VNQ vs BBRE
YTDYear to date
BBRE wins+4.5 pts
Past year
BBRE wins+4.2 pts
Fee
BBRE winslower fee
Yield
VNQ wins+0.8 pts
AUM
VNQ28.2× more
3–1BBRE wins
VNQ and BBRE · year-to-date · as of Nov 4, 2026 · AUM not scored
BBRE vs S&P 500
5Y$104.43 · +0.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return+0.1%+5.5%−4.0%+14.9%+14.8%+57.8%+17.2%+76.7%
Peer average−0.1%+4.7%−4.8%+7.8%+8.1%+45.4%+5.2%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
J.P. Morgan BBRE and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
BBRE’s Holdings
TodayWELLWelltower12.4%PLD8.9%SPG4.6%PSA4.5%DLR4.1%EQIX4.0%O3.8%EQR3.6%VTR3.0%IRM2.8%EXR2.7%VICI2.1%HST1.5%ESS1.5%KIM1.5%INVH1.2%SUI1.2%WPC1.2%MAA1.2%DOC1.2%80 more
REIT - IndustrialREIT - Healthcare FacilitiesREIT - RetailREIT - ResidentialREIT - SpecialtyREIT - DiversifiedOther
J.P. Morgan BBRE · 102 holdings · tile size = share of the fund · as of Nov 3, 2026
All 46 Real Estate ETFs
5Y| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | VNQ | Real EstateReadDesk | 0.13% | 3.6% | +10.4% | +5.2% | $35.9B | |
| 2 | SCHH | U.S. REITReadDesk | 0.07% | 2.9% | +13.8% | +9.8% | $11.1B | |
| 3 | DFAR | DFA Real Estate Securities Portfolio ClassReadDesk | 0.22% | 3.4% | +14.3% | new | $8.5B | |
| 4 | XLRE | State Street Real Estate Select Sector SPDRReadDesk | 0.08% | 3.3% | +10.8% | +7.7% | $8.3B | |
| 5 | REET | Global REITReadDesk | 0.14% | 3.5% | +9.3% | +7.0% | $4.8B | |
| 6 | USRT | Core U.S. REITReadDesk | 0.08% | 2.7% | +15.3% | +18.7% | $4.3B | |
| 7 | IYR | U.S. Real EstateReadDesk | 0.37% | 2.4% | +9.1% | +4.0% | $4.0B | |
| 8 | DFGR | Dimensional - Global Real EstateReadDesk | 0.22% | 3.9% | +9.0% | new | $3.9B | |
| 9 | VNQI | Global ex-U.S. Real EstateReadDesk | 0.12% | 5.0% | −6.3% | −9.4% | $3.3B | |
| 10 | ICF | Select U.S. REITReadDesk | 0.32% | 2.6% | +14.4% | +8.6% | $2.0B | |
| 11 | RWR | State Street SPDR Dow Jones REITReadDesk | 0.25% | 3.4% | +14.5% | +15.5% | $1.8B | |
| 12 | XHB | State Street SPDR S&P HomebuildersReadDesk | 0.35% | 1.1% | 0.0% | +38.9% | $1.6B | |
| 13 | FREL | Fidelity MSCI Real EstateReadDesk | 0.08% | 3.4% | +10.2% | +4.8% | $1.4B | |
| 14 | BBRE | JPMorgan BetaBuilders MSCI US REITReadDesk | 0.11% | 2.8% | +14.9% | +17.2% | $1.3B | |
| 15 | RWO | State Street SPDR Dow Jones Global Real EstateReadDesk | 0.50% | 3.4% | +9.9% | +6.4% | $1.3B | |
| 16 | HAUZ | Xtrackers International Real EstateReadDesk | 0.10% | 3.8% | −6.3% | −10.5% | $1.1B |
1–16 of 46Page 1 of 3
Real Estate · current AUM · as of Nov 4, 2026
BBRE Payouts by Year
9YLatest payout, Sep 2026
$0.82
a share · every quarter
2.8% yield
2.8% yield
9 years added up
$21.07 a share
$21.07 a share
J.P. Morgan BBRE · per-share distributions by ex-date · 2018–2026
BBRE’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETFReadVersus | 0.13% | 3.6% | −0.1% | +10.4% | +10.6% | $35.9B | |
| 2 | SCHH | Schwab U.S. REIT ETFReadVersus | 0.07% | 2.9% | 0.0% | +13.8% | +13.9% | $11.1B | |
| 3 | DFAR | DFA Real Estate Securities Portfolio ETF Class SharesReadVersus | 0.22% | 3.4% | +0.1% | +14.3% | +14.3% | $8.5B | |
| 4 | XLRE | State Street Real Estate Select Sector SPDR ETFReadVersus | 0.08% | 3.3% | +0.1% | +10.8% | +10.5% | $8.3B | |
| 5 | REET | iShares Global REIT ETFReadVersus | 0.14% | 3.5% | +0.1% | +9.3% | +9.8% | $4.8B | |
| 6 | BBRE | JPMorgan BetaBuilders MSCI US REIT ETFThis fund | 0.11% | 2.8% | +0.1% | +14.9% | +14.8% | $1.3B |
#4 of 43 this year · #6 cheapest of 46 · sorted by assetsOpen the Sectors table →
BBRE and its peer group · total return · as of Nov 4, 2026
Cards for This View
BBRE’s Top 10 Holdings
Today51.6%of BBRE sits in these 10
J.P. Morgan BBRE · weight in the fund · as of Nov 3, 2026
BBRE’s Holdings
TodayWELLWelltower12.4%PLD8.9%SPG4.6%PSA4.5%DLR4.1%EQIX4.0%O3.8%EQR3.6%VTR3.0%IRM2.8%EXR2.7%VICI2.1%HST1.5%ESS1.5%KIM1.5%INVH1.2%SUI1.2%WPC1.2%MAA1.2%DOC1.2%80 more
REIT - IndustrialREIT - Healthcare FacilitiesREIT - RetailREIT - ResidentialREIT - SpecialtyREIT - DiversifiedOther
J.P. Morgan BBRE · 102 holdings · tile size = share of the fund · as of Nov 3, 2026
BBRE vs Peer Average
YTDBBREAvsBPeer average
1D+0.1%−0.1%
1M+5.5%+4.7%
3M−4.0%−4.8%
YTD+14.9%+7.8%
1Y+14.8%+8.1%
3Y+57.8%+45.4%
5Y+17.2%+5.2%
7–0BBRE wins
45 Real estate peers · each row scaled to its leader