RSPR vs. BBRE
RSPR (Invesco S&P 500 Equal Weight Real Estate ETF) and BBRE (JPMorgan BetaBuilders MSCI US REIT ETF) are both REIT funds - RSPR tracks the S&P 500 Equal Weighted / Real Estate - SEC while BBRE tracks the MSCI US REIT Index. Both are passively managed. Over the past 5 years, RSPR returned 2.39%/yr vs 4.93%/yr for BBRE. Their correlation of 0.95 suggests significant overlap in exposure. RSPR charges 0.40%/yr vs 0.11%/yr for BBRE.
Performance
RSPR vs. BBRE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, RSPR achieves a 11.24% return, which is significantly lower than BBRE's 18.65% return.
RSPR
- 1D
- 0.17%
- 1M
- -1.07%
- 6M
- 10.58%
- YTD
- 11.24%
- 1Y
- 7.22%
- 3Y*
- 7.35%
- 5Y*
- 2.39%
- 10Y*
- 5.71%
BBRE
- 1D
- 0.68%
- 1M
- 1.23%
- 6M
- 16.92%
- YTD
- 18.65%
- 1Y
- 20.68%
- 3Y*
- 11.08%
- 5Y*
- 4.93%
- 10Y*
- —
RSPR vs. BBRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 11.24% | -1.88% | 8.61% | 11.59% | -25.16% | 49.61% | -2.90% | 24.62% | -1.51% |
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 18.65% | 2.09% | 8.24% | 13.85% | -24.68% | 42.99% | -7.55% | 26.06% | -2.41% |
Correlation
The correlation between RSPR and BBRE is 0.93, 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 | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2018 | 0.95 |
The correlation between RSPR and BBRE has been stable across timeframes, ranging from 0.93 to 0.96 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RSPR vs. BBRE — Risk / Return Rank
RSPR
BBRE
RSPR vs. BBRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) 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.
| RSPR | BBRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.98 | ||
| Sortino ratioReturn per unit of downside risk | -1.27 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.25 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.83 | 2.57 | -1.74 |
| Martin ratioReturn relative to average drawdown | 1.82 | 8.16 | -6.33 |
Loading charts...
Drawdowns
RSPR vs. BBRE - Drawdown Comparison
The maximum RSPR drawdown since its inception was -41.96%, roughly equal to the maximum BBRE drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for RSPR and BBRE.
Loading charts...
Drawdown Indicators
| RSPR | BBRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.96% | -43.61% | +1.65% |
Max Drawdown (1Y)Largest decline over 1 year | -8.71% | -8.07% | -0.64% |
Max Drawdown (3Y)Largest decline over 3 years | -17.78% | -18.92% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -33.03% | -31.15% | -1.88% |
Max Drawdown (10Y)Largest decline over 10 years | -41.96% | — | — |
Current DrawdownCurrent decline from peak | -1.94% | -0.73% | -1.21% |
Average DrawdownAverage peak-to-trough decline | -9.33% | -10.40% | +1.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 2.54% | +1.43% |
Volatility
RSPR vs. BBRE - Volatility Comparison
Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) have volatilities of 4.98% and 4.82%, 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.
Loading charts...
Volatility by Period
| RSPR | BBRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 4.82% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 10.91% | 10.67% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.74% | 14.09% | +0.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.16% | 18.83% | +0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.39% | 22.50% | -1.11% |
RSPR vs. BBRE - Expense Ratio Comparison
RSPR has a 0.40% expense ratio, which is higher than BBRE's 0.11% expense ratio.
Dividends
RSPR vs. BBRE - Dividend Comparison
RSPR's dividend yield for the trailing twelve months is around 2.83%, more than BBRE's 2.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 2.61% | 3.24% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% | 0.00% | 0.00% | 0.00% |
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 2.83% | 2.70% | 2.58% | 2.91% | 3.14% | 2.56% | 3.82% | 2.48% | 3.02% | 3.01% | 2.06% | 1.03% |
Frequently Asked Questions
With a correlation of 0.93, RSPR and BBRE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RSPR has higher volatility (4.98%) compared to BBRE (4.82%). In terms of maximum drawdown, RSPR dropped -41.96% vs BBRE's -43.61%.
On 5-year performance, BBRE leads with 4.93% vs 2.39% for RSPR. On fees, BBRE is cheaper at 0.11% per year. On volatility, BBRE has been the lower-risk option at 4.82%. 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 4.93% return vs 2.39%. 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 RSPR.
RSPR has the higher dividend yield at 2.83%, compared with 2.61% for BBRE.
RSPR tracks S&P 500 Equal Weighted / Real Estate - SEC, while BBRE tracks MSCI US REIT Index. They also come from different issuers: Invesco and JPMorgan. Their fees differ too: 0.40% for RSPR and 0.11% for BBRE.
BBRE currently has the higher Sharpe Ratio (1.48 vs 0.49), 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.
Find the right allocation for RSPR and BBRE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer