REM vs. BBRE
Compare and contrast key facts about iShares Mortgage Real Estate ETF (REM) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE).
REM and BBRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. REM is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT All Mortgage Capped Index. It was launched on May 4, 2007. 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 REM 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
REM vs. BBRE - Performance Comparison
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REM vs. BBRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
REM iShares Mortgage Real Estate ETF | -2.83% | 13.30% | -1.00% | 14.43% | -27.56% | 16.14% | -19.99% | 21.34% | -3.73% |
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, REM achieves a -2.83% return, which is significantly lower than BBRE's 4.37% return.
REM
- 1D
- -0.37%
- 1M
- -5.30%
- YTD
- -2.83%
- 6M
- 0.50%
- 1Y
- 4.62%
- 3Y*
- 8.76%
- 5Y*
- -1.60%
- 10Y*
- 3.23%
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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REM vs. BBRE - Expense Ratio Comparison
REM has a 0.48% expense ratio, which is higher than BBRE's 0.11% expense ratio.
Return for Risk
REM vs. BBRE — Risk / Return Rank
REM
BBRE
REM vs. BBRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Mortgage Real Estate ETF (REM) 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.
| REM | BBRE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.22 | 0.32 | -0.10 |
Sortino ratioReturn per unit of downside risk | 0.43 | 0.56 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.07 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 0.42 | -0.13 |
Martin ratioReturn relative to average drawdown | 0.81 | 1.73 | -0.92 |
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
| REM | BBRE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.22 | 0.32 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.27 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | 0.28 | -0.33 |
Correlation
The correlation between REM and BBRE is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
REM vs. BBRE - Dividend Comparison
REM's dividend yield for the trailing twelve months is around 9.25%, more than BBRE's 3.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REM iShares Mortgage Real Estate ETF | 9.25% | 8.70% | 9.61% | 9.46% | 11.13% | 7.29% | 7.72% | 8.16% | 10.00% | 9.97% | 10.03% | 11.99% |
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
REM vs. BBRE - Drawdown Comparison
The maximum REM drawdown since its inception was -74.73%, which is greater than BBRE's maximum drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for REM and BBRE.
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Drawdown Indicators
| REM | BBRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.73% | -43.61% | -31.12% |
Max Drawdown (1Y)Largest decline over 1 year | -14.38% | -13.24% | -1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -43.31% | -31.15% | -12.16% |
Max Drawdown (10Y)Largest decline over 10 years | -68.52% | — | — |
Current DrawdownCurrent decline from peak | -24.42% | -5.92% | -18.50% |
Average DrawdownAverage peak-to-trough decline | -38.50% | -10.73% | -27.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 3.21% | +2.03% |
Volatility
REM vs. BBRE - Volatility Comparison
iShares Mortgage Real Estate ETF (REM) has a higher volatility of 7.75% compared to JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) at 4.59%. This indicates that REM's price experiences larger fluctuations and is considered to be riskier 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
| REM | BBRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | 4.59% | +3.16% |
Volatility (6M)Calculated over the trailing 6-month period | 12.82% | 9.28% | +3.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.02% | 17.05% | +3.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.56% | 18.77% | +4.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.22% | 22.71% | +5.51% |