Compare · 2 funds side by side · dividends reinvested

BBRE and VIG

BBREJ.P. Morgan×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

BBRE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

JPMorgan BetaBuilders MSCI US REIT ETFSectors · Real estate0.11%2.73%+18.1%+18.0%+17.2%+3.9%−12.5%14.1%$1.3B1.8

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

BBRE

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BBREMeasureVIG

+18.1%Year to dateJan 1 → Nov 4+16.4%

+18.0%1 yearTotal return+18.9%

+17.2%3 years · per year$10,000 became $16,110 · $17,533+20.6%

+3.9%5 years · per year$10,000 became $12,129 · $17,005+11.2%

0.11%Expense ratio$11 · $4 a year on $10k · lower is better0.04%

2.73%Trailing 12-mo yield$273 · $144 a year on $10k1.44%

−12.5%Worst dropSmaller is better−7.9%

14.1%VolatilityLower is calmer10.2%

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

2–6VIG 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 VIG: Top 5 Holdings

Today

BBRE

34.5%in top 5

VIG

in top 522.1%

BBREStockVIG

12.5%WELLnot top 5

8.8%PLDnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.6%SPGnot top 5

4.5%PSAnot top 5

not top 5AVGO4.3%

4.2%DLRnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

BBRE vs VIG Returns, Every Period

J.P. MorganBBRE

+3.9%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

BBREVIGFaded: behind in that period

1–3VIG wins

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

Sector vs Income: BBRE vs VIG

YTD

J.P. MorganBBRE

+18.1%

VIGVanguard

+16.4%

+18.1%Year to date+16.4%

−12.5%Worst drop · 1Y−7.9%

14.1%Volatility · 1Y10.2%

2.7%Yield1.4%

$1.3BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: BBRE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

BBRE0.11%$11

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

Yields: BBRE, VIG

2.73%highest, BBRE

FundTrailing yieldYield$10k

BBRE2.73%$273

VIG1.44%$144

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

Income After Fees on $10,000

$262most kept, BBRE

BBRE$273 − $11 = $262

VIG$144 − $4 = $140

KeptFee

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

Overlap: BBRE, VIG

Today

0.0%most shared, BBRE and VIG

BBREVIG

BBRE—0.0%

VIG0.0%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% 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

BBREVIG

+18.1%Year to date+16.4%

2.7%Yield1.4%

+18.0%Past year+18.9%

0.11%Fee0.04%

2–2level

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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