Compare · 2 funds side by side · dividends reinvested

BBRE and VOO

BBREJ.P. Morgan×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

BBRE and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.4

JPMorgan BetaBuilders MSCI US REIT ETFSectors · Real estate0.11%2.80%+14.9%+14.8%+16.4%+3.2%−12.5%13.8%$1.3B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: BBRE 2018 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders MSCI US REIT ETF · $1.3B$11,715

BBRE

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

BBREMeasureVOO

+14.9%Year to dateJan 1 → Nov 3+11.5%

+14.8%1 yearTotal return+11.9%

+16.4%3 years · per year$10,000 became $15,784 · $19,094+24.1%

+3.2%5 years · per year$10,000 became $11,715 · $17,749+12.2%

0.11%Expense ratio$11 · $3 a year on $10k · lower is better0.03%

2.80%Trailing 12-mo yield$280 · $107 a year on $10k1.07%

−12.5%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer12.7%

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

3–5VOO wins

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

More Ways to See the Pairs

BBRE vs VOO: Top 5 Holdings

Today

BBRE

34.4%in top 5

VOO

in top 528.3%

BBREStockVOO

12.4%WELLnot top 5

8.9%PLDnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.6%SPGnot top 5

4.5%PSAnot top 5

4.1%DLRnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common1.4%

End-of-day Nov 3, 2026 · share of each fund

BBRE vs VOO Returns, Every Period

J.P. MorganBBRE

+3.2%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

BBREVOOFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Core: BBRE vs VOO

YTD

J.P. MorganBBRE

+14.9%

VOOVanguard

+11.5%

+14.9%Year to date+11.5%

−12.5%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y12.7%

2.8%Yield1.1%

$1.3BAssets$1.00T

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBRE, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

BBRE0.11%$11

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BBRE, VOO

2.80%highest, BBRE

FundTrailing yieldYield$10k

BBRE2.80%$280

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$269most kept, BBRE

BBRE$280 − $11 = $269

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BBRE, VOO

Today

1.4%most shared, BBRE and VOO

BBREVOO

BBRE—1.4%

VOO1.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.8%BBRE, at 13.8% volatility

VOOWorst drop−8.9%12.7% vol

BBREWorst drop−12.5%13.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BBREVOO

+14.9%Year to date+11.5%

2.8%Yield1.1%

+14.8%Past year+11.9%

0.11%Fee0.03%

3–1BBRE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026