.
DGRO
- 1D
- 0.83%
- 1M
- 3.14%
- 6M
- 10.33%
- YTD
- 13.15%
- 1Y
- 20.83%
- 3Y*
- 16.11%
- 5Y*
- 11.10%
- 10Y*
- 13.29%
- ALL TIME*
- 12.47%
BBRE
- 1D
- 2.14%
- 1M
- 4.84%
- 6M
- 20.78%
- YTD
- 23.40%
- 1Y
- 24.14%
- 3Y*
- 12.24%
- 5Y*
- 5.60%
- 10Y*
- —
- ALL TIME*
- 8.26%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.35M | $4.29M | $4.76M | |
| $96.40M | $101.84M | $109.07M |
DGRO vs. BBRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 13.15% | 15.69% | 16.62% | 10.47% | -7.91% | 26.64% | 9.50% | 29.87% | -4.48% |
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 23.40% | 2.09% | 8.24% | 13.85% | -24.68% | 42.99% | -7.55% | 26.06% | -2.41% |
Correlation
The correlation between DGRO and BBRE is 0.59, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.59 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2018 | 0.66 |
The correlation between DGRO and BBRE shifts across timeframes, from 0.59 (1 year) to 0.72 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
DGRO vs. BBRE — Risk / Return Rank
DGRO
BBRE
DGRO vs. BBRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Dividend Growth ETF (DGRO) 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.
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.
| DGRO | BBRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.56 | ||
| Sortino ratioReturn per unit of downside risk | +0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.29 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 3.30 | 2.99 | +0.31 |
| Martin ratioReturn relative to average drawdown | 12.72 | 9.58 | +3.14 |
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Drawdowns
DGRO vs. BBRE - Drawdown Comparison
The maximum DGRO drawdown since its inception was -35.10%, smaller than the maximum BBRE drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for DGRO and BBRE.
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Drawdown Indicators
| DGRO | BBRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.10% | -43.61% | +8.51% |
Max Drawdown (1Y)Largest decline over 1 year | -6.47% | -8.07% | +1.60% |
Max Drawdown (3Y)Largest decline over 3 years | -14.03% | -18.92% | +4.89% |
Max Drawdown (5Y)Largest decline over 5 years | -19.31% | -31.15% | +11.84% |
Max Drawdown (10Y)Largest decline over 10 years | -35.10% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.41% | -10.35% | +6.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 2.51% | -0.83% |
Volatility
DGRO vs. BBRE - Volatility Comparison
The current volatility for iShares Core Dividend Growth ETF (DGRO) is 2.81%, while JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) has a volatility of 4.86%. This indicates that DGRO experiences smaller price fluctuations and is considered to be less risky than BBRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGRO | BBRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 4.86% | -2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 6.96% | 10.88% | -3.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.52% | 14.29% | -4.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.78% | 18.81% | -5.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.57% | 22.49% | -5.92% |
DGRO vs. BBRE - Expense Ratio Comparison
DGRO has a 0.08% 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%.
Dividends
DGRO vs. BBRE - Dividend Comparison
DGRO's dividend yield for the trailing twelve months is around 1.90%, less than BBRE's 2.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 2.51% | 3.24% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 1.90% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
Frequently Asked Questions
DGRO and BBRE have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBRE has higher volatility (4.86%) compared to DGRO (2.81%). In terms of maximum drawdown, DGRO dropped -35.10% vs BBRE's -43.61%.
On 5-year performance, DGRO leads with 11.10% vs 5.60% for BBRE. On fees, DGRO is cheaper at 0.08% per year. On volatility, DGRO has been the lower-risk option at 2.81%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, DGRO has performed better with a 11.10% return vs 5.60%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DGRO is cheaper with a 0.08% expense ratio, compared with 0.11% for BBRE.
BBRE has the higher dividend yield at 2.51%, compared with 1.90% for DGRO.
DGRO is categorized as Large Cap Growth Equities, while BBRE is REIT. DGRO tracks Morningstar US Dividend Growth Index, while BBRE tracks MSCI US REIT Index. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.08% for DGRO and 0.11% for BBRE.
DGRO currently has the higher Sharpe Ratio (2.25 vs 1.69), 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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