Compare · 2 funds side by side · dividends reinvested

BBRE and VNQ

BBREJ.P. Morgan×VNQVanguard×

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 VNQ, 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%$1.3B1.3

Vanguard Real Estate ETFSectors · Real estate0.13%3.47%+13.9%+14.3%+15.4%+1.8%−11.4%14.1%$35.9B1.8

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 · VNQ 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

BBRE

VNQ

Vanguard Real Estate ETF · $35.9B$10,948

$10,000 five years ago, dividends reinvested · they hold 75.6% in common

BBREMeasureVNQ

+18.1%Year to dateJan 1 → Nov 4+13.9%

+18.0%1 yearTotal return+14.3%

+17.2%3 years · per year$10,000 became $16,110 · $15,380+15.4%

+3.9%5 years · per year$10,000 became $12,129 · $10,948+1.8%

0.11%Expense ratio$11 · $13 a year on $10k · lower is better0.13%

2.73%Trailing 12-mo yield$273 · $347 a year on $10k3.47%

−12.5%Worst dropSmaller is better−11.4%

14.1%VolatilityLower is calmer14.1%

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

5–2BBRE 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 VNQ: Top 5 Holdings

Today

BBRE

34.5%in top 5

VNQ

in top 534.7%

BBREStockVNQ

12.5%WELL10.7%

8.8%PLD8.0%

not top 5EQIX6.6%

not top 5AMT5.1%

4.6%SPG4.3%

4.5%PSAnot top 5

4.2%DLRnot top 5

Held in common75.6%

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

BBRE vs VNQ Returns, Every Period

J.P. MorganBBRE

+3.9%

5 years, per year

VNQVanguard

+1.8%

5 years, per year

BBREVNQFaded: behind in that period

4–0BBRE wins

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

BBRE vs VNQ

YTD

J.P. MorganBBRE

+18.1%

VNQVanguard

+13.9%

+18.1%Year to date+13.9%

−12.5%Worst drop · 1Y−11.4%

14.1%Volatility · 1Y14.1%

2.7%Yield3.5%

$1.3BAssets$35.9B

2–1VNQ wins

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

Cost, Income and Risk

Fees: BBRE, VNQ

Today

0.11%lowest, BBRE

FundExpense ratioFee$10k

BBRE0.11%$11

VNQ0.13%$13

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

Yields: BBRE, VNQ

3.47%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.47%$347

BBRE2.73%$273

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

Income After Fees on $10,000

$334most kept, VNQ

VNQ$347 − $13 = $334

BBRE$273 − $11 = $262

KeptFee

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

Overlap: BBRE, VNQ

Today

75.6%most shared, BBRE and VNQ

BBREVNQ

BBRE—75.6%

VNQ75.6%—

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

BBREWorst drop−12.5%14.1% vol

VNQWorst drop−11.4%14.1% vol

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

Paid More vs Made More

YTD

VNQBBRE

+13.9%Year to date+18.1%

3.5%Yield2.7%

+14.3%Past year+18.0%

0.13%Fee0.11%

3–1BBRE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VNQ vs SCHH

YTD

VanguardVNQ

+13.9%

SCHHSchwab

+17.1%

+13.9%Year to date+17.1%

3.5%Yield2.8%

$35.9BAssets$11.4B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026