RDOG vs. BBRE
RDOG (ALPS REIT Dividend Dogs ETF) and BBRE (JPMorgan BetaBuilders MSCI US REIT ETF) are both REIT funds - RDOG tracks the S-Network REIT Dividend Dogs Index while BBRE tracks the MSCI US REIT Index. Both are passively managed. Over the past 5 years, RDOG returned 2.54%/yr vs 5.24%/yr for BBRE. Their correlation of 0.88 suggests significant overlap in exposure. RDOG charges 0.35%/yr vs 0.11%/yr for BBRE.
Performance
RDOG vs. BBRE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with RDOG having a 18.20% return and BBRE slightly lower at 17.71%.
RDOG
- 1D
- 0.34%
- 1M
- 2.54%
- YTD
- 18.20%
- 6M
- 19.02%
- 1Y
- 23.97%
- 3Y*
- 12.82%
- 5Y*
- 2.54%
- 10Y*
- 4.68%
BBRE
- 1D
- 0.53%
- 1M
- 2.02%
- YTD
- 17.71%
- 6M
- 17.39%
- 1Y
- 21.44%
- 3Y*
- 12.98%
- 5Y*
- 5.24%
- 10Y*
- —
RDOG vs. BBRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RDOG ALPS REIT Dividend Dogs ETF | 18.20% | 0.95% | 4.57% | 10.38% | -25.53% | 34.42% | -10.01% | 21.54% | -4.27% |
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 17.71% | 2.09% | 8.24% | 13.85% | -24.68% | 42.99% | -7.55% | 26.06% | -2.41% |
Correlation
The correlation between RDOG and BBRE is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2018 | 0.88 |
The correlation between RDOG and BBRE has been stable across timeframes, ranging from 0.86 to 0.91 - a consistent structural relationship.
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Return for Risk
RDOG vs. BBRE — Risk / Return Rank
RDOG
BBRE
RDOG vs. BBRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS REIT Dividend Dogs ETF (RDOG) 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.
| RDOG | BBRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.27 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.40 | 2.67 | -0.27 |
| Martin ratioReturn relative to average drawdown | 7.78 | 8.48 | -0.71 |
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Drawdowns
RDOG vs. BBRE - Drawdown Comparison
The maximum RDOG drawdown since its inception was -67.59%, which is greater than BBRE's maximum drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for RDOG and BBRE.
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Drawdown Indicators
| RDOG | BBRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.59% | -43.61% | -23.98% |
Max Drawdown (1Y)Largest decline over 1 year | -10.02% | -8.07% | -1.95% |
Max Drawdown (3Y)Largest decline over 3 years | -21.40% | -18.92% | -2.48% |
Max Drawdown (5Y)Largest decline over 5 years | -35.52% | -31.15% | -4.37% |
Max Drawdown (10Y)Largest decline over 10 years | -49.35% | — | — |
Current DrawdownCurrent decline from peak | -0.50% | 0.00% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -12.22% | -10.45% | -1.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 2.53% | +0.56% |
Volatility
RDOG vs. BBRE - Volatility Comparison
The current volatility for ALPS REIT Dividend Dogs ETF (RDOG) is 4.52%, while JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) has a volatility of 5.31%. This indicates that RDOG 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
| RDOG | BBRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 5.31% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 10.28% | +0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.82% | 13.98% | +0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.84% | 18.81% | +1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.04% | 22.53% | +0.51% |
RDOG vs. BBRE - Expense Ratio Comparison
RDOG has a 0.35% expense ratio, which is higher than BBRE's 0.11% expense ratio.
Dividends
RDOG vs. BBRE - Dividend Comparison
RDOG's dividend yield for the trailing twelve months is around 6.18%, more than BBRE's 2.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 2.63% | 3.24% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% | 0.00% | 0.00% | 0.00% |
RDOG ALPS REIT Dividend Dogs ETF | 6.18% | 6.91% | 6.11% | 7.07% | 5.25% | 3.11% | 5.12% | 3.10% | 3.13% | 3.64% | 3.66% | 3.43% |
Frequently Asked Questions
RDOG and BBRE have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBRE has higher volatility (5.31%) compared to RDOG (4.52%). In terms of maximum drawdown, RDOG dropped -67.59% vs BBRE's -43.61%.
On 5-year performance, BBRE leads with 5.24% vs 2.54% for RDOG. On fees, BBRE is cheaper at 0.11% per year. On volatility, RDOG has been the lower-risk option at 4.52%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, BBRE has performed better with a 5.24% return vs 2.54%. 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 0.35% for RDOG.
RDOG has the higher dividend yield at 6.18%, compared with 2.63% for BBRE.
RDOG tracks S-Network REIT Dividend Dogs Index, while BBRE tracks MSCI US REIT Index. They also come from different issuers: SS&C and JPMorgan. Their fees differ too: 0.35% for RDOG and 0.11% for BBRE.
RDOG currently has the higher Sharpe Ratio (1.64 vs 1.57), 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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