IYR vs. BBRE
Compare and contrast key facts about iShares U.S. Real Estate ETF (IYR) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE).
IYR and BBRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYR is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Real Estate Index. It was launched on Jun 12, 2000. BBRE is a passively managed fund by JPMorgan that tracks the performance of the MSCI US REIT Index. It was launched on Jun 15, 2018. Both IYR 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.
Performance
IYR vs. BBRE - Performance Comparison
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IYR vs. BBRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IYR iShares U.S. Real Estate ETF | 1.34% | 3.38% | 4.41% | 11.89% | -25.51% | 38.74% | -5.23% | 28.21% | -2.73% |
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 4.37% | 2.09% | 8.24% | 13.85% | -24.68% | 42.99% | -7.55% | 26.06% | -2.60% |
Returns By Period
In the year-to-date period, IYR achieves a 1.34% return, which is significantly lower than BBRE's 4.37% return.
IYR
- 1D
- 0.34%
- 1M
- -6.30%
- YTD
- 1.34%
- 6M
- -1.15%
- 1Y
- 1.38%
- 3Y*
- 6.47%
- 5Y*
- 2.87%
- 10Y*
- 5.06%
BBRE
- 1D
- 0.56%
- 1M
- -5.92%
- YTD
- 4.37%
- 6M
- 2.15%
- 1Y
- 5.44%
- 3Y*
- 8.59%
- 5Y*
- 4.96%
- 10Y*
- —
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IYR vs. BBRE - Expense Ratio Comparison
IYR has a 0.42% expense ratio, which is higher than BBRE's 0.11% expense ratio.
Return for Risk
IYR vs. BBRE — Risk / Return Rank
IYR
BBRE
IYR vs. BBRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Real Estate ETF (IYR) 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.
| IYR | BBRE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 0.32 | -0.24 |
Sortino ratioReturn per unit of downside risk | 0.23 | 0.56 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.07 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 0.42 | -0.30 |
Martin ratioReturn relative to average drawdown | 0.45 | 1.73 | -1.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IYR | BBRE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 0.32 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.27 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.28 | +0.04 |
Correlation
The correlation between IYR and BBRE is 0.95, 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.
Dividends
IYR vs. BBRE - Dividend Comparison
IYR's dividend yield for the trailing twelve months is around 2.37%, less than BBRE's 3.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYR iShares U.S. Real Estate ETF | 2.37% | 2.48% | 2.57% | 2.75% | 2.92% | 2.06% | 2.58% | 3.05% | 3.53% | 3.73% | 4.41% | 3.92% |
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 3.01% | 3.24% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% | 0.00% | 0.00% | 0.00% |
Drawdowns
IYR vs. BBRE - Drawdown Comparison
The maximum IYR drawdown since its inception was -74.13%, which is greater than BBRE's maximum drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for IYR and BBRE.
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Drawdown Indicators
| IYR | BBRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.13% | -43.61% | -30.52% |
Max Drawdown (1Y)Largest decline over 1 year | -12.20% | -13.24% | +1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -33.75% | -31.15% | -2.60% |
Max Drawdown (10Y)Largest decline over 10 years | -42.32% | — | — |
Current DrawdownCurrent decline from peak | -8.83% | -5.92% | -2.91% |
Average DrawdownAverage peak-to-trough decline | -12.97% | -10.73% | -2.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 3.21% | +0.01% |
Volatility
IYR vs. BBRE - Volatility Comparison
iShares U.S. Real Estate ETF (IYR) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) have volatilities of 4.61% and 4.59%, 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.
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Volatility by Period
| IYR | BBRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.61% | 4.59% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.34% | 9.28% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.21% | 17.05% | -0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.69% | 18.77% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.30% | 22.71% | -2.41% |