RSPR vs. BBRE

Last updated Jun 4, 2026

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 2.40%/yr vs 4.42%/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

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RSPR achieves a 7.75% return, which is significantly lower than BBRE's 11.77% return.

RSPR

• 1D: -0.06%
• 1M: 1.06%
• YTD: 7.75%
• 6M: 8.11%
• 1Y: 5.65%
• 3Y*: 8.85%
• 5Y*: 2.40%
• 10Y*: 6.22%

BBRE

• 1D: 0.16%
• 1M: -0.16%
• YTD: 11.77%
• 6M: 10.56%
• 1Y: 14.11%
• 3Y*: 10.99%
• 5Y*: 4.42%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

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	7.75%	-1.88%	8.61%	11.59%	-25.16%	49.61%	-2.90%	24.62%	-0.56%
BBRE JPMorgan BetaBuilders MSCI US REIT ETF	11.77%	2.09%	8.24%	13.85%	-24.68%	42.99%	-7.55%	26.06%	-2.60%

Correlation

The correlation between RSPR and BBRE is 0.92, 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	0.92
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 19, 2018	0.95

The correlation between RSPR and BBRE has been stable across timeframes, ranging from 0.92 to 0.96 - a consistent structural relationship.

RSPR vs. BBRE - Sectors Allocation Comparison

Sectors	RSPR	BBRE
Real Estate	96.9%	98.9%
Basic Materials	3.1%	-
Financial Services	0.0%	0.1%
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Healthcare	-	-
Industrials	-	-
Technology	-	-
Utilities	-	-

Return for Risk

RSPR vs. BBRE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RSPR

RSPR Risk / Return Rank: 15
RSPR Sharpe Ratio Rank: 15
RSPR Sortino Ratio Rank: 14
RSPR Omega Ratio Rank: 14
RSPR Calmar Ratio Rank: 17
RSPR Martin Ratio Rank: 16

BBRE

BBRE Risk / Return Rank: 31
BBRE Sharpe Ratio Rank: 29
BBRE Sortino Ratio Rank: 27
BBRE Omega Ratio Rank: 27
BBRE Calmar Ratio Rank: 35
BBRE Martin Ratio Rank: 35

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	RSPR	BBRE	Difference
Sharpe ratio Return per unit of total volatility	0.40	1.06	-0.65
Sortino ratio Return per unit of downside risk	0.64	1.50	-0.85
Omega ratio Gain probability vs. loss probability	1.08	1.19	-0.11
Calmar ratio Return relative to maximum drawdown	0.65	1.76	-1.10
Martin ratio Return relative to average drawdown	1.44	5.54	-4.11
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RSPR vs. BBRE - Sharpe Ratio Comparison

The current RSPR Sharpe Ratio is 0.40, which is lower than the BBRE Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of RSPR and BBRE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	RSPR	BBRE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.40	1.06	-0.65
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.13	0.24	-0.11
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.29	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.30	0.31	-0.02

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.

Drawdown Indicators

	RSPR	BBRE	Difference
Max Drawdown Largest 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 Drawdown Current decline from peak	-4.30%	-3.12%	-1.18%
Average Drawdown Average peak-to-trough decline	-9.40%	-10.53%	+1.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.94%	2.55%	+1.39%

Volatility

RSPR vs. BBRE - Volatility Comparison

The current volatility for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) is 3.69%, while JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) has a volatility of 3.99%. This indicates that RSPR 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.

Volatility by Period

	RSPR	BBRE	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.69%	3.99%	-0.30%
Volatility (6M) Calculated over the trailing 6-month period	9.86%	9.47%	+0.39%
Volatility (1Y) Calculated over the trailing 1-year period	14.02%	13.39%	+0.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.09%	18.77%	+0.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.37%	22.56%	-1.19%

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 2.68%, less than BBRE's 2.81% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BBRE JPMorgan BetaBuilders MSCI US REIT ETF	2.81%	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	2.68%	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

Can I hold both RSPR and BBRE in my portfolio?

With a correlation of 0.92, 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.

Which is riskier, RSPR or BBRE?

BBRE has higher volatility (3.99%) compared to RSPR (3.69%). In terms of maximum drawdown, RSPR dropped -41.96% vs BBRE's -43.61%.

Which ETF is better, RSPR or BBRE?

On 5-year performance, BBRE leads with 4.42% vs 2.40% for RSPR. On fees, BBRE is cheaper at 0.11% per year. On volatility, RSPR has been the lower-risk option at 3.69%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RSPR or BBRE?

Over the 5-year period, BBRE has performed better with a 4.42% return vs 2.40%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RSPR or BBRE?

BBRE is cheaper with a 0.11% expense ratio, compared with 0.40% for RSPR.

Which ETF pays a higher dividend yield, RSPR or BBRE?

BBRE has the higher dividend yield at 2.81%, compared with 2.68% for RSPR.

What is the main difference between RSPR and 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.

Which has better risk-adjusted returns?

BBRE currently has the higher Sharpe Ratio (1.06 vs 0.40), 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.