USRT vs. BBRE
Compare and contrast key facts about iShares Core U.S. REIT ETF (USRT) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE).
USRT and BBRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USRT is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT Equity REITs Index. It was launched on May 4, 2007. BBRE is a passively managed fund by JPMorgan Chase that tracks the performance of the MSCI US REIT Index. It was launched on Jun 15, 2018. Both USRT 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USRT or BBRE.
Correlation
The correlation between USRT and BBRE is 0.61, 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.
Performance
USRT vs. BBRE - Performance Comparison
Key characteristics
USRT:
0.74
BBRE:
0.72
USRT:
1.11
BBRE:
1.09
USRT:
1.15
BBRE:
1.14
USRT:
0.66
BBRE:
0.64
USRT:
2.57
BBRE:
2.49
USRT:
5.30%
BBRE:
5.37%
USRT:
18.48%
BBRE:
18.50%
USRT:
-69.89%
BBRE:
-43.61%
USRT:
-10.59%
BBRE:
-10.76%
Returns By Period
The year-to-date returns for both stocks are quite close, with USRT having a -2.92% return and BBRE slightly lower at -2.94%.
USRT
-2.92%
-2.82%
-8.50%
12.55%
10.05%
5.17%
BBRE
-2.94%
-2.94%
-8.56%
12.30%
9.90%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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%.
Risk-Adjusted Performance
USRT vs. BBRE — Risk-Adjusted Performance Rank
USRT
BBRE
USRT vs. BBRE - Risk-Adjusted Performance 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.
Dividends
USRT vs. BBRE - Dividend Comparison
USRT's dividend yield for the trailing twelve months is around 2.90%, less than BBRE's 3.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USRT iShares Core U.S. REIT ETF | 2.90% | 2.85% | 3.18% | 3.46% | 2.27% | 3.12% | 3.34% | 5.66% | 3.44% | 3.98% | 3.59% | 3.46% |
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 3.26% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
USRT vs. BBRE - Drawdown Comparison
The maximum USRT drawdown since its inception was -69.89%, 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. For additional features, visit the drawdowns tool.
Volatility
USRT vs. BBRE - Volatility Comparison
iShares Core U.S. REIT ETF (USRT) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) have volatilities of 11.02% and 11.22%, 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.