Compare · 2 funds side by side · dividends reinvested

BBRE and XLRE

BBREJ.P. Morgan×XLRESPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,715BBRE · best of the two

02 / 04

BBRE and XLRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders MSCI US REIT ETFSectors · Real estate0.11%2.80%+14.9%+14.8%+16.4%+3.2%−12.5%13.8%$1.3B1.4

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.30%+10.8%+10.5%+14.4%+1.5%−11.1%14.2%$8.3B1.6

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 · XLRE 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

BBRE

XLRE

State Street Real Estate Select Sector SPDR ETF · $8.3B$10,775

$10,000 five years ago, dividends reinvested · they hold 64.3% in common

BBREMeasureXLRE

+14.9%Year to dateJan 1 → Nov 3+10.8%

+14.8%1 yearTotal return+10.5%

+16.4%3 years · per year$10,000 became $15,784 · $14,961+14.4%

+3.2%5 years · per year$10,000 became $11,715 · $10,775+1.5%

0.11%Expense ratio$11 · $8 a year on $10k · lower is better0.08%

2.80%Trailing 12-mo yield$280 · $330 a year on $10k3.30%

−12.5%Worst dropSmaller is better−11.1%

13.8%VolatilityLower is calmer14.2%

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

5–3BBRE 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 XLRE: Top 5 Holdings

Today

BBRE

34.4%in top 5

XLRE

in top 537.0%

BBREStockXLRE

12.4%WELL11.3%

8.9%PLD8.2%

not top 5EQIX6.9%

not top 5AMT5.8%

4.5%PSA4.9%

4.6%SPGnot top 5

4.1%DLRnot top 5

Held in common64.3%

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

BBRE vs XLRE Returns, Every Period

J.P. MorganBBRE

+3.2%

5 years, per year

XLRESPDR

+1.5%

5 years, per year

BBREXLREFaded: behind in that period

4–0BBRE wins

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

BBRE vs XLRE

YTD

J.P. MorganBBRE

+14.9%

XLRESPDR

+10.8%

+14.9%Year to date+10.8%

−12.5%Worst drop · 1Y−11.1%

13.8%Volatility · 1Y14.2%

2.8%Yield3.3%

$1.3BAssets$8.3B

2–2level

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

Cost, Income and Risk

Fees: BBRE, XLRE

Today

0.08%lowest, XLRE

FundExpense ratioFee$10k

XLRE0.08%$8

BBRE0.11%$11

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

Yields: BBRE, XLRE

3.30%highest, XLRE

FundTrailing yieldYield$10k

XLRE3.30%$330

BBRE2.80%$280

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

Income After Fees on $10,000

$322most kept, XLRE

XLRE$330 − $8 = $322

BBRE$280 − $11 = $269

KeptFee

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

Overlap: BBRE, XLRE

Today

64.3%most shared, BBRE and XLRE

BBREXLRE

BBRE—64.3%

XLRE64.3%—

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

BBREWorst drop−12.5%13.8% vol

XLREWorst drop−11.1%14.2% vol

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

Paid More vs Made More

YTD

XLREBBRE

+10.8%Year to date+14.9%

3.3%Yield2.8%

+10.5%Past year+14.8%

0.08%Fee0.11%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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