REET vs. BBRE
Compare and contrast key facts about iShares Global REIT ETF (REET) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE).
REET and BBRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. REET is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Global REIT Index. It was launched on Jul 8, 2014. 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 REET 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
REET vs. BBRE - Performance Comparison
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REET vs. BBRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 2.31% | 7.97% | 2.65% | 10.28% | -24.10% | 32.43% | -10.48% | 24.42% | -4.05% |
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, REET achieves a 2.31% return, which is significantly lower than BBRE's 4.37% return.
REET
- 1D
- 0.99%
- 1M
- -6.30%
- YTD
- 2.31%
- 6M
- 1.07%
- 1Y
- 8.44%
- 3Y*
- 7.14%
- 5Y*
- 2.84%
- 10Y*
- 3.57%
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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REET vs. BBRE - Expense Ratio Comparison
REET has a 0.14% expense ratio, which is higher than BBRE's 0.11% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
REET vs. BBRE — Risk / Return Rank
REET
BBRE
REET vs. BBRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global REIT ETF (REET) 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.
| REET | BBRE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 0.32 | +0.24 |
Sortino ratioReturn per unit of downside risk | 0.86 | 0.56 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.07 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 0.42 | +0.31 |
Martin ratioReturn relative to average drawdown | 3.04 | 1.73 | +1.31 |
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
| REET | BBRE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.32 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.27 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.28 | -0.05 |
Correlation
The correlation between REET and BBRE is 0.94, 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
REET vs. BBRE - Dividend Comparison
REET's dividend yield for the trailing twelve months is around 3.62%, more than BBRE's 3.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 3.62% | 3.67% | 3.64% | 3.27% | 2.43% | 3.18% | 2.65% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% |
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
REET vs. BBRE - Drawdown Comparison
The maximum REET drawdown since its inception was -44.59%, roughly equal to the maximum BBRE drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for REET and BBRE.
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Drawdown Indicators
| REET | BBRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.59% | -43.61% | -0.98% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -13.24% | +1.54% |
Max Drawdown (5Y)Largest decline over 5 years | -32.11% | -31.15% | -0.96% |
Max Drawdown (10Y)Largest decline over 10 years | -44.59% | — | — |
Current DrawdownCurrent decline from peak | -6.47% | -5.92% | -0.55% |
Average DrawdownAverage peak-to-trough decline | -9.91% | -10.73% | +0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 3.21% | -0.39% |
Volatility
REET vs. BBRE - Volatility Comparison
iShares Global REIT ETF (REET) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) have volatilities of 4.74% 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
| REET | BBRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 4.59% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 8.32% | 9.28% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.10% | 17.05% | -1.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 18.77% | -1.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.83% | 22.71% | -3.88% |