Compare · 2 funds side by side · dividends reinvested

BBRE and RWR

BBREJ.P. Morgan×RWRSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,841BBRE · best of the two

02 / 04

BBRE and RWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders MSCI US REIT ETFSectors · Real estate0.11%2.78%+15.8%+15.5%+15.5%+3.4%−12.5%14.2%$1.3B1.5

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.39%+15.8%+16.3%+15.9%+3.2%−12.8%14.2%$1.9B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: BBRE 2018 · RWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders MSCI US REIT ETF · $1.3B$11,841

BBRE

RWR

State Street SPDR Dow Jones REIT ETF · $1.9B$11,716

$10,000 five years ago, dividends reinvested · they hold 84.4% in common

BBREMeasureRWR

+15.8%Year to dateJan 1 → Nov 6+15.8%

+15.5%1 yearTotal return+16.3%

+15.5%3 years · per year$10,000 became $15,424 · $15,574+15.9%

+3.4%5 years · per year$10,000 became $11,841 · $11,716+3.2%

0.11%Expense ratio$11 · $25 a year on $10k · lower is better0.25%

2.78%Trailing 12-mo yield$278 · $339 a year on $10k3.39%

−12.5%Worst dropSmaller is better−12.8%

14.2%VolatilityLower is calmer14.2%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBRE vs RWR: Top 5 Holdings

Today

BBRE

34.5%in top 5

RWR

in top 534.2%

BBREStockRWR

12.6%WELL10.3%

8.7%PLD9.4%

4.5%PSA5.1%

4.7%SPG4.9%

not top 5VMRK4.5%

4.0%EQIXnot top 5

Held in common84.4%

End-of-day Nov 6, 2026 · share of each fund

BBRE vs RWR Returns, Every Period

J.P. MorganBBRE

+3.4%

5 years, per year

RWRSPDR

+3.2%

5 years, per year

BBRERWRFaded: behind in that period

1–2RWR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BBRE vs RWR

YTD

J.P. MorganBBRE

+15.8%

RWRSPDR

+15.8%

+15.8%Year to date+15.8%

−12.5%Worst drop · 1Y−12.8%

14.2%Volatility · 1Y14.2%

2.8%Yield3.4%

$1.3BAssets$1.9B

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBRE, RWR

Today

0.11%lowest, BBRE

FundExpense ratioFee$10k

BBRE0.11%$11

RWR0.25%$25

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BBRE, RWR

3.39%highest, RWR

FundTrailing yieldYield$10k

RWR3.39%$339

BBRE2.78%$278

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$314most kept, RWR

RWR$339 − $25 = $314

BBRE$278 − $11 = $267

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BBRE, RWR

Today

84.4%most shared, BBRE and RWR

BBRERWR

BBRE—84.4%

RWR84.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.3%RWR, at 14.2% volatility

BBREWorst drop−12.5%14.2% vol

RWRWorst drop−12.8%14.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

RWRBBRE

+15.8%Year to date+15.8%

3.4%Yield2.8%

+16.3%Past year+15.5%

0.25%Fee0.11%

2–1RWR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026