RSPN vs. BBRE
RSPN (Invesco S&P 500® Equal Weight Industrials ETF) and BBRE (JPMorgan BetaBuilders MSCI US REIT ETF) are both exchange-traded funds - RSPN is a Industrials Equities fund tracking the S&P 500® Equal Weight Industrials Index, while BBRE is a REIT fund tracking the MSCI US REIT Index. Both are passively managed. Over the past 5 years, RSPN returned 12.23%/yr vs 4.88%/yr for BBRE. A 0.62 correlation means they provide meaningful diversification when combined. RSPN charges 0.40%/yr vs 0.11%/yr for BBRE.
Performance
RSPN vs. BBRE - Performance Comparison
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Returns By Period
In the year-to-date period, RSPN achieves a 11.03% return, which is significantly lower than BBRE's 15.29% return.
RSPN
- 1D
- 0.31%
- 1M
- 4.48%
- YTD
- 11.03%
- 6M
- 9.28%
- 1Y
- 22.27%
- 3Y*
- 18.21%
- 5Y*
- 12.23%
- 10Y*
- 15.13%
BBRE
- 1D
- 1.19%
- 1M
- 0.51%
- YTD
- 15.29%
- 6M
- 15.60%
- 1Y
- 17.50%
- 3Y*
- 13.13%
- 5Y*
- 4.88%
- 10Y*
- —
RSPN vs. BBRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RSPN Invesco S&P 500® Equal Weight Industrials ETF | 11.03% | 13.84% | 17.63% | 22.32% | -8.79% | 26.07% | 18.07% | 33.17% | -13.05% |
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 15.29% | 2.09% | 8.24% | 13.85% | -24.68% | 42.99% | -7.55% | 26.06% | -2.41% |
Correlation
The correlation between RSPN and BBRE is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2018 | 0.62 |
The correlation between RSPN and BBRE shifts across timeframes, from 0.54 (1 year) to 0.67 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
RSPN vs. BBRE — Risk / Return Rank
RSPN
BBRE
RSPN vs. BBRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Industrials ETF (RSPN) 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.
| RSPN | BBRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | 2.18 | -0.37 |
| Martin ratioReturn relative to average drawdown | 6.20 | 6.84 | -0.64 |
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Drawdowns
RSPN vs. BBRE - Drawdown Comparison
The maximum RSPN drawdown since its inception was -59.61%, which is greater than BBRE's maximum drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for RSPN and BBRE.
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Drawdown Indicators
| RSPN | BBRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.61% | -43.61% | -16.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -8.07% | -4.29% |
Max Drawdown (3Y)Largest decline over 3 years | -20.89% | -18.92% | -1.97% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -31.15% | +9.27% |
Max Drawdown (10Y)Largest decline over 10 years | -42.02% | — | — |
Current DrawdownCurrent decline from peak | -1.65% | -1.64% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -7.66% | -10.46% | +2.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 2.57% | +1.03% |
Volatility
RSPN vs. BBRE - Volatility Comparison
Invesco S&P 500® Equal Weight Industrials ETF (RSPN) has a higher volatility of 5.44% compared to JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) at 5.15%. This indicates that RSPN'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
| RSPN | BBRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.44% | 5.15% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.79% | 10.23% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.04% | 13.99% | +2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 18.81% | -0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.41% | 22.54% | -2.13% |
RSPN vs. BBRE - Expense Ratio Comparison
RSPN has a 0.40% expense ratio, which is higher than BBRE's 0.11% expense ratio.
Dividends
RSPN vs. BBRE - Dividend Comparison
RSPN's dividend yield for the trailing twelve months is around 1.03%, less than BBRE's 2.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 2.72% | 3.24% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% | 0.00% | 0.00% | 0.00% |
RSPN Invesco S&P 500® Equal Weight Industrials ETF | 1.03% | 0.86% | 0.98% | 1.06% | 1.09% | 0.70% | 0.96% | 1.33% | 1.49% | 1.12% | 1.31% | 1.51% |
Frequently Asked Questions
RSPN and BBRE have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RSPN has higher volatility (5.44%) compared to BBRE (5.15%). In terms of maximum drawdown, RSPN dropped -59.61% vs BBRE's -43.61%.
On 5-year performance, RSPN leads with 12.23% vs 4.88% for BBRE. On fees, BBRE is cheaper at 0.11% per year. On volatility, BBRE has been the lower-risk option at 5.15%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, RSPN has performed better with a 12.23% return vs 4.88%. 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 0.40% for RSPN.
BBRE has the higher dividend yield at 2.72%, compared with 1.03% for RSPN.
RSPN is categorized as Industrials Equities, while BBRE is REIT. RSPN tracks S&P 500® Equal Weight Industrials Index, while BBRE tracks MSCI US REIT Index. They also come from different issuers: Invesco and JPMorgan. Their fees differ too: 0.40% for RSPN and 0.11% for BBRE.
RSPN currently has the higher Sharpe Ratio (1.40 vs 1.26), 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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