PPTY vs. BBRE
Compare and contrast key facts about US Diversified Real Estate ETF (PPTY) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE).
PPTY and BBRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PPTY is a passively managed fund by Vident that tracks the performance of the USREX - U.S. Diversified Real Estate Index. It was launched on Mar 24, 2018. 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 PPTY 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: PPTY or BBRE.
Correlation
The correlation between PPTY and BBRE is 0.96, 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
PPTY vs. BBRE - Performance Comparison
Key characteristics
PPTY:
0.46
BBRE:
0.73
PPTY:
0.73
BBRE:
1.10
PPTY:
1.10
BBRE:
1.15
PPTY:
0.36
BBRE:
0.62
PPTY:
1.46
BBRE:
2.60
PPTY:
5.65%
BBRE:
5.16%
PPTY:
18.07%
BBRE:
18.31%
PPTY:
-41.69%
BBRE:
-43.61%
PPTY:
-15.82%
BBRE:
-11.37%
Returns By Period
In the year-to-date period, PPTY achieves a -7.77% return, which is significantly lower than BBRE's -3.59% return.
PPTY
-7.77%
-6.04%
-13.53%
8.54%
6.64%
N/A
BBRE
-3.59%
-4.36%
-9.97%
14.23%
8.69%
N/A
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PPTY vs. BBRE - Expense Ratio Comparison
PPTY has a 0.49% expense ratio, which is higher than BBRE's 0.11% expense ratio.
Risk-Adjusted Performance
PPTY vs. BBRE — Risk-Adjusted Performance Rank
PPTY
BBRE
PPTY vs. BBRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Diversified Real Estate ETF (PPTY) 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
PPTY vs. BBRE - Dividend Comparison
PPTY's dividend yield for the trailing twelve months is around 3.80%, more than BBRE's 3.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
PPTY US Diversified Real Estate ETF | 3.80% | 3.28% | 4.08% | 4.29% | 2.88% | 3.44% | 3.30% | 2.16% |
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 3.29% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% |
Drawdowns
PPTY vs. BBRE - Drawdown Comparison
The maximum PPTY drawdown since its inception was -41.69%, roughly equal to the maximum BBRE drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for PPTY and BBRE. For additional features, visit the drawdowns tool.
Volatility
PPTY vs. BBRE - Volatility Comparison
US Diversified Real Estate ETF (PPTY) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) have volatilities of 11.47% and 11.11%, 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.