Compare · 2 funds side by side · dividends reinvested

BBRE and REET

BBREJ.P. Morgan×REETiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,129BBRE · best of the two

02 / 04

BBRE and REET, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders MSCI US REIT ETFSectors · Real estate0.11%2.73%+18.1%+18.0%+17.2%+3.9%−12.5%14.1%$1.3B1.4

iShares Global REIT ETFSectors · Real estate0.14%3.39%+12.2%+12.6%+15.1%+2.0%−11.3%12.5%$4.8B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BBRE 2018 · REET 2014

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders MSCI US REIT ETF · $1.3B$12,129

BBRE

REET

iShares Global REIT ETF · $4.8B$11,038

$10,000 five years ago, dividends reinvested · they hold 68.6% in common

BBREMeasureREET

+18.1%Year to dateJan 1 → Nov 4+12.2%

+18.0%1 yearTotal return+12.6%

+17.2%3 years · per year$10,000 became $16,110 · $15,230+15.1%

+3.9%5 years · per year$10,000 became $12,129 · $11,038+2.0%

0.11%Expense ratio$11 · $14 a year on $10k · lower is better0.14%

2.73%Trailing 12-mo yield$273 · $339 a year on $10k3.39%

−12.5%Worst dropSmaller is better−11.3%

14.1%VolatilityLower is calmer12.5%

BBREREET Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3BBRE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBRE vs REET: Top 5 Holdings

Today

BBRE

34.5%in top 5

REET

in top 529.9%

BBREStockREET

12.5%WELL9.7%

8.8%PLD6.8%

not top 5EQIX5.6%

4.6%SPG4.0%

4.5%PSAnot top 5

4.2%DLR3.7%

Held in common68.6%

End-of-day Nov 4, 2026 · share of each fund

BBRE vs REET Returns, Every Period

J.P. MorganBBRE

+3.9%

5 years, per year

REETiShares

+2.0%

5 years, per year

BBREREETFaded: behind in that period

4–0BBRE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BBRE vs REET

YTD

J.P. MorganBBRE

+18.1%

REETiShares

+12.2%

+18.1%Year to date+12.2%

−12.5%Worst drop · 1Y−11.3%

14.1%Volatility · 1Y12.5%

2.7%Yield3.4%

$1.3BAssets$4.8B

3–1REET wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBRE, REET

Today

0.11%lowest, BBRE

FundExpense ratioFee$10k

BBRE0.11%$11

REET0.14%$14

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BBRE, REET

3.39%highest, REET

FundTrailing yieldYield$10k

REET3.39%$339

BBRE2.73%$273

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$325most kept, REET

REET$339 − $14 = $325

BBRE$273 − $11 = $262

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BBRE, REET

Today

68.6%most shared, BBRE and REET

BBREREET

BBRE—68.6%

REET68.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.0%BBRE, at 14.1% volatility

REETWorst drop−11.3%12.5% vol

BBREWorst drop−12.5%14.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

REETBBRE

+12.2%Year to date+18.1%

3.4%Yield2.7%

+12.6%Past year+18.0%

0.14%Fee0.11%

3–1BBRE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026