BBRE vs VNQ

ABBRE

BVNQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,715BBRE · VNQ $10,522

Lowest cost0.11%BBRE · $11 on $10k

Most income3.59%VNQ · $359 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common75.4%BBRE and VNQ

BBRE

VNQ

JPMorgan BetaBuilders MSCI US REIT ETF · $1.3BVanguard Real Estate ETF · $35.9B

+16.4%3 years · per year$15,784 · $15,000+14.5%

+3.2%5 years · per year$11,715 · $10,522+1.0%

0.11%Expense ratio$11 · $13 on $10k · lower wins0.13%

2.80%12-mo yield$280 · $359 on $10k3.59%

−12.5%Worst dropSmaller wins−11.4%

13.8%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsBBRE · VNQ

12.4%WELL10.7%

8.9%PLD8.0%

4.6%SPG4.3%

4.1%DLR4.3%

Held in common75.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ABBRE	JPMorgan BetaBuilders MSCI US REIT ETFRead Desk		0.11%	2.80%	+0.1%	+14.9%	+14.8%	+16.4%	+3.2%	−12.5%	$1.3B
2	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.59%	−0.1%	+10.4%	+10.6%	+14.5%	+1.0%	−11.4%	$35.9B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ABBRE	JPMorgan BetaBuilders MSCI US REIT ETFRead Desk		0.11%	2.80%	+0.1%	+14.9%	+14.8%	+16.4%	+3.2%	−12.5%	$1.3B
2	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.59%	−0.1%	+10.4%	+10.6%	+14.5%	+1.0%	−11.4%	$35.9B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BBRE vs VNQ

BBRE

JPMorgan BetaBuilders MSCI US REIT

$11,715

VNQ

Vanguard Real Estate

$10,522

MeasureBBREVNQ

Fee0.11%0.13%

Cost on $10k a year$11$13

Yield2.80%3.59%

5 years, per year+3.2%+1.0%

3 years, per year+16.4%+14.5%

Worst drop · 1Y−12.5%−11.4%

Volatility · 1Y13.8%13.7%

3–3measures won
level

75.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VNQ vs SCHH

YTD

VanguardVNQ

+10.4%

SCHHSchwab

+13.8%

+10.4%Year to date+13.8%

3.6%Yield2.9%

$35.9BAssets$11.1B

1–1level

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

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

Overlap: BBRE, VNQ

Today

75.4%most shared, BBRE and VNQ

BBREVNQ

BBRE—75.4%

VNQ75.4%—

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

Income After Fees on $10,000

$346most kept, VNQ

VNQ$359 − $13 = $346

BBRE$280 − $11 = $269

KeptFee

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