DVY vs. BBRE
DVY (iShares Select Dividend ETF) and BBRE (JPMorgan BetaBuilders MSCI US REIT ETF) are both exchange-traded funds - DVY is a Large Cap Value Equities fund tracking the Dow Jones U.S. Select Dividend Index, while BBRE is a REIT fund tracking the MSCI US REIT Index. Both are passively managed. Over the past 5 years, DVY returned 11.17%/yr vs 5.60%/yr for BBRE. Their 0.67 correlation means they have sometimes moved together and sometimes differently. DVY charges 0.39%/yr vs 0.11%/yr for BBRE.
Performance
DVY vs. BBRE - Performance Comparison
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Returns By Period
In the year-to-date period, DVY achieves a 17.29% return, which is significantly lower than BBRE's 23.40% return.
DVY
- 1D
- 1.31%
- 1M
- 3.82%
- 6M
- 11.93%
- YTD
- 17.29%
- 1Y
- 22.32%
- 3Y*
- 15.86%
- 5Y*
- 11.17%
- 10Y*
- 10.35%
- ALL TIME*
- 9.09%
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 | |
| $86.69M | $71.80M | $68.36M |
DVY vs. BBRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DVY iShares Select Dividend ETF | 17.29% | 11.60% | 16.24% | 1.12% | 1.80% | 31.70% | -4.91% | 22.62% | -7.09% |
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 DVY and BBRE is 0.70, 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. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2018 | 0.67 |
The correlation between DVY and BBRE has been stable across timeframes, ranging from 0.67 to 0.73 - a consistent structural relationship.
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Return for Risk
DVY vs. BBRE — Risk / Return Rank
DVY
BBRE
DVY vs. BBRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Select Dividend ETF (DVY) 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.
| DVY | BBRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.37 | ||
| Sortino ratioReturn per unit of downside risk | +0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.29 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.35 | 2.99 | +0.36 |
| Martin ratioReturn relative to average drawdown | 11.83 | 9.58 | +2.25 |
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Drawdowns
DVY vs. BBRE - Drawdown Comparison
The maximum DVY drawdown since its inception was -62.59%, which is greater than BBRE's maximum drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for DVY and BBRE.
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Drawdown Indicators
| DVY | BBRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.59% | -43.61% | -18.98% |
Max Drawdown (1Y)Largest decline over 1 year | -6.89% | -8.07% | +1.18% |
Max Drawdown (3Y)Largest decline over 3 years | -16.00% | -18.92% | +2.92% |
Max Drawdown (5Y)Largest decline over 5 years | -17.54% | -31.15% | +13.61% |
Max Drawdown (10Y)Largest decline over 10 years | -41.59% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -10.35% | +1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 2.51% | -0.57% |
Volatility
DVY vs. BBRE - Volatility Comparison
The current volatility for iShares Select Dividend ETF (DVY) is 3.69%, while JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) has a volatility of 4.86%. This indicates that DVY 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
| DVY | BBRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 4.86% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 7.72% | 10.88% | -3.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.22% | 14.29% | -3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.10% | 18.81% | -3.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 22.49% | -4.48% |
DVY vs. BBRE - Expense Ratio Comparison
DVY has a 0.39% expense ratio, which is higher than BBRE's 0.11% expense ratio.
Dividends
DVY vs. BBRE - Dividend Comparison
DVY's dividend yield for the trailing twelve months is around 3.23%, more 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% |
DVY iShares Select Dividend ETF | 3.23% | 3.65% | 3.65% | 3.82% | 3.43% | 3.12% | 3.66% | 3.41% | 3.58% | 3.00% | 3.04% | 3.45% |
Frequently Asked Questions
DVY and BBRE have a correlation of 0.70, 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 DVY (3.69%). In terms of maximum drawdown, DVY dropped -62.59% vs BBRE's -43.61%.
On 5-year performance, DVY leads with 11.17% vs 5.60% for BBRE. On fees, BBRE is cheaper at 0.11% per year. On volatility, DVY has been the lower-risk option at 3.69%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, DVY has performed better with a 11.17% return vs 5.60%. 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 0.39% for DVY.
DVY has the higher dividend yield at 3.23%, compared with 2.51% for BBRE.
DVY is categorized as Large Cap Value Equities, while BBRE is REIT. DVY tracks Dow Jones U.S. Select Dividend Index, while BBRE tracks MSCI US REIT Index. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.39% for DVY and 0.11% for BBRE.
DVY currently has the higher Sharpe Ratio (2.06 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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