USRT vs. BBRE
USRT (iShares Core U.S. REIT ETF) and BBRE (JPMorgan BetaBuilders MSCI US REIT ETF) are both REIT funds - USRT tracks the FTSE Nareit Equity REITS 40 Act Capped Index while BBRE tracks the MSCI US REIT Index. Both are passively managed. Over the past 5 years, USRT returned 5.19%/yr vs 4.94%/yr for BBRE. Their 0.98 correlation means they have historically moved very closely together. USRT charges 0.08%/yr vs 0.11%/yr for BBRE.
Performance
USRT vs. BBRE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with USRT having a 20.27% return and BBRE slightly lower at 19.92%.
USRT
- 1D
- -0.54%
- 1M
- 0.64%
- 6M
- 16.77%
- YTD
- 20.27%
- 1Y
- 25.30%
- 3Y*
- 12.13%
- 5Y*
- 5.19%
- 10Y*
- 6.03%
- ALL TIME*
- 5.55%
BBRE
- 1D
- -0.53%
- 1M
- 0.88%
- 6M
- 16.77%
- YTD
- 19.92%
- 1Y
- 24.62%
- 3Y*
- 11.76%
- 5Y*
- 4.94%
- 10Y*
- —
- ALL TIME*
- 7.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.15M | $3.29M | $5.12M | |
| $30.77M | $33.55M | $34.12M |
USRT vs. BBRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
USRT iShares Core U.S. REIT ETF | 20.27% | 2.44% | 8.58% | 13.64% | -24.43% | 43.26% | -8.06% | 25.98% | -2.67% |
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 19.92% | 2.09% | 8.24% | 13.85% | -24.68% | 42.99% | -7.55% | 26.06% | -2.41% |
Correlation
The correlation between USRT and BBRE is 0.99 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.99 |
Correlation (3Y) Balances recent behavior with more history. | 0.99 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2018 | 0.98 |
The correlation between USRT and BBRE has been stable across timeframes, ranging from 0.98 to 1.00 - a consistent structural relationship.
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Return for Risk
USRT vs. BBRE — Risk / Return Rank
USRT
BBRE
USRT vs. BBRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. REIT ETF (USRT) 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.
| USRT | BBRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.30 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.09 | 2.99 | +0.10 |
| Martin ratioReturn relative to average drawdown | 10.42 | 9.87 | +0.55 |
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Drawdowns
USRT vs. BBRE - Drawdown Comparison
The maximum USRT drawdown since its inception was -69.92%, which is greater than BBRE's maximum drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for USRT and BBRE.
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Drawdown Indicators
| USRT | BBRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.92% | -43.61% | -26.31% |
Max Drawdown (1Y)Largest decline over 1 year | -8.04% | -8.07% | +0.03% |
Max Drawdown (3Y)Largest decline over 3 years | -18.70% | -18.92% | +0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -31.03% | -31.15% | +0.12% |
Max Drawdown (10Y)Largest decline over 10 years | -44.38% | — | — |
Current DrawdownCurrent decline from peak | -2.76% | -2.82% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -12.88% | -10.33% | -2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.44% | -0.07% |
Volatility
USRT vs. BBRE - Volatility Comparison
iShares Core U.S. REIT ETF (USRT) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) have volatilities of 4.64% and 4.70%, 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
| USRT | BBRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.64% | 4.70% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 10.87% | -0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.87% | 14.06% | -0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.93% | 18.82% | +0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 22.47% | -1.13% |
USRT vs. BBRE - Expense Ratio Comparison
USRT has a 0.08% expense ratio, which is lower than BBRE's 0.11% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
USRT vs. BBRE - Dividend Comparison
USRT's dividend yield for the trailing twelve months is around 2.51%, less than BBRE's 2.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 2.58% | 3.24% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% | 0.00% | 0.00% | 0.00% |
USRT iShares Core U.S. REIT ETF | 2.51% | 3.07% | 2.85% | 3.18% | 3.46% | 2.27% | 3.12% | 3.34% | 5.66% | 3.44% | 3.98% | 3.59% |
Frequently Asked Questions
With a correlation of 0.99, USRT 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.
BBRE has higher volatility (4.70%) compared to USRT (4.64%). In terms of maximum drawdown, USRT dropped -69.92% vs BBRE's -43.61%.
On 5-year performance, USRT leads with 5.19% vs 4.94% for BBRE. On fees, USRT is cheaper at 0.08% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, USRT has performed better with a 5.19% return vs 4.94%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USRT is cheaper with a 0.08% expense ratio, compared with 0.11% for BBRE.
BBRE has the higher dividend yield at 2.58%, compared with 2.51% for USRT.
USRT tracks FTSE Nareit Equity REITS 40 Act Capped Index, while BBRE tracks MSCI US REIT Index. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.08% for USRT and 0.11% for BBRE.
USRT currently has the higher Sharpe Ratio (1.80 vs 1.73), 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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