BBRE vs IVV
JPMorgan BetaBuilders MSCI US REIT ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BBRE | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.11% | 0.03% | |
| AUM | $1.3B | $865.2B | |
| Dividend Yield | 3.10% | 1.09% | |
| Holdings | 111 | 508 | |
| YTD Return | +15.13% | +13.43% | |
| 1Y Return | +20.05% | +22.61% | |
| 3Y Return (annualized) | +11.34% | +21.47% | |
| 5Y Return (annualized) | +4.23% | +13.26% | |
| Volatility (annualized) | 18.9% | 15.1% | |
| Max Drawdown | -43.6% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 15, 2018 | May 15, 2000 |
BBRE vs IVV Performance
JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) is a ETF from J.P. Morgan Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BBRE returned +20.05% while IVV returned +22.61%. Year to date, BBRE is up 15.13% versus a gain of 13.43% for IVV.
Over three years, BBRE compounded at +11.34% per year against +21.47% for IVV; over five years the annualized figures are +4.23% and +13.26% respectively. Across the full 8-year window we track, IVV has the edge at +7.03% annualized vs +6.26%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBRE has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -43.6% for BBRE and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBRE charges 0.11% per year while IVV charges 0.03%. On a $10,000 position that is $11 vs $3 annually, a gap of $8 per year that compounds over a long holding period. On income, BBRE currently yields 3.10% against 1.09% for IVV.
Holdings Overlap
BBRE and IVV share 25 holdings out of 587 unique holdings combined, representing a 1.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BBRE or IVV?
BBRE has an expense ratio of 0.11% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $8 per year of difference.
Which performed better, BBRE or IVV?
Over the past year BBRE returned +20.05% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (8 years), BBRE annualized +6.26% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, BBRE or IVV?
BBRE has been the more volatile fund at 18.9% annualized versus 15.1% for IVV. Worst drawdown: BBRE -43.6% vs IVV -56.5%.
Should I hold both BBRE and IVV?
BBRE and IVV have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBRE and IVV?
BBRE and IVV share 25 common holdings with a 1.6% weight overlap. Combined, they hold 587 unique securities.
Which pays a higher dividend, BBRE or IVV?
BBRE yields 3.10% while IVV yields 1.09%, so BBRE currently pays the higher dividend yield.
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